Globalstar acquisition talks: Social media users are reacting strongly to reports of Amazon in advanced discussions to acquire $9 billion satellite provider Globalstar, aiming to accelerate Project Kuiper and challenge Starlink dominance. This potential deal is viewed as a bold step into space connectivity, fueling speculation on enhanced growth prospects. Enthusiasm is building despite broader market pressures.
Historic low valuations highlighted: Conversations emphasize Amazon trading at its cheapest multiples in over a decade, around 21x forward earnings for 2027. Posters counter bubble fears by pointing to AWS acceleration and strong fundamentals as reasons for optimism. The dip is increasingly seen as an entry point by many observers.
Trendline test amid Mag7 pullback: Key technical levels, like a multi-year trendline, are under scrutiny as Amazon joins other Magnificent Seven stocks in double-digit drawdowns. Options flow and support levels around $200 draw attention, with mixed bets reflecting cautious trader interest.
Note: This discussion summary was generated from an AI condensation of post data.
Amazon Insider Trading Activity
Amazon insiders have traded $AMZN stock on the open market 61 times in the past 6 months. Of those trades, 0 have been purchases and 61 have been sales.
Here’s a breakdown of recent trading of $AMZN stock by insiders over the last 6 months:
- DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 21 sales selling 52,238 shares for an estimated $12,082,696.
- ANDREW R JASSY (President and CEO) has made 0 purchases and 10 sales selling 39,744 shares for an estimated $8,388,329.
- DAVID ZAPOLSKY (Senior Vice President) has made 0 purchases and 12 sales selling 38,419 shares for an estimated $8,205,080.
- MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 10 sales selling 35,519 shares for an estimated $7,496,787.
- JONATHAN RUBINSTEIN sold 8,173 shares for an estimated $2,043,495
- SHELLEY REYNOLDS (Vice President) has made 0 purchases and 4 sales selling 2,695 shares for an estimated $554,892.
- KEITH BRIAN ALEXANDER has made 0 purchases and 2 sales selling 1,800 shares for an estimated $393,192.
- DANIEL P HUTTENLOCHER sold 1,237 shares for an estimated $280,316
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Amazon Revenue
Amazon had revenues of $213.4B in Q4 2025. This is an increase of 13.63% from the same period in the prior year.
You can track AMZN financials on Quiver Quantitative's AMZN stock page.
Amazon Congressional Stock Trading
Members of Congress have traded $AMZN stock 23 times in the past 6 months. Of those trades, 15 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $AMZN stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARK ALFORD sold up to $15,000 on 03/16.
- REPRESENTATIVE DAVID TAYLOR has traded it 3 times. They made 3 purchases worth up to $45,000 on 02/26, 02/09, 01/29 and 0 sales.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 1 purchase worth up to $15,000 on 02/05 and 1 sale worth up to $15,000 on 02/11.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 7 times. They made 5 purchases worth up to $110,000 on 02/10, 01/30, 11/18, 10/17 and 2 sales worth up to $30,000 on 12/24, 12/19.
- REPRESENTATIVE NANCY PELOSI has traded it 2 times. They made 1 purchase worth up to $1,000,000 on 01/16 and 1 sale worth up to $5,000,000 on 12/24.
- SENATOR MARKWAYNE MULLIN purchased up to $250,000 on 12/29.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 11/13.
- SENATOR KATIE BOYD BRITT sold up to $15,000 on 11/07.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 10/24, 10/15, 10/09 and 0 sales.
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 10/22.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 10/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Amazon Hedge Fund Activity
We have seen 2,981 institutional investors add shares of Amazon stock to their portfolio, and 2,156 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 207,149,000 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $47,814,132,180
- J. STERN & CO. LLP added 87,557,736 shares (+20598.0%) to their portfolio in Q4 2025, for an estimated $20,210,076,623
- CARDANO RISK MANAGEMENT B.V. added 25,017,588 shares (+879.4%) to their portfolio in Q4 2025, for an estimated $5,774,559,662
- JPMORGAN CHASE & CO removed 22,614,647 shares (-12.4%) from their portfolio in Q4 2025, for an estimated $5,219,912,820
- NORGES BANK added 17,334,851 shares (+13.9%) to their portfolio in Q4 2025, for an estimated $4,001,230,307
- PRICE T ROWE ASSOCIATES INC /MD/ removed 12,041,421 shares (-8.4%) from their portfolio in Q4 2025, for an estimated $2,779,400,795
- BLACKROCK, INC. added 12,031,794 shares (+1.7%) to their portfolio in Q4 2025, for an estimated $2,777,178,691
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Amazon Analyst Ratings
Wall Street analysts have issued reports on $AMZN in the last several months. We have seen 21 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citizens issued a "Market Outperform" rating on 02/02/2026
- TD Cowen issued a "Buy" rating on 01/13/2026
- Guggenheim issued a "Buy" rating on 12/10/2025
- Oppenheimer issued a "Outperform" rating on 12/01/2025
- Rosenblatt issued a "Buy" rating on 11/25/2025
- Mizuho issued a "Outperform" rating on 11/04/2025
- RBC Capital issued a "Outperform" rating on 10/31/2025
To track analyst ratings and price targets for Amazon, check out Quiver Quantitative's $AMZN forecast page.
Amazon Price Targets
Multiple analysts have issued price targets for $AMZN recently. We have seen 34 analysts offer price targets for $AMZN in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- Ivan Feinseth from Tigress Financial set a target price of $315.0 on 03/25/2026
- Ronald Josey from Citigroup set a target price of $285.0 on 03/25/2026
- Doug Anmuth from JP Morgan set a target price of $280.0 on 03/25/2026
- John Blackledge from TD Cowen set a target price of $300.0 on 03/23/2026
- Laura Martin from Needham set a target price of $265.0 on 03/17/2026
- Ken Gawrelski from Wells Fargo set a target price of $304.0 on 02/23/2026
- Thomas Champion from Piper Sandler set a target price of $260.0 on 02/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
