Recent discussions on X about Amazon (AMZN) have been ignited by the company's latest earnings report and guidance, particularly focusing on the performance of Amazon Web Services (AWS). Many users have expressed concern over a significant drop in stock price after hours, attributing it to higher-than-expected spending on AI initiatives impacting profit growth. There’s a palpable tension as some highlight AWS’s stable growth and retail strength as reasons for optimism despite the immediate market reaction.
Additionally, chatter on X has zeroed in on Amazon’s ambitious capital expenditure plans and the broader implications of AI integration across its businesses. Some voices on the platform are bullish, pointing to improved margins and strong consumer spending as indicators of long-term potential, while others caution about near-term pressures from hefty investments. The mix of perspectives keeps the conversation dynamic and closely watched by investors.
Note: This discussion summary was generated from an AI condensation of post data.
Amazon Congressional Stock Trading
Members of Congress have traded $AMZN stock 39 times in the past 6 months. Of those trades, 28 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $AMZN stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 7 times. They made 7 purchases worth up to $1,600,000 on 06/30, 06/25, 06/09, 06/05 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 1 purchase worth up to $15,000 on 04/08 and 2 sales worth up to $30,000 on 06/23, 04/03.
- SENATOR JOHN BOOZMAN has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/16, 02/26, 02/04 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $500,000 on 05/12.
- REPRESENTATIVE THOMAS H. KEAN, JR. has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/08, 04/24, 02/26 and 0 sales.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/05, 04/08, 04/04 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 04/29.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 3 times. They made 1 purchase worth up to $50,000 on 03/03 and 2 sales worth up to $30,000 on 04/21, 03/20.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $50,000 on 04/16.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
- REPRESENTATIVE JARED MOSKOWITZ purchased up to $15,000 on 04/07.
- REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 04/03.
- REPRESENTATIVE GREG LANDSMAN has traded it 3 times. They made 1 purchase worth up to $50,000 on 02/20 and 2 sales worth up to $30,000 on 03/27, 02/26.
- REPRESENTATIVE DAVID TAYLOR purchased up to $15,000 on 03/27.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/20 and 0 sales.
- REPRESENTATIVE SCOTT FRANKLIN has traded it 3 times. They made 3 purchases worth up to $130,000 on 02/26 and 0 sales.
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 02/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Amazon Insider Trading Activity
Amazon insiders have traded $AMZN stock on the open market 77 times in the past 6 months. Of those trades, 0 have been purchases and 77 have been sales.
Here’s a breakdown of recent trading of $AMZN stock by insiders over the last 6 months:
- JEFFREY P BEZOS (Executive Chair) has made 0 purchases and 22 sales selling 25,000,000 shares for an estimated $5,654,270,933.
- DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 19 sales selling 60,732 shares for an estimated $13,374,022.
- DAVID ZAPOLSKY (Senior Vice President) has made 0 purchases and 11 sales selling 45,730 shares for an estimated $9,644,805.
- ANDREW R JASSY (President and CEO) has made 0 purchases and 8 sales selling 40,656 shares for an estimated $8,586,325.
- MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 9 sales selling 36,163 shares for an estimated $7,575,082.
- BRIAN T OLSAVSKY (Senior Vice President and CFO) has made 0 purchases and 2 sales selling 32,370 shares for an estimated $6,840,174.
- SHELLEY REYNOLDS (Vice President) has made 0 purchases and 5 sales selling 11,528 shares for an estimated $2,506,235.
- KEITH BRIAN ALEXANDER sold 1,000 shares for an estimated $210,680
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Amazon Hedge Fund Activity
We have seen 2,847 institutional investors add shares of Amazon stock to their portfolio, and 2,263 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 132,616,953 shares (+542733.6%) to their portfolio in Q2 2025, for an estimated $29,094,833,318
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 57,137,962 shares (-86.6%) from their portfolio in Q1 2025, for an estimated $10,871,068,650
- GAMMA INVESTING LLC removed 30,063,218 shares (-99.4%) from their portfolio in Q2 2025, for an estimated $6,595,569,397
- INFINITUM ASSET MANAGEMENT, LLC added 23,782,500 shares (+inf%) to their portfolio in Q1 2025, for an estimated $4,524,858,450
- JPMORGAN CHASE & CO added 17,347,225 shares (+9.5%) to their portfolio in Q1 2025, for an estimated $3,300,483,028
- BLACKROCK, INC. added 14,821,685 shares (+2.2%) to their portfolio in Q1 2025, for an estimated $2,819,973,788
- FISHER ASSET MANAGEMENT, LLC removed 12,580,834 shares (-27.9%) from their portfolio in Q1 2025, for an estimated $2,393,629,476
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 36 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- DA Davidson issued a "Buy" rating on 08/01/2025
- Rosenblatt issued a "Buy" rating on 08/01/2025
- Canaccord Genuity issued a "Buy" rating on 08/01/2025
- Citigroup issued a "Buy" rating on 08/01/2025
- B of A Securities issued a "Buy" rating on 08/01/2025
- Needham issued a "Buy" rating on 08/01/2025
- JP Morgan issued a "Overweight" rating on 08/01/2025
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 40 analysts offer price targets for $AMZN in the last 6 months, with a median target of $265.0.
Here are some recent targets:
- Barton Crockett from Rosenblatt set a target price of $297.0 on 08/01/2025
- Laura Martin from Needham set a target price of $265.0 on 08/01/2025
- Curtis Shauger from WestPark Capital set a target price of $280.0 on 08/01/2025
- Joseph Feldman from Telsey Advisory Group set a target price of $265.0 on 08/01/2025
- Ronald Josey from Citigroup set a target price of $270.0 on 08/01/2025
- Justin Post from B of A Securities set a target price of $272.0 on 08/01/2025
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $280.0 on 08/01/2025
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.