Q3 Earnings Impact: Recent discussions on X about Amazon (AMZN) have been energized by the company’s third-quarter 2025 financial results. Many are impressed by the strong earnings beat and the re-acceleration of Amazon Web Services (AWS) growth. There’s a buzz around a reported $38 billion deal with OpenAI, fueling optimism about future growth.
AI and Innovation Focus: Conversations also highlight Amazon’s heavy investments in AI and custom silicon, with some on X noting a projected increase in shipments of in-house chips for 2025. Others point to innovations in logistics and cloud services as key drivers. However, concerns linger over high capital expenditures and their short-term impact on margins.
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 69 times in the past 6 months. Of those trades, 0 have been purchases and 69 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 20 sales selling 60,246 shares for an estimated $13,826,843.
- DAVID ZAPOLSKY (Senior Vice President) has made 0 purchases and 8 sales selling 41,340 shares for an estimated $8,771,239.
- ANDREW R JASSY (President and CEO) has made 0 purchases and 5 sales selling 39,744 shares for an estimated $8,403,578.
- MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 6 sales selling 38,708 shares for an estimated $8,152,467.
- BRIAN T OLSAVSKY (Senior Vice President and CFO) has made 0 purchases and 2 sales selling 35,500 shares for an estimated $7,531,502.
- JONATHAN RUBINSTEIN sold 8,173 shares for an estimated $2,043,495
- SHELLEY REYNOLDS (Vice President) has made 0 purchases and 4 sales selling 5,410 shares for an estimated $1,142,883.
- 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 Congressional Stock Trading
Members of Congress have traded $AMZN stock 32 times in the past 6 months. Of those trades, 26 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $AMZN stock by members of Congress over the last 6 months:
- 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 LISA C. MCCLAIN has traded it 6 times. They made 3 purchases worth up to $45,000 on 09/11, 06/17, 06/09 and 3 sales worth up to $45,000 on 09/25, 08/04, 07/22.
- REPRESENTATIVE VAL T. HOYLE has traded it 4 times. They made 3 purchases worth up to $45,000 on 09/10, 07/02, 06/06 and 1 sale worth up to $50,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS has traded it 16 times. They made 16 purchases worth up to $2,915,000 on 09/17, 09/10, 09/03, 08/15, 08/01, 07/29, 07/16, 07/14, 06/30, 06/25, 06/09, 06/05 and 0 sales.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 06/23.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 05/16.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $500,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Amazon Hedge Fund Activity
We have seen 2,953 institutional investors add shares of Amazon stock to their portfolio, and 2,172 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 132,610,792 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $29,117,351,599
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 69,080,235 shares (+781.6%) to their portfolio in Q2 2025, for an estimated $15,155,512,756
- INFINITUM ASSET MANAGEMENT, LLC removed 23,657,500 shares (-99.5%) from their portfolio in Q2 2025, for an estimated $5,190,218,925
- PRICE T ROWE ASSOCIATES INC /MD/ removed 17,284,407 shares (-9.8%) from their portfolio in Q2 2025, for an estimated $3,792,026,051
- CAPITAL WORLD INVESTORS removed 16,381,890 shares (-24.7%) from their portfolio in Q2 2025, for an estimated $3,594,022,847
- VICTORY CAPITAL MANAGEMENT INC added 12,494,130 shares (+176.2%) to their portfolio in Q2 2025, for an estimated $2,741,087,180
- JPMORGAN CHASE & CO removed 10,138,990 shares (-5.3%) from their portfolio in Q3 2025, for an estimated $2,226,218,034
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 30 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 11/04/2025
- Piper Sandler issued a "Overweight" rating on 10/31/2025
- Rosenblatt issued a "Buy" rating on 10/31/2025
- Citizens issued a "Market Outperform" rating on 10/31/2025
- RBC Capital issued a "Outperform" rating on 10/31/2025
- Citigroup issued a "Buy" rating on 10/31/2025
- Canaccord Genuity issued a "Buy" 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:
- Lloyd Walmsley from Mizuho set a target price of $315.0 on 11/04/2025
- Barton Crockett from Rosenblatt set a target price of $305.0 on 11/04/2025
- Ken Gawrelski from Wells Fargo set a target price of $292.0 on 10/31/2025
- Mark L. Moerdler from Bernstein set a target price of $300.0 on 10/31/2025
- Thomas Champion from Piper Sandler set a target price of $300.0 on 10/31/2025
- John Blackledge from TD Cowen set a target price of $300.0 on 10/31/2025
- Daniel Kurnos from Benchmark set a target price of $295.0 on 10/31/2025
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.
