Q3 Earnings Anticipation: Discussions on X about Amazon (AMZN) are heating up ahead of the company’s third-quarter 2025 financial results, expected on October 30. Many are focusing on the potential growth of Amazon Web Services (AWS), with optimism around its accelerating performance. However, concerns linger about retail margins and whether heavy AI investments will yield short-term gains.
Automation and Outage Concerns: Recent posts on X also highlight a leaked report suggesting Amazon plans to replace a significant portion of U.S. workers with robots by 2033, sparking debate about stock implications. Additionally, a recent AWS outage has drawn attention, with some questioning the reliability of Amazon’s cloud infrastructure. The mix of bullish and bearish takes keeps the conversation lively as earnings approach.
Note: This discussion summary was generated from an AI condensation of post data.
Amazon Congressional Stock Trading
Members of Congress have traded $AMZN stock 33 times in the past 6 months. Of those trades, 27 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 10/15, 10/09, 05/05 and 0 sales.
- 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 LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 06/17, 06/09 and 2 sales worth up to $30,000 on 08/04, 07/22.
- 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.
- REPRESENTATIVE THOMAS H. KEAN, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/08, 04/24 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 04/29.
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 67 times in the past 6 months. Of those trades, 0 have been purchases and 67 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.
- 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.
- DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 19 sales selling 38,246 shares for an estimated $8,164,258.
- 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.
- 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 Hedge Fund Activity
We have seen 2,986 institutional investors add shares of Amazon stock to their portfolio, and 2,111 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
- VANGUARD GROUP INC added 17,447,045 shares (+2.1%) to their portfolio in Q2 2025, for an estimated $3,827,707,202
- 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
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 31 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Benchmark issued a "Buy" rating on 10/22/2025
- Goldman Sachs issued a "Buy" rating on 10/03/2025
- Mizuho issued a "Outperform" rating on 09/30/2025
- Wells Fargo issued a "Overweight" rating on 09/24/2025
- Telsey Advisory Group issued a "Outperform" rating on 09/24/2025
- Truist Securities issued a "Buy" rating on 09/16/2025
- Morgan Stanley issued a "Overweight" rating on 08/14/2025
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 33 analysts offer price targets for $AMZN in the last 6 months, with a median target of $270.0.
Here are some recent targets:
- Daniel Kurnos from Benchmark set a target price of $260.0 on 10/22/2025
- Eric Sheridan from Goldman Sachs set a target price of $275.0 on 10/03/2025
- Lloyd Walmsley from Mizuho set a target price of $300.0 on 09/30/2025
- Joseph Feldman from Telsey Advisory Group set a target price of $265.0 on 09/24/2025
- Ken Gawrelski from Wells Fargo set a target price of $280.0 on 09/24/2025
- Scott Devitt from Wedbush set a target price of $250.0 on 09/19/2025
- Youssef Squali from Truist Securities set a target price of $270.0 on 09/16/2025
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.
