Earnings Miss Sparks Selloff: Amazon's stock plunged over 7% in after-hours trading following mixed fourth-quarter results, with earnings per share falling short of expectations and elevated capital expenditure guidance for 2026 reaching $200 billion primarily for AI infrastructure. Social media buzz highlights investor frustration over lighter-than-expected EBIT guidance and higher depreciation costs, despite solid AWS revenue growth of 24% year-over-year.
AI Investments Fuel Optimism: Amid the downturn, discussions underscore Amazon's aggressive push into artificial intelligence, including major stakes in Anthropic and OpenAI, custom chip development, and a strategic copper mine acquisition to bolster power supply for data centers. Analysts on social media remain overwhelmingly bullish, viewing the capex surge as essential for long-term dominance in cloud computing and AI services.
Layoffs Add Cost-Cutting Narrative: Recent waves of layoffs totaling around 30,000 positions over four months have intensified talks of margin pressures and operational streamlining. While some decry the cuts as ruthless, others see them as necessary to fund the AI boom, contributing to a cautiously optimistic undertone in ongoing debates.
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 47 times in the past 6 months. Of those trades, 0 have been purchases and 47 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 18 sales selling 55,238 shares for an estimated $13,042,338.
- DAVID ZAPOLSKY (Senior Vice President) has made 0 purchases and 9 sales selling 41,340 shares for an estimated $9,155,263.
- ANDREW R JASSY (President and CEO) has made 0 purchases and 7 sales selling 39,744 shares for an estimated $8,714,211.
- MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 7 sales selling 35,553 shares for an estimated $7,794,622.
- BRIAN T OLSAVSKY (Senior Vice President and CFO) sold 17,750 shares for an estimated $3,953,635
- JONATHAN RUBINSTEIN sold 8,173 shares for an estimated $2,043,495
- SHELLEY REYNOLDS (Vice President) has made 0 purchases and 2 sales selling 2,715 shares for an estimated $601,754.
- DANIEL P HUTTENLOCHER sold 1,237 shares for an estimated $280,316
- KEITH BRIAN ALEXANDER sold 900 shares for an estimated $209,700
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 26 times in the past 6 months. Of those trades, 18 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 DAVID TAYLOR purchased up to $15,000 on 01/29.
- 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.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 3 purchases worth up to $80,000 on 11/18, 10/17 and 2 sales worth up to $30,000 on 12/24, 12/19.
- 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 has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/01 and 1 sale worth up to $15,000 on 10/22.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 09/11 and 2 sales worth up to $30,000 on 10/14, 09/25.
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 09/10 and 1 sale worth up to $50,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS has traded it 5 times. They made 5 purchases worth up to $550,000 on 09/17, 09/10, 09/03, 08/15 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Amazon Hedge Fund Activity
We have seen 2,942 institutional investors add shares of Amazon stock to their portfolio, and 2,236 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 added 60,576,391 shares (+77.7%) to their portfolio in Q3 2025, for an estimated $13,300,758,171
- PRICE T ROWE ASSOCIATES INC /MD/ removed 15,198,274 shares (-9.6%) from their portfolio in Q3 2025, for an estimated $3,337,085,022
- FMR LLC removed 15,193,151 shares (-4.4%) from their portfolio in Q3 2025, for an estimated $3,335,960,165
- JPMORGAN CHASE & CO removed 10,138,990 shares (-5.3%) from their portfolio in Q3 2025, for an estimated $2,226,218,034
- CAPITAL RESEARCH GLOBAL INVESTORS added 9,583,217 shares (+11.3%) to their portfolio in Q3 2025, for an estimated $2,104,186,956
- BLACKROCK, INC. added 9,522,155 shares (+1.3%) to their portfolio in Q3 2025, for an estimated $2,090,779,573
- GOLDMAN SACHS GROUP INC added 8,698,692 shares (+15.9%) to their portfolio in Q3 2025, for an estimated $1,909,971,802
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 24 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
- Bernstein 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:
- Andrew Boone from Citizens set a target price of $315.0 on 02/06/2026
- Brian Pitz from BMO Capital set a target price of $310.0 on 02/06/2026
- Gil Luria from DA Davidson set a target price of $175.0 on 02/06/2026
- Ken Gawrelski from Wells Fargo set a target price of $305.0 on 02/06/2026
- Nat Schindler from Scotiabank set a target price of $275.0 on 02/06/2026
- Simeon Siegel from Guggenheim set a target price of $300.0 on 02/06/2026
- Laura Martin from Needham set a target price of $265.0 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.
