Market Weakness Concerns: Social media chatter highlights Amazon shares trading notably below recent peaks amid broader worries over AI-related capital spending by major tech firms. Participants note the pullback as a potential entry point while acknowledging short-term pressure from valuation debates.
Partnership Developments: Discussions also focus on a new collaboration involving cybersecurity enhancements that incorporate Amazon's cloud infrastructure, viewed as a strategic expansion for AI security applications. Observers describe the move positively for long-term positioning but caution it may not immediately sway share prices given existing high multiples.
Analyst and Growth Outlook: Broader commentary points to resilient momentum in retail operations and cloud services, with some analysts signaling potential revenue acceleration in upcoming quarters. Sentiment remains tempered by technical indicators showing the stock below key averages, though fundamentals in advertising and logistics continue to draw favorable mentions.
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:
- ANDREW R JASSY (President and CEO) has made 0 purchases and 12 sales selling 102,224 shares for an estimated $25,872,519.
- DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 22 sales selling 74,731 shares for an estimated $18,749,406.
- MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 13 sales selling 44,693 shares for an estimated $10,730,771.
- DAVID ZAPOLSKY (Senior Vice President) has made 0 purchases and 12 sales selling 33,199 shares for an estimated $7,762,866.
- JONATHAN RUBINSTEIN has made 0 purchases and 2 sales selling 7,555 shares for an estimated $2,012,552.
- SHELLEY REYNOLDS (Vice President) has made 0 purchases and 7 sales selling 5,058 shares for an estimated $1,174,895.
- KEITH BRIAN ALEXANDER sold 900 shares for an estimated $183,492
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Amazon Revenue
Amazon had revenues of $181.5B in Q1 2026. This is an increase of 16.61% from the same period in the prior year.
You can track AMZN financials on Quiver Quantitative's AMZN stock page.
You can access data on AMZN stock through the Quiver Quantitative API.
Amazon Congressional Stock Trading
Members of Congress have traded $AMZN stock 22 times in the past 6 months. Of those trades, 12 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $AMZN stock by members of Congress over the last 6 months:
- REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 3 purchases worth up to $45,000 on 02/26, 02/09, 01/29 and 1 sale worth up to $15,000 on 06/05.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 9 times. They made 5 purchases worth up to $75,000 on 04/22, 04/14, 03/16, 02/10, 01/30 and 4 sales worth up to $60,000 on 03/16, 03/13, 12/24, 12/19.
- SENATOR JOHN FETTERMAN purchased up to $15,000 on 03/30.
- REPRESENTATIVE MARK ALFORD sold up to $15,000 on 03/16.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 3 times. They made 1 purchase worth up to $15,000 on 02/05 and 2 sales worth up to $30,000 on 03/09, 02/11.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Amazon Hedge Fund Activity
We have seen 3,193 institutional investors add shares of Amazon stock to their portfolio, and 2,557 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AUTO-OWNERS INSURANCE CO removed 98,022,377 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $20,198,491,004
- J. STERN & CO. LLP removed 87,634,428 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $18,057,950,233
- CAPITAL RESEARCH GLOBAL INVESTORS added 28,398,233 shares (+31.5%) to their portfolio in Q1 2026, for an estimated $5,851,739,891
- FMR LLC added 27,227,887 shares (+8.2%) to their portfolio in Q1 2026, for an estimated $5,610,578,395
- CAPITAL INTERNATIONAL INVESTORS removed 25,645,759 shares (-36.9%) from their portfolio in Q1 2026, for an estimated $5,284,565,099
- CARDANO RISK MANAGEMENT B.V. removed 24,954,963 shares (-89.6%) from their portfolio in Q1 2026, for an estimated $5,142,219,675
- JPMORGAN CHASE & CO removed 22,614,647 shares (-12.4%) from their portfolio in Q4 2025, for an estimated $5,219,912,820
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Amazon Analyst Ratings
Wall Street analysts have issued reports on $AMZN in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 04/30/2026
- Piper Sandler issued a "Overweight" rating on 04/30/2026
- Guggenheim issued a "Buy" rating on 04/30/2026
- Barclays issued a "Overweight" rating on 04/30/2026
- Benchmark issued a "Buy" rating on 04/30/2026
- Evercore ISI Group issued a "Outperform" rating on 04/30/2026
- Wells Fargo issued a "Overweight" rating on 04/30/2026
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 $319.5.
Here are some recent targets:
- Youssef Squali from Truist Securities set a target price of $320.0 on 05/29/2026
- Ken Gawrelski from Wells Fargo set a target price of $312.0 on 05/20/2026
- John Blackledge from TD Cowen set a target price of $350.0 on 05/12/2026
- Mark Kelley from Stifel set a target price of $319.0 on 05/01/2026
- Daniel L. Kurnos from Benchmark set a target price of $370.0 on 04/30/2026
- Laura Martin from Needham set a target price of $300.0 on 04/30/2026
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $330.0 on 04/30/2026
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.
