Logistics Strain: Amazon's plan to cut USPS parcel volume by two-thirds, affecting over a billion packages annually, has dragged shares down around 1.6% amid concerns over last-mile delivery costs. Social media traders are scrutinizing the shift toward UPS and FedEx capacity ahead of the October deadline, highlighting potential reconfiguration in e-commerce logistics.
AI Optimism: CEO Andy Jassy reportedly projected AI will double AWS sales to $600 billion by 2036, fueling bullish chatter on cloud growth potential. Discussions also spotlight OpenAI's AWS partnership for government contracts, bolstering Amazon's position in public sector AI deals.
Market Context: Amid mega-cap tech's surging CapEx, with Amazon up 464% since 2020, shares remain down 8.3% year-to-date alongside peers. The 1-hour delivery rollout in hundreds of cities adds to expansion talks, though valuation debates persist.
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 62 times in the past 6 months. Of those trades, 0 have been purchases and 62 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 22 sales selling 54,738 shares for an estimated $12,625,446.
- ANDREW R JASSY (President and CEO) has made 0 purchases and 10 sales selling 39,744 shares for an estimated $8,388,329.
- DAVID ZAPOLSKY (Senior Vice President) has made 0 purchases and 12 sales selling 38,419 shares for an estimated $8,205,080.
- MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 10 sales selling 35,519 shares for an estimated $7,496,787.
- JONATHAN RUBINSTEIN sold 8,173 shares for an estimated $2,043,495
- SHELLEY REYNOLDS (Vice President) has made 0 purchases and 4 sales selling 2,695 shares for an estimated $554,892.
- KEITH BRIAN ALEXANDER has made 0 purchases and 2 sales selling 1,800 shares for an estimated $393,192.
- DANIEL P HUTTENLOCHER sold 1,237 shares for an estimated $280,316
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 25 times in the past 6 months. Of those trades, 16 have been purchases and 9 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 has traded it 3 times. They made 3 purchases worth up to $45,000 on 02/26, 02/09, 01/29 and 0 sales.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 1 purchase worth up to $15,000 on 02/05 and 1 sale worth up to $15,000 on 02/11.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 7 times. They made 5 purchases worth up to $110,000 on 02/10, 01/30, 11/18, 10/17 and 2 sales worth up to $30,000 on 12/24, 12/19.
- 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.
- 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 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 10/14, 09/25.
- REPRESENTATIVE VAL T. HOYLE sold up to $50,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Amazon Hedge Fund Activity
We have seen 3,063 institutional investors add shares of Amazon stock to their portfolio, and 2,283 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 removed 207,149,000 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $47,814,132,180
- AUTO-OWNERS INSURANCE CO added 98,090,585 shares (+27376.7%) to their portfolio in Q4 2025, for an estimated $22,641,268,829
- J. STERN & CO. LLP added 87,557,736 shares (+20598.0%) to their portfolio in Q4 2025, for an estimated $20,210,076,623
- CARDANO RISK MANAGEMENT B.V. added 25,017,588 shares (+879.4%) to their portfolio in Q4 2025, for an estimated $5,774,559,662
- JPMORGAN CHASE & CO removed 22,614,647 shares (-12.4%) from their portfolio in Q4 2025, for an estimated $5,219,912,820
- NORGES BANK added 17,334,851 shares (+13.9%) to their portfolio in Q4 2025, for an estimated $4,001,230,307
- PRICE T ROWE ASSOCIATES INC /MD/ removed 12,041,421 shares (-8.4%) from their portfolio in Q4 2025, for an estimated $2,779,400,795
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 22 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
- JP Morgan issued a "Overweight" 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:
- Laura Martin from Needham set a target price of $265.0 on 03/17/2026
- Ken Gawrelski from Wells Fargo set a target price of $304.0 on 02/23/2026
- Ronald Josey from Citigroup set a target price of $265.0 on 02/09/2026
- Simeon Siegel from Guggenheim set a target price of $300.0 on 02/06/2026
- Scott Devitt from Wedbush set a target price of $300.0 on 02/06/2026
- Barton Crockett from Rosenblatt set a target price of $296.0 on 02/06/2026
- Brian Pitz from BMO Capital set a target price of $310.0 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.
