Earnings Anticipation: Social media discussions heat up ahead of Amazon's Q1 earnings release on April 29, alongside reports from Microsoft, Meta, and Alphabet. Investors anticipate strong AWS growth and AI-driven revenue, with implied volatility signaling potential swings of over 8%. The confluence with the FOMC meeting underscores the high stakes for market direction.
Recent Milestones: The stock surged to all-time highs last week, prompting talks of it lagging other Magnificent Seven peers but poised for catch-up. High-profile purchases by investors like Cathie Wood, totaling $73 million, bolster confidence in its fundamentals. AWS AI revenue exceeding $15 billion annually and a booming chip business at $20 billion run-rate fuel optimism.
Mixed Technical Views: While some flag overbought RSI levels and gap-fill risks, many see post-earnings dips as buying opportunities toward $500. Analysts project revenue beats and higher price targets around $285. Overall, the chatter reflects excitement tempered by volatility awareness in this pivotal week.
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 64 times in the past 6 months. Of those trades, 0 have been purchases and 64 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 23 sales selling 73,738 shares for an estimated $17,315,696.
- ANDREW R JASSY (President and CEO) has made 0 purchases and 11 sales selling 70,744 shares for an estimated $16,293,329.
- 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. You can access data on insider stock transactions through the Quiver Quantitative API.
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 22 times in the past 6 months. Of those trades, 13 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:
- SENATOR JOHN FETTERMAN purchased up to $15,000 on 03/30.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 9 times. They made 5 purchases worth up to $110,000 on 03/16, 02/10, 01/30, 11/18 and 4 sales worth up to $60,000 on 03/16, 03/13, 12/24, 12/19.
- 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 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 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.
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.
Amazon Hedge Fund Activity
We have seen 3,065 institutional investors add shares of Amazon stock to their portfolio, and 2,271 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 removed 98,022,377 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $20,198,491,004
- 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. 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
- 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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Amazon Analyst Ratings
Wall Street analysts have issued reports on $AMZN in the last several months. We have seen 18 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
- Citigroup 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:
- Jason Helfstein from Oppenheimer set a target price of $275.0 on 04/24/2026
- Stephen Ju from UBS set a target price of $304.0 on 04/23/2026
- Brian Pitz from BMO Capital set a target price of $315.0 on 04/23/2026
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $280.0 on 04/21/2026
- Justin Post from B of A Securities set a target price of $298.0 on 04/20/2026
- Justin Patterson from Keybanc set a target price of $325.0 on 04/20/2026
- Youssef Squali from Truist Securities set a target price of $285.0 on 04/17/2026
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.
