Amazon jumped after OpenAI agreed to a multi‑year, $38 billion deal to use AWS for massive AI computing capacity, sending the stock higher as investors priced more cloud revenue and GPU demand for Amazon Web Services, per Reuters.
The agreement gives OpenAI immediate access to hundreds of thousands of Nvidia GPUs hosted on AWS and is expected to be phased in through 2026–2027, a development market commentators say will underpin elevated cloud spending and lift Amazon’s infrastructure outlook, per the Associated Press.
$AMZN Insider Trading Activity
$AMZN insiders have traded $AMZN stock on the open market 66 times in the past 6 months. Of those trades, 0 have been purchases and 66 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.
- MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 6 sales selling 38,708 shares for an estimated $8,152,467.
- DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 18 sales selling 35,746 shares for an estimated $7,687,583.
- 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.
$AMZN Hedge Fund Activity
We have seen 2,982 institutional investors add shares of $AMZN stock to their portfolio, and 2,125 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.
$AMZN Congressional Stock Trading
Members of Congress have traded $AMZN stock 34 times in the past 6 months. Of those trades, 28 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 4 times. They made 4 purchases worth up to $60,000 on 10/24, 10/15, 10/09, 05/05 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 6 times. They made 3 purchases worth up to $45,000 on 09/11, 06/17, 06/09 and 3 sales worth up to $45,000 on 09/25, 08/04, 07/22.
- 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 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. purchased up to $15,000 on 05/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$AMZN Analyst Ratings
Wall Street analysts have issued reports on $AMZN in the last several months. We have seen 30 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Bernstein issued a "Outperform" rating on 10/31/2025
- Rosenblatt issued a "Buy" rating on 10/31/2025
- JP Morgan issued a "Overweight" rating on 10/31/2025
- RBC Capital issued a "Outperform" rating on 10/31/2025
- UBS issued a "Buy" rating on 10/31/2025
- Piper Sandler issued a "Overweight" rating on 10/31/2025
- TD Cowen issued a "Buy" rating on 10/31/2025
To track analyst ratings and price targets for $AMZN, check out Quiver Quantitative's $AMZN forecast page.
$AMZN 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:
- Barton Crockett from Rosenblatt set a target price of $305.0 on 10/31/2025
- Justin Patterson from Keybanc set a target price of $303.0 on 10/31/2025
- Stephen Ju from UBS set a target price of $310.0 on 10/31/2025
- Mark Mahaney from Evercore ISI Group set a target price of $335.0 on 10/31/2025
- Deepak Mathivanan from Cantor Fitzgerald set a target price of $315.0 on 10/31/2025
- Joseph Feldman from Telsey Advisory Group set a target price of $300.0 on 10/31/2025
- Andrew Boone from Citizens set a target price of $300.0 on 10/31/2025
You can track data on $AMZN on Quiver Quantitative.
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.
