Sanford C. Bernstein Raises Amazon.com (NASDAQ:AMZN) Price Target to $300.00

Amazon.com (NASDAQ:AMZN) had its target price hoisted by equities researchers at Sanford C. Bernstein from $265.00 to $300.00 in a report issued on Thursday,MarketScreener reports. The firm presently has an “outperform” rating on the e-commerce giant’s stock. Sanford C. Bernstein’s price objective suggests a potential upside of 17.70% from the company’s current price.

Several other analysts have also issued reports on the stock. Rothschild & Co Redburn set a $230.00 price target on shares of Amazon.com in a research report on Wednesday, January 21st. Raymond James Financial decreased their price objective on Amazon.com from $260.00 to $225.00 and set an “outperform” rating on the stock in a report on Friday, February 6th. Piper Sandler reiterated an “overweight” rating and issued a $260.00 price objective (down from $300.00) on shares of Amazon.com in a research note on Friday, February 6th. Stifel Nicolaus lowered their price objective on Amazon.com from $300.00 to $294.00 and set a “buy” rating on the stock in a research note on Monday, April 13th. Finally, Wall Street Zen cut shares of Amazon.com from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. One research analyst has rated the stock with a Strong Buy rating, fifty-four have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $289.04.

Amazon.com Stock Down 0.2%

AMZN traded down $0.48 on Thursday, hitting $254.89. 3,947,032 shares of the company were exchanged, compared to its average volume of 49,232,180. The stock’s fifty day moving average is $216.43 and its 200-day moving average is $225.75. Amazon.com has a 12 month low of $178.85 and a 12 month high of $258.60. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.88 and a current ratio of 1.05. The company has a market cap of $2.74 trillion, a PE ratio of 35.57, a PEG ratio of 1.87 and a beta of 1.38.

Amazon.com (NASDAQ:AMZN) last posted its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing analysts’ consensus estimates of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The company had revenue of $213.39 billion during the quarter, compared to the consensus estimate of $211.02 billion. During the same quarter in the prior year, the business earned $1.86 earnings per share. The firm’s revenue for the quarter was up 13.6% compared to the same quarter last year. Equities research analysts predict that Amazon.com will post 7.72 EPS for the current fiscal year.

Insider Activity

In other news, SVP David Zapolsky sold 10,649 shares of the stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $205.43, for a total value of $2,187,624.07. Following the completion of the transaction, the senior vice president directly owned 41,190 shares in the company, valued at approximately $8,461,661.70. This represents a 20.54% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Shelley Reynolds sold 2,695 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.90, for a total value of $554,900.50. Following the sale, the vice president owned 119,780 shares in the company, valued at $24,662,702. This represents a 2.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 124,186 shares of company stock valued at $27,826,739. 9.70% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Amazon.com

Several hedge funds have recently added to or reduced their stakes in AMZN. Fairway Wealth LLC increased its holdings in Amazon.com by 113.2% in the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant’s stock valued at $25,000 after purchasing an additional 60 shares during the period. Sellwood Investment Partners LLC acquired a new position in Amazon.com during the 3rd quarter worth about $27,000. MilWealth Group LLC grew its position in shares of Amazon.com by 79.0% in the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant’s stock valued at $41,000 after buying an additional 79 shares during the last quarter. Lifetime Wealth Management P.C. bought a new stake in shares of Amazon.com in the 4th quarter valued at about $45,000. Finally, Elkhorn Partners Limited Partnership increased its stake in shares of Amazon.com by 900.0% in the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant’s stock valued at $46,000 after buying an additional 180 shares during the period. 72.20% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Amazon.com

Here are the key news stories impacting Amazon.com this week:

• Positive Sentiment: Big AI/cloud demand visibility: Amazon agreed to deepen its Anthropic partnership with a fresh multi‑billion investment and Anthropic has committed to spend heavily on AWS over the next decade — materially boosting long‑term AWS capacity demand and Trainium chip utilization. Amazon- Anthropic investment (Investopedia)
• Positive Sentiment: Analyst upgrades/price‑target lifts: Several brokers raised targets and reiterated buy/outperform calls (example: BMO raised its target to $315), supporting near‑term momentum into earnings. Upgrades increase investor confidence and can attract incremental flows. BMO raises AMZN target to $315 (Benzinga)
• Positive Sentiment: New healthcare revenue stream: Amazon launched a nationwide GLP‑1 weight‑loss program via One Medical and Amazon Pharmacy, expanding recurring prescription and delivery revenue opportunities while pressuring incumbents’ pricing power. Amazon GLP-1 program launch (CNBC)
• Positive Sentiment: Institutional buying signals: Some tech‑focused funds and managers are adding AMZN to concentrated portfolios, signaling conviction around Amazon’s role in AI, cloud and retail. Whale Rock adds AMZN (247WallSt)
• Neutral Sentiment: Insider transaction was routine: CEO Andy Jassy sold 31,000 shares under a pre‑arranged 10b5‑1 plan; the size is small relative to his holdings and appears scheduled rather than signaling fresh concern. SEC Form 4: Jassy sale (SEC)
• Neutral Sentiment: Operational sustainability steps: Amazon is piloting electric heavy‑truck deployments with Einride (75 trucks), a modest ESG/logistics positive but limited near‑term revenue impact. Einride electric trucks deployment (Yahoo/Finance)
• Neutral Sentiment: Upcoming catalyst: Amazon reports Q1 earnings on April 29 — results and management commentary on AWS AI revenue/margins and advertising will likely drive short‑term moves. Q1 earnings date (TipRanks)
• Negative Sentiment: Regulatory/legal overhang: California’s Attorney General released allegations claiming Amazon pressured vendors to raise prices on rival platforms — renewed antitrust scrutiny could lead to fines, remedies or operational changes if cases progress. California price‑fixing allegations (Reuters)
• Negative Sentiment: Margin and capex scrutiny: Analysts note the Anthropic/AWS deals increase revenue visibility but also raise near‑term capex and operating intensity; heavy AI spending could pressure margins and FCF if monetization lags. AI investment vs. profitability debate (Proactive Investors)
• Negative Sentiment: Reputational and legal risks: Worker safety scrutiny and product‑liability suits (recent camp‑stove lawsuit) add potential costs and distraction. Separately, large investors trimming positions (reports of significant Berkshire reduction) can weigh on sentiment. Workplace safety scrutiny (The Guardian)

Amazon.com Company Profile

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.