Erste Group Bank Estimates Amazon.com FY2027 Earnings

Amazon.com, Inc. (NASDAQ:AMZN) – Equities research analysts at Erste Group Bank issued their FY2027 EPS estimates for shares of Amazon.com in a report issued on Wednesday, February 18th. Erste Group Bank analyst S. Lingnau forecasts that the e-commerce giant will post earnings per share of $9.42 for the year. The consensus estimate for Amazon.com’s current full-year earnings is $6.31 per share.

A number of other research analysts have also weighed in on the company. Benchmark reissued a “buy” rating on shares of Amazon.com in a report on Thursday, January 29th. Wall Street Zen downgraded shares of Amazon.com from a “buy” rating to a “hold” rating in a report on Saturday, January 10th. Jefferies Financial Group reissued a “buy” rating on shares of Amazon.com in a research report on Monday, February 2nd. Arete Research lifted their target price on shares of Amazon.com from $283.00 to $285.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, Truist Financial decreased their price target on shares of Amazon.com from $290.00 to $280.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $287.29.

Amazon.com Price Performance

NASDAQ:AMZN opened at $205.27 on Monday. Amazon.com has a 12-month low of $161.38 and a 12-month high of $258.60. The firm has a market capitalization of $2.20 trillion, a price-to-earnings ratio of 28.63, a P/E/G ratio of 1.34 and a beta of 1.37. The stock’s 50 day moving average price is $227.87 and its two-hundred day moving average price is $228.15. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16.

Amazon.com (NASDAQ:AMZN) last issued its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share (EPS) 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 firm had revenue of $213.39 billion during the quarter, compared to the consensus estimate of $211.02 billion. During the same period in the previous year, the company posted $1.86 earnings per share. The firm’s revenue for the quarter was up 13.6% compared to the same quarter last year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Lifelong Wealth Advisors Inc. boosted its holdings in shares of Amazon.com by 2.4% in the 4th quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant’s stock valued at $402,000 after purchasing an additional 41 shares in the last quarter. Financial Connections Group Inc. boosted its stake in Amazon.com by 2.6% in the fourth quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant’s stock valued at $376,000 after buying an additional 42 shares in the last quarter. Marquette Asset Management LLC grew its position in Amazon.com by 5.1% in the fourth quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant’s stock valued at $205,000 after acquiring an additional 43 shares during the last quarter. Barlow Wealth Partners Inc. grew its position in Amazon.com by 0.4% in the second quarter. Barlow Wealth Partners Inc. now owns 12,565 shares of the e-commerce giant’s stock valued at $2,763,000 after acquiring an additional 44 shares during the last quarter. Finally, Western Financial Corp CA raised its stake in Amazon.com by 1.5% during the fourth quarter. Western Financial Corp CA now owns 3,076 shares of the e-commerce giant’s stock worth $710,000 after acquiring an additional 44 shares in the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Douglas J. Herrington sold 4,784 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $198.37, for a total transaction of $949,002.08. Following the completion of the sale, the chief executive officer directly owned 512,109 shares in the company, valued at approximately $101,587,062.33. This represents a 0.93% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Over the last ninety days, insiders sold 8,284 shares of company stock valued at $1,740,052. 10.80% of the stock is owned by insiders.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Amazon confirmed a $12 billion AI data‑center buildout in northwest Louisiana — the project includes Amazon funding energy and infrastructure itself and pledges greater local transparency, which supports long‑term AWS capacity and energy security. Water, power, and transparency: Amazon’s $12B data center deal signals a new era of accountability
• Positive Sentiment: Amazon overtook Walmart as the U.S.’s largest retailer by revenue for 2025, driven by AWS and advertising growth — a structural win that supports the company’s multi‑year revenue thesis. Amazon (AMZN) Stock: How the Company Finally Knocked Walmart Off America’s Top Spot After 25 Years
• Neutral Sentiment: Moody’s affirmed Amazon’s A1 senior unsecured rating but moved the outlook to “stable” from “positive,” signaling credit strength even as the rating agency acknowledges elevated capex. Amazon (AMZN) Navigates Investment Cycle and Strategic Developments
• Neutral Sentiment: Analysts remain broadly constructive — some banks list Amazon as a top AI pick and many maintain BUY ratings, providing upside case support if AWS monetization and ad/retail execution continue. Amazon.com, Inc. (AMZN) Named Top AI Pick as Morgan Stanley Sees AWS Acceleration and Agentic Upside
• Negative Sentiment: Investors are punishing the stock over Amazon’s plan to ramp AI capex to ~$200 billion this year — a scale that pressures free cash flow and was explicitly cited as the catalyst for February losses. Amazon (AMZN) Stock Drops as $200B AI Spending Plan Drives AWS Optimism
• Negative Sentiment: Broader hyperscaler capex is surging (industry estimates into the hundreds of billions), raising sector‑level worries that supply will outpace near‑term demand and that building ahead of consumption increases execution and energy costs risk. Big Tech to invest about $650 billion in AI in 2026, Bridgewater says

About Amazon.com

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.