Amazon.com (AMZN) Expected to Announce Earnings on Thursday

Key Points

• Amazon will report Q4 2025 results before the open on Thursday, Feb. 5, with analysts expecting $1.97 EPS and $211.02 billion in revenue.
• Management is executing a major restructuring — including roughly 16,000 corporate job cuts, closures of Amazon Fresh/Amazon Go stores and a shift of spending toward AI/data‑center buildout — which may improve margins but raises execution and morale risks.
• Street sentiment is largely bullish (average price target $295.91, with several upgrades including Oppenheimer to $315) while the stock trades near $243 with a market cap around $2.6 trillion, indicating potential upside.

Amazon.com (NASDAQ:AMZN - Get Free Report) is expected to be releasing its Q4 2025 results before the market opens on Thursday, February 5th. Analysts expect Amazon.com to post earnings of $1.97 per share and revenue of $211.0198 billion for the quarter. Interested persons can find conference call details on the company's upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 5, 2026 at 5:00 PM ET.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, topping analysts' consensus estimates of $1.57 by $0.38. The business had revenue of $180.17 billion during the quarter, compared to the consensus estimate of $177.53 billion. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. The company's quarterly revenue was up 13.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.43 earnings per share. On average, analysts expect Amazon.com to post $6 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Amazon.com Stock Performance

Shares of AMZN opened at $243.01 on Thursday. Amazon.com has a 1 year low of $161.38 and a 1 year high of $258.60. The company's 50 day simple moving average is $232.64 and its 200 day simple moving average is $229.46. The company has a market capitalization of $2.60 trillion, a price-to-earnings ratio of 34.32, a PEG ratio of 1.53 and a beta of 1.37. The company has a debt-to-equity ratio of 0.14, a quick ratio of 0.80 and a current ratio of 1.01.

Insider Activity at Amazon.com

In related news, Director Keith Brian Alexander sold 900 shares of the company's stock in a transaction on Monday, November 17th. The shares were sold at an average price of $233.00, for a total transaction of $209,700.00. Following the completion of the sale, the director directly owned 7,170 shares of the company's stock, valued at approximately $1,670,610. This represents a 11.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Matthew S. Garman sold 17,768 shares of the stock in a transaction on Friday, November 21st. The shares were sold at an average price of $216.90, for a total value of $3,853,879.20. Following the completion of the sale, the chief executive officer owned 6,273 shares of the company's stock, valued at approximately $1,360,613.70. This represents a 73.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 79,734 shares of company stock valued at $18,534,017 over the last quarter. Company insiders own 10.80% of the company's stock.

Institutional Investors Weigh In On Amazon.com

Several institutional investors and hedge funds have recently modified their holdings of AMZN. Brighton Jones LLC lifted its holdings in Amazon.com by 10.9% in the 4th quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant's stock worth $885,478,000 after buying an additional 397,007 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Amazon.com by 4.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant's stock worth $5,495,000 after acquiring an additional 986 shares in the last quarter. Bank Pictet & Cie Europe AG boosted its holdings in Amazon.com by 2.8% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant's stock valued at $442,481,000 after purchasing an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE grew its stake in Amazon.com by 5.5% during the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant's stock valued at $6,357,000 after purchasing an additional 1,518 shares in the last quarter. Finally, Liberty Square Wealth Partners LLC purchased a new stake in Amazon.com during the 4th quarter worth approximately $2,153,000. Hedge funds and other institutional investors own 72.20% of the company's stock.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: Analyst upgrade — Oppenheimer raised its price target (to $315) and kept an outperform rating, supporting upside expectations for AMZN. Oppenheimer price target raise
• Positive Sentiment: Cost reduction & refocus — Amazon announced ~16,000 additional corporate job cuts (second round) intended to reduce bureaucracy and reallocate spend toward AI/data-center buildout; the market has cheered potential near-term margin relief. Reuters: Amazon cuts 16,000 jobs
• Neutral Sentiment: Grocery/retail pivot — Amazon is closing Amazon Fresh and Amazon Go stores and shifting focus to online grocery delivery and expanding Whole Foods conversions; this reduces ongoing retail losses but leaves execution and competitiveness vs. Walmart/Instacart in focus. Forbes: Amazon shifts grocery focus
• Neutral Sentiment: Legal settlement finalized — Amazon agreed to a roughly $309M consumer returns-settlement (already disclosed), a modest one-time cash hit relative to AMZN’s size. TechCrunch: $309M settlement
• Negative Sentiment: Execution and morale risk — a premature internal email leaked planned layoffs, highlighting communication missteps; repeated mass cuts (30k total since October) raise concerns about disruption, talent loss and uncertainty around AI execution. Reuters: misfired internal email
• Negative Sentiment: Product/experiment pullbacks — Amazon is winding down Amazon One (palm ID) and several physical-retail experiments, which signals failed initiatives and narrows future growth vectors in physical retail. Business Insider: Amazon One shutdown

Analyst Ratings Changes

AMZN has been the topic of a number of recent analyst reports. BNP Paribas Exane initiated coverage on Amazon.com in a research note on Monday, November 24th. They set an "outperform" rating on the stock. DA Davidson increased their target price on Amazon.com from $265.00 to $300.00 and gave the stock a "buy" rating in a research report on Friday, October 31st. Deutsche Bank Aktiengesellschaft lifted their price target on Amazon.com from $278.00 to $300.00 and gave the company a "buy" rating in a report on Friday, October 31st. Monness Crespi & Hardt increased their price objective on shares of Amazon.com from $275.00 to $300.00 and gave the stock a "buy" rating in a report on Friday, October 31st. Finally, Rothschild Redb cut shares of Amazon.com from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, November 18th. One analyst has rated the stock with a Strong Buy rating, fifty-four have given a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $295.91.

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.

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