Alpha Cubed Investments LLC Has $141.40 Million Holdings in Amazon.com, Inc. $AMZN

Key Points

• Alpha Cubed Investments LLC increased its Amazon stake by 5.6% in the fourth quarter, buying 32,296 more shares and bringing its total to 612,612 shares valued at about $141.4 million. Amazon now represents 4.8% of the firm’s portfolio and is its fourth-largest holding.
• Amazon’s latest earnings beat expectations, with EPS of $2.78 versus the $1.63 estimate and revenue of $181.52 billion, up 16.6% year over year. Analysts still expect strong full-year results, and the stock has a consensus rating of Moderate Buy with a target price of $312.66.
• Despite the bullish outlook, insiders have been selling shares, including CEO Andrew Jassy and SVP David Zapolsky, while Amazon also faces some legal and competitive pressure. The article notes an Australian regulator lawsuit and increased delivery competition, even as AWS and AI-related demand remain key positives.

Alpha Cubed Investments LLC raised its stake in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 5.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 612,612 shares of the e-commerce giant's stock after purchasing an additional 32,296 shares during the period. Amazon.com accounts for 4.8% of Alpha Cubed Investments LLC's holdings, making the stock its 4th biggest holding. Alpha Cubed Investments LLC's holdings in Amazon.com were worth $141,403,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Fairway Wealth LLC grew its holdings in Amazon.com by 113.2% during the third quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock worth $25,000 after buying an additional 60 shares in the last quarter. Sellwood Investment Partners LLC bought a new position in Amazon.com in the 3rd quarter worth approximately $27,000. MilWealth Group LLC boosted its stake in Amazon.com by 79.0% in the 4th quarter. MilWealth Group LLC now owns 179 shares of the e-commerce giant's stock worth $41,000 after purchasing an additional 79 shares during the period. Bridge Generations Wealth Management LLC boosted its position in shares of Amazon.com by 2,330.0% during the 3rd quarter. Bridge Generations Wealth Management LLC now owns 243 shares of the e-commerce giant's stock valued at $53,000 after acquiring an additional 233 shares during the last quarter. Finally, Cooksen Wealth LLC boosted its position in shares of Amazon.com by 23.5% during the 2nd quarter. Cooksen Wealth LLC now owns 247 shares of the e-commerce giant's stock valued at $54,000 after acquiring an additional 47 shares during the last quarter. 72.20% of the stock is owned by institutional investors.

Amazon.com Price Performance

Shares of AMZN opened at $274.00 on Friday. The company has a market capitalization of $2.95 trillion, a P/E ratio of 32.78, a price-to-earnings-growth ratio of 2.04 and a beta of 1.46. The company has a quick ratio of 1.01, a current ratio of 1.18 and a debt-to-equity ratio of 0.27. The firm has a 50 day moving average of $244.17 and a 200 day moving average of $232.34. Amazon.com, Inc. has a twelve month low of $196.00 and a twelve month high of $278.56.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share for the quarter, beating the consensus estimate of $1.63 by $1.15. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The company had revenue of $181.52 billion during the quarter, compared to the consensus estimate of $177.28 billion. During the same quarter last year, the firm earned $1.59 earnings per share. The firm's quarterly revenue was up 16.6% compared to the same quarter last year. As a group, equities research analysts anticipate that Amazon.com, Inc. will post 7.71 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Amazon.com news, SVP David Zapolsky sold 9,270 shares of the business's stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $268.53, for a total value of $2,489,273.10. Following the completion of the transaction, the senior vice president owned 41,190 shares of the company's stock, valued at approximately $11,060,750.70. The trade was a 18.37% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Andrew R. Jassy sold 31,352 shares of the business's stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $275.00, for a total value of $8,621,800.00. Following the completion of the transaction, the chief executive officer directly owned 2,175,766 shares of the company's stock, valued at approximately $598,335,650. This trade represents a 1.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 195,774 shares of company stock worth $51,552,494 in the last 90 days. Corporate insiders own 8.90% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on AMZN. DA Davidson lifted their price objective on shares of Amazon.com from $175.00 to $250.00 and gave the stock a "neutral" rating in a report on Thursday, April 30th. Raymond James Financial reiterated an "outperform" rating and issued a $280.00 price objective on shares of Amazon.com in a research report on Friday, May 1st. Guggenheim restated a "buy" rating and set a $320.00 target price (up from $300.00) on shares of Amazon.com in a report on Thursday, April 30th. Telsey Advisory Group increased their price target on shares of Amazon.com from $300.00 to $315.00 and gave the stock an "outperform" rating in a research note on Thursday, April 30th. Finally, Evercore increased their price objective on Amazon.com from $285.00 to $315.00 and gave the stock an "outperform" rating in a report on Thursday, April 30th. Fifty-seven equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $312.66.

Amazon.com News Roundup

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

• Positive Sentiment: Amazon Web Services got a major lift from news that Snowflake signed a $6 billion multiyear deal with AWS, underscoring strong demand for Amazon’s cloud infrastructure and AI-related chips. Article Title
• Positive Sentiment: Multiple analysts and market commentators remain bullish on AMZN, citing AWS acceleration, AI backlog growth, and margin expansion potential; UBS and Bank of America both reiterated constructive views and high price targets. Article Title
• Positive Sentiment: Amazon is also broadening its AI moat by making its shopping AI tools and potentially even SpaceX’s Grok models available through AWS, which could attract more enterprise customers and deepen platform usage. Article Title
• Positive Sentiment: Investor sentiment was helped by coverage arguing Amazon’s AI strategy is differentiated and that its cloud and retail ecosystem could remain a long-term winner as AI spending scales. Article Title
• Neutral Sentiment: Walmart’s expansion of 30-minute delivery adds competitive pressure in fast delivery, but it also confirms Amazon’s fulfillment model is still setting the pace in retail logistics. Article Title
• Negative Sentiment: Amazon’s local unit is facing an Australian regulator lawsuit over alleged missing warning labels on children’s backpacks with button batteries, creating a small legal and reputational headwind. Article Title
• Negative Sentiment: Some articles also pointed to heavy AI capex and insider selling, which may remind investors to watch margins and execution even as the growth narrative stays intact. Article Title

Amazon.com 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.

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