Amazon.com, Inc. $AMZN Position Lifted by Prairie Advisory LLC

Key Points

• Prairie Advisory nearly doubled its Amazon stake in the third quarter, adding 12,715 shares to reach 25,750 shares valued at approximately $6.4 million. Institutional investors and hedge funds collectively own 72.2% of Amazon’s stock.
• Analysts remain broadly bullish: 57 analysts rate Amazon a Buy and three rate it a Hold, producing a “Moderate Buy” consensus and an average price target of $325.12.
• Amazon’s latest quarter missed expectations, with earnings of $1.89 per share and revenue of $201.94 billion, while its outlook faces pressure from weaker holiday-quarter projections and approximately $42.4 billion in negative free cash flow driven by heavy AI and data-center investment.

Prairie Advisory LLC grew its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 97.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 25,750 shares of the e-commerce giant's stock after acquiring an additional 12,715 shares during the period. Amazon.com accounts for approximately 0.7% of Prairie Advisory LLC's investment portfolio, making the stock its 26th biggest position. Prairie Advisory LLC's holdings in Amazon.com were worth $6,416,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. TOP Private Wealth LLC. acquired a new stake in shares of Amazon.com during the second quarter valued at about $29,000. Bard Associates Inc. bought a new stake in shares of Amazon.com during the second quarter worth about $32,000. Longfellow Investment Management Co. LLC acquired a new position in shares of Amazon.com in the second quarter valued at approximately $33,000. Atomic Invest LLC increased its stake in shares of Amazon.com by 41.2% in the second quarter. Atomic Invest LLC now owns 168 shares of the e-commerce giant's stock valued at $40,000 after buying an additional 49 shares during the period. Finally, Strategic Wealth Advisors LLC acquired a new position in shares of Amazon.com in the second quarter valued at approximately $68,000. Institutional investors and hedge funds own 72.20% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on AMZN. Wells Fargo & Company set a $329.00 price objective on shares of Amazon.com and gave the company an "overweight" rating in a report on Monday, October 12th. HSBC reissued a "buy" rating and set a $310.00 target price on shares of Amazon.com in a report on Friday, July 31st. Telsey Advisory Group set a $335.00 price target on shares of Amazon.com and gave the company an "outperform" rating in a research report on Friday, July 31st. Pivotal Research reaffirmed a "buy" rating and set a $333.00 price target (up from $320.00) on shares of Amazon.com in a research note on Friday, July 31st. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $325.00 price target (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Fifty-seven 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 company presently has an average rating of "Moderate Buy" and an average target price of $325.12.

Amazon.com Stock Performance

Shares of AMZN stock opened at $243.79 on Friday. The business's 50 day simple moving average is $254.67 and its 200 day simple moving average is $243.12. Amazon.com, Inc. has a one year low of $196.00 and a one year high of $287.20. The stock has a market capitalization of $2.63 trillion, a PE ratio of 19.61, a PEG ratio of 1.98 and a beta of 1.45. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its earnings results on Thursday, October 29th. The e-commerce giant reported $1.89 earnings per share for the quarter, missing analysts' consensus estimates of $1.97 by ($0.08). Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm had revenue of $201.94 billion for the quarter, compared to analyst estimates of $202.22 billion. During the same period in the prior year, the company posted $1.95 EPS. The business's revenue for the quarter was up 12.1% compared to the same quarter last year. As a group, research analysts forecast that Amazon.com, Inc. will post 8.00 earnings per share for the current year.

More Amazon.com News

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

• Positive Sentiment: AWS growth accelerated sharply. Amazon Web Services revenue rose 39% to approximately $46 billion, its fastest growth rate in nearly five years, while AWS generated about 63% of Amazon’s operating profit. CEO Andy Jassy said growth could exceed 40% in 2027 and 2028 as businesses continue migrating workloads to the cloud. Amazon AWS revenue grows 39%, leading to wider margin
• Positive Sentiment: Long-term AI and infrastructure demand remains strong. AWS capacity is reportedly booked through much of next year, and Amazon continues to secure power for expansion, including an agreement supporting more than $3 billion of investment at Maryland’s Calvert Cliffs nuclear plant. Amazon also received approval for its Globalstar deal, supporting its satellite-connectivity ambitions. Amazon wins FCC approval for Globalstar deal
• Neutral Sentiment: Amazon held its 2026 capital-expenditure forecast at $220 billion. Management indicated AI-related spending could be “meaningfully” higher in 2027. The investment may support future AWS and AI growth, but investors are demanding clearer evidence that the spending will generate adequate returns. Amazon CEO sees AI spending meaningfully higher in 2027
• Negative Sentiment: Amazon missed quarterly expectations. Adjusted earnings were $1.89 per share versus the roughly $1.97–$2.01 consensus range, while revenue of $201.9 billion was slightly below forecasts. Earnings also declined from the year-ago period. Amazon lags Q3 earnings and revenue estimates
• Negative Sentiment: The fourth-quarter outlook disappointed investors. Amazon projected holiday-quarter sales largely below Wall Street estimates, raising concerns about slower e-commerce demand as inflation and higher household costs weigh on consumers. Amazon projects fourth-quarter sales below estimates
• Negative Sentiment: Cash-flow pressure intensified. Amazon reported approximately $42.4 billion of negative free cash flow as data-center and AI investment surged. The combination of heavy spending, uncertain payback periods, and broader market anxiety over the AI trade is driving the negative reaction despite AWS’s strong performance. Amazon posts negative free cash flow and holds capex unchanged

Insider Transactions at Amazon.com

In related news, CEO Andrew R. Jassy sold 20,000 shares of Amazon.com stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the completion of the transaction, the chief executive officer owned 2,235,766 shares of the company's stock, valued at $579,085,751.66. This trade represents a 0.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Douglas J. Herrington sold 6,362 shares of the business's stock in a transaction on Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $1,647,821.62. Following the completion of the transaction, the chief executive officer owned 476,681 shares in the company, valued at approximately $123,465,145.81. The trade was a 1.32% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 71,589 shares of company stock worth $18,580,515. Company insiders own 8.90% of the company's stock.

About Amazon.com

Amazon.com, Inc is a global technology and e-commerce company founded by Jeff Bezos in 1994. Originally launched as an online bookstore, the company has expanded into a broad digital marketplace offering consumer products across numerous categories, including electronics, household goods, apparel, groceries and other merchandise. Amazon also sells products under its own brands and provides logistics, fulfillment and delivery services that support its retail operations and third-party sellers.

The company's principal businesses include online and physical retail, Amazon Web Services (AWS), digital advertising, subscription services and consumer technology.

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