Baer Investment Advisory LLC Buys 2,285 Shares of Amazon.com, Inc. $AMZN

Key Points

• Baer Investment Advisory LLC increased its Amazon position by 8.7% in the first quarter, buying 2,285 shares and bringing its total stake to 28,698 shares valued at about $5.98 million.
• Amazon continues to draw broad institutional support, with hedge funds and other investors reporting large holdings and institutions owning 72.2% of the stock overall.
• The article highlights a mix of bullish and cautionary themes around Amazon’s AI push: analysts point to attractive valuation, AWS/AI growth potential, and upside from AI chips, while concerns remain about heavy capital spending and the new $25 billion debt plan.

Baer Investment Advisory LLC boosted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 8.7% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 28,698 shares of the e-commerce giant's stock after purchasing an additional 2,285 shares during the quarter. Amazon.com comprises about 0.7% of Baer Investment Advisory LLC's holdings, making the stock its 21st biggest holding. Baer Investment Advisory LLC's holdings in Amazon.com were worth $5,977,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Brighton Jones LLC grew its stake in shares of Amazon.com by 10.9% in the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant's stock worth $885,478,000 after acquiring an additional 397,007 shares during the period. Revolve Wealth Partners LLC raised its holdings in Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant's stock worth $5,495,000 after purchasing an additional 986 shares during the period. Bank Pictet & Cie Europe AG raised its stake in shares of 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 worth $442,481,000 after buying an additional 54,987 shares during the period. Highview Capital Management LLC DE lifted its holdings in Amazon.com by 5.5% during the fourth 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 position in shares of Amazon.com during the 4th quarter valued at $2,153,000. 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: Several commentators argue Amazon’s current valuation looks attractive after the sell-off, with its P/E near multi-year lows and earnings growth still intact. Article Title
• Positive Sentiment: Market coverage highlighted Amazon as one of the hyperscalers positioned to benefit as heavy AI capex eventually translates into stronger free cash flow, improving the long-term risk/reward profile. Article Title
• Positive Sentiment: Amazon’s AI chip strategy drew attention, with a report suggesting Trainium and Inferentia could evolve into a broader external compute business, creating another growth avenue beyond AWS. Article Title
• Positive Sentiment: Analysts and media reports emphasized that Amazon Web Services revenue is accelerating, while AI demand and new business opportunities inside Amazon’s delivery network could support future growth. Article Title
• Neutral Sentiment: Coverage of Amazon joining a broader big-tech AI spending spree underscored the company’s scale and strategic importance, but also reminded investors that capex remains elevated and will pressure near-term free cash flow. Article Title
• Negative Sentiment: One report framed Amazon as a “loser” in the AI infrastructure transfer, arguing hyperscalers are funding chipmakers’ growth while absorbing heavy cash burn themselves. Article Title
• Negative Sentiment: Investors also continued to digest Amazon’s plan to issue $25 billion in new debt to fund AI infrastructure, which may raise concerns about balance-sheet pressure and returns on investment. Article Title

Amazon.com Stock Up 0.8%

Shares of Amazon.com stock opened at $247.31 on Tuesday. The firm's 50 day moving average price is $252.68 and its 200-day moving average price is $235.46. The company has a quick ratio of 1.01, a current ratio of 1.18 and a debt-to-equity ratio of 0.27. Amazon.com, Inc. has a 52-week low of $196.00 and a 52-week high of $278.56. The company has a market cap of $2.66 trillion, a P/E ratio of 29.58, a PEG ratio of 1.83 and a beta of 1.46.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, beating the consensus estimate of $1.63 by $1.15. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The firm had revenue of $181.52 billion during the quarter, compared to analyst estimates of $177.28 billion. During the same quarter in the prior year, the business posted $1.59 EPS. The business's revenue for the quarter was up 16.6% compared to the same quarter last year. On average, sell-side analysts predict that Amazon.com, Inc. will post 7.75 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

AMZN has been the subject of several recent analyst reports. The Goldman Sachs Group restated a "buy" rating and issued a $335.00 price target on shares of Amazon.com in a research note on Thursday. William Blair reissued an "outperform" rating on shares of Amazon.com in a research note on Thursday, April 9th. China Renaissance increased their target price on shares of Amazon.com from $300.00 to $326.00 and gave the company a "buy" rating in a research note on Tuesday, May 5th. Piper Sandler set a $330.00 price target on Amazon.com in a research note on Thursday, June 11th. Finally, Wolfe Research reissued an "outperform" rating and issued a $320.00 price objective (up from $245.00) on shares of Amazon.com in a research report on Thursday, April 30th. Fifty-seven equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $312.79.

Insider Buying and Selling at Amazon.com

In other Amazon.com news, CEO Douglas J. Herrington sold 27,500 shares of the firm's stock in a transaction on Monday, May 4th. The shares were sold at an average price of $275.00, for a total value of $7,562,500.00. Following the completion of the transaction, the chief executive officer owned 471,361 shares of the company's stock, valued at approximately $129,624,275. This trade represents a 5.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jonathan Rubinstein sold 3,849 shares of the firm's stock in a transaction on Friday, April 24th. The stock was sold at an average price of $260.00, for a total value of $1,000,740.00. Following the completion of the transaction, the director owned 78,654 shares of the company's stock, valued at $20,450,040. This trade represents a 4.67% 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. Insiders have sold a total of 175,274 shares of company stock worth $46,621,204 in the last three months. 8.90% of the stock is owned by company insiders.

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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