Cordoba Advisory Partners LLC Buys 2,444 Shares of Amazon.com, Inc. $AMZN

Key Points

• Cordoba Advisory Partners increased its Amazon stake by 206.9% in the second quarter, buying 2,444 additional shares for a total holding of 3,625 shares valued at $864,000. Institutional investors collectively own 72.2% of Amazon.
• Amazon reported strong quarterly results, with EPS of $5.75 versus the $1.82 consensus estimate and revenue of $200.61 billion, up 19.6% year over year and above expectations.
• Analysts remain broadly bullish, with an average “Moderate Buy” rating and a $323.09 price target. Growth optimism centers on AWS and AI, though rising GPU spending and related return-on-investment concerns remain risks.

Cordoba Advisory Partners LLC lifted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 206.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,625 shares of the e-commerce giant's stock after buying an additional 2,444 shares during the period. Cordoba Advisory Partners LLC's holdings in Amazon.com were worth $864,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. MilWealth Group LLC grew its stake in shares of 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 acquiring an additional 79 shares in the last quarter. Lifetime Wealth Management P.C. bought a new position in shares of Amazon.com during the fourth quarter valued at about $45,000. Elkhorn Partners Limited Partnership boosted its holdings in Amazon.com by 900.0% during the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant's stock worth $46,000 after purchasing an additional 180 shares during the last quarter. Fairway Wealth LLC grew its position in Amazon.com by 95.6% in the 4th quarter. Fairway Wealth LLC now owns 221 shares of the e-commerce giant's stock worth $51,000 after purchasing an additional 108 shares in the last quarter. Finally, Prudent Man Investment Management Inc. increased its stake in Amazon.com by 87.7% in the 4th quarter. Prudent Man Investment Management Inc. now owns 229 shares of the e-commerce giant's stock valued at $53,000 after buying an additional 107 shares during the last quarter. Institutional investors own 72.20% of the company's stock.

Amazon.com Stock Performance

Shares of AMZN opened at $266.43 on Friday. The firm has a market cap of $2.87 trillion, a PE ratio of 21.43, a PEG ratio of 1.77 and a beta of 1.45. The stock's fifty day moving average price is $251.62 and its two-hundred day moving average price is $240.45. 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, Inc. has a 1 year low of $196.00 and a 1 year high of $287.20.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its quarterly earnings results on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, topping the consensus estimate of $1.82 by $3.93. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The company had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same quarter in the prior year, the company earned $1.68 EPS. The firm's quarterly revenue was up 19.6% compared to the same quarter last year. On average, equities research analysts forecast that Amazon.com, Inc. will post 8.05 EPS for the current year.

Insider Buying and Selling at Amazon.com

In other Amazon.com news, VP Shelley Reynolds sold 2,343 shares of the stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total transaction of $606,860.43. Following the completion of the transaction, the vice president owned 119,780 shares in the company, valued at $31,024,217.80. This trade represents a 1.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of Amazon.com stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the completion of the transaction, the senior vice president owned 41,190 shares of the company's stock, valued at $10,699,926.30. The trade was a 18.35% 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. Over the last 90 days, insiders sold 71,589 shares of company stock valued at $18,580,205. Insiders own 8.90% of the company's stock.

Analyst Ratings Changes

A number of brokerages have recently weighed in on AMZN. TD Cowen restated a "buy" rating and issued a $350.00 target price (up from $340.00) on shares of Amazon.com in a research note on Friday, July 31st. Bank of America increased their price target on Amazon.com from $310.00 to $320.00 and gave the company a "buy" rating in a research report on Friday, July 31st. BNP Paribas Exane lifted their price target on Amazon.com from $320.00 to $345.00 and gave the stock an "outperform" rating in a report on Tuesday, May 5th. Monness Crespi & Hardt boosted their price objective on Amazon.com from $315.00 to $330.00 and gave the stock a "buy" rating in a research report on Friday, July 31st. Finally, Rosenblatt Securities initiated coverage on Amazon.com in a research note on Thursday, August 20th. They issued a "buy" rating and a $335.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have issued a Buy rating and two have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $323.09.

Amazon.com News Summary

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

• Positive Sentiment: Evercore raises target on agentic AI potential. Evercore ISI lifted its AMZN price target to $355 from $315.16 and maintained an Outperform rating. The firm believes agentic AI could improve retail growth and strengthen trends across Amazon Web Services (AWS), advertising and e-commerce. Why is Amazon stock surging 4% today
• Positive Sentiment: Expanded Nvidia partnership reinforces AI demand. Amazon plans to add 2 million Nvidia GPUs to its data centers in 2027–2028, bringing its announced commitment to roughly 3 million chips. The spending signals strong expected demand for AWS AI capacity and helped distinguish Amazon positively within the AI infrastructure sector. Amazon just tripled its order of Nvidia chips over surging demand
• Positive Sentiment: AWS and AI economics remain major growth catalysts. Reports cited approximately 37% AWS revenue growth to $42.2 billion in the second quarter, while Amazon’s AI and chip businesses each reached annualized revenue run rates above $25 billion. Analysts also highlighted solid retail profitability and long-term cloud adoption. Amazon Stock: AI Investment Gains Momentum as AWS Revenue Surges
• Positive Sentiment: New distribution and energy initiatives support the platform. Amazon plans to expand Prime Air drone delivery to nearly 500 U.S. cities by year-end, while new power-purchase agreements add 600 megawatts of carbon-free electricity and support data-center expansion. Amazon is about to six times its drone delivery footprint
• Neutral Sentiment: Amazon-backed Zoox is launching robotaxi service in San Francisco, creating a potential long-term growth option but adding an unproven business with significant execution requirements. Amazon-backed Zoox launches robotaxis in San Francisco
• Negative Sentiment: AI spending is raising return-on-investment concerns. The enlarged GPU commitment adds to an already substantial capital budget, prompting investors to question whether AWS demand and AI monetization will justify the cost. Amazon’s post-earnings gains have also partially faded, and billionaire Bill Ackman reportedly shifted from Amazon to Microsoft.
• Negative Sentiment: California litigation over alleged price-fixing remains an overhang, although a judge indicated the state’s request to block Amazon’s practices would likely be denied. Judge likely to deny California’s bid to stop Amazon’s alleged price fixing

Amazon.com Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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