Guyasuta Investment Advisors Inc. Acquires 2,162 Shares of Amazon.com, Inc. $AMZN

Key Points

• Guyasuta Investment Advisors raised its Amazon stake by 1.5%, buying 2,162 shares to hold 144,540 shares worth $33,363,000, which represents about 1.9% of its portfolio and is its 14th largest holding.
• Q1 results beat estimates: Amazon reported $181.5B in revenue (+~16.6% YoY) and $2.78 EPS, with AWS reaccelerating (~28% growth) and management issuing strong Q2 revenue guidance, while analyst consensus is a Moderate Buy with a $289.39 price target.
• CEO Andrew Jassy sold 31,000 shares under a Rule 10b5‑1 plan (~$7.9M) and insiders have sold broadly in the past 90 days, as Amazon discloses large multi‑year AI capex that could pressure near‑term margins and faces regulatory risk in the EU.

Guyasuta Investment Advisors Inc. lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 1.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 144,540 shares of the e-commerce giant's stock after acquiring an additional 2,162 shares during the period. Amazon.com accounts for about 1.9% of Guyasuta Investment Advisors Inc.'s portfolio, making the stock its 14th biggest holding. Guyasuta Investment Advisors Inc.'s holdings in Amazon.com were worth $33,363,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in AMZN. Brighton Jones LLC boosted 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 boosted 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 during the period. Bank Pictet & Cie Europe AG boosted 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 acquiring an additional 54,987 shares during the period. Highview Capital Management LLC DE boosted its stake in shares of Amazon.com by 5.5% in the fourth quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant's stock worth $6,357,000 after acquiring an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC bought a new position in shares of Amazon.com in the fourth quarter worth about $2,153,000. Institutional investors own 72.20% of the company's stock.

Analyst Ratings Changes

AMZN has been the topic of a number of research analyst reports. Wells Fargo & Company boosted their target price on Amazon.com from $305.00 to $307.00 and gave the stock an "overweight" rating in a research report on Friday, April 24th. Raymond James Financial decreased their target price on Amazon.com from $260.00 to $225.00 and set an "outperform" rating on the stock in a research report on Friday, February 6th. Arete Research boosted their target price on Amazon.com from $285.00 to $301.00 and gave the stock a "buy" rating in a research report on Thursday, April 23rd. Citigroup boosted their target price on Amazon.com from $265.00 to $285.00 and gave the stock a "buy" rating in a research report on Wednesday, March 25th. Finally, Stifel Nicolaus decreased their target price on Amazon.com from $300.00 to $294.00 and set a "buy" rating on the stock in a research report on Monday, April 13th. One research analyst has rated the stock with a Strong Buy rating, fifty-five have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $289.39.

Key Amazon.com News

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

• Positive Sentiment: Q1 results beat estimates — revenue $181.5B (+17% YoY) and EPS topped expectations; management gave strong revenue guidance for Q2, which reassures growth investors and supports multiple expansion. Read More.
• Positive Sentiment: AWS reaccelerated: cloud revenue grew ~28% and topped estimates, driven by AI demand — investors see higher‑margin cloud and AI services as the core earnings lever. Read More.
• Positive Sentiment: OpenAI models coming to AWS Bedrock (limited preview) and rapid product launches (Amazon Quick, Bedrock Managed Agents) materially strengthen AWS’ enterprise AI offering and competitive position vs. Microsoft/Google. Read More.
• Positive Sentiment: Major hyperscaler wins: AWS secured a large Meta deal to deploy Graviton cores, and new enterprise contracts reinforce durable demand for AWS infrastructure. Those commercial wins increase revenue visibility. Read More.
• Neutral Sentiment: Analyst sentiment is bullish and crowded — firms raised price targets (e.g., Mizuho to $325), which supports upside, but high expectations increase the risk of a short‑term pullback if guidance or margin commentary disappoints. Read More.
• Neutral Sentiment: Earnings acted as the proximate catalyst — the report and call came after the bell, so intraday moves reflect real‑time digestion of results and management commentary. Read More.
• Negative Sentiment: Heavy AI capex and elevated spending: Amazon disclosed very large investments (multi‑year AI infrastructure build‑out), and higher reported capex and operating‑income guidance below some estimates raise near‑term margin concerns. Read More.
• Negative Sentiment: Regulatory risk: EU signaled plans to target cloud and AI under new Big Tech rules — could mean higher compliance costs or business constraints in Europe over time. Read More.
• Negative Sentiment: Minor insider selling: a director sold shares under a pre‑arranged 10b5‑1 plan — typically routine but sometimes watched by investors for signaling. Read More.

Insider Buying and Selling at Amazon.com

In other Amazon.com news, CEO Andrew R. Jassy sold 31,000 shares of the company's stock in a transaction that occurred on Friday, April 17th. The stock was sold at an average price of $255.00, for a total transaction of $7,905,000.00. Following the sale, the chief executive officer directly owned 2,207,118 shares in the company, valued at $562,815,090. This represents a 1.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Jonathan Rubinstein sold 3,849 shares of the company's stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $260.00, for a total value of $1,000,740.00. Following the sale, the director owned 78,654 shares in the company, valued at approximately $20,450,040. This trade represents a 4.67% decrease in their ownership of the stock. 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 128,035 shares of company stock valued at $28,827,479. Corporate insiders own 8.90% of the company's stock.

Amazon.com Trading Up 1.3%

Shares of AMZN stock opened at $263.04 on Thursday. Amazon.com, Inc. has a 1 year low of $178.85 and a 1 year high of $265.91. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. The stock's 50 day simple moving average is $222.42 and its two-hundred day simple moving average is $227.08. The company has a market cap of $2.83 trillion, a PE ratio of 36.69, a price-to-earnings-growth ratio of 1.95 and a beta of 1.38.

Amazon.com (NASDAQ:AMZN - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.62 by $1.16. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The business had revenue of $181.52 billion for the quarter, compared to the consensus estimate of $176.98 billion. During the same period in the prior year, the business posted $1.59 earnings per share. The company's quarterly revenue was up 16.6% compared to the same quarter last year. Research analysts predict that Amazon.com, Inc. will post 7.71 earnings per share for the current year.

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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