Opal Wealth Advisors LLC Grows Stake in Amazon.com, Inc. $AMZN

Key Points

• Opal Wealth Advisors LLC boosted its stake in Amazon by 16.3% in Q4 to 14,891 shares worth $3.437 million, representing 0.9% of its portfolio and its 18th largest holding.
• Amazon posted a strong Q1 beat — EPS $2.78 vs. $1.63 expected and revenue $181.52 billion — with AWS momentum, Pentagon AI deals and multiple analyst upgrades lifting the average target to about $310.25.
• Insiders sold 128,035 shares (~$28.8M) over the past 90 days even as hedge funds and institutions own roughly 72.20% of the stock, while insiders still hold 8.90%.

Opal Wealth Advisors LLC boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 16.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,891 shares of the e-commerce giant's stock after purchasing an additional 2,086 shares during the period. Amazon.com comprises 0.9% of Opal Wealth Advisors LLC's investment portfolio, making the stock its 18th biggest position. Opal Wealth Advisors LLC's holdings in Amazon.com were worth $3,437,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. American Capital Advisory LLC increased its holdings in Amazon.com by 63.9% during the 3rd quarter. American Capital Advisory LLC now owns 8,081 shares of the e-commerce giant's stock worth $1,774,000 after purchasing an additional 3,152 shares during the last quarter. Compagnie Lombard Odier SCmA purchased a new stake in Amazon.com during the 3rd quarter worth approximately $451,642,000. Weaver Capital Management LLC increased its holdings in Amazon.com by 13.6% during the 4th quarter. Weaver Capital Management LLC now owns 39,264 shares of the e-commerce giant's stock worth $9,063,000 after purchasing an additional 4,713 shares during the last quarter. Ethos Financial Group LLC increased its holdings in Amazon.com by 9.6% during the 4th quarter. Ethos Financial Group LLC now owns 36,485 shares of the e-commerce giant's stock worth $8,421,000 after purchasing an additional 3,196 shares during the last quarter. Finally, Baltimore Washington Financial Advisors Inc. increased its holdings in Amazon.com by 1.9% during the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 239,862 shares of the e-commerce giant's stock worth $52,667,000 after purchasing an additional 4,558 shares during the last quarter. 72.20% of the stock is owned by hedge funds and other institutional investors.

Amazon.com Price Performance

Shares of AMZN opened at $268.38 on Friday. The company has a market cap of $2.89 trillion, a P/E ratio of 32.10, a PEG ratio of 2.01 and a beta of 1.46. The stock has a fifty day moving average price of $223.63 and a 200 day moving average price of $227.40. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 0.88. Amazon.com, Inc. has a 12 month low of $183.85 and a 12 month high of $273.88.

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, topping analysts' consensus estimates of $1.63 by $1.15. The firm had revenue of $181.52 billion during the quarter, compared to the consensus estimate of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.The firm's revenue was up 16.6% on a year-over-year basis. During the same period in the prior year, the business earned $1.59 EPS. On average, research analysts forecast that Amazon.com, Inc. will post 7.71 earnings per share for the current year.

Insider Activity

In related news, Director Jonathan Rubinstein sold 3,849 shares of the company's stock in a transaction on Friday, April 24th. The stock was sold at an average price of $260.00, for a total transaction of $1,000,740.00. Following the completion of the transaction, the director directly owned 78,654 shares in the company, valued at $20,450,040. This represents a 4.67% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Matthew S. Garman sold 17,751 shares of the company's stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total value of $3,642,860.22. Following the transaction, the chief executive officer owned 9,405 shares of the company's stock, valued at approximately $1,930,094.10. The trade was a 65.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 128,035 shares of company stock worth $28,827,479 over the last 90 days. Insiders own 8.90% of the company's stock.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Q1 beat: Amazon reported a double‑beat on revenue and EPS, with AWS reaccelerating (large YoY cloud growth and record margins) — this is the core bullish driver for the rally. Amazon Q1 2026 earnings results beat EPS and revenue expectations
• Positive Sentiment: Pentagon AI deals: The U.S. DoD signed agreements that include Amazon Web Services to run AI tools on classified networks — a strategic endorsement for AWS as a secure enterprise AI supplier. Pentagon signs new military AI deals with Nvidia, Microsoft and Amazon
• Positive Sentiment: Analyst upgrades and target hikes: Dozens of firms raised price targets (Morgan Stanley, JPMorgan, Canaccord, Bank of America, etc.), with several new $300+ targets — supporting bullish sentiment and pushing buy ratings. Cluster of price‑target raises and buy ratings for AMZN
• Positive Sentiment: Trainium / in‑house chips: Amazon’s Trainium business shows meaningful revenue commitments and a path to become a standalone AI‑hardware revenue stream, which repositions AMZN as a “picks‑and‑shovels” AI supplier. How the Trainium chip business could move the needle for Amazon
• Neutral Sentiment: Partnerships and product rollout: AWS expanded Bedrock/OpenAI integrations and new agentic AI tools (Rufus, Quick, Connect apps), which add long‑term optionality but will require execution. AWS, OpenAI partner to integrate frontier models into Bedrock
• Negative Sentiment: CapEx and chip costs: Management flagged rising memory/chip prices and a large AI capex program that is eating into free cash flow; Goldman and others warned the hyperscaler spending binge increases near‑term cash burn risk. Jassy: soaring chip prices could pressure Amazon's capex
• Negative Sentiment: Market reaction nuance: Despite the beat, some investors sold on the size/timing of AI investments and softer near‑term guidance, which previously produced intraday dips after earnings. Why AMZN dipped after strong Q1 — capex concerns

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on AMZN shares. Susquehanna restated a "positive" rating and set a $325.00 price objective (up from $300.00) on shares of Amazon.com in a report on Thursday. Robert W. Baird lifted their price objective on Amazon.com from $285.00 to $300.00 and gave the stock an "outperform" rating in a report on Thursday. Sanford C. Bernstein reiterated an "outperform" rating and issued a $315.00 price target (up from $300.00) on shares of Amazon.com in a report on Thursday. Oppenheimer boosted their price target on Amazon.com from $275.00 to $320.00 and gave the company an "outperform" rating in a report on Thursday. Finally, Cantor Fitzgerald reiterated an "overweight" rating and issued a $330.00 price target (up from $280.00) on shares of Amazon.com in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fifty-five have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $310.25.

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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