Shrier Wealth Management LLC Invests $727,000 in Amazon.com, Inc. $AMZN

Key Points

• Shrier Wealth Management LLC opened a new position in Amazon, acquiring 3,150 shares valued at approximately $727,000 during the fourth quarter.
• Amazon has several growth catalysts: CEO Andy Jassy says AI services are generating a ~$15B run rate, the custom chip business exceeds a ~$20B run rate, and the company announced a ~$25B data‑center buildout to expand AWS capacity.
• Near‑term risks include heavy planned 2026 capex (discussed around $200B) that can pressure free cash flow, operational headwinds like fuel surcharges and Project Kuiper delays, and notable insider selling (72,686 shares totaling about $14.9M over 90 days).

Shrier Wealth Management LLC acquired a new position in Amazon.com, Inc. (NASDAQ:AMZN) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 3,150 shares of the e-commerce giant's stock, valued at approximately $727,000.

A number of other large investors have also recently made changes to their positions in AMZN. Brighton Jones LLC lifted its position in Amazon.com by 10.9% during the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant's stock valued at $885,478,000 after buying an additional 397,007 shares during the period. Revolve Wealth Partners LLC lifted its position in Amazon.com by 4.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant's stock valued at $5,495,000 after buying an additional 986 shares during the period. Bank Pictet & Cie Europe AG lifted its position in Amazon.com by 2.8% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant's stock valued at $442,481,000 after buying an additional 54,987 shares during the period. Highview Capital Management LLC DE lifted its position 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 buying an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC purchased a new position in Amazon.com during the fourth quarter valued at $2,153,000. 72.20% of the stock is currently owned by institutional investors.

Amazon.com Stock Performance

Shares of AMZN stock opened at $233.65 on Friday. The company's fifty day simple moving average is $211.98 and its 200-day simple moving average is $224.05. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio of 0.16. The firm has a market cap of $2.51 trillion, a PE ratio of 32.59, a P/E/G ratio of 1.66 and a beta of 1.38. Amazon.com, Inc. has a 12 month low of $165.29 and a 12 month high of $258.60.

Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing analysts' consensus estimates of $1.97 by ($0.02). The business had revenue of $213.39 billion during the quarter, compared to the consensus estimate of $211.02 billion. Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The business's revenue for the quarter was up 13.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.86 EPS. Equities research analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

Key Stories Impacting Amazon.com

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

• Positive Sentiment: CEO Andy Jassy’s shareholder letter disclosed that Amazon’s AI services are generating a multi‑billion dollar run rate (reported at ~$15B), helping soothe investor worries about heavy AI spending and providing revenue proof points for the strategy. Amazon’s Jassy says AI revenue run rate is over $15 Bln
• Positive Sentiment: Amazon says its custom chip business now exceeds a $20B annual revenue run rate and management is signaling it may sell chips to third parties — a potential new high‑margin revenue stream that raises AWS upside and threatens incumbents. Amazon says annual revenue run rate for chips business now over $20 billion
• Positive Sentiment: Amazon announced a major data‑center buildout (reported ~$25B investment in Mississippi), signaling continued AWS capacity expansion to capture AI workloads — a clear long‑term revenue catalyst for cloud. Amazon Stock (AMZN) Pops on $25B Data Center Buildout in Mississippi
• Positive Sentiment: Retail/healthcare execution: Amazon Pharmacy will offer Eli Lilly’s new GLP‑1 pill via same‑day delivery and stock it at kiosks — a commercial partnership that expands pharmacy revenue and same‑day convenience offerings. Amazon to stock Lilly's new weight-loss pill at US kiosks, offer same-day delivery
• Neutral Sentiment: Reports that Amazon is in talks to acquire satellite operator Globalstar surfaced — a deal could accelerate Project Kuiper/LEO ambitions but the strategic fit, price and execution are uncertain. Amazon: Could Globalstar Be the Missing Spark the Stock Needs?
• Negative Sentiment: Large capital spend remains a near‑term concern: Amazon plans heavy 2026 capex (~$200B guidance discussed) and free cash flow has been pressured by elevated P&E spending, which can compress short‑term returns. Amazon CEO Jassy defends $200 billion AI spend
• Negative Sentiment: Operational costs: Amazon is rolling out fuel surcharges (reported ~3.5% on certain fulfillment orders) as fuel costs rise — a potential margin headwind for retail. As Fuel Costs Skyrocket, Amazon Is Adding in New Fuel Surcharges
• Negative Sentiment: Project Kuiper/LEO timeline slipped — Amazon acknowledged its Leo satellite rollout is delayed to mid‑2026, which pushes off potential connectivity revenue and weakens time‑to‑market vs. SpaceX. Amazon Delays Launch of Leo, Its Satellite Network and Starlink Rival
• Negative Sentiment: Reputation/customer friction: Amazon will end support for older Kindle devices, a move that has provoked customer backlash and small reputational risk. Amazon to end support for older Kindle devices

Insiders Place Their Bets

In other Amazon.com news, SVP David Zapolsky sold 10,649 shares of the company's stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $205.43, for a total transaction of $2,187,624.07. Following the sale, the senior vice president directly owned 41,190 shares of the company's stock, valued at approximately $8,461,661.70. This represents a 20.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 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 transaction of $3,642,860.22. Following the sale, the chief executive officer directly owned 9,405 shares in the company, valued at $1,930,094.10. This trade represents a 65.37% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 72,686 shares of company stock valued at $14,899,239 over the last 90 days. 9.70% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have issued reports on the company. Raymond James Financial lowered their price objective on Amazon.com from $260.00 to $225.00 and set an "outperform" rating for the company in a research note on Friday, February 6th. Wells Fargo & Company lifted their price objective on Amazon.com from $304.00 to $305.00 and gave the company an "overweight" rating in a research note on Thursday, April 2nd. Weiss Ratings reiterated a "buy (b)" rating on shares of Amazon.com in a research note on Friday, March 27th. Wall Street Zen cut Amazon.com from a "buy" rating to a "hold" rating in a research note on Saturday, January 10th. Finally, New Street Research lowered their price objective on Amazon.com from $285.00 to $280.00 and set a "buy" rating for the company in a research note on Monday, March 30th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have given a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat, Amazon.com presently has an average rating of "Moderate Buy" and an average target price of $287.39.

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.

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