Silver Oak Securities Incorporated Acquires 2,757 Shares of Amazon.com, Inc. $AMZN

Key Points

• Silver Oak Securities increased its Amazon stake by 4.1%, acquiring 2,757 shares to hold 70,040 shares worth $16.287 million, making AMZN about 1.1% of its portfolio and its 13th-largest position.
• Insider sales totaled 72,686 shares in the last 90 days, including VP Shelley Reynolds (2,695 shares) and CEO Andrew Jassy (19,872 shares), with corporate insiders now owning 9.70% of the company.
• Analyst and operational outlook: Amazon has a consensus "Moderate Buy" with a $287.39 price target as positive catalysts (AWS AI chip adoption, USPS logistics deal, analyst target raises) offset legal/operational risks (YouTuber lawsuit, end of support for older Kindles, AWS disruptions) and debate over AI capex.

Silver Oak Securities Incorporated raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 4.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 70,040 shares of the e-commerce giant's stock after acquiring an additional 2,757 shares during the quarter. Amazon.com makes up approximately 1.1% of Silver Oak Securities Incorporated's holdings, making the stock its 13th biggest position. Silver Oak Securities Incorporated's holdings in Amazon.com were worth $16,287,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in AMZN. Lifelong Wealth Advisors Inc. raised its stake in Amazon.com by 2.4% in the fourth quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant's stock valued at $402,000 after purchasing an additional 41 shares in the last quarter. Union Savings Bank raised its stake in Amazon.com by 0.4% in the second quarter. Union Savings Bank now owns 10,723 shares of the e-commerce giant's stock valued at $2,510,000 after purchasing an additional 45 shares in the last quarter. Doheny Asset Management CA raised its stake in Amazon.com by 0.3% in the second quarter. Doheny Asset Management CA now owns 17,821 shares of the e-commerce giant's stock valued at $3,910,000 after purchasing an additional 45 shares in the last quarter. IMPACTfolio LLC raised its stake in Amazon.com by 3.8% in the third quarter. IMPACTfolio LLC now owns 1,225 shares of the e-commerce giant's stock valued at $269,000 after purchasing an additional 45 shares in the last quarter. Finally, Cadence Wealth Management LLC raised its stake in Amazon.com by 3.5% in the third quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant's stock valued at $292,000 after purchasing an additional 45 shares in the last quarter. 72.20% of the stock is owned by institutional investors.

Key Amazon.com News

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

• Positive Sentiment: Broader market tailwind — tech names rallied after a U.S. ceasefire/ Iran‑tension easing headline, lifting Amazon alongside other Magnificent Seven stocks; this helped push momentum back above technical levels. Alphabet, Meta, Amazon, Nvidia lead tech rally after Trump announces ceasefire with Iran
• Positive Sentiment: Analyst upgrades/targets — Cantor Fitzgerald raised its price target to $260 (overweight) and Moffett Nathanson boosted its target to $288 (buy), supporting upside expectations from Wall Street. Benzinga price target note Moffett Nathanson price target raise
• Positive Sentiment: AWS commercial traction — Uber is expanding use of AWS Graviton/Trainium chips, showing demand for Amazon’s custom silicon and cloud stack that support higher‑margin services. This validates monetization of AI workloads on AWS. Uber is the latest to be won over by Amazon's AI chips
• Positive Sentiment: Logistics stability — Amazon and USPS reached a deal that keeps ~80% of current USPS package volume, reducing near‑term delivery disruption risk and preserving a major logistics channel. That eases execution concerns around last‑mile costs. Amazon and U.S. Postal Service Reach New Deal on Deliveries After Year of Talks
• Neutral Sentiment: Analyst/Investor debate on AI capex — Several notes argue AI capex concerns are overdone and that backlog, revenue per employee and AWS demand justify spending; this supports a longer‑term bull case but leaves near‑term margin pressure debated. Analysts confident in Amazon.com's scale
• Neutral Sentiment: Potential strategic moves — Market chatter about a possible Globalstar deal (satellite push) could be a re‑rating catalyst if executed and clearly explained, but it also carries execution and valuation risk. Investors are watching for details. Could Globalstar Be the Missing Spark the Stock Needs?
• Negative Sentiment: Legal risk — High‑profile creators (YouTubers) have sued Amazon, alleging scraped content was used to train video AI, introducing potential litigation and reputational risk around AI training/data practices. YouTubers Sue Amazon, Claim AI Tool Was Trained on Scraped Videos
• Negative Sentiment: Product & operational friction — Amazon will end support for pre‑2012 Kindles (customer backlash risk), and AWS experienced disruptions after drone strikes in Middle East data centers — both highlight operational/PR risks investors monitor. Amazon to end support for older Kindle devices AWS teams working around the clock after drone strikes

Insider Activity at Amazon.com

In other news, VP Shelley Reynolds sold 2,695 shares of the business's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.90, for a total transaction of $554,900.50. Following the sale, the vice president directly owned 119,780 shares in the company, valued at approximately $24,662,702. The trade was a 2.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Andrew R. Jassy sold 19,872 shares of the business's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $205.18, for a total value of $4,077,336.96. Following the sale, the chief executive officer owned 2,238,118 shares in the company, valued at approximately $459,217,051.24. This trade represents a 0.88% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 72,686 shares of company stock valued at $14,899,239. Corporate insiders own 9.70% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on AMZN. 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. Rothschild & Co Redburn set a $230.00 target price on Amazon.com in a research report on Wednesday, January 21st. Telsey Advisory Group reiterated an "outperform" rating and issued a $300.00 target price on shares of Amazon.com in a research report on Friday, February 6th. Guggenheim reiterated a "buy" rating and issued a $300.00 target price on shares of Amazon.com in a research report on Friday, February 6th. Finally, Citigroup lifted their target price on Amazon.com from $265.00 to $285.00 and gave the company a "buy" rating in a research report on Wednesday, March 25th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $287.39.

Amazon.com Stock Performance

NASDAQ:AMZN opened at $221.25 on Thursday. The stock has a market cap of $2.38 trillion, a P/E ratio of 30.86, a price-to-earnings-growth ratio of 1.57 and a beta of 1.38. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. The stock's 50-day moving average is $212.14 and its 200-day moving average is $223.98. Amazon.com, Inc. has a 1-year low of $165.29 and a 1-year high of $258.60.

Amazon.com (NASDAQ:AMZN - Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.02). The firm had revenue of $213.39 billion for 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% on a year-over-year basis. During the same quarter last year, the firm posted $1.86 earnings per share. Equities research analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

Amazon.com 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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