Stifel Nicolaus Cuts Amazon.com (NASDAQ:AMZN) Price Target to $294.00

Key Points

• Stifel Nicolaus cut its price target on Amazon to $294 (from $300) but maintained a "buy" rating, implying roughly a 24.46% upside from current levels.
• Amazon slightly missed EPS expectations ($1.95 vs. $1.97) but beat on revenue at $213.39 billion, up 13.6% year‑over‑year, supporting ongoing analyst optimism.
• Sentiment is being buoyed by management’s large AI strategy — roughly a $200 billion AI investment plan and potential ties to OpenAI (up to $50B) — which could drive AWS AI revenue despite near‑term margin pressure.

Amazon.com (NASDAQ:AMZN) had its price objective lowered by Stifel Nicolaus from $300.00 to $294.00 in a research note issued to investors on Monday,MarketScreener reports. The firm currently has a "buy" rating on the e-commerce giant's stock. Stifel Nicolaus' price target would suggest a potential upside of 24.46% from the stock's current price.

AMZN has been the topic of a number of other research reports. KeyCorp set a $285.00 target price on shares of Amazon.com in a report on Friday, February 6th. Weiss Ratings restated a "buy (b)" rating on shares of Amazon.com in a report on Friday, March 27th. Wedbush decreased their price objective on shares of Amazon.com from $340.00 to $300.00 and set an "outperform" rating for the company in a research note on Friday, February 6th. Needham & Company LLC restated a "buy" rating and issued a $265.00 target price on shares of Amazon.com in a research note on Tuesday, March 17th. Finally, Piper Sandler reaffirmed an "overweight" rating and set a $260.00 price target (down from $300.00) on shares of Amazon.com in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $287.29.

Amazon.com Trading Down 0.9%

AMZN opened at $236.21 on Monday. The company has a debt-to-equity ratio of 0.16, a current ratio of 1.05 and a quick ratio of 0.88. Amazon.com has a fifty-two week low of $165.29 and a fifty-two week high of $258.60. The firm has a market capitalization of $2.54 trillion, a PE ratio of 32.99, a P/E/G ratio of 1.79 and a beta of 1.38. The company's 50-day moving average is $211.96 and its 200 day moving average is $224.18.

Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing analysts' consensus estimates of $1.97 by ($0.02). Amazon.com had a return on equity of 21.87% and a net margin of 10.83%.The business had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. During the same quarter in the prior year, the company earned $1.86 EPS. The company's revenue was up 13.6% on a year-over-year basis. As a group, research analysts predict that Amazon.com will post 6.31 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Amazon.com news, CEO Douglas J. Herrington sold 6,835 shares of the firm's stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.82, for a total value of $1,406,779.70. Following the completion of the transaction, the chief executive officer directly owned 522,361 shares of the company's stock, valued at $107,512,341.02. This trade represents a 1.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Shelley Reynolds sold 2,695 shares of the firm's stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following the completion of the transaction, the vice president directly owned 119,780 shares of the company's stock, valued at approximately $24,662,702. The trade was a 2.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 72,686 shares of company stock worth $14,899,239 in the last 90 days. 10.80% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the company. Fairway Wealth LLC raised its position in shares of Amazon.com by 113.2% during the 3rd quarter. Fairway Wealth LLC now owns 113 shares of the e-commerce giant's stock valued at $25,000 after buying an additional 60 shares in the last quarter. Sellwood Investment Partners LLC purchased a new position in Amazon.com in the 3rd quarter worth $27,000. MilWealth Group LLC raised its position in 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 purchasing an additional 79 shares during the period. Lifetime Wealth Management P.C. purchased a new position in shares of Amazon.com in the fourth quarter valued at about $45,000. Finally, Elkhorn Partners Limited Partnership increased its position in shares of Amazon.com by 900.0% in the fourth quarter. Elkhorn Partners Limited Partnership now owns 200 shares of the e-commerce giant's stock valued at $46,000 after acquiring an additional 180 shares during the period. 72.20% of the stock is owned by institutional investors.

Amazon.com News Roundup

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

• Positive Sentiment: CEO Andy Jassy doubled down on Amazon’s ~$200 billion AI investment plan, pushing back on investor fears and framing the spending as long‑term market share and AWS growth strategy; that reassurance is helping lift sentiment despite acknowledgement of near‑term margin and cash‑flow pressure. AMZN Continues to Rebound as its CEO Doubles Down on $200B AI Bet
• Positive Sentiment: OpenAI highlighted its alliance with Amazon in an internal memo; this follows Amazon’s announcement it may invest up to $50B in OpenAI and suggests stronger enterprise AI pipeline and customer access for AWS. OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability'
• Positive Sentiment: Analysts reiterated bullish ratings and raised price targets (Evercore ISI, Jefferies, Citizens JMP), citing AWS AI revenue growth and long runway — analyst support can amplify buying momentum. Amazon (AMZN): Top High-Flying AI Stock to Buy
• Positive Sentiment: High‑profile commentators (e.g., Jim Cramer) praised Jassy’s annual letter and strategy, which can sway retail sentiment and short‑term flows. Jim Cramer on Amazon (AMZN): "Jassy put my mind at ease in incredible fashion"
• Positive Sentiment: Partner wins are showing up in the supply chain: chip supplier Marvell is hitting highs tied to Amazon’s AI chip ambitions — a signal that AWS demand for custom hardware is real. Marvell Stock Is Hitting Record Highs. Thank Amazon.
• Neutral Sentiment: Pearson/AWS research highlights a talent gap in AI‑ready graduates and points to education initiatives — positive long‑term for hiring AWS customers but not an immediate revenue driver. New Pearson and AWS Global Research
• Neutral Sentiment: Amazon is expanding car sales to more brands and cities, reflecting retail diversification that can add revenue but with unclear margin impact near term. Amazon's Car Sales Bet Is Getting Bigger With New Brands and More Cities
• Negative Sentiment: Ongoing market concerns about AI infrastructure overspending and near‑term margin/cash pressure have been reported; these macro worries can cap multiple expansion and increase volatility. AI Stock Sell-Off: Here's How to Find the Long-Term Winners
• Negative Sentiment: Competitive pressure in India’s quick‑commerce market (Flipkart and Amazon vs. startups) highlights aggressive discounting and unit economics risks in an important growth market. Walmart-owned Flipkart, Amazon are squeezing India's quick commerce startups

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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