Amazon.com (NASDAQ:AMZN) Trading Down 2.2% – Time to Sell?

Amazon.com, Inc. (NASDAQ:AMZN)’s stock price traded down 2.2% during trading on Wednesday . The company traded as low as $247.76 and last traded at $249.27. 43,625,627 shares were traded during mid-day trading, a decline of 8% from the average session volume of 47,333,520 shares. The stock had previously closed at $254.98.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Amazon launched agentic AI tools for third-party sellers that can automate product listings, inventory management and other tasks. The initiative could improve seller productivity, strengthen Amazon’s marketplace and support future advertising revenue. Amazon rolls out new agentic AI for third-party sellers
• Positive Sentiment: Amazon Web Services reportedly has a $496 billion backlog and a cloud operating margin near 39%, reinforcing the view that AWS remains the company’s main long-term AI growth and profit engine. Some analysts also argue AMZN may be materially undervalued as AI demand increases. Amazon AWS backlog and cloud margin
• Positive Sentiment: Amazon expanded its pickup network to nearly 30,000 locations, launched faster coast-to-coast fulfillment for sellers, and deepened its Fire TV advertising partnership with Best Buy. These moves could improve delivery efficiency and expand higher-margin advertising revenue. Amazon pickup network expansion
• Neutral Sentiment: Amazon is offering Affirm installment payments to U.K. shoppers, which may increase conversion and purchasing flexibility but could also raise consumer-credit and transaction-cost considerations. Amazon expands UK BNPL footprint
• Negative Sentiment: Amazon plans to invest another $1.9 billion in its Delivery Service Partner program in 2027, largely supporting driver pay and safety. While strategically useful, the spending highlights rising last-mile costs and could pressure retail margins. Amazon delivery network investment
• Negative Sentiment: Amazon is reportedly rehiring former employees, including some previously laid off, for AI and cloud positions. The move may accelerate growth, but investors could interpret it as evidence that AI expansion is increasing labor and operating expenses. Amazon boomerang hiring
• Negative Sentiment: Amazon blocked Meta’s Muse shopping agent from accessing its marketplace, while Meta’s tool gains popularity and Shopify supports similar transactions. The standoff protects Amazon’s customer and transaction data, but risks slowing adoption of agentic commerce and making Amazon appear defensive as rivals shape the emerging market. Amazon and Meta Muse dispute

Analysts Set New Price Targets

A number of research firms recently issued reports on AMZN. Barclays reiterated an “overweight” rating and issued a $365.00 target price (up from $330.00) on shares of Amazon.com in a research note on Friday, July 31st. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $325.00 price target (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. UBS Group set a $200.00 price objective on Amazon.com in a research note on Thursday, September 17th. Mizuho set a $330.00 price objective on Amazon.com and gave the stock an “outperform” rating in a research report on Friday, July 31st. Finally, Telsey Advisory Group set a $335.00 target price on Amazon.com and gave the company an “outperform” rating in a research note on Friday, July 31st. Fifty-six analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $321.19.

Amazon.com Stock Down 2.2%

The firm has a 50 day moving average of $256.47 and a 200-day moving average of $246.48. The company has a debt-to-equity ratio of 0.23, a current ratio of 1.03 and a quick ratio of 0.87. The stock has a market capitalization of $2.69 trillion, a P/E ratio of 20.05, a price-to-earnings-growth ratio of 2.00 and a beta of 1.44.

Amazon.com (NASDAQ:AMZN) last announced its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share for the quarter, topping the consensus estimate of $1.82 by $3.93. The company had revenue of $200.61 billion for the quarter, compared to analyst estimates of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.Amazon.com’s revenue for the quarter was up 19.6% compared to the same quarter last year. During the same quarter last year, the firm earned $1.68 EPS. On average, equities research analysts expect that Amazon.com, Inc. will post 8.01 earnings per share for the current fiscal year.

Insider Activity at Amazon.com

In related news, CEO Matthew Garman sold 14,541 shares of the business’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.06, for a total value of $3,766,991.46. Following the sale, the chief executive officer owned 17,794 shares of the company’s stock, valued at $4,609,713.64. The trade was a 44.97% 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, SVP David Zapolsky sold 9,258 shares of Amazon.com stock in a transaction on Monday, August 24th. The shares were sold at an average price of $259.77, for a total value of $2,404,950.66. Following the transaction, the senior vice president directly owned 41,190 shares of the company’s stock, valued at approximately $10,699,926.30. The trade was a 18.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 71,589 shares of company stock valued at $18,568,785. Corporate insiders own 8.90% of the company’s stock.

Institutional Trading of Amazon.com

Several large investors have recently added to or reduced their stakes in AMZN. State Street Corp grew its position in Amazon.com by 5.5% during the 2nd quarter. State Street Corp now owns 411,848,346 shares of the e-commerce giant’s stock worth $95,504,904,000 after purchasing an additional 21,398,025 shares during the last quarter. Premier Financial Group purchased a new position in shares of Amazon.com in the 2nd quarter valued at approximately $315,000. Security National Bank of Sioux City Iowa IA grew its stake in shares of Amazon.com by 44.9% in the 2nd quarter. Security National Bank of Sioux City Iowa IA now owns 12,849 shares of the e-commerce giant’s stock valued at $3,062,000 after purchasing an additional 3,980 shares during the last quarter. Wellington Altus USA Inc. raised its stake in shares of Amazon.com by 2.3% during the second quarter. Wellington Altus USA Inc. now owns 7,569 shares of the e-commerce giant’s stock worth $1,804,000 after purchasing an additional 171 shares during the last quarter. Finally, Reynders McVeigh Capital Management LLC lifted its holdings in shares of Amazon.com by 0.6% during the second quarter. Reynders McVeigh Capital Management LLC now owns 166,954 shares of the e-commerce giant’s stock worth $39,792,000 after purchasing an additional 1,003 shares during the period. 72.20% of the stock is owned by institutional investors.

About Amazon.com

Amazon.com, Inc is a global technology and e-commerce company that operates online marketplaces and provides a broad range of consumer products and services. Its retail business sells merchandise directly to customers and enables third-party sellers to offer products through Amazon’s websites and applications. The company also operates physical stores and provides services such as digital content, subscriptions, and consumer devices, including Kindle and Echo products.

Amazon Web Services (AWS) provides cloud computing, storage, database, analytics, artificial intelligence, machine learning, and other technology services to businesses, governments, and organizations.