Amazon.com FY2027 EPS Estimate Raised by Erste Group Bank

Amazon.com, Inc. (NASDAQ:AMZN) – Stock analysts at Erste Group Bank raised their FY2027 earnings per share estimates for shares of Amazon.com in a research note issued to investors on Thursday, August 27th. Erste Group Bank analyst S. Lingnau now forecasts that the e-commerce giant will post earnings of $10.50 per share for the year, up from their prior forecast of $10.36. The consensus estimate for Amazon.com’s current full-year earnings is $8.05 per share.

AMZN has been the subject of a number of other research reports. Needham & Company LLC reaffirmed a “buy” rating and issued a $300.00 price target on shares of Amazon.com in a research note on Friday, July 31st. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $325.00 price objective (up from $315.00) on shares of Amazon.com in a report on Friday, July 31st. Bank of America raised their target price on shares of Amazon.com from $310.00 to $320.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Morgan Stanley reiterated an “overweight” rating and set a $335.00 price target (up from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. Finally, Phillip Securities downgraded shares of Amazon.com from a “strong-buy” rating to a “moderate buy” rating in a research note on Monday, August 3rd. One equities research analyst has rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $323.09.

Amazon.com Price Performance

AMZN opened at $254.92 on Monday. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.87 and a current ratio of 1.03. Amazon.com has a 52-week low of $196.00 and a 52-week high of $287.20. The stock has a market capitalization of $2.75 trillion, a PE ratio of 20.51, a price-to-earnings-growth ratio of 2.00 and a beta of 1.44. The stock’s 50 day moving average price is $252.57 and its 200-day moving average price is $241.40.

Amazon.com (NASDAQ:AMZN) last released 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 business had revenue of $200.61 billion during the quarter, compared to analysts’ expectations of $197.03 billion. Amazon.com had a return on equity of 18.00% and a net margin of 17.44%.The business’s revenue was up 19.6% on a year-over-year basis. During the same quarter last year, the business posted $1.68 EPS.

Institutional Trading of Amazon.com

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Red Crane Wealth Management LLC grew its position in Amazon.com by 2.3% during the 1st quarter. Red Crane Wealth Management LLC now owns 1,663 shares of the e-commerce giant’s stock valued at $346,000 after purchasing an additional 38 shares during the last quarter. Robinson Smith Wealth Advisors LLC lifted its stake in shares of Amazon.com by 0.7% in the first quarter. Robinson Smith Wealth Advisors LLC now owns 5,509 shares of the e-commerce giant’s stock worth $1,147,000 after buying an additional 40 shares in the last quarter. Sfam LLC lifted its stake in shares of Amazon.com by 3.4% in the first quarter. Sfam LLC now owns 1,224 shares of the e-commerce giant’s stock worth $255,000 after buying an additional 40 shares in the last quarter. Measured Risk Portfolios Inc. grew its holdings in shares of Amazon.com by 3.4% during the first quarter. Measured Risk Portfolios Inc. now owns 1,206 shares of the e-commerce giant’s stock valued at $251,000 after buying an additional 40 shares during the last quarter. Finally, CoreFirst Bank & Trust increased its position in shares of Amazon.com by 1.1% during the first quarter. CoreFirst Bank & Trust now owns 3,620 shares of the e-commerce giant’s stock valued at $754,000 after acquiring an additional 40 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Insider Activity

In other news, VP Shelley Reynolds sold 2,343 shares of the company’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $259.01, for a total value of $606,860.43. Following the sale, the vice president directly owned 119,780 shares of the company’s stock, valued at $31,024,217.80. This represents a 1.92% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP David Zapolsky sold 9,258 shares of the stock in a transaction dated Monday, August 24th. The stock was sold at an average price of $259.77, for a total transaction of $2,404,950.66. Following the completion of the transaction, the senior vice president 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 quarter, insiders have sold 70,589 shares of company stock worth $18,314,015. 8.90% of the stock is currently owned by corporate insiders.

Amazon.com News Roundup

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

• Positive Sentiment: AWS and AI expansion remain key catalysts. Amazon’s planned $5.3 billion investment in a Saudi Arabia cloud region, expanded access to OpenAI, Meta, and Anthropic models through AWS GovCloud, and a deeper partnership with Nvidia—including two million additional GPUs—could strengthen AWS’s position in government and enterprise AI. AMZN’s Saudi Arabia investment
• Positive Sentiment: New commerce initiatives could broaden monetization. YouTube’s integration of Amazon products into its Shopping Affiliate Program may increase product discovery and sales, while Alexa’s personalized shopping alerts and Amazon Pharmacy’s Solv integration could improve customer engagement and conversion. YouTube Amazon partnership
• Positive Sentiment: Analysts remain constructive. Citi reiterated a Buy rating and a $350 price target despite the legal risks, while recent results showed $200.6 billion in revenue and substantially stronger-than-expected earnings, with AWS revenue reportedly growing 36.7% year over year. Analyst reiterates Amazon Buy rating
• Neutral Sentiment: Zoox is expanding its robotaxi efforts. Amazon’s autonomous-vehicle unit plans testing in Houston and San Diego, but the initiative is still early-stage and has limited near-term earnings impact. Zoox and Waymo robotaxi expansion
• Negative Sentiment: The FTC lawsuit is driving the immediate pressure. The FTC and 22 states allege Amazon manipulated advertising auctions and overcharged approximately 1.2 million advertisers by more than $20 billion. Potential penalties, refunds, operational changes, and limits on ad-pricing practices threaten a rapidly growing, high-margin business. Amazon denies the allegations. FTC lawsuit against Amazon
• Negative Sentiment: AI spending and shareholder concerns remain overhangs. Investors are weighing the capital required for Amazon’s AI infrastructure against future returns, while reports of an institutional investor trimming its stake add near-term selling pressure.

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.