Amazon.com FY2027 EPS Forecast Raised by Erste Group Bank

Amazon.com, Inc. (NASDAQ:AMZN) – Research analysts at Erste Group Bank boosted their FY2027 earnings estimates for shares of Amazon.com in a research report issued on Friday, September 18th. Erste Group Bank analyst S. Lingnau now anticipates that the e-commerce giant will earn $10.54 per share for the year, up from their previous forecast of $10.50. The consensus estimate for Amazon.com’s current full-year earnings is $8.01 per share.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Thursday, July 30th. The e-commerce giant reported $5.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.82 by $3.93. Amazon.com had a net margin of 17.44% and a return on equity of 18.00%. The firm had revenue of $200.61 billion during the quarter, compared to the consensus estimate of $197.03 billion. During the same period last year, the business posted $1.68 earnings per share. The business’s revenue for the quarter was up 19.6% compared to the same quarter last year.

Several other analysts also recently issued reports on AMZN. Mizuho set a $330.00 price target on Amazon.com and gave the company an “outperform” rating in a research note on Friday, July 31st. Cantor Fitzgerald reiterated an “overweight” rating and set a $320.00 price objective (down from $330.00) on shares of Amazon.com in a research report on Friday, July 31st. KeyCorp lifted their target price on Amazon.com from $335.00 to $350.00 and gave the stock an “overweight” rating in a report on Friday, July 31st. Pivotal Research reissued a “buy” rating and issued a $333.00 target price (up from $320.00) on shares of Amazon.com in a research report on Friday, July 31st. Finally, UBS Group set a $200.00 price target on shares of Amazon.com in a research note on Thursday. Fifty-six investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $321.19.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $258.45 on Monday. The firm has a market cap of $2.79 trillion, a P/E ratio of 20.79, a price-to-earnings-growth ratio of 1.97 and a beta of 1.44. The company has a current ratio of 1.03, a quick ratio of 0.87 and a debt-to-equity ratio of 0.23. Amazon.com has a 1-year low of $196.00 and a 1-year high of $287.20. The business’s 50 day moving average is $256.32 and its 200-day moving average is $246.21.

Insider Activity

In other news, CEO Andrew Jassy sold 20,000 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.01, for a total transaction of $5,180,200.00. Following the completion of the sale, the chief executive officer directly owned 2,235,766 shares in the company, valued at approximately $579,085,751.66. This represents a 0.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Shelley Reynolds sold 2,343 shares of the firm’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $259.01, for a total value of $606,860.43. Following the completion of the transaction, the vice president owned 119,780 shares in the company, valued at $31,024,217.80. The trade was a 1.92% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 71,589 shares of company stock worth $18,568,785. 8.90% of the stock is owned by insiders.

Institutional Investors Weigh In On Amazon.com

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Bank of America Corp DE bought a new position in shares of Amazon.com in the second quarter worth about $22,218,775,000. Bank of New York Mellon Corp bought a new stake in shares of Amazon.com during the 2nd quarter valued at approximately $16,341,405,000. Amundi grew its holdings in shares of Amazon.com by 3.9% during the 2nd quarter. Amundi now owns 63,822,242 shares of the e-commerce giant’s stock valued at $15,211,393,000 after purchasing an additional 2,421,739 shares during the last quarter. Invesco Ltd. increased its position in Amazon.com by 3.3% during the 4th quarter. Invesco Ltd. now owns 59,604,857 shares of the e-commerce giant’s stock worth $13,757,993,000 after purchasing an additional 1,879,630 shares in the last quarter. Finally, Legal & General Group Plc acquired a new position in Amazon.com during the 2nd quarter worth approximately $12,831,376,000. 72.20% of the stock is currently owned by institutional investors.

Trending Headlines about Amazon.com

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

• Positive Sentiment: Amazon announced an additional $1.9 billion investment in its Delivery Service Partner program for 2027. The spending is intended to raise delivery-driver pay, improve safety and expand AI-powered routing and delivery tools. Amazon says serious crashes have declined more than 23%, while Smart Delivery Glasses could help equip more than 20,000 drivers by 2027. Amazon delivery investment announcement
• Positive Sentiment: Amazon’s agreement to purchase up to $8 billion of Generac power equipment supports faster AWS data-center construction, including $2.4 billion of expected orders in 2027–2028. The deal reinforces the investment case for AWS and the broader AI infrastructure buildout. Amazon Generac supply agreement
• Positive Sentiment: UBS reportedly sees roughly 25% potential upside for Amazon, arguing that enterprise AI adoption remains in an early stage and should support demand for cloud services, chips and data-center infrastructure. UBS Amazon upside commentary
• Neutral Sentiment: Amazon blocked Meta’s Muse shopping agent, citing undisclosed access, failure to identify itself and concerns about credentials and platform rules. The move protects Amazon’s control over customer data and marketplace traffic, but highlights growing conflict over who controls agentic shopping. Amazon blocks Meta Muse
• Negative Sentiment: Investors continue to weigh risks from Amazon’s unusually large AI capital-spending program, including potential AWS margin pressure, rising financing needs and slower returns if AI demand does not keep pace. A recent analysis also warned that higher interest rates could weigh on capital-intensive technology stocks. Amazon capital spending analysis

Amazon.com Company Profile

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.