Telsey Advisory Group Comments on Amazon.com FY2026 Earnings

Amazon.com, Inc. (NASDAQ:AMZN) – Analysts at Telsey Advisory Group issued their FY2026 earnings estimates for Amazon.com in a research report issued on Friday, January 31st. Telsey Advisory Group analyst J. Feldman anticipates that the e-commerce giant will post earnings of $7.61 per share for the year. Telsey Advisory Group currently has a “Outperform” rating and a $275.00 target price on the stock. The consensus estimate for Amazon.com’s current full-year earnings is $5.30 per share.

AMZN has been the subject of a number of other research reports. HSBC raised their price target on shares of Amazon.com from $225.00 to $270.00 and gave the stock a “buy” rating in a research report on Monday, January 13th. Wolfe Research raised their price objective on shares of Amazon.com from $250.00 to $270.00 and gave the stock an “outperform” rating in a report on Friday, January 3rd. Tigress Financial upped their target price on shares of Amazon.com from $245.00 to $290.00 and gave the company a “buy” rating in a research note on Friday, December 20th. Moffett Nathanson increased their price target on shares of Amazon.com from $235.00 to $248.00 and gave the stock a “buy” rating in a research report on Tuesday, November 26th. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $270.00 price objective on shares of Amazon.com in a report on Wednesday, January 22nd. Two research analysts have rated the stock with a hold rating, forty-one have issued a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and an average price target of $251.44.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $237.68 on Monday. The company has a quick ratio of 0.87, a current ratio of 1.09 and a debt-to-equity ratio of 0.21. Amazon.com has a fifty-two week low of $151.61 and a fifty-two week high of $241.77. The business has a 50 day moving average price of $223.83 and a two-hundred day moving average price of $198.91. The firm has a market cap of $2.50 trillion, a PE ratio of 50.90, a price-to-earnings-growth ratio of 1.35 and a beta of 1.14.

Amazon.com (NASDAQ:AMZN) last issued its quarterly earnings data on Thursday, October 31st. The e-commerce giant reported $1.43 EPS for the quarter, topping analysts’ consensus estimates of $1.14 by $0.29. The firm had revenue of $158.88 billion for the quarter, compared to analyst estimates of $157.28 billion. Amazon.com had a net margin of 8.04% and a return on equity of 22.41%. The firm’s revenue was up 11.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.85 EPS.

Insiders Place Their Bets

In other news, insider Jeffrey P. Bezos sold 2,996,362 shares of Amazon.com stock in a transaction that occurred on Friday, November 8th. The shares were sold at an average price of $208.85, for a total value of $625,790,203.70. Following the transaction, the insider now directly owns 917,416,976 shares of the company’s stock, valued at $191,602,535,437.60. This trade represents a 0.33 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Jonathan Rubinstein sold 4,351 shares of the company’s stock in a transaction that occurred on Monday, December 9th. The shares were sold at an average price of $229.85, for a total transaction of $1,000,077.35. Following the completion of the sale, the director now owns 88,203 shares of the company’s stock, valued at approximately $20,273,459.55. This trade represents a 4.70 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 6,027,340 shares of company stock worth $1,252,456,773. 10.80% of the stock is owned by insiders.

Institutional Trading of Amazon.com

A number of hedge funds have recently modified their holdings of AMZN. Fiera Capital Corp grew its stake in Amazon.com by 12.5% in the second quarter. Fiera Capital Corp now owns 401,113 shares of the e-commerce giant’s stock valued at $77,515,000 after purchasing an additional 44,615 shares in the last quarter. Slocum Gordon & Co LLP lifted its holdings in shares of Amazon.com by 13.8% during the 2nd quarter. Slocum Gordon & Co LLP now owns 2,516 shares of the e-commerce giant’s stock valued at $486,000 after buying an additional 305 shares during the last quarter. Synergy Asset Management LLC grew its stake in shares of Amazon.com by 6.0% in the 2nd quarter. Synergy Asset Management LLC now owns 124,953 shares of the e-commerce giant’s stock valued at $24,147,000 after buying an additional 7,114 shares in the last quarter. Farmers & Merchants Investments Inc. increased its holdings in Amazon.com by 4.6% in the second quarter. Farmers & Merchants Investments Inc. now owns 121,261 shares of the e-commerce giant’s stock worth $23,434,000 after buying an additional 5,327 shares during the last quarter. Finally, Wellington Shields Capital Management LLC raised its position in Amazon.com by 2.5% during the second quarter. Wellington Shields Capital Management LLC now owns 94,074 shares of the e-commerce giant’s stock valued at $18,180,000 after acquiring an additional 2,283 shares in the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

About Amazon.com

Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.