Telsey Advisory Group Comments on Amazon.com FY2026 Earnings

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

Amazon.com (NASDAQ:AMZN) last announced its earnings results on Thursday, October 31st. The e-commerce giant reported $1.43 earnings per share for the quarter, beating the consensus estimate of $1.14 by $0.29. The firm had revenue of $158.88 billion during the quarter, compared to the consensus estimate of $157.28 billion. Amazon.com had a return on equity of 22.41% and a net margin of 8.04%. The firm’s revenue for the quarter was up 11.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.85 EPS.

AMZN has been the subject of several other reports. Evercore ISI upped their target price on shares of Amazon.com from $240.00 to $260.00 and gave the company an “outperform” rating in a research note on Friday, November 1st. Morgan Stanley raised their target price on Amazon.com from $230.00 to $280.00 and gave the stock an “overweight” rating in a research report on Monday, January 13th. Scotiabank boosted their price target on shares of Amazon.com from $246.00 to $306.00 and gave the company a “sector outperform” rating in a report on Friday, January 24th. Wolfe Research increased their price objective on shares of Amazon.com from $250.00 to $270.00 and gave the company an “outperform” rating in a research note on Friday, January 3rd. Finally, Mizuho lifted their target price on shares of Amazon.com from $240.00 to $260.00 and gave the company an “outperform” rating in a research report on Tuesday, December 10th. Two analysts have rated the stock with a hold rating, forty-one have issued a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, Amazon.com has a consensus rating of “Moderate Buy” and a consensus target price of $251.44.

Amazon.com Stock Up 1.3 %

Shares of AMZN stock opened at $237.68 on Monday. The stock has a 50 day moving average of $223.83 and a 200-day moving average 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. 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 12 month low of $151.61 and a 12 month high of $241.77.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. International Assets Investment Management LLC raised its stake in Amazon.com by 20,897.2% during the third quarter. International Assets Investment Management LLC now owns 39,135,449 shares of the e-commerce giant’s stock valued at $72,921,080,000 after purchasing an additional 38,949,065 shares in the last quarter. Parnassus Investments LLC increased its holdings in shares of Amazon.com by 82,457.3% in the 3rd quarter. Parnassus Investments LLC now owns 11,405,294 shares of the e-commerce giant’s stock worth $2,125,148,000 after buying an additional 11,391,479 shares during the last quarter. State Street Corp lifted its holdings in shares of Amazon.com by 3.3% in the 3rd quarter. State Street Corp now owns 359,179,990 shares of the e-commerce giant’s stock valued at $66,926,008,000 after acquiring an additional 11,370,309 shares during the last quarter. Geode Capital Management LLC grew its position in Amazon.com by 3.4% in the third quarter. Geode Capital Management LLC now owns 199,915,046 shares of the e-commerce giant’s stock worth $37,116,341,000 after acquiring an additional 6,545,944 shares in the last quarter. Finally, Strategic Financial Concepts LLC increased its stake in Amazon.com by 23,742.9% during the fourth quarter. Strategic Financial Concepts LLC now owns 5,102,618 shares of the e-commerce giant’s stock worth $1,119,463,000 after acquiring an additional 5,081,217 shares during the last quarter. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Insiders Place Their Bets

In other Amazon.com news, CEO Douglas J. Herrington sold 3,500 shares of the stock in a transaction that occurred on Monday, December 2nd. The shares were sold at an average price of $210.00, for a total value of $735,000.00. Following the transaction, the chief executive officer now directly owns 524,567 shares in the company, valued at approximately $110,159,070. This trade represents a 0.66 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Jonathan Rubinstein sold 4,351 shares of Amazon.com stock in a transaction on Monday, December 9th. The shares were sold at an average price of $229.85, for a total value of $1,000,077.35. Following the transaction, the director now owns 88,203 shares in the company, valued at $20,273,459.55. This trade represents a 4.70 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 6,027,340 shares of company stock valued at $1,252,456,773. Corporate insiders own 10.80% of the company’s stock.

Amazon.com Company Profile

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.