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Alecta Pensionsforsakring, Omsesidigt, managed by Magnus Billing, recently executed a significant transaction involving Amazon.Com, Inc. ((AMZN)). The hedge fund reduced its position by 96,600 shares.
Recent Updates on Amazon.Com, Inc. stock
Over the past month, Amazon.com (AMZN) shares have traded roughly flat to modestly higher, with moves generally within a few percentage points: recent snapshots show gains of about 3–5% over the month and roughly 1–2.5% over the past year, though short-term weekly performance has been choppy with small declines at times. Despite this muted price action and a last closing price in the low‑$240s (earlier in the period closer to the mid‑$230s), Wall Street remains strongly bullish, assigning a Strong Buy consensus and average 12‑month price targets around $295–$297, implying substantial upside; some top analysts, such as Ronald Josey at Citi, are even higher at $320. Recent research notes from analysts at Citi, Bank of America, and BMO emphasize expectations for accelerating Amazon Web Services (AWS) growth to roughly 21–22.5% year over year in late 2025 and into 2026, driven by AI-related workloads, stronger cloud demand, and improved capacity, alongside resilient retail performance supported by solid holiday sales, market‑share gains, and logistics efficiencies. Advertising is highlighted as a particularly strong and fast-growing profit driver, aided by rising third‑party seller activity, strong site traffic, and new media partnerships, while management is expected to sustain heavy capital spending on AI infrastructure and same-day fulfillment, with analysts generally modeling Q4 2025 revenue and operating income slightly above current Street estimates and seeing room for margin expansion and multiple re‑rating as AWS and AI narratives improve.
Spark’s Take on AMZN Stock
According to Spark, TipRanks’ AI Analyst, AMZN is a Outperform.
Amazon’s overall stock score is driven by strong financial performance and positive earnings call sentiment, particularly in AWS and advertising growth. However, technical analysis indicates short-term weakness, and the high P/E ratio suggests a premium valuation. Cash flow management remains an area for improvement.
To see Spark’s full report on AMZN stock, click here.
More about Amazon.Com, Inc.
YTD Price Performance: 3.38%
Average Trading Volume: 40,584,722
Current Market Cap: $2597.3B