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Barton Investment Management, managed by J. Barton Riley, recently executed a significant transaction involving Amazon.Com, Inc. ((AMZN)). The hedge fund reduced its position by 7,011 shares.
Recent Updates on Amazon.Com, Inc. stock
Over the past month, Amazon.com, Inc. (AMZN) shares have traded with modest volatility but an overall upward bias in the most recent data points, with short‑term moves ranging from slight weekly declines of about 2–3% and flat-to-down 12‑month performance in some snapshots to more recent periods showing 2–6% weekly gains, roughly 11% monthly gains, and about 13% year‑over‑year appreciation around the mid‑$240s. Despite these mixed near‑term moves, Wall Street remains strongly bullish, assigning a Strong Buy consensus and an average 12‑month price target near $294–$295, implying meaningful upside from recent closes in the low‑ to mid‑$230s and $240s. Top analysts including Citi’s Ronald Josey (Buy, $320 target) and Bank of America’s Justin Post (Buy, $303 target) both reiterate Amazon as a top pick, arguing that 2026 could be an inflection year as Amazon Web Services (AWS) reaccelerates—helped by new capacity, expanded AI partnerships, and proprietary technologies like its large language model and Trainium chips—while the core retail business benefits from strong holiday demand, agentic commerce initiatives, grocery and essentials expansion, and mid‑teens advertising growth. Both expect operating margins to expand even amid heavy capital spending, projecting robust 4Q25 results (around 13% revenue growth and a ~12% operating margin) and seeing room for valuation multiple expansion if AWS growth and AI positioning improve, though they flag risks if AI execution lags, capacity investments pressure margins, or competition from players like Microsoft, Alphabet, Walmart, and Shopify intensifies.
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: 1.52%
Average Trading Volume: 44,779,122
Current Market Cap: $2469.4B