Market Focus: Discussions highlight Amazon’s positioning amid strong AI momentum and rising Treasury yields that could heighten volatility this week. Traders note the company’s inclusion among key names like NVDA and MSFT as AI spending remains aggressive. Analysts point to potential rotations in infrastructure plays if conditions hold.

Technical Signals: Recent charts show Amazon forming a falling wedge with a retest of prior highs, supported near the 20-day EMA. Some observers describe a constructive pullback and reclaimed moving averages that could set up further upside. Call flow in near-term options has drawn attention as buyers step in at support levels.

Business Outlook: Sentiment centers on AWS re-acceleration paired with margin discipline, with net sales up notably year-over-year. Participants reference sustained growth in advertising and subscription segments as steady contributors. Overall views emphasize long-term operational leverage from prior investments in logistics and cloud infrastructure.

Note: This discussion summary was generated from an AI condensation of post data.

Amazon Insider Trading Activity

Amazon insiders have traded $AMZN stock on the open market 48 times in the past 6 months. Of those trades, 0 have been purchases and 48 have been sales.

Here’s a breakdown of recent trading of $AMZN stock by insiders over the last 6 months:

• ANDREW R JASSY (President and CEO) has made 0 purchases and 7 sales selling 82,224 shares for an estimated $20,604,177.
• DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 19 sales selling 69,861 shares for an estimated $17,394,826.
• DAVID ZAPOLSKY (Senior Vice President) has made 0 purchases and 7 sales selling 31,319 shares for an estimated $6,664,803.
• MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 8 sales selling 29,226 shares for an estimated $6,656,814.
• JONATHAN RUBINSTEIN has made 0 purchases and 2 sales selling 7,555 shares for an estimated $2,012,552.
• SHELLEY REYNOLDS (Vice President) has made 0 purchases and 4 sales selling 2,695 shares for an estimated $554,892.
• KEITH BRIAN ALEXANDER sold 900 shares for an estimated $183,492

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

Amazon Revenue

Amazon had revenues of $181.5B in Q1 2026. This is an increase of 16.61% from the same period in the prior year.

You can track AMZN financials on Quiver Quantitative’s AMZN stock page.

You can access data on AMZN stock through the Quiver Quantitative API.

Amazon Congressional Stock Trading

Members of Congress have traded $AMZN stock 20 times in the past 6 months. Of those trades, 12 have been purchases and 8 have been sales.

Here’s a breakdown of recent trading of $AMZN stock by members of Congress over the last 6 months:

• REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 9 times. They made 5 purchases worth up to $75,000 on 04/22, 04/14, 03/16, 02/10, 01/30 and 4 sales worth up to $60,000 on 03/16, 03/13, 12/24, 12/19.
• SENATOR JOHN FETTERMAN purchased up to $15,000 on 03/30.
• REPRESENTATIVE MARK ALFORD sold up to $15,000 on 03/16.
• REPRESENTATIVE JONATHAN L. JACKSON has traded it 3 times. They made 1 purchase worth up to $15,000 on 02/05 and 2 sales worth up to $30,000 on 03/09, 02/11.
• REPRESENTATIVE DAVID TAYLOR has traded it 3 times. They made 3 purchases worth up to $45,000 on 02/26, 02/09, 01/29 and 0 sales.
• REPRESENTATIVE NANCY PELOSI has traded it 2 times. They made 1 purchase worth up to $1,000,000 on 01/16 and 1 sale worth up to $5,000,000 on 12/24.
• SENATOR MARKWAYNE MULLIN purchased up to $250,000 on 12/29.

To track congressional stock trading, check out Quiver Quantitative’s congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

Amazon Hedge Fund Activity

We have seen 3,187 institutional investors add shares of Amazon stock to their portfolio, and 2,547 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• AUTO-OWNERS INSURANCE CO removed 98,022,377 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $20,198,491,004
• J. STERN & CO. LLP removed 87,634,428 shares (-99.6%) from their portfolio in Q1 2026, for an estimated $18,057,950,233
• CAPITAL RESEARCH GLOBAL INVESTORS added 28,398,233 shares (+31.5%) to their portfolio in Q1 2026, for an estimated $5,851,739,891
• FMR LLC added 27,227,887 shares (+8.2%) to their portfolio in Q1 2026, for an estimated $5,610,578,395
• CAPITAL INTERNATIONAL INVESTORS removed 25,645,759 shares (-36.9%) from their portfolio in Q1 2026, for an estimated $5,284,565,099
• CARDANO RISK MANAGEMENT B.V. removed 24,954,963 shares (-89.6%) from their portfolio in Q1 2026, for an estimated $5,142,219,675
• JPMORGAN CHASE & CO removed 22,614,647 shares (-12.4%) from their portfolio in Q4 2025, for an estimated $5,219,912,820

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

Amazon Analyst Ratings

Wall Street analysts have issued reports on $AMZN in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• RBC Capital issued a “Outperform” rating on 04/30/2026
• Piper Sandler issued a “Overweight” rating on 04/30/2026
• Guggenheim issued a “Buy” rating on 04/30/2026
• Barclays issued a “Overweight” rating on 04/30/2026
• Benchmark issued a “Buy” rating on 04/30/2026
• Evercore ISI Group issued a “Outperform” rating on 04/30/2026
• Wells Fargo issued a “Overweight” rating on 04/30/2026

To track analyst ratings and price targets for Amazon, check out Quiver Quantitative’s $AMZN forecast page.

Amazon Price Targets

Multiple analysts have issued price targets for $AMZN recently. We have seen 34 analysts offer price targets for $AMZN in the last 6 months, with a median target of $317.0.

Here are some recent targets:

• Ken Gawrelski from Wells Fargo set a target price of $312.0 on 05/20/2026
• John Blackledge from TD Cowen set a target price of $350.0 on 05/12/2026
• Mark Kelley from Stifel set a target price of $319.0 on 05/01/2026
• Daniel L. Kurnos from Benchmark set a target price of $370.0 on 04/30/2026
• Laura Martin from Needham set a target price of $300.0 on 04/30/2026
• Deepak Mathivanan from Cantor Fitzgerald set a target price of $330.0 on 04/30/2026
• Justin Patterson from Keybanc set a target price of $330.0 on 04/30/2026

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.