In Q3 2025, hedge fund managers Philippe Laffont (Coatue Management) and Steven Schonfeld (Schonfeld Strategic Advisors) reduced their Amazon holdings by 8% and 12%, respectively, reallocating capital into the iShares Bitcoin Trust ETF. Laffont sold roughly 350,000 shares of Amazon, representing 4% of his public equity portfolio, while increasing his Bitcoin Trust stake by 22%. Schonfeld offloaded 180,000 Amazon shares, freeing up $60 million to boost his Bitcoin exposure by 30%. Despite these sales, both firms remain among Amazon’s top 20 institutional holders. Wall Street analysts continue to project Amazon’s earnings to grow 19% in 2026, driven by accelerating AI-powered advertising products and enterprise cloud services, reaffirming a consensus Overweight rating on the stock.

On January 19, 2026, Amazon went live with its first Amazon Now quick-commerce hub in Southwark, marking the company’s entry into ultra-fast grocery and essentials delivery in the U.K. The pilot facility, a 25,000-square-foot micro-fulfilment centre, is designed to serve a 2-mile radius with 30-minute turnaround times. Amazon reports the service carries over 1,200 SKUs spanning fresh produce, dairy and household staples. The rollout follows similar pilots in Seattle and Philadelphia, where Amazon cut average delivery distances by 40%, reduced last-mile costs by 22% and achieved order throughput of 1,400 packages per day per hub. Executives say London’s dense urban population provides an ideal testbed for expanding quick-commerce across Europe in 2026.

Bank of America analysts have named Amazon one of five stocks best positioned to outperform in the upcoming Q4 earnings season, citing robust cloud momentum and AI integration. The team notes Amazon Web Services (AWS) revenue rose 28% year-over-year in Q3, driven by hyperscaler demand for AI-optimized GPU clusters. They forecast AWS growth to accelerate into mid-30% territory in Q1 2026 as new AI offerings—including SageMaker GenAI and the Nitro-powered Elastic ML instances—gain traction. Their model also assumes 15% year-over-year growth in North America advertising sales, supported by AI-driven ad targeting, implying consolidated revenue growth of 21% in Q4. The analysts maintain a Buy rating and see 18% upside to their 12-month price objective.