Fisher Asset Management Reduces Stake in Amazon by 96,884 Shares

Thursday, Aug 14, 2025 11:20 pm ET1min read

Fisher Asset Management has reduced its stake in Amazon by 96,884 shares. Amazon's overall stock score is driven by strong financial performance and positive earnings call insights, highlighting robust growth and strategic advancements. The company's innovation and market leadership position it well for future growth, with Spark's AI Analyst rating it as an Outperform.

Fisher Asset Management has recently reduced its stake in Amazon.com, Inc. (AMZN) by 96,884 shares. This move comes despite Amazon's strong financial performance and positive earnings call insights, which highlight robust growth and strategic advancements. The company's innovation and market leadership position it well for future growth, with Spark's AI Analyst rating it as an Outperform.

Amazon's latest financial results, released for the 2Q25 period, show revenue of $167.7 billion, up 13.3% year-over-year (YoY), surpassing both forecast and Bloomberg consensus estimates by 3.1/3.4% [1]. The company's cloud division, AWS, contributed significantly to this growth, with AWS revenue growing at a robust 25.2% YoY, reaching $51.9 billion [1]. Despite facing increasing competition from rivals like Microsoft Azure, Amazon's margins have been improving, with its operating profit margin for 2Q25 reaching 8.5%, up from 7.2% in the same period last year [1].

Amazon's strategic partnerships, such as the recent agreement with the General Services Administration (GSA) to provide federal agencies with up to $1 billion in discounts through 2028, demonstrate its commitment to cloud adoption and AI leadership [2]. This partnership is expected to speed up the migration to the cloud and the adoption of AI tools, which is a long-term growth opportunity for AWS.

While Amazon's AWS business faces challenges from competitors, the improving margins and strategic partnerships make the stock an attractive investment. Investors should closely monitor the company's financial performance and the competitive landscape in the cloud market.

References:
[1] https://www.smartkarma.com/insights/amazon-amzn-us-solid-2q25-results-aws-revenue-and-earnings-growth-remain-key-to-watch
[2] https://www.cnbc.com/2025/08/07/amazon-aws-federal-discounts.html

Fisher Asset Management Reduces Stake in Amazon by 96,884 Shares

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