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Next Level Wealth Planning LLC Makes New $831,000 Investment in Amazon.com, Inc. (NASDAQ:AMZN)

Next Level Wealth Planning LLC Makes New $831,000 Investment in Amazon.com, Inc. (NASDAQ:AMZN)

  • 16.03.2025 00:00
  • etfdailynews.com
  • Keywords: Amazon, Investment, Stock Market

Next Level Wealth Planning LLC invested $831,000 in Amazon.com, acquiring 3,787 shares, which now makes up 0.7% of its portfolio. The investment highlights growing interest in Amazon as multiple investors increased their holdings, with analysts projecting strong future performance.

Amazon ReportsAMZNsentiment_satisfied

Estimated market influence

Next Level Wealth Planning LLC

Positivesentiment_satisfied
Analyst rating: N/A

Bought 3,787 shares worth $831,000 and is now the 14th largest holding.

Quattro Financial Advisors LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased holdings by 23.8% to 234 shares valued at $51,000.

MBM Wealth Consultants LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased position by 0.6% to 8,578 shares worth $1,889,000.

Semus Wealth Partners LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased position by 0.3% to 17,920 shares valued at $3,339,000.

GGM Financials LLC

Positivesentiment_satisfied
Analyst rating: N/A

Increased position by 2.1% to 2,463 shares worth $540,000.

Bell Investment Advisors Inc

Positivesentiment_satisfied
Analyst rating: N/A

Increased position by 1.5% to 3,359 shares valued at $626,000.

Amazon.com, Inc.

Amazon.com, Inc.

Positivesentiment_satisfied
Analyst rating: Strong buy

Received investments from multiple financial firms and has a market cap of $2.10 trillion with positive analyst ratings.

Context

Business Insights and Market Implications Analysis

Investment Overview

  • Next Level Wealth Planning LLC invested $831,000 in Amazon.com (AMZN) by purchasing 3,787 shares.
  • This investment represents 0.7% of their total holdings, making AMZN their 14th largest holding.

Amazon's Financial Performance

  • Stock Price: Opened at $197.95 on Friday.
  • Market Capitalization: $2.10 trillion.
  • Key Metrics:
    • Debt-to-equity ratio: 0.18
    • Current ratio: 1.06
    • Quick ratio: 0.87
    • PE ratio: 35.80
    • PEG ratio: 1.50
    • Beta: 1.19
  • Earnings: Amazon reported EPS of $1.86 for the latest quarter, exceeding estimates of $1.52.
  • Analyst Predictions: Expected EPS for the current fiscal year is 6.31.

Market Sentiment and Insider Activity

  • Institutional Ownership: Institutional investors hold 72.20% of Amazon's stock.
  • Insider Trades: Significant insider selling occurred, with:
    • SVP selling 5,848 shares for $1,290,770.56, reducing their stake by 7.80%.
    • CEO Douglas J. Herrington selling 27,500 shares, a 5.24% decrease in his ownership.
  • Total Insider Sales: 102,298 shares worth $22,871,828 were sold by insiders in the last quarter.

Wall Street Analysts' Views

  • Average Rating: "Moderate Buy" with an average price target of $260.65.
  • Positive upgrades and target price increases from several research firms indicate confidence in Amazon's growth potential.

Competitive Landscape and Strategic Considerations

  • Amazon continues to dominate the e-commerce and cloud services markets, with AWS contributing significantly to its revenue and profitability.
  • The company's ability to maintain high margins (9.29% net margin) and strong returns on equity (24.25%) highlights its competitive advantage.

Long-term Effects and Regulatory Impacts

  • Amazon's market leadership positions it for sustained growth, but regulatory scrutiny remains a potential risk.
  • The company's diversification into areas like media content and smart devices (Kindle, Echo, Ring) underscores its strategic focus on expanding revenue streams.

Market Trends and Industry Implications

  • The investment by Next Level Wealth Planning LLC and other institutional investors reflects confidence in Amazon's ability to navigate market challenges and deliver returns.
  • Positive analyst sentiment and strong financial performance suggest continued upward momentum for AMZN shares in the near term.