Bill Ackman Bets On These 2 Magnificent 7 Stocks: Pershing Square Q2 Portfolio Revealed
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 14 2025
0mins
Should l Buy AMZN?
Source: Benzinga
Ackman's Investment Strategy: Bill Ackman has increased his investments in several "Magnificent Seven" stocks, including a new stake in Amazon and increased positions in Alphabet, Hertz, Hilton, and Brookfield Corporation during the second quarter.
Top Holdings Overview: As of June 30, 2025, Ackman's largest holdings include Uber Technologies, Brookfield Corporation, and combined stakes in Alphabet Class A and C, with Amazon now ranking among the top five holdings.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 214.330
Low
175.00
Averages
280.01
High
325.00
Current: 214.330
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Accelerating AWS Revenue: Amazon Web Services (AWS) saw a 24% year-over-year revenue growth in Q4, up from 20% in Q3, which is particularly impressive for a business segment with over $140 billion in annual revenue, indicating sustained competitiveness in the cloud market.
- Strong Operating Cash Flow: Despite a sharp decline in free cash flow to $11.2 billion, Amazon's operating cash flow increased by 20% year-over-year to $139.5 billion, highlighting robust performance in core operations that investors should focus on as a key metric.
- Investment Opportunities and Risks: Amazon's capital expenditures surged by $50.7 billion year-over-year, leading to a decline in free cash flow; however, management remains optimistic about returns on investment, with CEO Andy Jassy noting that rapid AI capacity installation and monetization will yield attractive returns in the future.
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- Stock Price Fluctuation: Amazon (AMZN) experienced significant stock price fluctuations on March 6, 2026, reflecting market reactions to a sudden reversal in software stocks, which could impact investor confidence and market expectations.
- Market Dynamics: The stock price data mentioned in the video suggests that changes in the software sector may be closely tied to the overall economic environment and technological trends, thereby affecting Amazon's business performance and future strategy.
- Investor Focus: With the reversal in software stocks, investors may reassess their portfolios, especially in light of the volatility in tech stocks, potentially leading to a shift of funds towards more stable assets.
- Subscription and Promotion: The video encourages viewers to subscribe and click on a special offer link, indicating the content creator's desire to enhance audience engagement and increase the platform's influence and revenue potential.
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