Berkshire Hathaway May Increase Amazon Stake Under New CEO Greg Abel
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Source: Fool
- Leadership Transition: With Warren Buffett stepping down, new CEO Greg Abel's leadership raises investor expectations for a potential shift towards a more aggressive investment strategy, possibly including artificial intelligence stocks.
- Amazon Investment Status: Berkshire currently holds 10 million shares of Amazon, representing only 0.8% of its investment portfolio, yet the potential for significant returns may lead to an increase in its stake.
- Amazon Performance Recovery: In the second half of 2025, Amazon's net sales rose 13% year-over-year to $180 billion, with notable growth in AWS and advertising services, indicating strong profit potential.
- Investment Philosophy Consideration: Berkshire's core philosophy focuses on acquiring great companies at good prices, and with Amazon's operating price-to-earnings ratio at a low point and strong growth expected in 2026, this could prompt the company to increase its Amazon holdings.
Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMZN is 294.71 USD with a low forecast of 250.00 USD and a high forecast of 340.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
43 Analyst Rating
40 Buy
3 Hold
0 Sell
Strong Buy
Current: 232.530
Low
250.00
Averages
294.71
High
340.00
Current: 232.530
Low
250.00
Averages
294.71
High
340.00
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.
