Amazon.com Inc. (AMZN) delivered mixed results in Q2 FY2026 on revenue of $200.6B versus the $197.0B estimate (+19.6% YoY) and EPS of $5.75. The next Amazon.com Inc. (AMZN) earnings date is Oct 29, 2026. Below is the full Amazon.com Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Amazon.com Inc. (AMZN) Earnings Analysis — key stats
Next earnings date
Oct 29, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Mixed
EPS beat rate
7 of last 8 (quarters above estimate)
Avg next-day move
±6.6% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±29.4% (options-derived · into Oct 29, 2026)
Institutional ownership
52.9% (13F as of 2026-06-30)
Top 10 holders
29.2% (of shares outstanding)
Insider activity
1 buys / 11 sells (recent Form 4 filings)
Revenue
$200.6B (vs $197.0B est · +1.8% surprise · +19.6% YoY)
EPS
$5.75 (vs $1.82 est · +215.9% surprise · +240.4% YoY)
Share price
$262.65 (-0.9%)
Market cap
$2.83T
Amazon.com Inc. (AMZN) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$200.6B vs $197.0B est
$5.75 vs $1.82 est
+215.9%
+19.8%
Mixed
Q2 FY2026
$181.5B vs $177.3B est
$2.78 vs $1.63 est
+70.6%
+2.1%
Beat
Q1 FY2026
$213.4B vs $211.5B est
$1.95 vs $1.97 est
-1.0%
-9.7%
In line
Q4 FY2025
$180.2B vs $177.9B est
$1.95 vs $1.57 est
+24.2%
+6.0%
Mixed
Q3 FY2025
$167.7B vs $161.8B est
$1.68 vs $1.31 est
+28.2%
-6.7%
Beat
Q2 FY2025
$155.7B vs $155.1B est
$1.59 vs $1.37 est
+16.1%
+3.0%
Mixed
Q1 FY2025
$187.8B vs $187.3B est
$1.86 vs $1.49 est
+24.8%
-3.0%
Mixed
Q4 FY2024
$158.9B vs $157.3B est
$1.43 vs $1.14 est
+25.4%
+2.7%
Mixed
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
7.0%
748.4M
$178.4B
+1.7%
Vanguard Capital Management LLC
5.9%
635.8M
$151.5B
+0.7%
State Street Corp
3.7%
397.2M
$94.7B
+1.7%
Fmr LLC
3.4%
365.7M
$87.2B
+1.9%
Geode Capital Management, LLC
2.2%
233.2M
$55.4B
-0.0%
Morgan Stanley
1.7%
179.4M
$42.8B
+3.1%
Jpmorgan Chase & CO
1.6%
168.0M
$40.3B
-0.6%
Invesco Ltd.
1.3%
143.8M
$34.3B
+76.2%
Norges Bank
1.3%
140.6M
$33.5B
+100.0%
Undisclosed filer
1.1%
121.6M
$29.0B
-4.2%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Herrington Douglas J
officer: CEO Worldwide Amazon Stores
2026-08-06
Sell
22K
—
Herrington Douglas J
officer: CEO Worldwide Amazon Stores
2026-08-03
Sell
1K
$278390
BEZOS JEFFREY P
director, officer: Executive Chair
2026-08-03
Sell
1.2M
$346.5M
Herrington Douglas J
officer: CEO Worldwide Amazon Stores
2026-07-01
Sell
1K
$239770
Jassy Andrew R
director, officer: President and CEO
2026-05-21
Buy
50K
—
Jassy Andrew R
director, officer: President and CEO
2026-05-21
Sell
5K
$1.4M
Jassy Andrew R
director, officer: President and CEO
2026-05-21
Sell
5K
$1.4M
Jassy Andrew R
director, officer: President and CEO
2026-05-21
Sell
6K
$1.5M
What you'll find
Next Amazon.com Inc. (AMZN) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Amazon.com Inc. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Amazon.com Inc. (AMZN)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Amazon.com Inc.'s next earnings date?
Amazon.com Inc.'s (AMZN) next scheduled earnings date is Oct 29, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Amazon.com Inc. (AMZN) beat or miss earnings?
In Q2 FY2026, Amazon.com Inc. (AMZN) posted mixed results — revenue of $200.6B versus the $197.0B estimate (+1.8% surprise) and EPS of $5.75 versus $1.82 expected (+215.9% surprise). Magnisto decodes every Amazon.com Inc. (AMZN) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Amazon.com Inc. beat earnings estimates?
Over its last 8 reported quarters, Amazon.com Inc. (AMZN) beat Wall Street EPS estimates 7 times, most recently a mixed result in Q3 FY2026. Magnisto tracks every Amazon.com Inc. (AMZN) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Amazon.com Inc. stock move after earnings?
Over its last 8 quarterly reports, Amazon.com Inc. (AMZN) moved an average of ±6.6% the day after earnings — ranging from -9.7% (Q1 FY2026) to +19.8% (Q3 FY2026). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Oct 29, 2026, options-implied volatility is pricing in a move of roughly ±29.4% (derived). Magnisto tracks the realized post-earnings move for every Amazon.com Inc. (AMZN) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Amazon.com Inc.?
Institutions hold about 52.9% of Amazon.com Inc.'s (AMZN) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.0%), Vanguard Capital Management LLC (5.9%), State Street Corp (3.7%). Magnisto lists Amazon.com Inc.'s (AMZN) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Amazon.com Inc. (AMZN)?
In the most recent Form 4 filings Magnisto tracks, Amazon.com Inc. (AMZN) insiders recorded 1 purchase and 11 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Amazon.com Inc. (AMZN) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Amazon.com Inc. (AMZN), anchored to the current $262.65 share price, so you can weigh the bull, base and bear cases for Amazon.com Inc. side by side.
Is Amazon.com Inc. (AMZN) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Amazon.com Inc. fits your own thesis and risk profile. This is research, not investment advice.