Amazon (AMZN) is scheduled to announce its Q4 2025 earnings on Thursday, February 5, with analysts projecting big moves for its stock afterwards. While Amazon’s stock has underperformed the broader market, the company’s core businesses continue to deliver steady growth. The momentum in its e-commerce, cloud, and digital advertising segments will likely sustain in Q4, which could be a catalyst for AMZN stock to climb.
Amazon’s Management expects net sales between $206 billion and $213 billion, representing year-over-year (YoY) growth of 10% to 13% compared with the fourth quarter of 2024. If the earnings Wall Street currently expects Amazon to deliver fourth-quarter earnings per share of $1.98, up 6.5% YoY. Further, investors should note that Amazon has been beating analysts’ expectations, surpassing consensus EPS estimates in each of the last four quarters, including a notable 23.4% beat in Q3.
Should this trend continue, Wall Street suggests that Amazon (AMZN) stock could swing as much as 8% higher. Alternatively, options traders are forecasting an approximate 7-8% dip should the earnings not deliver as well. Most analysts remain bullish on Amazon stock ahead of the company’s Q4 2025 results. Entering this week, most analysts, including Wedbush and B of A Securities, maintained a Buy or equivalent rating for AMZN. Current analyst price targets range from $244 to $340, suggesting potential upside from the current market price of $234.29.
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Furthermore, Amazon announced another pro-AI move that could be viewed positively by bullish investors who are also fans of the AI push. Per a Wednesday Reuters report, Amazon plans to use artificial intelligence to speed up the process for making movies and TV shows. AI is quickly reshaping much of the film and television industry, a move that the e-commerce giant is looking to dive into for its own entertainment content. Amazon Shares didn’t respond well immediately after the announcement, with AMZN falling 2% on Wednesday morning.