Berkshire Hathaway's Last Quarter Holdings Under Buffett
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy AMZN?
Source: Fool
- Amazon Stake Reduction: Berkshire Hathaway significantly cut its Amazon stake by 77% in Q4 2025, indicating a waning confidence in the stock despite Amazon's robust e-commerce and cloud services, which may impact its future market performance.
- New Investment Position: The company established a new position worth approximately $350 million in The New York Times, reflecting recognition of the media company's successful digital transformation, which is expected to enhance its competitiveness in the media sector.
- Digital Subscription Growth: The New York Times added 450,000 net digital subscribers in the latest quarter, bringing total subscribers to nearly 12.8 million, showcasing its success in digital transformation and potentially providing long-term returns for Berkshire.
- Market Environment Challenges: Amazon faces challenges from Trump's tariffs and AWS's lagging AI strategy; however, its $200 billion capex plan could drive future growth, attracting investor interest despite current market pressures.
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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: 208.730
Low
175.00
Averages
280.01
High
325.00
Current: 208.730
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.
Analysis of Amazon's 10% Stock Decline
- Sales Growth: In 2025, Amazon's net sales increased by 12%, up from 11% in 2024, indicating resilience in its e-commerce business despite stock price declines, which may attract more investor interest moving forward.
- Cloud Business Performance: Amazon Web Services (AWS) is growing significantly faster than its e-commerce segment, driven by the expanding AI market that encourages more companies to invest in cloud infrastructure, thereby enhancing Amazon's profitability and market competitiveness.
- Investment Impact: Amazon plans to invest up to $200 billion in its cloud and AI infrastructure, a substantial investment that may pressure stock prices in the short term but is expected to strengthen its market position and profitability in the long run.
- Future Outlook: Analysts project Amazon's revenue and EPS to grow at CAGRs of 12% and 18% from 2025 to 2028, and if the stock trades at a 25 P/E ratio by 2028, it could rise 40% over the next two years, highlighting its long-term investment potential.
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Strategic Move: This acquisition is part of Amazon's strategy to expand its presence in the education and technology sectors.
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- Investment Expansion: Amazon has increased its total investment in Spain to €33.7 billion ($39.8 billion), adding €17 billion to enhance the number of data centers and advance its artificial intelligence initiatives, demonstrating a long-term commitment to the Spanish market.
- Job Creation: This investment is expected to support approximately 29,900 full-time jobs, with 6,700 positions directly created by Amazon, directly boosting local economic growth and enhancing community employment levels.
- Infrastructure Development: The new investment will support the development of Amazon Web Services (AWS) in the Aragón region of Spain, strengthening local digital infrastructure and enabling businesses and organizations to innovate and grow in cloud computing and AI.
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- Service Disruption Impact: The attacks led to service outages at AWS data centers, prompting the company to advise customers to back up their data and consider migrating workloads to alternative AWS facilities, which could affect business continuity and customer trust.
- Repair Challenges: AWS teams are working to restore operations, but the extent of physical damage may prolong repair efforts, further delaying service recovery and impacting customer experience.
- Strategic Target Analysis: Experts note that this incident may represent one of the first known cases of large-scale cloud infrastructure being directly affected by military action, reflecting the increasing significance of data centers as strategic targets and the reliance of governments and military operations on commercial cloud platforms.
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Amazon Data Centers Targeted by Iran's Military
- Data Center Damage: Amazon's data center in Bahrain was damaged due to a nearby drone strike, causing all facilities to go offline and impacting cloud computing services in the region, highlighting the direct threat of geopolitical risks to tech infrastructure.
- Attack Context: The strike was described by Iran's Islamic Revolutionary Guard Corps as retaliation for U.S. military support, reflecting escalating tensions in the Middle East that could have long-term implications for Amazon's operations.
- Service Disruption Impact: Structural damage and power outages led to elevated error rates and degraded availability for some AWS applications, prompting the company to advise customers to back up data and consider migrating workloads.
- Employee Safety Measures: Amazon has instructed all corporate employees in the Middle East to work remotely and follow local government guidelines to ensure safety, demonstrating the company's strong commitment to employee welfare.
See More
Amazon's Bahrain Data Center Targeted by Iran Amid Military Tensions
- Data Center Attack: Amazon's Bahrain data center was targeted by Iran's Islamic Revolutionary Guard Corps due to the company's support for U.S. military activities, resulting in facility damage and offline status, highlighting the escalating geopolitical tensions in the region.
- Drone Strike Impact: Multiple data centers in Bahrain and the UAE were directly struck by drones, causing structural damage and power disruptions, with Amazon Web Services' health dashboard indicating all facilities remain offline, affecting service availability for customers.
- Customer Response Measures: AWS advised customers to back up their data and consider migrating workloads to other regions in response to service interruptions and degraded availability caused by the attack, demonstrating the company's commitment to customer service.
- Escalating Geopolitical Risks: This incident follows joint U.S.-Israeli strikes on Iran, with Iran retaliating against U.S. and Israeli bases across the Gulf, further heightening security risks in the region that could have long-term implications for Amazon's business operations.
See More
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- Sales Growth: In 2025, Amazon's net sales increased by 12%, up from 11% in 2024, indicating resilience in its e-commerce business despite stock price declines, which may attract more investor interest moving forward.
- Cloud Business Performance: Amazon Web Services (AWS) is growing significantly faster than its e-commerce segment, driven by the expanding AI market that encourages more companies to invest in cloud infrastructure, thereby enhancing Amazon's profitability and market competitiveness.
- Investment Impact: Amazon plans to invest up to $200 billion in its cloud and AI infrastructure, a substantial investment that may pressure stock prices in the short term but is expected to strengthen its market position and profitability in the long run.
- Future Outlook: Analysts project Amazon's revenue and EPS to grow at CAGRs of 12% and 18% from 2025 to 2028, and if the stock trades at a 25 P/E ratio by 2028, it could rise 40% over the next two years, highlighting its long-term investment potential.
See More
Amazon Division to Purchase George Washington University's Virginia Campus for $427 Million, According to University
Acquisition Announcement: Amazon has announced the acquisition of the George Washington University Virginia campus for $427 million.
Strategic Move: This acquisition is part of Amazon's strategy to expand its presence in the education and technology sectors.
See More
Amazon Increases Investment in Spain to €33.7B for AI and Data Centers
- Investment Expansion: Amazon has increased its total investment in Spain to €33.7 billion ($39.8 billion), adding €17 billion to enhance the number of data centers and advance its artificial intelligence initiatives, demonstrating a long-term commitment to the Spanish market.
- Job Creation: This investment is expected to support approximately 29,900 full-time jobs, with 6,700 positions directly created by Amazon, directly boosting local economic growth and enhancing community employment levels.
- Infrastructure Development: The new investment will support the development of Amazon Web Services (AWS) in the Aragón region of Spain, strengthening local digital infrastructure and enabling businesses and organizations to innovate and grow in cloud computing and AI.
- Sustainability Commitment: Amazon stated that this investment focuses not only on economic benefits but also on promoting water stewardship and carbon-free energy projects, reflecting the company's strategic goals in environmental sustainability.
See More
Amazon Web Services Facilities Hit by Drone Strikes
- Damage Assessment: Amazon Web Services (AWS) facilities in the UAE and Bahrain were struck by drone attacks, resulting in structural damage and fires that disrupted power systems and network connectivity, highlighting the vulnerability of critical tech infrastructure during military conflicts.
- Service Disruption Impact: The attacks led to service outages at AWS data centers, prompting the company to advise customers to back up their data and consider migrating workloads to alternative AWS facilities, which could affect business continuity and customer trust.
- Repair Challenges: AWS teams are working to restore operations, but the extent of physical damage may prolong repair efforts, further delaying service recovery and impacting customer experience.
- Strategic Target Analysis: Experts note that this incident may represent one of the first known cases of large-scale cloud infrastructure being directly affected by military action, reflecting the increasing significance of data centers as strategic targets and the reliance of governments and military operations on commercial cloud platforms.
See More
Amazon Data Centers Targeted by Iran's Military
- Data Center Damage: Amazon's data center in Bahrain was damaged due to a nearby drone strike, causing all facilities to go offline and impacting cloud computing services in the region, highlighting the direct threat of geopolitical risks to tech infrastructure.
- Attack Context: The strike was described by Iran's Islamic Revolutionary Guard Corps as retaliation for U.S. military support, reflecting escalating tensions in the Middle East that could have long-term implications for Amazon's operations.
- Service Disruption Impact: Structural damage and power outages led to elevated error rates and degraded availability for some AWS applications, prompting the company to advise customers to back up data and consider migrating workloads.
- Employee Safety Measures: Amazon has instructed all corporate employees in the Middle East to work remotely and follow local government guidelines to ensure safety, demonstrating the company's strong commitment to employee welfare.
See More
Amazon's Bahrain Data Center Targeted by Iran Amid Military Tensions
- Data Center Attack: Amazon's Bahrain data center was targeted by Iran's Islamic Revolutionary Guard Corps due to the company's support for U.S. military activities, resulting in facility damage and offline status, highlighting the escalating geopolitical tensions in the region.
- Drone Strike Impact: Multiple data centers in Bahrain and the UAE were directly struck by drones, causing structural damage and power disruptions, with Amazon Web Services' health dashboard indicating all facilities remain offline, affecting service availability for customers.
- Customer Response Measures: AWS advised customers to back up their data and consider migrating workloads to other regions in response to service interruptions and degraded availability caused by the attack, demonstrating the company's commitment to customer service.
- Escalating Geopolitical Risks: This incident follows joint U.S.-Israeli strikes on Iran, with Iran retaliating against U.S. and Israeli bases across the Gulf, further heightening security risks in the region that could have long-term implications for Amazon's business operations.
See More
