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NASDAQ:AMZN
This summary was created by AI, based on 81 opinions in the last 12 months.
Amazon.com, Inc. (AMZN) has received a mixed yet generally optimistic outlook from various experts in recent reviews. While some analysts express concerns about the company's recent growth rates and heavy capital expenditures, particularly regarding its push into artificial intelligence (AI), many acknowledge its strong fundamentals driven by AWS, which remains a significant profit generator. The company continues to innovate and expand its services, with AWS experiencing robust growth and the introduction of new supply chain and logistics initiatives. Additionally, the retail business is bouncing back; however, analysts point out that caution is warranted as market competition intensifies and overall consumer sentiment varies. The general sentiment indicates that while there are concerns about valuation, many believe that AMZN is well-positioned for future growth, leveraging both AI and cloud computing as critical components of its strategy.
Looking at a longer-term chart, not a huge growth rate for a company of this size with its level of market share in cloud computing. Recent pop, but he's troubled by capex spending and its issuing debt. Have to ask what's the value proposition?
If you own it, don't sell, but don't back up the truck either.
His favourites right now are AMZN, NVDA, and MSFT. They're all going higher.
On the capex spend, sometimes it's a leap of faith. You're relying on these companies having some of the smartest people in the world with the most disposable capital. And those people really believe it's not a bridge to nowhere.
Undoubtedly, some companies are overdoing it and there will be another side to the mountain. But we don't know when that will be.
Viewers are probably thinking, "Aw, Kim, you picked all the big companies." But at the stage of where the market is, these big companies can definitely go higher in price. Even if something comes out of left field, these companies have the ability to work through it.
Tremendous AI momentum. AWS is a cash cow. Also has advertising; a hidden moat, because they know what we're buying. No dividend.
Peeled back his position due to concerns about the market in general. Wonderful consumer business, fabulous web services business. The hyperscalers are spending all this $$ on data centres, but we can't tell who the winner will be. The stock is tired, same as with the other Mag 7's.
Natural gas will be a winner ;) That's a better play. See his Top Picks.
Way to get exposure to both e-commerce and AI buildout. AWS powers a large part of the internet, and increasingly becoming key to companies looking to deploy AI into real-world applications. Evolving from just a cloud story to a platform enabling AI to scale.
Holding despite trading sideways. Will be a leader in the space.
Amazon.com, Inc. is a American stock, trading under the symbol AMZN (previously AMZN-Q on Stockchase) on the NASDAQ (AMZN). It is usually referred to as NASDAQ:AMZN or AMZN
In the last year, 79 stock analysts issued a Buy, Sell, or Hold rating on AMZN (previously AMZN-Q on Stockchase). 66 analysts recommended to BUY and 7 analysts recommended to SELL the stock. The latest stock analyst rating is BUY. Read the latest stock experts' ratings for Amazon.com, Inc..
Amazon.com, Inc. was recommended as a Top Pick by Martin Cobb, ASIP on 2026-03-24. Read the latest stock experts ratings for Amazon.com, Inc..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Amazon.com, Inc..
Amazon.com, Inc. is followed by 1600 investors on Stockchase and is a trending stock that is worth watching.
On 2026-06-22, Amazon.com, Inc. (AMZN) stock closed at a price of $233.89.
His preference is MSFT, and he'd buy today. Valuation is ~20x PE -- very fair valuation for business with good outlook for earnings growth for next 3-5 years. A bit more value than AMZN right now. Business model supports a better compounding over the long run, and generates significantly more FCF. Late to the AI race, and that's the reason for the selloff.
No issues with AMZN. Very well run, targeting new markets. You can't own all the tech companies, so you have to pick your spots.