Opinions Jennifer Radman
Amazon.com, Inc.AMZNCOMMENTNov 08, 2017
Stock price when the opinion was issued
As of Sep 18, 2026. Market Open.
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One of his larger positions, about 3-4% weighting. He can't predict what the stock's going to do (ask someone like Keith Richards for that ;) Still likes it for the long term. All divisions are going in the right direction in terms of profitability and growth.
Martin Cobb, ASIPAttractive part is that it's developing its own chips plus its partnership with Anthropic (and Anthropic has been the surprise this year, delivering outsized revenue numbers). Attractive entry point. Juicier picks among small-cap names that are earlier in the cycle. Cloud services are getting more competitive, with META and SPCX joining AMZN, MSFT, and GOOG.
Underperformed the last year relative to the market, probably due to concerns over spending by hyperscalers. 200-day MA still moving higher, with shares still above. So technically, still very strong. AWS grew 37% last quarter. Still seeing 20+% earnings growth rate.
Stan WongClean AI exposure. AWS is the biggest beneficiary of AI in absolute dollars. Painfully stuck in a range that leaves a lot for future upside valuation. Trades at 20x PE, growing almost 20%. Compounds at scale. No dividend.
(Analysts’ price target is $328.57)
Dan Rohinton
Great earnings (21%) for a reasonable valuation (28x forward PE). PEG ratio is decent. Much more than online shopping -- e-commerce plus AWS, digital advertising, logistics, AI services, custom chips. AWS earnings have exceeded expectations, while AWS has grown 37%. Cloud business is a leader.
Spending in AI is really paying off. Tangible results through faster cloud growth, wider AI deployment, and improving profitability and logistics in fulfillment centres. One of only 5 companies to have touched $3T in market cap. No dividend.
Stan WongIs a big holding of his. The CEO assures stockholders that Amazon's large invest in AI will pay off. AWS could become a trillion-dollar business now that it's using AI; it's already Amazon's most-profitable business, far more than Prime. The CEO expects returns from AI will come faster than AWS. The CEO raised capex higher, but shares still rallied, up 4.58% today.
AWS is a real earnings engine, growth accelerated to nearly 40% (fastest pace in more than 4 years). Enormous AI spending finally translating into faster cloud growth, and translating into profits faster than the competition. Headline profit was inflated by a large paper gain on its investment in Anthropic.
Brianne Gardner
AWS, retail and ads all accelerated in growth while profits hit a record high with operating margins of 13.7%. AWS contributes 61% of operating income and is accelerating rapidly. Has lots of momentum. Even if you cut the backlog in half, you still see outsize growth and market share gains. It gives her confidence in the AI space for Amazon.
This, Microsoft, Google and Meta will be the distribution point of AI to wide adoption. AWS remains the dominant cloud player. OpenAI divorced from MSFT, so it could not be hosted on AWS. AWS is accelerating investments in data centres and chips, which is where the opportunity lies.
(Analysts’ price target is $315.16)Dan RohintonNew lease on life in the last year. Natural beneficiary of AI and data centres. At these levels, the kind of name you just hold your nose and buy. Not extremely expensive.
Darren Sissons
What is the potential for a stock split? She doesn't know of any plans, but companies want it to be a reasonable number so there can continue to be a retail base in the stock. The market is giving this company a lot of credit. One analyst was quoted that the rules of valuation do not apply to this company. When you hear that, you wonder how much sentiment is driving the stock. To be fair, they have done a better job of generating cash flow in the last little while. However, they have a history of spending more than they make. Right now, the market is very accommodating to them. She is not participating in this stock.