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NASDAQ:AMZN
This summary was created by AI, based on 84 opinions in the last 12 months.
Amazon.com, Inc. (AMZN) continues to be a dominant force in e-commerce and cloud services, particularly through its AWS segment, which showcases impressive growth rates and profitability. Experts highlight Amazon's strategic investments in AI, data centers, and logistics as pivotal for future expansion, despite concerns over significant capital expenditures. Analysts note a shift in focus from merely e-commerce towards a hybrid model incorporating cloud technology, AI, and advertising services, positioning Amazon as a key player in the tech landscape. Additionally, while some view the valuation as fair given the growth prospects, others caution against potential short-term challenges, emphasizing the necessity for Amazon to demonstrate returns on its high levels of spending. Overall, the consensus leans towards a positive long-term outlook, driven by innovation and scalable infrastructure.
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.
Is 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.
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)He expects Amazon and Google to win the AI race. They have the money to build data centres and hire the best talent. He trims when the share price rises, and buys when the price declines. AMZN is one of the best companies in the world and is a long-term hold. Their retail and cloud (the leader) businesses are growing.
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, 83 stock analysts issued a Buy, Sell, or Hold rating on AMZN (previously AMZN-Q on Stockchase). 68 analysts recommended to BUY and 8 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 David Burrows on 2026-08-27. 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 1603 investors on Stockchase and is a trending stock that is worth watching.
On 2026-08-28, Amazon.com, Inc. (AMZN) stock closed at a price of $266.43.
Absolute leader in what they do. Winning compared to WMT and COST. Consuming more cash than historically due to capex on data centres. Debt level dropping steadily, from 70% to 46%. Growing cashflow. Category killer. Doesn't own it, but he could.