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NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

266.43
+10.17 (3.97%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
1603 watching
0
Investor Insights
star iconAug 28, 2026, 12:00 am

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.

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Consensus
Buy
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Valuation
Fair Value
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TOP PICK

Doubling down on stock with recent market sell off.
Dominates cloud services. 
Massive investment in distribution unrivaled. 
Very well run business.
Covid-19 demonstrated value of Amazon business.
Great long term investment. 
Company 20% larger today and 60% cheaper. 

PAST TOP PICK
(A Top Pick Jan 07/22, Up 0%)

Continues to own shares.
Believes company is very strong.
Top Pick on March 17, 2024.
Will continue to hold.

PAST TOP PICK
(A Top Pick May 06/22, Down 19%)

A disappointment, but only over the timeframe. Good, long-term holding. Leader in e-commerce, which comes down to its logistics capabilities. The story going forward is about improving margins and profitability. Cost growth should come under control. Upside from ads and AWS should become larger parts of the business, and are vastly more profitable than the group.

PARTIAL SELL
Caller bought it 3 years ago and shares have round-tripped

There's been a secular shift from goods to services. A soft guide of deceleration in AWS.

BUY ON WEAKNESS

Great company for the long term investor.
Showing signs of recovery.
Would recommend buying on weakness.
Current share price presenting buying opportunity.
Price to growth ratio presenting opportunity. 
Good proxy for A.I. growth.


TOP PICK

Ran up with shopping at home, now it's come off. Very sticky, as people have readjusted. Continuing power in the space. Time to buy for a bounce. 70x PE, which is robust, but unreasonable for a tech stock. Over-expanded during Covid, but still considerably more growth to come. He'd buy this before NFLX, DIS, GOOG, or META. No dividend.

(Analysts’ price target is $133.96)
HOLD
Stock's down.

Just unfortunate timing. An enduring business. Crown jewel is AWS. Though AMZN retail gets all the headlines, that part's not as profitable. Sit tight.

BUY

Owns shares in the company and believes very strong business.
Amazon web services very strong with excellent cash generating capability.
Massive sales that are growing every day.
Good long term hold. 

Unspecified

It still can't get costs under control. AWS, its cloud division has disappointing margins with growth slowing quickly. However its new CEO has signaled that they will get costs under control and if this happens the company could make a fortune. It could earn $4 per share in 2024.

COMMENT

Amazon comes down to how many workers they fire; fire a lot and shares jump, but fire no one then shares go down. E-commerce jumped from 16% to 24% (of all retail sales) during Covid, and is now 22%. Will they tell us how their ad business is doing when they report this week? 

HOLD
Has owned this forever, but can't recommend it now, because they overhired during the pandemic. E-commerce is slowing. Don't sell, because if they lay off a lot of workers, shares will soar.
TOP PICK
2022 was difficult. Grew rapidly during Covid, now readjusting. Layoffs. Slower AWS growth, but this is temporary. Should benefit from a slowdown as people seek to get better deals on products. Ad business has become pretty incredible. Bad news is priced in. Chance to buy a great company in a business it dominates, will do well over next couple of years. No dividend. (Analysts’ price target is $133.35)
TOP PICK
Oversupply, plus cloud computing is starting to slow with the macro weakness and what we've seen in the tech sector. Decade-low multiple right now at 14x EBITDA. Headwinds should start reversing into tailwinds over next 12-18 months. E-commerce activity is starting to pick up. Can take a lot of market share next 2-3 years. Cloud computing still only in 3-4th inning, AWS revenue growth will re-accelerate in 2024. No dividend. (Analysts’ price target is $133.35)
DON'T BUY
Has never owned it. Over-expanded online presence during pandemic. One positive is the cloud business, though it's getting more competition now. Retail side being subsidized by cloud side. Would be hit by slower economy. Plus, other companies are now starting their own online presence and don't need AMZN.
HOLD
One of the few names he holds in tech, though it's technically considered consumer discretionary. With tax-loss selling over, potential to move higher. 1.8x price to sales, not too bad. Likes it longer term. People have moved from online to in-store. Overspent during pandemic, now has to cut. Could be a trading opportunity to add, he's watching technicals for the next few weeks. 3 years out, a very good name to hold. A leader in the space, but may not regain that position this year.
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