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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
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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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Similar
Alphabet,GOOGL
PAST TOP PICK
(A Top Pick Jan 06/22, Down 43%) Sticking with it. Timing was bad. Over-invested during pandemic. Post-pandemic, people returned to normal habits. Expanded cost base not filled with revenue, so margins dropped dramatically. This is temporary. Serial compounder. AWS has potential to grow at 25%+ annually. Tremendous buy here.
TOP PICK
Price has fallen nearly 50%. Remains the #1 online retailer. Huge cloud provider. Trading at cheap at 10x EBITDA 2023, 8x 2024. Will retail stores reopening, there was some decline in online sales, but that's temporary. Amazon continues to innovate. Share prices have come down in the past, but always bounced back. Great balance sheet and leadership. (Analysts’ price target is $134.96)
HOLD

Largest host of cloud computing. Believes cloud computing growth is stalling. Unsure whether venture capital funded business will have demand for cloud computing. Hard to predict future of the business. Warehouse/logistics business also slowing (massive layoffs). Company built too many warehouses.

COMMENT
RSI is below, so it's oversold. AMZN has been disappointing the last two years, with shares down 50% this year. AWS has been decelerating, but 10 years from now, AWS and the company overall will do well.
BUY
Amazon is at a three-year low. But it has seen some amazing rallies in the recent past. They report earnings in a few weeks. Shares are so bad that they're good.
DON'T BUY
Their numbers were inflated by Covid and they're still getting rid of their bloat. It's down 55% from its peak this year, down just like the other megatechs.
TOP PICK
Tough year, down about 45%. Really ran up over Covid, had lots of high comps to meet, so stock has come off. E-commerce will continue to grow, and AMZN will continue to grab more market share. Macro retail environment will be difficult for a while. AWS is slowing, but will continue to do well. Lots of growth in ads. Costs coming down. Great opportunity to buy a great company at a good trough multiple. No dividend. (Analysts’ price target is $137.04)
STRONG BUY
Loves it down here. Holds a 7.3% position in his fund. Great runway. So many horses in the race. AWS has slowed. Leader in cloud, so it can determine the price. Recession worries are holding it back, yet price target is very achievable. (Analysts’ price target is $140.00)
HOLD
Company grew immensely during pandemic. Over expansion during Covid-19 hard on business. Does not own shares, and is not looking to buy. eCommerce does not make money, but cloud service does. Believes valuation multiple too high. Recession will impact eCommerce growth rate even more.
WAIT
Sold it, dodged a bullet. One quarter bombed, and it's been downhill ever since. Absolute behemoth. Retail sales are not good and getting worse, so it's not a stock you want to own in this macro. He'll come back to it, but not now. A high expectation, high multiple, highly cyclical growth stock.
HOLD
Amazon vs. Alphabet He owns both, different stocks in all ways. Amazon messed up their e-commerce in the last 18 months by building too many warehouses and over-hiring. Customers didn't follow through with revenues. Margins have plunged, but this is temporary. In 1-2 years, Amazon will recover. The long-term story remains intact. An 18-20% cash flow/revenues grower. Their jewel is their cloud business which is still growing 40% annually and providing most of their profits and growth. Stick with it... Google trades under 20x PE, is steady and one of the best stocks out there. Still a buy.
BUY
Megatech has become sources of funds, targets of selling. If a megatech were to announce layoffs tomorrow, the stocks would get a lift. The negativity is overdone by analysts. These shares are too beaten down.
PAST TOP PICK
(A Top Pick Sep 30/22, Down 21%) Company strength doesn't warrant magnitude of decline. Rising interest rates hitting tech sector hard. Fundamentally, Amazon business model is strong. Recent market selloff creating opportunity for long term investors. Has been buying shares recently.
BUY
AMZN vs. GOOG Loves both names. Biggest weights in his portfolio's top 10. Tech will continue to lead once the Fed lowers rates. Almost monopolies in their businesses, extremely well positioned. Low double-digit growth for foreseeable future, net margins of 35-36%. ROIC is second to none, almost 40%.
BUY
Step back, recognize it's a very defensible business. Consumer spending habits are changing, and AMZN's in the middle. Eventually, it will benefit. AWS growth rate slowing, but still quite high. Buy now, tuck away, don't look at it for 12 months. Unionization is not a thesis-changing argument.
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