NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

275.98
+3.72 (1.37%)
as of Aug 7, 2026, 4:28:58 pm Market Open.
1601 watching
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Investor Insights
star iconAug 7, 2026, 12:00 am

This summary was created by AI, based on 85 opinions in the last 12 months.

Amazon.com, Inc. (AMZN) is currently seen as a compelling investment opportunity, particularly due to its robust growth in the AWS sector, which accounts for the majority of its operating income and is benefiting significantly from recent AI-driven developments. Experts note the strong performance of AWS, with growth rates nearing 40%, which indicates substantial momentum in the cloud services market. Analysts admire the company’s strategic investments in AI and robotics, which are expected to enhance productivity and margin growth across its divisions. However, concerns about high capital expenditures and the need for these investments to translate into tangible returns have also been highlighted. Despite these challenges, the overall sentiment suggests that AMZN is well-positioned for future growth and continues to dominate the e-commerce and cloud infrastructure landscape.

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Consensus
Buy
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Valuation
Fair Value
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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.
COMMENT
Following example of BABA in China, by producing studio and movie content. Plans to release 12 films a year. A bit surprising they're not just releasing on Amazon Prime. A way to diversify revenues over and above e-commerce and the cloud business.
BUY
In his top 5 holdings. King of e-commerce. Controlling lead in cloud, with AWS generating 70% of EBITDA. Continues to grow, though growth slowing, AWS decelerated. Operating income impacted less than expected. (Analysts’ price target is $140.15)
DON'T BUY
Very concerned about the outlook for the stock. 60% above intrinsic value. Sales, earnings, and ROE are flattening. Two weeks ago, stock broke below 8x book value, which portends a further drop of 50%. Be very cautious.
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