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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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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.
PAST TOP PICK
(A Top Pick Nov 18/21, Down 51%) Timing wasn't good, and neither was AMZN's. Spent billions that became overhead, e-commerce margins have dropped and it's been punished. Will grow at 20% a year over time. AWS growing 40% a year. He's holding.
TOP PICK
Still strong proponent of company. Very strong business that has excellent prospects. Hard to see how investors won't make money on business. Current share price presenting good buying opportunity. Still global leader in eCommerce and cloud computing.
DON'T BUY
AMZN vs. MSFT vs. GOOG vs. META MSFT has only a 25 PE, with real earnings and a real market. AMZN is constantly investing for future growth, and this will be more sensitive with rising rates than companies that have near-term earnings. GOOG is a question mark in the middle because, while it has a good revenue base, every government in the world is after them to share. MSFT or even AAPL is a good, long-term, stable company with real earnings for the future.
BUY
Just reported and getting hit today. It's a definite disappointment, especially their guidance for softer sales in Q4, and in their slowing cloud business. Amazon can't just cut costs, but see ongoing strong cloud bookings. They continue to deal with too much labour and overcapacity to meet consumer demand. But advertising and AWS point to a great second-half 2023 story. Advertising is up 25% YOY, better than many peers.
BUY
Hit hard in recent market selloff. Major beneficiary of pandemic business. Hard to see how Amazon isn't a dominate force for next 25 years. Will continue to be a strong business. Good time to buy business.
PAST TOP PICK
(A Top Pick Oct 22/21, Down 32%) Earnings report tonight, prior quarter earnings weren't too bad. The mighty have fallen. Extrapolation of Covid growth is over, yet valuations were way too high. Likes it long term, fundamentals will improve. It's not going away.
DON'T BUY
They keep disappointing and get downgraded, even though he likes it.
BUY
Very strong business with web service business. Lots of opportunity in cloud services. 60% margins common within business units. Amazon Prime still going strong (ability to raise rates).
BUY
AMZN vs. GOOG He owns both, good franchises. GOOG not as susceptible to inflation. AMZN has more value from growth, mainly due to cloud business and e-commerce business has been beat up. 2021 was an investment year for them, then the pandemic effect came off, and they had a lot of fixed-cost overhead but not the revenue. AMZN will work through that with growth forecast at 15-20% on revenues, earnings, cashflows. GOOG has become a bit of a boring trade. The tech discount has been overdone. GOOG is a great company, especially the "other bets" division. At these prices, both are great investments in your portfolio for the long-term.
TOP PICK
Owns shares in the company herself. Believes stock will be volatile going forward. Increasing capital spending. Lots of users with eCommerce and Amazon Web Services.
BUY
A go-to stock. Delivery of boxes is part of the old economy. AWS is really important going forward, as it's part of the new economy. Fine at these prices.
BUY
Currently owns shares in the company. Rising interest rates has been difficult for share price. Over expansion during the Covid-19 pandemic weighing on the company. Not as much demand as expected. Over spending on expansion has weighed on the company. Amazing franchise that has very strong business. Amazon Web Services is leading market segment for business. eCommerce business will also continue to grow.
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