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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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Alphabet,GOOGL
PAST TOP PICK
(A Top Pick Sep 15/21, Down 26%) E-commerce has struggled due to inflation and resurgence of physical stores. AWS continues to gain traction, now about 1/3 market share of cloud infrastructure. Ad business scales quickly, which will continue to boost margins. Undervalued. 2-3 years out, a great name to hold.
BUY ON WEAKNESS
The e-commerce business will continue to grow and has great long term potential. It has a growing advertising business and an advantage in this area since it knows its customers: what they buy and when they buy. It will be difficult to make the big acquisition of Electronic Arts because of regulatory risks. It is a high multiple stock but a great story so buy on pullbacks.
BUY
One of favorite names in portfolio. Bull case for company is web services. Believes 5-10 year window to add AWS features. Increasing use of AI will add benefits to AWS.
BUY
AMZN vs. GOOG 90% of GOOG's revenues come from advertising, with some sensitivity to economic slowdown. GOOG is growing at an outstanding rate, keeps gaining market share. AMZN has e-tail plus massive cloud business, AWS. He likes both. World-class businesses with revenue growth close to 15-20% per year, shares are a reasonable price.
BUY
Business has slowed a bit this year because of the e-commerce slowdown, but it's still a great operation.
BUY
Amazon is a favourite in the tech space. They boast flexibility following many years of reinvesting in their business, in fact too much investment. So, there could margin expansion even in the face of rising costs.
TOP PICK
Catalysts to return this to highs: They will spend less on capital expenditures. They already built warehouses, which drained cash. Secondly, their cloud computing business continues to grow and boasts wide margins. They can sell anything and can reinvent itself if needed (i.e. entering the food business). Shares got unfairly punished. It's a core holding of his. This should reach $200 easy. They have a mountain of cash. (Analysts’ price target is $172.20)
BUY
A Covid winner with staying power It got dicey last April when they warned they had built too many warehouses and hired too many people. But their July report was more optimistic and numbers were good, namely their cloud business and sales guidance. Also, spending is down. They keep putting up great sales numbers--they remain the king of e-commerce.
BUY
He still likes it even though it has had some issues. There are strikes in the U.K. and the potential for anti-trust regulations in the U.S. It is not just a consumer stock. The cloud services section is vibrant and has strong growth potential.
BUY
A compounder for grandkids? It still fits that legacy view. See his Top Picks. Numbers were good last week. Cloud services alone justify the valuation. Diversified investments. Massive cash balance, positive free cashflow, dominant in distribution. Comfortable owning at these levels.
TOP PICK
One of his top 5 holdings. He trims once in a while, when it gets to a 8-9% weighting. Fantastic business. It and MSFT own the cloud business, and will for years to come. AWS accounts for 70% of EBITDA. Q2 results were great. AWS had strong topline growth, attractive margin profile. Ads are outperforming most peers, despite macro uncertainties. Inflation will bite, but costs are being contained. Nice runway to target price. No dividend. (Analysts’ price target is $167.50)
COMMENT
She sold Amazon in May--her worst trade of the year--around $110, and bought Meta around $190.
BUY
Amazon is a better play as it continues to take market share from Walmart. Amazon's e-commerce is stronger, of course.
TOP PICK
Undisputed leader in e-commerce and cloud services. Down 40% from November highs, compelling opportunity. Weakness in e-commerce growth for next couple of quarters, due to in-store shopping and inflation. Cloud business continues to gain significant traction, representing almost 100% operating profit and 1/3 of total market share. High margin ad business will continue to grow. Reports tomorrow. No dividend. (Analysts’ price target is $168.14)
BUY
They report Thursday. They have issues, but they are known: overbuilt during Covid and now they're paying for it. Question is: Does everyone know they overbuilt? Otherwise, they can focus on positive: Amazon ads and cloud which are doing incredibly well. However, Walmart's report could drag these shares down--oppportunity.
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