Amazon.com, Inc. (AMZN) Buy, Sell or Hold

Amazon.com, Inc. (AMZN)

250.38

-11.99 (4.57%)

as of Oct 22, 2026, 8:00:00 pm Market Closed.

1605 watching

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.

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.

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Amazon.com, Inc. (AMZN)