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

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Amazon.com, Inc. (AMZN)

275.98

+3.72 (1.37%)

as of Aug 7, 2026, 4:28:58 pm Market Open.

1601 watching

Investor Insights

Aug 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.

Consensus

Buy

Valuation

Fair Value

Similar

GOOG

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.

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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.

PAST TOP PICK

(A Top Pick Aug 09/21, Down 25%) Difficult market conditions for all companies. Transportation costs remain a concern. Over investment into Covid-19 infrastructure weighing on companies bottom line. Continue to view company as best eCommerce brand in logistics. AWS & advertising segments of business have higher margins and are growing quicker than eCommerce Will continue to hold stock.

BUY

It's down in the first half of 2022, but has risen in recent weeks and is definitely a second-half-2022 story. Cost transparency is improving. This overhang about enterprise spending--businesses will continue to spend on the cloud, which is a profitable, high-margin business. If you're not in Amazon yet, now is an excellent entry point. Buy ahead of earnings. There could be a little pressure, but she is not worried.

WAIT

Post-Covid activity of going out and being social is somewhat negative for online shopping. Great company, valuation still too rich. Don't look at China for the proxy trade, as the political risk is high. Higher interest rates are negative for tech.

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Amazon.com, Inc. (AMZN)