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NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

239.92
+2.42 (1.02%)
as of Jun 18, 2026, 1:22:57 pm Market Open.
1599 watching
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Investor Insights
star iconJun 17, 2026, 12:00 am

This summary was created by AI, based on 80 opinions in the last 12 months.

Experts provide a mixed perspective on Amazon.com, Inc. (AMZN) as it continues to navigate through its diverse business channels, including e-commerce, Amazon Web Services (AWS), and AI advancements. While AWS shows promising growth and significant contributions to profits, concerns about high capital expenditures and job cuts raise questions regarding future profitability. The retail sector is reinvigorating, contributing to overall stability. Investment in AI and automation is seen as a long-term strength, yet there is caution due to current market sentiment which points toward a wait-and-see approach. Despite being perceived as somewhat 'tired,' many analysts still believe in AMZN's strong fundamentals and future growth potential in a shifting landscape, especially in AI and cloud computing.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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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.
PAST TOP PICK
(A Top Pick Oct 22/21, Down 31%) Anything to do with tech or Covid winners pulled back a lot more than the market. Higher interest rates don't help companies with higher valuations. The tailwinds are still here. People aren't moving away from online shopping, but the big gains are over. Success of Prime Day shows business model is intact. Stock will be dramatically higher over the next few years.
BUY
They just came off their largest Prime Day ever. From mid-June on, tech has moved up after being largely oversold. Amazon is among "quality tech" stocks. Supply chain constraints have eased a bit. Is still positive.
BUY
They ploughed tons of money into their business, raising concerns over margins. Now, we face less investing by Amazon and expanding margins. Consumers remain strong and shares have underperformed the last two years. Of the megatech stocks, Amazon is the most interesting.
COMMENT
The bad news for megatech is that they haven't gone down as much as the wider market. Those tech ones that have held up the best sp far, eventually fall down. True, Meta and Netflix are down by half. Last quarter, Amazon reported negative sales and might again. Note that 18% of Apple's business comes from China, so what is the impact of China's lockdowns? Will other consumer plunk down that much money for a notebook amid this economy. The headwinds are real, but we are close to ending this bear market.
PAST TOP PICK
(A Top Pick Apr 16/20, Down 6%) Remains positive on company. Web services very strong business model. Retail side of the company has presented difficulty, but making changes to fix problems. More people using products every day. Decision to scale back private label business good decision with regulatory issues. Recent market selloff presenting excellent buying opportunity.
PAST TOP PICK
(A Top Pick Jul 14/21, Down 39%) The stock split 20-for-1 a few months ago. The return is not so good, though. A fabulous company, but the Russian war and inflation happened. Also, last year, Amazon built a lot of warehouses and hired a lot of people, then demand softened. Long-term, this is a strong company, but his timing was poor. If you like this, buy it. Over time, this will work out.
HOLD
Shares have slumped this year, but is holding onto it. Amazon boasts 2% growth in AWS cloud and $80 billion in revenue there. It's wrong to focus so much in the e-commerce side and yes there are questions about distribution. Still likes it.
PAST TOP PICK
(A Top Pick Jan 24/22, Down 21%) This is what happens when you buy at the top of the market. A casualty of the market. AWS is great. He'd be buying. Should be a core part of a portfolio.
BUY
He has owned this. You're buying this for its 5-10-year growth. Their retail business is getting more profitable though at a 3% margin; their cloud business is #1 at a 70% margin; and they're increasing advertising which has a 40-50% margin. Amazon Prime continues to grow and could raise prices. Can't say you will make money with this in 12 months because it's PE remains high, but over 10 years you will be in wonderful shape.
BUY
Long-term this is fine. She's overweight this. The value lies in their AWS cloud business. There's opportunity in this and similar tech names if you look ahead 3-5 years. It's a great time to start a position in this.
BUY
He just entered this down 45% from its highs. Their cloud and ad businesses is fabulous. Retail is not so fabulous. But at 14x enterprise value to EBITDA is the lowest in a long time. Yes, Amazon could still go lower, but he could add more shares.
BUY
AMZN vs. SHOP Both have extremely long runways. In uncertain times, he'd rather recommend a megacap like AMZN, which has more defenses if we were to go into a recession, and that's a big "if". SHOP at $338 US is an absolute bargain. He has a 5% position in AMZN, one of his top 5 holdings, but less than 1% in SHOP.
TOP PICK
If you missed this before, you can buy it now. They are the largest cloud player. A profitable, free-cash flow company. Profits will grow a lot from her on. He sees 15% revenue growth in the next 3 years. Incredible. (Analysts’ price target is $176.10)
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