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

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)

WEAK BUY

It is off a lot but still expensive. It has three main businesses: retail, web services growing at 30% a year, advertising business also growing in double digits. It needs to sort out how to use up its capacity. If buying, just initiate a position.

BUY

In recent weeks, he has sold 80% of his Netflix shares. He finally got back to above water from a horrible purchase at $219 from collecting a lot of premiums, call sales against it. Freevee on Amazon US is category-killer. Netflix is not ready to get there as quickly as they need. Also, they need a sales force to execute the ad-supported business model. He doubts they are ready. He prefers to shift his money into Amazon, which he was buying yesterday at $102-103.

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Amazon.com, Inc. (AMZN)