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

Amazon.com, Inc. (AMZN)

253.71

+2.52 (1.00%)

as of Sep 18, 2026, 8:00:00 pm Market Open.

1604 watching

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.

DON'T BUY

Shares have come off a lot. One reason is the valuation. The retail side does not make that much money. Their cloud business subsidizes retail and that wasn't enough in their last quarter. Amazon admits they expanded too quickly in areas like transportation during Covid, but can't sustain that now. She also notes that some executives have left the company recently.

COMMENT

BOA downgrading Netflix to a sell There's no precedent if we enter a recession and how tat effects the streamers. Maybe Prime is the most defensible, because people can still save on other things on Amazon if they stay subscribed.

BUY

Does not own shares in the company. Current price level of stock presenting good buying opportunity, Dominant player in web services & cloud computing. Amazon Prime also very strong component. Sum of parts equates to bargain share price.

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TOP PICK

Demand remains high for their cloud platform AWS and their margins are high. Retail side is having issues as COVID ends. Had to let employees go after 2 years of being understaffed. Jamie Murray reiterated his past top pick this week. Social media mentions rose 7% in the past 7 days.

PAST TOP PICK

(A Top Pick Jul 12/21, Down 34%) Their problems are short term and he's holding on. AWS continues to deliver high margins and revenues growth. A slowdown in cloud spending is possible, but he expects robust demand. A concern is their retail side, probably hitting the worst last quarter due to a physical goods overhang after two years of being understaffed (so are now letting go staff as Covid ends). They should return to positive EBIT in the next two years.

BUY

Likes the prospects of company going forward. Concerns of over investment in infrastructure not too much of a concern. Current trading multiples suggesting a good time to buy. Concerns of inflation and supply chain problems not too much of a worry.

BUY

King of e-commerce and retail. Hints of consumer slowdown get reflected in the stock. But 70% of revenues and profits actually come from AWS, part of a secular trend to server cost-cutting and efficiency. 12-month price target of $3800. A great bargain.

SELL

Company seeing diminished growth in business units (retail, AWS etc.) Law of diminishing returns is catching up with company (can't grow forever). 63x P/E ratio doesn't provide much room for healthy growth. Would sell shares and wait to buy when market reaches bottom.

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Amazon.com, Inc. (AMZN)