NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

276.05
+3.79 (1.39%)
as of Aug 7, 2026, 4:27:07 pm Market Open.
1601 watching
0
Investor Insights
star iconAug 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.

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Consensus
Buy
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Valuation
Fair Value
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COMMENT
How do you calculate your model prices? It's very complicated. He doesn't have a model price on AMZN, because the share price is so high now. It's trading right at the middle of its zone. If you see a recession coming, sell this, but not if you are bullish. Just a little piece of good news, like peace in Ukraine, the market will rally hard. Hold if you own it, but don't enter it now.
PAST TOP PICK
(A Top Pick Jun 10/21, Down 8.66%) It continues to do everything right and has raised wages aggressively. Is one of the most reliable suppliers. It has outstanding value and is still a good long term investment. The two dollar price increase for Prime should help the stock.
TOP PICK
Also a past top pick. It has been growing at 20% plus for many years, including profits. Has raised wages for employees from $15 to $18 and higher wages give a competitive advantage. Also its advertising revenues are much higher than a few years ago and in fact larger than YouTube. Buy 57, Hold 0,Sell 1.
COMMENT
Amazon has had a good run and is very expensive. Had it as a short term buy recently. Google is in his trading sell list. The FANG stocks make up 25% of the Nasdaq. Google FANG Friday for his review of and comments on Fang Stocks. There have been great trading opportunities in the past with FANG stocks.
BUY
Yes, he heard about the unionization vote today. Think of Alphabet in 2019--a sideways megacap, but later momentum began to build then everyone bought. This is exactly what will happen to Amazon. He predicts Amazon will be the best-performing megacap in the next 12-18 months. he just bought this.
HOLD
Amazon just announces first positive unionization vote The issue isn't wages (because Amazon already pays good wages) but shifts--employees who work at night will be paid more. The unionization is a bump in the road, not a disaster. If unionization spreads across America, then costs will rise. That said, he's not worried nor selling his shares. He's still in.
BUY
Currently owns stock in portfolio. Fantastic business to own. Revenue & earnings growing at steady rate. Expects cloud and advertising business to grow. Clear leader in eCommerce sector. Expecting stock price and company to continue to outperform.
BUY
If you really want it, buy before the split, as usually the stock goes up afterwards. Bigger question is the future of the FAANG stocks as a unit. Some will do better, some worse. For example, NFLX has a first-mover advantage in streaming, but now there's competition. AMZN will continue to do well, as the accelerating e-commerce trend will continue.
BUY
He will buy this. It has the most potential upside among the FAANGs. It's about to retake its 200-day moving average. It will be splitting.
BUY
Low margin business, but lots of volume and it grows quickly. AWS subsidiary is the largest player in cloud. Great business. E-commerce will continue to grow. Benefited from the pandemic, so last year was tough. Undervalued at these levels.
PARTIAL BUY
Allan Tong’s Discover Picks Let's circle back to this tech/retail giant. Since announcing its 20-1 stock split after the Wednesday close last week, shares have jumped from $2,785.58 to nearly $3,000 in a time when tech stocks are getting hammered. Over the past 24 months, which covers the Covid pandemic, Amazon shares have risen 64%. To compare, QQQ-Q, the major tech ETF, has climbed nearly 70%, Microsoft 77% and Apple over 120%. You may say that 64% is not bad over two years, but the performance is disappointing in light of the e-commerce boom of this period. Read 3 Stock Splits to Watch for our full analysis.
WATCH
She's sold this after the stock split. Has no regrets. She was underweight this the past year. Their newly announced buyback is silly--amounts to only 0.7% of shares outstanding. It's a confidence measure. No, not ready to buy back shares of Amazon, but it's on her radar.
HOLD
AMZN vs. GOOG Both are splitting stocks. Though this has no economic effect on the company, it does have a psychological effect. Becomes more attractive to those with limited budgets. Creates the opportunity to perhaps be included in the Dow, a price-weighted index. Very good companies. GOOG trades inexpensively compared to growth rate. AMZN is growing into its multiple and doing good things, but not as mature as GOOG.
BUY
Wasn't a great quarter, though a great stock reaction. Then, shares fell to $2,700 earlier this week, an 18-month low. A $10 billion share buyback doesn't move the needle on a company this big. Amazon can trade higher at current levels. Play long. Look for the bounce to the post-earnings level of $3,350.
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