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
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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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GOOG
COMMENT
Amazon announced a 20-1 stock split. It's just funny math. This move will attract retail buyers, but this won't move the stock that much. Usually, a company splits a stock when things are going well, but Amazon isn't doing particularly well (compared to its FAANG peers).
DON'T BUY
Amazon announced a 20-1 stock split He's shocked that they're doing it now. This was a pandemic stock. We're coming out of Covid, so the stock split is another lever to pull. It feels like Amazon is doing this out of weakness, not strength.
PAST TOP PICK
(A Top Pick Mar 02/21, Down 12%) Remains incredibly strong: they lead the cloud business which is booming; are thriving in advertising with 70% margins; Amazon Prime has pricing power and also doing well. These businesses are doing better than their retail operation, which offers only 3% margins. Trades at 42x earnings, which is expensive, but there are years of growth ahead. A great company.
BUY
Equal positions of AMZN and GOOG? Owns and likes both. GOOG had a strong quarter. Online users and digital spending will continue to grow. E-commerce and AWS for AMZN is also growing. GOOG has a cheaper forward PE, but price to sales is higher. Would make some sense to have equal positions. Again, if you have 60% in tech, review your portfolio and rebalance.
BUY
Yes, the stock is underpriced. Amazon is worth $5,000 a share, but will it go there? How do you place a multiple on their cloud business alone? Is AWS worth a third of Amazon's market cap? There are so many moving parts here. Also, Amazon's logistics network rivals any courier--how do you value that? And does the market care? Earnings have soared at Amazon, but the market hasn't reacted to raise shares. He'd love to see a re-rating, but doubts it'll happen anytime soon.
COMMENT
There's no place to play defence. It used to be megacap tech. Consumer spending will digest higher prices and the housing market will continue to accelerate. Cash is losing you money in this environment. 40% YOY growth from AWS and 30% margin. At some point, the inflation/ discount rate becomes less of an issue--when do we get the tipping point where energy and materials are no longer defensive stocks (though they are benfiting currently)? This is a difficult investing environment--where is there to hide?
COMMENT
It's trading at 45x earnings--it's the cheapest in a long time, but the market isn't rewarding stocks like this.
BUY
Trading at a 30% discount and near a turning point, says an analyst The cloud business for any company is a huge opportunity. These megacap tech names haven't suffered the pain like the rest of the market. He likes Amazon (and MSFT) now, the two megacaps that will ride out current volatility.
DON'T BUY
Are posting strong revenue growth in cloud, but thin margins in retail. Cloud is competitive from MFST, but there's room to grow in the cloud business. Cloud is basically subsidizing retail, and the high PE make the stock unattractive. Amazon has benefitted from lockdowns, but also faces higher wages, more unionization, and rising input costs. Amazon is investing in AI which is a cost.
BUY
It was becoming cheap a month ago so there is good value. He has been buying partial shares on the Canadian side. Price/Growth is 48% so a high P/E is acceptable.
SELL ON STRENGTH
Believes company has issues with anti-trust lawsuits. Rising interest rates will negatively affect tech company. Other options such as Alibaba are better options. Recommends selling.
BUY
Lots of room to expand. Reported excellent earnings last week, though there was an adjustment given their Rivian holdings. Still, impressive. They are growing into their earnings, so their PE is coming down. This happens with great companies like Apple and Facebook before.
BUY
Shares jumped 13% after its report. Some good things in that report, starting with their cloud business, growing fast. You should buy and buy it through a fractional broker. However, shares have returned to levels 2.5 weeks ago, a sign of a manic-depressive stock market.
WAIT
They report Thursday. Once a shining stock, it has lost its lustre. It's the poster child of what this market hates: inconsistent high growth. But he is overlooking this period because of the strength of Amazon's advertising, retail, web services. Be patient and take some hits. Wait until you see this quarter before you buy.
BUY
Ten years ago you didn't think cloud storage would be a big part of their business. Now, they're trying to enter groceries and other businesses. It's a core holding and not expensive compared to other tech stocks. Clouds on the horizon are anti-trust action, but otherwise, this is a fine company.
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