NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

275.98
+3.72 (1.37%)
as of Aug 7, 2026, 4:28:58 pm Market Open.
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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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COMMENT
AMZN vs. SHOP SHOP is hanging in remarkably well. Has gained relative performance compared to AMZN, which has consolidated for a year and looks like it's trying to make a turn. He'd prefer SHOP, but the whole online retail group continues to struggle a bit. IBUY, as a proxy for the entire group, has also underperformed for several months.
BUY
Amazon vs. Facebook He owns both. Amazon has a better story a year from now, though both have issues. Online shopping will continue but the end of Covid will slow down; also Amazon's labour issues will rise. The problem with FB is that they're under much more scrutiny. Also, Apple has hurts Facebook in online ads (tracking users on the platform), so Amazon isn't effected. FB is going through a transition. Also, Amazon's cloud business will continue to be strong. Amazon is a better play, though both will do well.
BUY
Number one in the cloud and in online retail, boasting the fastest shipping times. Are they a monopoly? He honestly doesn't care. Wake him up when someone else does it better.
TOP PICK
The stock was 80% in 2020. This year, it hasn't done anything because everyone is worried about shipping, fulfillment and other costs. Amazon is investing for the future. It is not worried about temporary costs. The sales will rise so quickly that the operating leverage will kick in. The real money is also made in cloud computing that is still growing. (Analysts’ price target is $4143.57)
BUY
TAN: Tesla, Amazon & Netflix They all just reported, rallied and are some of the most successful stocks of all time. A bookseller that borrowed billions to be the global retailer, but their AWS business (cloud) is superb. Moderna used their cloud to crack the code of Covid to produce their vaccine, doing this in a few months rather than a few months.
PAST TOP PICK
(A Top Pick Jun 10/21, Down 1%) You can buy it here. People are worried about supply chains and anti-trust, which is not a concern. Continues to innovate and grow. Huge player in AI. Large, embedded infrastructure. Huge free cashflow generator and invests that in the future. Outstanding value right now.
BUY
Can buy now. A fairly recent entry to his portfolio. Always a mystery from a financial standpoint. Becoming more traditional in their accounting and how they allocate capital. New CEO that is investing heavily in distributions and fulfillment centres. More same day delivery is coming. Cloud business is the best in the world too. Getting involved with content and bought MGM now. A company that is growing quickly.
TOP PICK
Leading online retail giant and cloud company. Cloud services division is not being recognized by investors. High-margin ad business continues to scale quickly and should not be ignored. Prime memberships doubled worldwide since 2018. Revenue forecast is 22-25% annualized for the next several years. Not a lot of competition. No dividend. (Analysts’ price target is $4168.63)
PAST TOP PICK
(A Top Pick Dec 01/20, Up 5%) He would buy it again. It is continuing to grow and get more profitable. It is the largest provider of cloud computing and their prime membership base is continuing to grow. He loves it. It is a great long term hold. It could be $1000 higher in another 12 to 18 months.
HOLD
Such a behemoth. It's been consolidating, as has all internet retail. Will grow into its share price. Short-term, this is dead money. Before he added more, he'd want to see it catch more of a bid. Instead, look at underowned areas of the market. Lots of opportunities outside tech. See his Top Picks today.
TOP PICK
Recent results announced slightly slower growth and investors lost their minds. They're investing a lot into their 3P logistics network so they can cover 18% of the US population (instead of 9%) for one-day delivery. Their subscription, cloud and advertising businesses are strong and will drive their long-term performance. Investors who are backing away are short-sighted. Shares are down 12% from that report, so it's great buying opportunity. (Analysts’ price target is $244.46)
TOP PICK

He is hoping it will play out just as GOOG-Q did. It will trade within a range for a while and then brake out. Every day that it does not go up is more value embedded into the share price. The retail business is fully dominant. By 2025 they will be the biggest retailer in the US. They are so reliable and were even through the pandemic. (Analysts’ price target is $4153.29)

BUY ON WEAKNESS
Somewhat attractive from a trading perspective at these levels. Long-term, makes a lot of sense. But will it have the same growth as in 2020? Entry point makes sense near the 200-day moving average.
BUY
They report Thursday. He expects big numbers in their high-margin ad business as well as retail and cloud businesses.
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