NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

275.98
+3.72 (1.37%)
as of Aug 7, 2026, 4:28:58 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.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
GOOG
BUY
Based on technical analysis by Carolyn Baroden studying short-term pullbacks and quick recoveries, Amazon should hit bottom this week. Meanwhile, shares are holding above its key floor of support at $3,490. As long as Amazon doesn't plunge below this floor, Amazon should hit next resistance at $3,847.
TOP PICK
Traded sideways for about a year. Broke out, and he bought at $3500. Spends about 25B a year on capital projects, a winning formula. Still expensive, but it grows at 30% annually, and can grow into its valuation. No dividend. (Analysts’ price target is $4256.54)
TOP PICK
It is just starting to break out after a year of consolidation. He thinks it is going to $5000. They are really starting to generate that strong profitability and cash flow. There is room to raise the prices on prime memberships. They are continuing to get more and more opportunities to monetize. (Analysts’ price target is $4256.54)
STRONG BUY
He was concerned about Bezos going into space next month, but assumes they have taken deep precautions. Very bullish Amazon and it's a key holding. They're moving into value-added services, therefore good upside. Anti-trust concerns will overhang all the FAANGs. But it's tough to pick up a single share for a retail investor.
BUY
One of the holdings that will always be in his portfolio. Will change weighting but will always keep this name. Retail champion and also in servers. Amazon prime is also a very strong service. Keeps generating revenue. Top players in many fields.
BUY ON WEAKNESS

Next week, they have their annual Prime Day, which will show how strong they are post-pandemic. Buy on weakness. JPMorgan research says retail is on fire. Their ad business can bring in $28 billion this year.

TOP PICK
Moving into healthcare, just like others. Keeps adding more services to its Prime membership. Recurring revenues, huge free cashflows. Continues to innovate. Down around 16% from its highs, on sale for Canadian investors right now due to the strong CAD. No dividend. (Analysts’ price target is $4241.64)
STRONG BUY

A great company and great chart. It's more than a Covid winner. Great fundamentals, despite a tepid response from Wall Street. AMZN is taking on a lot of retail market share. The online buying habit won't go away, because it's so easy. Prime is a super bargain including free shipping. And now they're buying MGM Studios. Their cloud business remains top dog with strong growth; it's a powerful, long-term theme. Meanwhile, travel ads are coming back and online ads are and will be on fire, bigger than Snap, Twitter and Pinterest's ad divisions combined. The ads division grew 77% YOY. He expects Prime Day on June 21-22 to be huge. Also, seasonality shows that Amazon takes off in June. Since early May, institutional buying has picked up, which is very bullish.

BUY
Languished for a while. Every day it doesn't move, the cheaper it gets. Good buy at current levels. One of the better value propositions among the FANGs. Building on e-commerce, a tide that will lift all boats but not displace AMZN. Cloud is chugging along, and the ad business is growing quickly.
BUY
Some say it's been dead money since last summer, but it is now growing into its valuation. Also, Amazon is the most diversified megacap stock out there. The MGM acquisition is exciting; it supports Prime Video and Prime which is why we're addicted to Amazon. Their AWS business is growing at 31%, still high even if it has slowed down. So, this is why investors are paying a higher multiple on this stock.
COMMENT

Don't take the FAANG stocks for granted. Amazon bought MGM Studios for $8.45 billion which is a headscratcher. True, this deal could raise Amazon's entertainment profile, but MGM doesn't make great productions these days. But this amount isn't much for Amazon, and maybe they know something he doesn't. They certainly need to boost their sports presence.

PARTIAL BUY
A great company and well-managed. Tough to do valuation analysis though, so where are they headed? In the past, they don't divulge their plans much, though this is improving a little. That said, it's a great company.
BUY ON WEAKNESS
One of the best tech companies to buy. Trades at 35x 2023 but has 75% EPS growth. PEG is close to 1. If you are buying any tech stocks, it's the stock to buy. It will probably go higher in the next couple years.
TOP PICK

Good times will get even better over the next decade. #1 in web services, and this is profitable. Entering digital advertising, which has higher margins. Earnings will grow faster than revenues for the next 5 years. Not that expensive. Only real competitors are WMT and MSFT. No dividend. (Analysts’ price target is $4259.33)

BUY
It has been a beneficiary of the pandemic. If you look at next year's expected earnings, it will be trading at the most attractive valuation based on PE, as long as it sustains its current 20% growth. It will take a breather and then will continue up. It is looking bullish.
Showing 451 to 465 of 802 entries