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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Similar
GOOG
BUY

AMZN vs. GOOG Price target for GOOG of $2700, so a lift of about 17% from today. Whereas AMZN gives you a 25% lift from today to its price target of $4200. He'd recommend that you split your investment of new money 50/50 between the two. GOOG is a core holding, and the only time he trims is when the position gets beyond 5%.

BUY
It reports Tuesday. Amazon has to deliver huge cloud numbers and he believes they will. Amazon has been treading water for months because investors are worried about YOY comps when consumers were stuck at home. Amazon spent a lot of money to protect workers from Covid, but he thinks the stock still works.
PAST TOP PICK
(A Top Pick May 14/20, Up 41%) Had a natural advantage through the pandemic. Sometimes the most obvious investment is the best one. Earnings will report in next couple of weeks.
BUY
It's picked up and retained new customers during the pandemic. Also, Friday its unionization drive in Alabama failed.
COMMENT
Not cheap, but it's down for the year. Looking at a post-pandemic America, he presumes Amazon to keep many of the customers they picked up during the pandemic. They spent $4 billion to protect their workers.
COMMENT
He's watching the unionization drive workers in their Alabama warehouse. Workers are voting right now. Maybe that's why the stock didn't rally today.
COMMENT

Last mile delivery is on everyone's mind and a key component for the consumer. Walmart's in the hunt to do that. In that arena, if he had to choose between AMZN and WMT, he'd choose AMZN. It's coming from a position of power, whereas WMT is old school, bricks and mortar mentality.

PAST TOP PICK
(A Top Pick Feb 12/20, Up 43%) Great secular growth. Dominant. Stock has gone through a period of digestion over the last 6 months. He'd be shocked if it didn't accelerate coming out the recovery. Biggest risk is an antitrust issue. Little downside risk here. He'd have no trouble owning it here.
BUY
Great company. Hasn't done much for a while. People who used it heavily during the pandemic are not going away. An e-commerce and a logistics business. AWS is still growing. Advertising is really taking off.
TOP PICK
They continue to drive e-commerce delivery. Their cloud business is growing even faster. Both are highly profitable and growing. Cash flow will rise in the next two years. The target price is $1,000 higher than the current shares. (Analysts’ price target is $4051.63)
BUY
Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. Neither a reopening or lockdown stock. AMZN is being dumped in the current rotation as Wall Street considers this a lockdown stock. They're wrong. He predicts a fabulous year for Amazon. The pandemic has permanently changed consumer behaviour. Costs will fall because they won't spend on Covid precautions anymore, post-Covid.
BUY

With Bezos stepping down as CEO, it's a buying opportunity, just like Tim Cook taking over Apple years ago when investors were also scared with the transition.

PAST TOP PICK
(A Top Pick Jan 10/20, Up 70%) Would wait for a pullback to put fresh money into it. Trading at 50x with a growth rate of 36%. Price to growth, it is not horrible given its dominance. A global utility to our way of life. A necessary.
DON'T BUY

He has a small position. It is similar to AAPL-Q. They are dominant in many of the areas in which they operate. It is not a cheap stock. But he would not bet against them.

COMMENT
They really understand logistics. Has benefited from what's gone on the last year, and this will continue. Success will continue with drug delivery, as they don't mind losing money if they can drive the business forward. They'll continue to grow.
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