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NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

266.43
+10.17 (3.97%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
1603 watching
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Investor Insights
star iconAug 28, 2026, 12:00 am

This summary was created by AI, based on 84 opinions in the last 12 months.

Amazon.com, Inc. (AMZN) continues to be a dominant force in e-commerce and cloud services, particularly through its AWS segment, which showcases impressive growth rates and profitability. Experts highlight Amazon's strategic investments in AI, data centers, and logistics as pivotal for future expansion, despite concerns over significant capital expenditures. Analysts note a shift in focus from merely e-commerce towards a hybrid model incorporating cloud technology, AI, and advertising services, positioning Amazon as a key player in the tech landscape. Additionally, while some view the valuation as fair given the growth prospects, others caution against potential short-term challenges, emphasizing the necessity for Amazon to demonstrate returns on its high levels of spending. Overall, the consensus leans towards a positive long-term outlook, driven by innovation and scalable infrastructure.

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Consensus
Buy
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Valuation
Fair Value
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Similar
Alphabet,GOOGL
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.
PAST TOP PICK
(A Top Pick Nov 28/19, Up 75%) The world turned out to be Amazon's playground. He has a $4000 plus target on it.
TOP PICK
Perfectly positioned for the pandemic and its empire continues to flourish. Profitability is increasing. Unstoppable juggernaut. If it holds its multiples, should easily exceed $4000 in the next 12 months. Any government tax action won't have much of an impact. No dividend. (Analysts’ price target is $3813.13)
BUY
It is his third largest holding. He has been increasing his weighting. The organization is an aggressive, well run one. Pharmacy will be a long term growth driver for them. Their cloud service is showing growth. There might be a slowdown temporarily when COVID slows down next summer.
COMMENT

A phenomenal name and the pandemic has accelerated revenue and growth. The PEG ratio is 2x. Comparing it to Alibaba and others in China, it is more expensive. However, there is less regulatory risk. Nothing wrong with it. He owns other e-commerce names in China. Better value could be out there.

BUY
15 years ago, Amazon took the long game by investing long-term, and now that is paying off handsomely. The only worry is that the US government is taking aim at them due to their huge size--this could restrain the company. Regardless, the cash flow will remain huge and Amazon will keep growing.
HOLD
Always had difficulty with the valuation, over 70x forward earnings. She's a growth at a reasonable price manager. It's done well, cloud business growing rapidly. Hold it if you own it. She wouldn't buy at current price levels.
BUY
Last week, Amazon reported a massive upside surprise, but got hammered. Today, it jumped 6% to erase that loss. It didn't deserve to sell off. Sadly, a tailwind continues to be Covid, which is keeping people shopping from home. Amazon has spent $4 billion on security and supply chain security.
PARTIAL BUY
Amazon reported good numbers, but still got crushed. Why? Sentiment over the entire market, given Covid cases and the upcoming US election. Pick up some shares now and wait till after the election.
BUY ON WEAKNESS

Looking at technicals right now, the market has tried to break through and has failed a couple of times. It could be choppy through the election. We could be ready for a 5-7% pull-back over the next couple of weeks. Your entry point will be late October or early November. He would slightly prefer GOOG-Q.

BUY ON WEAKNESS
Huge run, so has built in a lot of potential. Simple platform to use, so subscriptions will increase. Disruptive to cargo and shipping. Hard not to like it long-term. Valuation not as crazy as it once was. Would consider adding to new portfolios if there's volatility in the next few weeks.
PARTIAL BUY

Amazon vs. Apple He owns Apple. The companies are completely different. Apple's ecosystem will continue to dominate. Amazon's valuation is excessive, but the growth justifies the stock price. Sometimes you hold your nose and buy, say, half a position. Buy, hold and don't trade. Add on weakness. (Same with Microsoft and Google.) Amazon will continue to take share from brick-and-mortar retailers. Just look at how often you shop Amazon.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly Although analysts expect retail spending to grow this holiday by 1.5%, e-commerce sales are expected to be up 25-35% -- and AMZN is the king of this space. Q2 sales were up 40%, revenue up 47% and net income was nearly double year ago levels. The stock recently made a pullback and has re-ignited once again. We like the technical breakout, which now projects up towards $3900. We would trade this with a stop-loss at $2900. Yield 0% (Analysts’ price target is $3726.00)
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