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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TOP PICK
He thinks people will still be happy to sit at home and shop even after this crisis is over. There will also be a shift toward their cloud business. (Analysts’ price target is $2425.12)
BUY ON WEAKNESS
Currently at resistance levels. He owns a 3.5-5.5% position. He hasn't touched this in six months, thank goodness. Many investors are now realizing how valuable this company is in good times and bad, as reflected in the current stock price. One area that will explode for them is Amazon Go convenience stores, these walk-out stores, which will be the next billion-dollar business and push the stock above $2,300. There will opportunities to buy this during earnings season. He buys in thirds, one at a time.
COMMENT

AMZN vs BABA? He thinks AMZN is safer at the moment. It could see earnings actually rise in the near term. People are using them to get essentials at home. The consumer staple space is fairing better than consumer discretionary. He likes what AMZN is doing longer term. They control 40% of the global cloud capacity.

TOP PICK
Has growth potential and is outperforming the market during this downturn, despite its high valuation. The stay at home play works for it as people ship online for things like groceries. End-March to July is seaonality. (Analysts’ price target is $2417.51)
BUY

Certainly you should look at all high tech names, especially those with a monopoly. He prefers AMZN-Q and MSFT-Q. If Trump did not tell companies to move out of China, then certainly CoVid19 did.

DON'T BUY

AMZN vs. MSFT Prefers Microsoft, and can justify the valuation at these levels, but wait for a pullback of 5-10% to buy. MSFT has a very strong balance sheet and net cash position. It's transitioning to a subscription model. Cloud business is growing well. For 1-2 year horizon, MSFT will continue to do well.

TOP PICK
They invested a year in one-day delivery and proved it at Christmas. The stock has broken out and will lead in 2020. AWS will grow 30-35% a year. A must-own. (Analysts’ price target is $2411.52)
BUY

It's really a loss-leader. Profits lie in the server side (the cloud) with only a few players in this space like MSFT. That said, this will continue to grow. Valuation is very high, but this will remain a growth leader with segments like Amazon Prime doing well.

TOP PICK
It's been lagging the last 18 months while the other FANGs were partying. The $3-billion to build their AWS cloud business and overnight shipping system have paid off. Revenue growth of 21% is amazing for a company this size. Outperformance will continue. (Analysts’ price target is $2411.52)
BUY
You could've bought this for most of the last 18 months, based on valuation, such as end-December 2018. Problem was margin compression as competitors gave away free shipping. So, Amazon started to push one-day shipping, but it temporarily compressed margins with higher costs. Now, there's operational leverage and wider margins. Also, they're shifting to providing payments and logistics to other merchants and this offers wide margins. AWS are also profitable. He'd stick with it. It's an excellent business.
BUY ON WEAKNESS
The story is very bullish, but hasn't made new highs. This trade is crowded, so wait to buy at $1,800.
PARTIAL SELL
It's consolidating now after a good, long rise. It is currently toppy (below $2,000). It has trouble breaking past $2,000. It's okay to take some profits.
WAIT

They have gone sideways while FB-Q and GOOGL-Q have gone up. They have some catch-up to do. They don't appear to be cheap but the cash flow is very strong. He would like to see them get back to highs of $2100 and then keep going and that would be a time to buy it.

TOP PICK
A perennial 20% revenue grower, dominant in cloud and e-retailer with a great holiday season. They're pushing one-day shipping that'll pressure competitors. (Analysts’ price target is $2187.88)
TOP PICK

Not only an e-commerce company, but one that sells stuff in every conceivable sector from healthcare to the cloud. Massive potential. It's lagged the other FANG's, but this year it will catch up. As for FedEx, turns out they need FedEx until Amazon fully builds its one-day delivery network. (Analysts’ price target is $2181.39)

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