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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
0
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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TOP PICK
Everyone's concerned. Very expensive at 36x. The e-commerce platform continues to grow. Growth of cloud and other sectors as well. He sees it grow more slowly in the near term but will perform over time.
PAST TOP PICK
(A Top Pick Nov 07/18, Up 1%) Costs have gone up for 1-day shipping. Name is strong, clould business is strong. Prime members expected to grow. Long runway for growth as it grows outside North American markets. Risks include spending and regulatory changes. He owns it, but is keeping a close eye on it.
DON'T BUY
He sees potential for further growth. Its book value is $107 -- about 1/10th of its price. A recession would hurt this stock badly. The upside is far less than the potential downside. Their growth will be impacted by the upcoming recession. He would avoid this one.
DON'T BUY
The technicals behind the FAANGs are poor, rolling over. Amazon's PE is 57x, while PB is 15x--very expensive. The market has been holding but this has been slipping lower. The FAANGs have had their day in the sun.
BUY

AMZN-Q vs. MSFT-Q. He owns MSFT-Q so does not prefer AMZN-Q. AMZN-Q he is looking at. They have so many opportunities such as healthcare. They are building their revenues at the 15-20% range.

WATCH
Difficult to analyze. Successful, but how good is the stock? Trillion dollar market cap, and revenues grow at 20% year over year. Bezos reinvests in the business. Trading at multiples that make no sense. They just want to grow, and they've done a fantastic job. Wants more clarity on revenue and cash flow growth before he'd buy.
BUY
Impressive that they build an e-retailer then AWS--both are growing rapidly. If Washington orders them to break up those divisions, then AWS is a strong enough standalone business.
PAST TOP PICK
(A Top Pick Nov 02/18, Up 5%) He still likes it and would buy it. It's THE growth company. A must-own. They continue to dominate the cloud business.
COMMENT

Two completely different horses. Amazon is more innovative so it could have higher growth, but Microsoft has new upgrades, new contracts and is more stable. He wouldn't own either because FANGS make up about 20% of the index funds, so they will go down more than the others. Would buy half a position and add more depending. On a risk basis, it's too exposed to the overall market.

BUY

One of his favourite tech names that well generate a lot of free cash flow into 2021 like Microsoft. They're reinvesting aggressively, pushing into delivery through the Prime program that they're also pushing with success. All tech has come under pressure and there have been allegations of poorly paying their workers; they've raised their minimum wage to $15/hour, but under tough working conditions. Plus, there's regulatory scrutiny over them using data from third-party vendors. But he consider this short-term noise.

COMMENT

AMZN vs MSFT? AMZN is a great company, but he has been out for about 12 months as they are trying to figure out their operating expenses. He will continue to watch it, but there could be some regulatory overhang yet to come -- especially for their web services. MSFT has moved to cloud services, allowing them to seamlessly download software -- a very consistently profitable business -- it makes it almost like a utility.

PAST TOP PICK
(A Top Pick Oct 31/18, Up 9%) His target is $2,100. They is primed for continued growth. AWS is a powerhouse, unlimited. Even in the latest quarter they showed a big win in subscriptions. In a correction or recession, all Amazon has to do is expand their e-commerce margins and still do fine.
BUY
He would be a buyer. They are a great company with multiple businesses under one roof. These also subsidize the build out of the existing business. They are a top player in Cloud technologies. Prime adoption numbers are increasing. One-day shipping may require additional costs, but this will open the door perishables in the near future.
COMMENT

AMZN vs SHOP? SHOP-T is much more expensive relatively speaking. However, their growth is higher than AMZN-Q. AMZN-Q is probably safer, although it is unclear how they will do in the streaming wars.

WATCH

A lot of negativity around Amazon isn't specific to Amazon. Rather, the tech companies are coming under scrutiny for anti-trust. He doesn't know how this will play out. He owns Google and MSFT instead, but keep your eye on Amazon, which are so disrupted. Also, their fundamentals keep improving, reinvesting constantly to be disruptive.

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