NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

245.34
-1.70 (0.69%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
1599 watching
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Investor Insights
star iconJul 12, 2026, 12:00 am

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

Amazon.com, Inc. continues to be a topic of discussion among experts, with many highlighting its strong growth potential driven primarily by its AWS cloud services and increasing investments in artificial intelligence. While the retail segment showcases solid earnings, concerns regarding capital expenditures and competition in the AI space have contributed to a mixed sentiment. Analysts note Amazon's impressive performance in recent quarters, particularly its ability to exceed earnings expectations and its growing advertising business. Some experts mention the need for careful monitoring of stock movements and market conditions, suggesting that investors should approach with a long-term view while considering the valuation dynamics influenced by ongoing growth strategies.

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Consensus
Hold
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Valuation
Fair Value
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COMMENT

Will the U.S. DOJ break up Amazon and other tech companies? That's a VERY long process. It took 10 years in the case of Microsoft. A complicated process. Is Amazon hurting consumers? No. Consumers are getting cheap goods conveniently. In Amazon's favour, they still make up a small part of the retail landscape. A caveat: a protracted battle against the DOJ could stifle Amazon's growth and distract them from progressing.

BUY
The chances of being broken up depend on who wins the US federal election and even then it would be difficult. The revenue growth is slowing down to 17-18% but the profit margins are growing faster than revenues.
BUY
Value investors buy stocks that trade at a discount to their true value. Amazon disrupts every business they enter, like cosmetics that they announced today, and will dominate more of online retail overall. People love their instant shipping of goods. The risk are government anti-trust laws. So, the value is here.
BUY

Q1 revenue was up 19% year over year, and he models 35% EPS growth. It's multiple is high now at 47x, but but will 26x in 2021. In the next 2-3 years, this continues to go well. Buy this when others fear it.

TOP PICK
An unusual pick for him: Amazon doesn't pay a dividend and trades at a massive 70x forward earnings. What works for him is that Amazon has a huge future ahead. It's increasingly an advertiser; it makes a lot of money in Prime memberships; it pioneered cloud computing which is still in its infancy. He finally pulled the trigger on this after five years of watching it. (Analysts’ price target is $2249.27)
BUY
He likes it and has done so for a long time. He used to not be comfortable with the valuation but has not wrapped his head around it. The cloud business has been the leader in cloud and is almost utility-like in nature. Growth is slowing due to the law of large numbers. You can have a lot of confidence in management.
BUY
He would not run a mile from the stock unless they did something crazy. He cannot find too many things against them except regulatory issues that can't be predicted.
DON'T BUY
It has a very high PE. Also, its FMV is 80% lower than its current stock price--even with its spectacular earnings. It's not cheap at all. It's trading at 16x its book value. The problem with Amazon is that you don't know what the real earnings ought to be. $1,745 is its break point, near where it is now. All FAANGs are rolling over, and he sees Amazon going lower.
BUY
Leading, innovating. Getting into health care. Lots of exciting ideas. A name for decades to come. He has 3.5% on his core portfolios positioned on this name.
BUY
Has run up in value. Will we see a split? He thinks not. Likes it and the price at this stage. A growth company you want in the portfolio. Good value long-term.
BUY ON WEAKNESS
It is pervasive around us. It has really become a consumer staple stock. It has become safer. It is still growing at 30% a year. They are going to be going after credit cards and mortgages. There is still lots of running room for them. Buy them when the market pulls back. It can be volatile.
BUY
Visa and Mastercard or Amazon They are two of the world's best companies, and you can own either. Amazon's growth is phenomenal AND their gross margins are increasing. He's about to buy it. There's tremendous growth for 3-5 years coming.
BUY
Amazon vs. Apple. Own both. Apple's a great, big, powerful company that will work out its problems. Both really well run, and moving into healthcare in a big way. Amazon has loads of runway, as does Apple. Buy a bigger chunk of Amazon, as it's performed better. Cloud computing and content business are going to be big.
BUY
Amazon vs. Disney. Both in streaming. Both have long-term growth potential. Revenues are growing above average. Seasonally, high-growth technical names can do well in the summer. So this tells you that, as a tie-breaker, Amazon is better for the summer.
COMMENT

FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

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