NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

272.26
-0.39 (0.14%)
as of Aug 6, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 6, 2026, 12:00 am

This summary was created by AI, based on 85 opinions in the last 12 months.

Amazon.com, Inc. (AMZN) is viewed as a key player in both e-commerce and cloud services, particularly through its AWS division, which continues to show strong growth despite competition. Recent investments in AI have raised concerns among some analysts regarding cash flow and return on investment, yet many believe these expenditures will pay off over the long term. The retail segment is also gathering momentum, and while AWS recently experienced some growth deceleration, it remains a primary earnings driver. Overall, experts emphasize the company's robust fundamentals and significant market share, asserting it has the potential to reclaim its leading position among competitors. The stock's attractive valuation, in light of ongoing AI and cloud service expansions, gives many analysts confidence in its future performance.

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Consensus
Buy
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Valuation
Fair Value
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MSFT
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.

DON'T BUY
Can regulators split this up? A 5-year hold? FAANG stocks can become so huge that regulators can break them up. It's possible. Alibaba is facing that issue in China. He wishes he had bought it. How much bigger can this grow? How much more product can it produce? Within 5 years, we'll see a serious correction in Amazon. Current prices and valuations are too lofty for him. Trading at 98x times. Companies at these levels typically don't end well.
TOP PICK
They have a great money making machine of Amazon web services. They spread that money to other businesses. Not expensive with a PEG ratio of 1.78. (Analysts’ price target is $2125.38)
DON'T BUY
It's done very well. It's a valuation call and she can't justify it as a value investor. Their online sales subsidize their other operations, though their cloud is doing well (she prefers MSFT in cloud, though). The valuation is too high for her. Any stumble will be great.
BUY
Revenues estimated to be $275 billion this year. $500 billion estimated by 2023. Trading at 67 forward earnings. Not totally dependent on the retail side, their cloud service is growing. He likes the name. They have a huge runaway fro growth.
BUY
Still below its highs. When it broke out it was the time to buy. He think it is a phenomenal company. The speed at which they move nobody understands. Higher on the risk spectrum.
BUY
He thinks it is one of the most interesting, disruptive companies of our time. their GMV (gross merchandise volume) is at $280 billion. Their cloud business continues to growth. He doesn't know anybody that doesn't buy online. Valuation has been coming down. He is modeling 35% growth for the EPS.
BUY
A 3-5 year hold? Yes. It'll be volatile though. Its growth prospects are strong in cloud and not just online retail. He's bullish.
DON'T BUY
Would the technicals be the same as the fundamentals? Stocks follow earnings, but there's also expectations built into stocks and that's tech analysis. Amazon's PE is very high, though he doesn't talk about PE much as a tech analysis guy. Amazon was overbought in 2018 and is trying to base, yet hasn't broken out. He's lukewarm about Amazon.
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