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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BUY ON WEAKNESS
He would love to see it pullback to about $1369 to become a buyer. He thinks there will be plenty of opportunity to buy it this year. Explicit photos aside.
PARTIAL SELL
They dominate cloud, online retailing and other areas and now getting into streaming. Boasts a loyal user base. A remarkable company. Look past the valuation and remember that they are reinvesting their revenue for the future. Don't buy a huge position, because the valuation is high. Google and Facebook have better valuations.
BUY ON WEAKNESS
At the right times when it dips you own it. There is a moat around it. Once you are in there it is your first place to go if you want something. They are entering credit cards in the US. It is growing subscriber bases. They are spending a lot on content, etc. They are a leader on the cloud. You buy the dips on stocks like this.
DON'T BUY
He thinks it is the best of the FAANG stocks. But a difficult one to value. He would never want to bet against them as they are eating the world. But having said that they can not keep on growing in the way yet have or they would own the entire retail world.
BUY
Trades at 70x forward earnings. Likes it. Online sales will continue to grow. But how fast are they growing their cloud and ad businesses? But it's one of the top FAANG stocks.
BUY
Price target of $2,150. It's a behemoth with diverse business streams and has a moat in the cloud space and e-commerce, because they started these businesses 10 years ago. Then, they keep reinvesting in them. They got a head start.
DON'T BUY
Their core business of boxing and shipping stuff is not making money. This is not why you buy AMZN-Q. It is because they are a disruptor. Buy it when it gets beaten silly. He would not touch it today. Below $1000 it might be a buy.
TOP PICK
A juggernaut that should be in any portfolio. The future is online. Amazon is 10x times bigger than its next competitor, and have a huge lead in web services, but are also hitting the gas in growing. They aren't resting on their laurels. The stock was beaten up in October, because they reduced their growth projections. It's on sale now at $1,500, not $2,000 just a few months ago. (Analysts’ price target is $2159.05)
HOLD
He would defer any sales until early next year, due to the recent pullback, if one was thinking of taking profit. If the market bounces up, this one will definitely participate. It is not growing profits at 50% annually anymore. He would continue to hold if you already do.
PAST TOP PICK
(A Top Pick Oct 31/18, Down 0.4%) In his top 5, with a 4.5% position. Took profits a couple of months ago. Fantastic recurring revenue out of e-commerce. Core holding for him.
HOLD
A record Black Friday and strong Cyber Monday. This is not a valuation they could justify owning now at. They are expanding into many markets, but the multiples are just too high.
WAIT
He never found this expensive. It's a revenue machine that will continue. He's always owned it. Now what's happening is an unwind of too many people owning it. Remember that Amazon has had steep sell-offs in its history. Don't get in now. He's reduced his position. He still believes in it. Wait till it bounces up again.
BUY
Buy more after today's sell-off? Yes, if you believe in the business and its long-term merits. The valuation is high, but this is a 10-20-year business to own. They dominant online retailing and data storage. A high-quality company. If you buy it, buy it gradually to be safe. Don't time the bottom.
PARTIAL BUY
They've corrected lately. Valuations are decent now, so you can peck away at it. Be tactical, considering the holiday shopping season, which he thinks will be decent. But don't go full-bore on this.
BUY
A great growth company. You're buying the stock on very high earnings, 40-50x. If you own this, you will grow with it, but expect a lot of volatility, and it can pull back as much as 50%. He can't say whether now is a bottom, but in 3-5 years you'll be happy to own this.
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