NASDAQ:AMZN

Amazon.com, Inc. (AMZN)

272.26
-0.39 (0.14%)
as of Aug 6, 2026, 8:00:00 pm Market Open.
1601 watching
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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 ON WEAKNESS

(Market Call Minute.) This is a company that continues to impress him. The only drawback is that right now retail sales, etc. Buy on a pull back.

DON'T BUY

(Market Call Minute.) Very expensive and no earnings support.

COMMENT

Value in this is not just the retail business now. It’s got the AWS web service where they are basically an infrastructure platform that is for sale across the web to people that want to put their applications out into the cloud and access them on demand. An incredible franchise that they have developed that is probably the lowest cost infrastructure of the service offering in the marketplace and is growing very rapidly. New services that they are offering to retailers probably means margins are going to be enhanced dramatically over the next 2-3 years. Extremely expensive on a trailing price to cash flow, Price to earnings number. Margin improvement will see earnings catch-up to the price over the next 2-3 years.

SELL

Outlook is good but it is an extremely over priced stock. High Multiple. Should be less than 1 for payout but is 4 times. If its growth rate and earnings come down, it could cut in half, literally. Reminds her of the tech bubble. The PE should be less than its growth rate.

DON'T BUY

This company remains the biggest mystery to him in the whole equity market. Great company, great earnings growth. They don’t have to reinvent themselves and bring out new products. Why it commands a 95X multiple of next year’s earnings is beyond him.

DON'T BUY

(Market Call Minute.) Transforming retail faster than anybody can know what will happen but the valuation just doesn't make any sense.

COMMENT
Caller shorted this. Right or wrong? He is a big fan of this and likes everything they're doing. Going through a phase right now where they are pulling back and investing in their infrastructure. He'll buy this in the future. Shorting was probably not a bad move but would use stop losses.
DON'T BUY
They are bringing sales in other areas than books. Wal-Mart are loosing sales to Amazon. Apple is now a competitor and is really someone to be reckoned with. Great business and business model but not with Apple as a competitor.
DON'T BUY
Always been a very innovative marketer. It’s a very competitive landscape. Chip suppliers are reporting reduced sales of chips to Amazon. Potentially could come under a bit of a cloud if sales of their handhelds are as bad as RIMs became.
PAST TOP PICK
(Top Pick Apr 4/11, Up 0.45%) He used a stop so his profit was good.
COMMENT
Incredibly competitive business. Highly volatile. Feels it could potentially be an acquirer of Research In Motion (RIM-T). Has always been a great innovator.
DON'T BUY
Great company. Earnings could double/triple over the next 10 years but he wouldn't buy the stock because of the valuation. Doesn't deserve the multiple it is trading at.
HOLD
(Market Call Minute.) Disappointed with them. Earnings were good but revenues were bad.
DON'T BUY
Leader in the online retail space. Has a great growth outlook of probably 25% plus of estimated earnings. Forward PE is at about 80X earnings, which is quite high. Also has fallen below the 200 day moving average. You've also got the ominous death cross were the 50 day has moved below the 200 day.
COMMENT

April Puts and Put-Spread? Chart shows this company has been in a very clear uptrend. Expensive, but because it had great earnings. A Put-Spread would indicate the stock is going down. You do a Put-Spread to protect yourself. If you don't think the stock is going to collapse, this is not a bad way of doing it.

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