Added to YB: 2025-08-05
Pitch date: 2025-08-01
AMZN [neutral]
Amazon.com, Inc.
+4.04%
current return
Author Info
No bio for this author
Company Info
Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.
Market Cap
$2.5T
Pitch Price
$217.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.24
P/E
32.54
EV/Sales
3.66
Sector
Broadline Retail
Category
growth
Amazon: Betting The Farm
AMZN (earnings update): Q2 rev +13% to $167.7B ($5.6B beat), EPS $1.68 (+$0.35), AWS +17% to $123B run rate (lagging Azure 39%, GCP 32%). Ads +23% YoY fastest in 5Q. CapEx surging to $120B for FY25 (+$15B) for AI chips, data centers. Near-term margin pressure but massive long-term bet on Trainium 2, Kuiper satellites & agentic AI. Prime Day record sales.
Read full article (6 min)