Professional
Added to YB: 2025-08-26
Pitch date: 2025-06-30
AMZN [bullish]
Amazon.com, Inc.
+3.05%
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
$219.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.24
P/E
32.54
EV/Sales
3.66
Sector
Broadline Retail
Category
growth
Pershing Square H1 new position - Amazon
AMZN (new position): Initiated at 25x forward P/E during tariff concerns. AWS ~$120B revenue, high-teens growth, 40%+ cloud market share with only 20% IT workloads in cloud currently. Retail has margin expansion potential to nearly 2x current 5% margin via automation/regional fulfillment.
Read full article (3 min)