Added to YB: 2025-10-07
Pitch date: 2025-10-04
AMZN [neutral]
Amazon.com, Inc.
+2.35%
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
$2.4T
Pitch Price
$221.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.96
P/E
31.96
EV/Sales
3.59
Sector
Broadline Retail
Category
growth
The Investing Ledger | Portfolio Update, Q3 2025 - Amazon.com, Inc.
AMZN (holding update): Lagging MAG 7 stock (flat YTD vs peers +20%) despite solid e-commerce & AWS AI growth. Market fears e-commerce deceleration & cloud competition. Overlooked catalyst: Project Kuiper satellite broadband launches US early 2026, expanding globally as Starlink competitor. Amazon's proven expansion track record suggests potential re-rating opportunity.
Read full article (1 min)