Added to YB: 2026-01-13
Pitch date: 2026-01-09
AMZN [neutral]
Amazon.com, Inc.
-0.11%
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
$2.6T
Pitch Price
$246.73
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.42
P/E
34.96
EV/Sales
3.92
Sector
Broadline Retail
Category
value
Phenom Capital 2025 Portfolio Update - Part [2/2] - Amazon.com, Inc.
AMZN (holding update): Mag7 laggard w/ catch-up potential as AWS re-accelerates toward 20% growth. $125B capex masks high-margin services/ad machine. Most disciplined AI spend vs peers. Robotics driving margin tailwinds. Multiple earnings levers available - expect share price to reflect underlying reality.
Read full article (1 min)