Added to YB: 2026-01-26
Pitch date: 2026-01-22
AMZN [neutral]
Amazon.com, Inc.
-12.81%
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
$2.2T
Pitch Price
$234.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.92
P/E
28.56
EV/Sales
3.14
Sector
Broadline Retail
Category
growth
The Investing Ledger | Portfolio update, Q4 2025 - Amazon.com, Inc.
AMZN (holding update): Largest portfolio position. AWS growth accelerating via AI workloads & custom Trainium silicon vs Nvidia. 3rd largest ad platform globally w/ high-intent buyers. Project Kuiper satellite broadband launches US 2026, expanding globally. Currently out of favor in MAG7 rotation, positioning for potential rerating upside in 2026.
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