Added to YB: 2026-04-13
Pitch date: 2026-04-09
AMZN [bullish]
Amazon.com, Inc.
+1.95%
current return
Author Info
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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
$235.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.18
P/E
33.25
EV/Sales
3.65
Sector
Broadline Retail
Category
growth
Amazon Owns 16% of Anthropic. That’s the Least Interesting Part.
AMZN: Owns ~16% of Anthropic ($60.6B stake on $8B invested) vs market's 7.8% estimate, w/ room to reach 33% cap. Captures 50% profit share on Claude via Bedrock (60% of Anthropic's $30B run rate), plus Trainium chip margin (half NVDA cost). Neutral platform = no model conflict. $80B Anthropic AWS commits thru 2029 at 35% op margin. Trades 3.3x P/S (cheapest Mag 7) vs AI optionality. Catalysts: Q1 earnings 4/30, Anthropic S-1 July-Sept, IPO Oct '26 at $400-500B valuation. Downside protected by retail/AWS core.
Read full article (7 min)