Added to YB: 2026-05-05
Pitch date: 2026-05-02
AMZN [neutral]
Amazon.com, Inc.
+1.21%
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
$2.8T
Pitch Price
$268.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.66
P/E
31.49
EV/Sales
3.90
Sector
Broadline Retail
Category
growth
Amazon ($AMZN): Accelerating Growth, Record Margins
AMZN (earnings): Q1 rev $181.5B (+17% YoY) beat $177.3B est, EPS $2.78 vs $1.66 est. AWS hit $150B run rate (+28% YoY, fastest in 15qtrs), $364B backlog ex-Anthropic. Record 13.1% op margin (+30% YoY op income). Capex $44B Q1/$200B 2026 plan creates neg FCF but customer commitments secured. Chips biz $20B run rate (+40% QoQ). Q2 guide $194-199B rev. 19.5x P/OCF w/ 30% OCF growth. Author's largest position at 29% portfolio.
Read full article (4 min)