Added to YB: 2026-05-05
Pitch date: 2026-04-30
AMZN [neutral]
Amazon.com, Inc.
+2.44%
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
$2.8T
Pitch Price
$265.58
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 1Q26: The Foundry Answers Back
AMZN (earnings): Q1 rev $181.5B (+17% YoY), op income $23.9B (13.1% margin, record high). AWS $37.6B (+28%, fastest in 15Q), backlog surged to $364B (2.7x TTM rev vs 1.7x prior Q). Custom silicon crossed $20B run-rate, Trainium commitments $225B. Units +15%, ads $17.2B, OCF $148.5B (+30%) but FCF only $1.2B as capex consumed 99%. Long-term debt jumped $53.4B to $119.1B funding AI buildout. Thesis: Foundry demand strong, but must prove FCF inflection by Q4'26.
Read full article (6 min)