Added to YB: 2026-05-05
Pitch date: 2026-04-30
AMZN [neutral]
Amazon.com, Inc.
+2.44%
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
$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
Acceleration inbound and optionality abound - Amazon
AMZN (earnings): Q1 beat across metrics; rev +12% YoY, AWS +28% ($150B run rate) w/ triple-digit AI growth. $464B backlog incl $100B Anthropic deal. Trainium chips at $20B run rate (+225B commitments), potential $50B+ if sold externally. AWS margins -250bps to 35% on heavy capex ($87B guide, +77% YoY) but mgmt claims Trainium saves tens of billions annually vs Nvidia. Retail accelerating, ads +20%. Leo revenue starts in months. Risk: AI ROIC uncertainty, backlog not binding. ~35x EV/EBIT.
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