Added to YB: 2026-05-08
Pitch date: 2026-05-01
AMZN [neutral]
Amazon.com, Inc.
+0.88%
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
$3.0T
Pitch Price
$268.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.66
P/E
32.89
EV/Sales
4.11
Sector
Broadline Retail
Category
growth
Theodosian Capital | Stocks Update 1/5/2026 - AMZN – AWS accelerates
AMZN (earnings): Q1 rev $181.5B (+17% YoY), op income $24B vs $18B prior year. AWS rev $38B (+28% YoY, fastest growth in 15 qtrs), chips $20B+ run rate growing triple digits, ads $70B+ TTM. Op cash flow $148.5B (+30% YoY), but FCF -$1.2B on $151B capex (+$59B YoY). Guiding $200B capex for 2026. Q2 guide: $194-199B rev, $20-24B op income. 27.2x 2027 EPS reasonable given growth momentum.
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