Added to YB: 2026-06-11
Pitch date: 2026-06-09
AMZN [neutral]
Amazon.com, Inc.
-2.3%
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
$2.6T
Pitch Price
$243.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
29.20
EV/Sales
N/A
Sector
Broadline Retail
Category
growth
Free Cash Flow at Lows, Valuation at Highs. Contradiction or Genius? - Amazon.com, Inc.
AMZN (overview): Q1 2026 rev $181.5B (+17% YoY), op income $23.9B at record 13.1% margin, net income $30.3B (+77%, $2.78 EPS, incl $16.8B Anthropic revaluation gain). LTM FCF craters 95% to $1.2B on $43.2B/qtr AI CapEx. AWS +28% ($37.6B, fastest in 15qtrs), $364B backlog, 38% margin. Bedrock spend +170% QoQ, 125K customers. Trainium chips $20B run rate, $225B+ Trainium revenue commitments. No dividend/buyback; long-term compounder reinvesting in AI moat.
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