Added to YB: 2026-07-06
Pitch date: 2026-07-02
AMZN [bullish]
Amazon.com, Inc.
+0.15%
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
$2.6T
Pitch Price
$243.79
Price Target
280.00 (+15%)
Dividend
N/A
EV/EBITDA
15.65
P/E
29.02
EV/Sales
3.64
Sector
Broadline Retail
Category
growth
Deep Dive (10/10): Amazon ($AMZN)
AMZN: 18% drawdown on AI capex ROI fears seen as opportunity. AWS reaccelerated to +28% YoY (fastest in 15q), $150B run rate, 30% cloud share; custom silicon (Trainium/Graviton) >$20B run rate, $364B backlog, cheaper compute = moat. Robotics underappreciated, $4B/yr savings. Intrinsic value ~$280 vs $230, ~22% upside. Risk: $200B '26 capex, negative FCF if AI demand disappoints. Buy.
Read full article (8 min)