Added to YB: 2026-07-14
Pitch date: 2026-07-11
AMZN [bullish]
Amazon.com, Inc.
+1.07%
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
$244.68
Price Target
487.00 (+99%)
Dividend
N/A
EV/EBITDA
15.82
P/E
29.34
EV/Sales
3.68
Sector
Broadline Retail
Category
growth
Deep Dive: Amazon (Updated)
AMZN (holding update): Largest position from ~$236, now ~$247. AWS grew 28% YoY (fastest in 15 quarters), $364B backlog + $100B Anthropic. Ads >$70B (+20%), custom chips (Trainium/Graviton/Nitro) $20B run-rate. Bull sees neutral cloud 'network' benefiting from open-source routing, power scarcity, ASIC cost edge vs GCP/Azure who compete w/ labs. Base case $310 (+25%), bull $487, bear $184. Risks: $200B capex ROI, demand/margin miss.
Read full article (10 min)