Added to YB: 2026-08-06
Pitch date: 2026-08-03
AMZN [neutral]
Amazon.com, Inc.
-1.24%
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
$3.1T
Pitch Price
$276.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.11
P/E
22.84
EV/Sales
4.12
Sector
Broadline Retail
Category
growth
You can’t sell the picks and doubt the miners - $AMZN
AMZN (overview): Q2 rev +20% YoY at $700B+ run rate, AWS +37% (5th straight quarter accelerating, fastest since Q1'22), $496B backlog +triple digits, 2027 capacity sold out. Cash IRR ex-shell 20-45% on capex. AWS could hit $258B by 2027 (~33x AWS multiple). Capex raised to $220B. Bull: hyperscalers best-positioned vs supply chain—can cut chip capex fast if demand falters. Trading like AWS ROIC is bad while market bids up supply chain; can't both be true.
Read full article (9 min)