Added to YB: 2026-08-07
Pitch date: 2026-08-04
AMZN [neutral]
Amazon.com, Inc.
-3.31%
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
$281.59
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.73
P/E
22.31
EV/Sales
4.02
Sector
Broadline Retail
Category
growth
Amazon Is Eating the World: 2Q Earnings Review
AMZN (earnings): 2Q AWS growth accelerated 28%→37% at $169b run-rate; backlog $496b growing triple digits; AI & chips biz (Trainium/Graviton) each >$25b run-rate; margins +650bps to 39%. But TTM FCF now -$7.6b as 2026 capex raised to ~$220b. Jassy: AWS could hit $1T rev as 85% IT still on-prem. Debate is capex ROI vs demand-constrained backlog. Retail/ads (+26% to $20b) also strong.
Read full article (8 min)