Added to YB: 2026-08-07
Pitch date: 2026-08-05
AMZN [neutral]
Amazon.com, Inc.
-0.19%
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
$272.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.73
P/E
22.31
EV/Sales
4.02
Sector
Broadline Retail
Category
growth
The $2.55 Trillion Cash Machine: Why Amazon Just Shocked Wall Street
AMZN (overview): Q2 2026 first-ever $200B+ quarterly rev (+20% YoY); AWS $42.2B (+36.7% YoY, fastest in 18 qtrs) at $169B run-rate, silencing share-loss narrative. Op income $27.5B (+43%). Trainium/Inferentia silicon $20B run-rate cuts Nvidia reliance. ~28.6x P/E, 0.74 PEG. Risk: $220B CapEx pushed FCF negative, antitrust. Bull case +16-19.6% CAGR to 2030; base ~11-13%.
Read full article (4 min)