Professional
Added to YB: 2026-08-11
Pitch date: 2026-08-07
AMZN [neutral]
Amazon.com, Inc.
+1.49%
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
$274.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.56
P/E
22.07
EV/Sales
3.98
Sector
Broadline Retail
Category
growth
Hinde Group Portfolio Holding: Amazon.com
AMZN (holding update): AWS Q2 2026 rev accelerated to 37% YoY ($169B run-rate), op income +58% ex-derivatives, margin 38.1% (+514bps). AI capacity-constrained thru 2027, strong 2028 demand. Jassy sees $1T AWS rev LT (~6x). Stock $274.48 vs $237.35 Q2-end, still undervalued, >20% annualized return.
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