Added to YB: 2026-08-11
Pitch date: 2026-08-07
AMZN [bullish]
Amazon.com, Inc.
+1.49%
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
$2.9T
Pitch Price
$274.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.43
P/E
21.89
EV/Sales
3.95
Sector
Broadline Retail
Category
growth
Amazon ($AMZN): The Market Finally Recognizes The $220 Billion AI Investment
AMZN (holding update): Q2'26 rev $200.6B (+20% YoY), op income $27.5B (+43%), beat guide. AWS +37% YoY (fastest in 18 qtrs), backlog ~$500B. Neg FCF (-$24.9B H1) reflects AI capex ($220B guide) building ahead of demand; servers break even <3yrs. Retail/ads accelerating. 18x P/OCF; mature-biz ~17x earnings at 20% ROIC. >30% of portfolio; buy.
Read full article (8 min)