Added to YB: 2026-08-13
Pitch date: 2026-08-11
AMZN [bullish]
Amazon.com, Inc.
-2.16%
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
$3.0T
Pitch Price
$273.18
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.77
P/E
22.36
EV/Sales
4.03
Sector
Broadline Retail
Category
growth
Show full summary:
Why I'm Bullish on Amazon
AMZN: AWS reaccelerated to 36.7% YoY (fastest in 18 qtrs) at 39.3% op margin, $169B run-rate defying law of large numbers for 5th straight qtr. Backlog $496B (+triple digits, 2.5x Q3'25) = growth floor. Trainium/Graviton >$25B ARR, OpenAI/Anthropic committed. Ads +26% YoY, ~$80B, 50% margins. Net sales +20%.
Read full article (3 min)