Added to YB: 2026-08-25
Pitch date: 2026-08-21
AMZN [neutral]
Amazon.com, Inc.
+0.95%
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
$2.8T
Pitch Price
$259.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.65
P/E
20.80
EV/Sales
3.76
Sector
Broadline Retail
Category
growth
Amazon: AWS Just Showed Everyone What A Trillion Dollars Looks Like
AMZN (holding update): Q2'26 rev $200.6B (+20% YoY), adj EPS $1.95, op income $27.5B (13.7% margin). AWS +36.7% to $42.2B, fastest in 18qtrs, 39.4% margin, $496B backlog, AI run-rate >$25B. Jassy sees $1T AWS revenue LT. Capex raised to $220B; FCF -$7.6B TTM, debt $128.9B. Low-20s P/E, ~$266. Long, adding on weakness.
Read full article (16 min)