Added to YB: 2026-09-04
Pitch date: 2026-09-02
AMZN [bullish]
Amazon.com, Inc.
+1.05%
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
$2.7T
Pitch Price
$256.20
Price Target
460.00 (+80%)
Dividend
N/A
EV/EBITDA
15.43
P/E
20.50
EV/Sales
3.71
Sector
Broadline Retail
Category
growth
Amazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model
AMZN (hold): Amazon remains at full weight after recent weakness: normalised 2026 EPS of about $8 puts the shares near 31x, around the 30x fair multiple, while 14% annual EPS growth implies roughly 13% annualised returns over five years. AWS is accelerating and advertising grew 26%; in-house silicon is the most underpriced option, followed by advertising. Risks include $220 billion of planned capex, negative free cash flow, cloud competition and FTC action.
Read full article (12 min)