Professional
Added to YB: 2025-04-04
Pitch date: 2025-01-16
AMZN [neutral]
Amazon.com, Inc.
+0.15%
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
$2.5T
Pitch Price
$225.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.24
P/E
32.54
EV/Sales
3.66
Sector
Broadline Retail
Category
growth
The Nightview Fund Portfolio Holding: Amazon.com, Inc.
AMZN (holding update): Retail margin expansion via AI efficiencies, ad biz at $55B run rate (+20% YoY), AWS $100B rev w/ 35% EBIT. E-commerce 16% US retail, room to grow. $50B CAPEX (mostly AWS) to drive future growth. AI leverage across retail, ads, cloud for scalable growth trajectory.
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