Added to YB: 2026-10-13
Pitch date: 2026-10-10
AMZN [bullish]
Amazon.com, Inc.
-2.95%
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
$2.8T
Pitch Price
$262.50
Price Target
280.00 (+10%)
Dividend
N/A
EV/EBITDA
15.70
P/E
20.87
EV/Sales
3.77
Sector
Broadline Retail
Category
growth
AMZN Q2: Capacity Demand
AMZN (earnings): Amazon’s Q2 strengthened the AI infrastructure thesis: sales rose 20% to $200.6B, AWS accelerated to 36.7% growth and its backlog reached $496B, while operating income rose 43% to $27.5B. The rating moves from Strong Buy to Buy; the 12-18 month target increases from $260 to $280, based on 24x next-12-month operating income plus AI stakes. The offset is a $220B capex program, negative trailing free cash flow, rising debt and concentrated AI-lab exposure.
Read full article (5 min)