Professional
Added to YB: 2026-03-30
Pitch date: 2026-02-11
AMZN [neutral]
Amazon.com, Inc.
-2.27%
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
$2.1T
Pitch Price
$203.96
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.56
P/E
27.80
EV/Sales
3.06
Sector
Broadline Retail
Category
growth
Pershing Square Portfolio Holding: Amazon.com, Inc.
AMZN (holding update): Initiated in April '25 at attractive valuation. AWS (leading cloud hyperscaler, $140B run-rate, 20% growth) capacity doubling through '27 to meet AI inference demand. Retail has ~2x margin expansion potential from higher-margin ads, network density, automation. Minimal tariff impact. +34% since entry, -10% YTD '26.
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