Added to YB: 2026-04-23
Pitch date: 2026-04-21
AMZN [bullish]
Amazon.com, Inc.
+1.16%
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
$2.7T
Pitch Price
$252.44
Price Target
284.00 (+11%)
Dividend
N/A
EV/EBITDA
16.95
P/E
34.85
EV/Sales
3.83
Sector
Broadline Retail
Category
value
Deep Dive: Amazon ($AMZN)
AMZN: Largest position, intrinsic value $284 vs $235 current (~21% upside). AWS growth reaccelerated to 20% YoY, adding gigawatt+ capacity for Anthropic using proprietary Trainium/Inferentia chips (billions saved vs Nvidia). $200B+ backlog. Robotics automation targets $4B/yr savings, 600k headcount reduction. High-margin 3P ecommerce, $60B+ ads (20%+ growth), $50B Prime driving cash flow. Trading 12x EV/EBITDA vs peers 20x+. Risk: AI demand cooling, $125B capex underutilization.
Read full article (8 min)