Added to YB: 2026-08-04
Pitch date: 2026-07-31
AMZN [neutral]
Amazon.com, Inc.
+2.06%
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
$2.9T
Pitch Price
$278.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.40
P/E
21.84
EV/Sales
3.94
Sector
Broadline Retail
Category
growth
AWS secret is best-selection-at-lowest-price - $AMZN
AMZN (holding update): Bull thesis on AWS as non-commodity, best-value-at-lowest-price moat with deep developer lock-in. Q2 AWS +37% rev, op margin up 33%→38%. Bedrock AI grew 170% Q1, 97 models; customers spent more in Q2 than all prior quarters combined. #1 share (28%). Jassy sees ~7x runway to $1T.
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