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
Amazon Q2 2026: The Foundry Works. It May Never Finish.
AMZN (overview): Q2'26 AWS grew 36.7% (vs 27% needed), margin ~37.9% clean, backlog $496B (3x rev). Ads +26%, paid units +17%. Trainium/AI both >$25B run rate, triple-digit growth, OpenAI/Uber/Pinterest as customers. But FCF flipped to -$7.6B, LT debt $128.9B, 2026 capex raised $200B→$220B. Shipping costs +19% outpaced units. Risk: rational perpetual reinvestment—Foundry works so well it never finishes; cash inflection needs OCF to outrun capex by 2027. ~$258.
Read full article (9 min)