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: The CapEx Equation
AMZN (earnings): Q2 FY26 rev +20% YoY to $200.6B, beat by $4.2B. AWS accelerated 5th straight qtr to +37% YoY ($42.2B), 39% margin (+6pp), $496B backlog. AI/chips each >$25B run-rate. FCF -$7.6B as CapEx hit $169B (2026 guide raised to $220B). Op margin 14%. $53.4B Anthropic markup gain. Jassy: AI returns tracking ahead of early AWS; supply-constrained thru 2027. Q3 guide +9-12% rev, op income +40%. Risk: negative FCF, debt rising if utilization disappoints.
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