Added to YB: 2026-08-06
Pitch date: 2026-07-31
AMZN [neutral]
Amazon.com, Inc.
-2.03%
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
$3.1T
Pitch Price
$278.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.11
P/E
22.84
EV/Sales
4.12
Sector
Broadline Retail
Category
growth
Theodosian Capital | Stocks Update 31/7/2026 - AMZN – Q2 results
AMZN (earnings): Q2 beat: net sales $200.6B vs $194-199B guide, op income $27.5B vs $20-24B. AWS +37% to $42.2B, op income $16.6B (vs $10.2B). NI $62.6B/$5.75 EPS flattered by $53.4B Anthropic gain. FCF -$7.6B on AI capex (now 10% above $200B guide). AI+chips $50B+ run rate. Share count >11B a concern. Cheap at 19.9x 2028 EPS.
Read full article (2 min)