Amazon: CapEx Shock [Seeking Alpha]
Amazon.com, Inc. (AMZN)
Last amazon.com, inc. earnings: 4/30 04:01 pm
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Source: Seeking Alpha
Shares dropped off 10% after earnings as investors were shocked by AMZN's $50B CapEx guidance increase. AMZN AWS posted 24% year-over-year growth, up 4 PP vs. Q3 '25, and positioning the segment for ~$180B in FY 2026 revenues, assuming ~25% Y/Y growth. AWS growth acceleration and surging cloud profitability are two reasons why investors should buy the price correction. Guidance for Q1 FY '26 includes up to 15% Y/Y revenue growth, but lower-than-expected operating income and a massive $200B CapEx plan have weighed on sentiment. I reaffirm a strong buy rating on AMZN stock, viewing the selloff as irrational and a golden opportunity for investors seeking cloud exposure. pingingz/iStock via Getty Images Amazon.com, Inc. ( AMZN ) reported results for the fourth fiscal quarter that beat on the top line and were aided by strong results in the consumer-oriented e-commerce business as well as in AWS. The This article was written by Analyst's Disclosure: I/we have a beneficial l
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AMZN
News
- Phoenix-Based Centric Events & Rentals Recognized on the Inc. 5000 for Rapid National GrowthPR Web
- Amazon leads Big Tech’s $1 trillion wipeout as AI bubble fears ignite sell-off [MSNBC.com]MSNBC.com
- CapEx Shock Sends Amazon Lower: Should You Buy, Sell, or Hold AMZN Stock? [Yahoo! Finance]Yahoo! Finance
- From Svedka to Anthropic, brands make bold plays with AI in Super Bowl ads [TechCrunch]TechCrunch
- Jim Cramer: Amazon spending looks painful but it's not a reason to sell the stock [CNBC]CNBC
AMZN
Earnings
- 2/5/26 - Miss
AMZN
Sec Filings
- 2/6/26 - Form S-3ASR
- 2/6/26 - Form 10-K
- 2/5/26 - Form 8-K
- AMZN's page on the SEC website