Amazon: The Market Is Pricing Amazon Like AWS Is Breaking - It Isn't [Seeking Alpha]
Amazon.com, Inc. (AMZN)
Last amazon.com, inc. earnings: 4/30 04:01 pm
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US:NASDAQ Investor Relations:
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Source: Seeking Alpha
The AMZN misses look overstated because $2.4B of one-off charges and AI buildout depreciation pressured operating income. Excluding those, Q4 operating income would have been $27.4B versus $25.0B reported. In my view, AWS is the core pillar of the bull case. Revenue beat consensus at $35.6B, growth is reaccelerating, and backlog hit $244B (40% YOY), supported by new agreements. Outside AWS, I see decent fundamentals. North America retail grew 10% y/y. Advertising grew by 22% y/y, although I wanted to see more traction on Prime Video's ad base. Overall, I think the AMZN stock selloff is unwarranted. There's no way to know if this bounce leads to new highs or a re-test of $180. That said, over a 12–18 month timeframe, this move is noise, and I remain bullish. 4kodiak/iStock Unreleased via Getty Images Heading into Q4 earnings, I downgraded my rating on Amazon.com Inc. ( AMZN) , as I was increasingly concerned that the market is no longer willing to reward a CapEx hike without
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AMZN
News
- Amazon Prime Air drone crashes into Texas apartment building [FOX Business Network]FOX Business Network
- Eddie Bauer's retail operator declares bankruptcy as younger shoppers view the brand as ‘old-fashioned and a bit irrelevant' [Fortune]Fortune
- Amazon: It's Time To Spin Off AWS [Seeking Alpha]Seeking Alpha
- Amazon.com (NASDAQ:AMZN) had its price target lowered by analysts at Citigroup Inc. from $320.00 to $265.00. They now have a "buy" rating on the stock.MarketBeat
- Amazon: The Post-Earnings Drop Is Just Noise - Better Ignore It [Seeking Alpha]Seeking Alpha
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