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Stockreport

Amazon seen as undervalued despite AI capex concerns: Jefferies [Yahoo! Finance]

Amazon.com, Inc. (AMZN)  More Company Research Source: Yahoo! Finance
Last amazon.com, inc. earnings: 4/30 04:01 pm Check Earnings Report
Amazon.com Inc (NASDAQ:AMZN) may offer investors significant upside despite concerns over near-term capital expenditures and relative AWS growth, according to analysts at Jefferies. The firm highlighted that Amazon shares have “been a frustrating laggard as sentiment faded on outsized AI capex and trailing AWS growth versus peers.” Leading indicators, such as backlog growth and long-duration AI commitments, suggest a potential re-acceleration as new capacity comes online, Jefferies believes. Jefferies emphasized that Amazon's stock is trading at one of the lowest large-cap internet multiples, at 11x 2026 EV/EBITDA, compared with an average of 14x for peers.They believe that this valuation is “too cheap for what it is,” pointing out that Amazon has matched Walmart in retail gross merchandise volume while delivering higher growth and margins, yet trades roughly 10 turns below Walmart's EV/EBITDA. The analysts outlined several factors weighing on the stock. Amazon's projected fi [Read more]

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Stockreport

Amazon seen as undervalued despite AI capex concerns: Jefferies [Yahoo! Finance]

Amazon.com, Inc.  (AMZN) 
Last amazon.com, inc. earnings: 4/30 04:01 pm Check Earnings Report
Amazon.com Inc (NASDAQ:AMZN) may offer investors significant upside despite concerns over near-term capital expenditures and relative AWS growth, according to analysts at Jefferies. The firm highlighted that Amazon shares have “been a frustrating laggard as sentiment faded on outsized AI capex and trailing AWS growth versus peers.” Leading indicators, such as backlog growth and long-duration AI commitments, suggest a potential re-acceleration as new capacity comes online, Jefferies believes. Jefferies emphasized that Amazon's stock is trading at one of the lowest large-cap internet multiples, at 11x 2026 EV/EBITDA, compared with an average of 14x for peers.They believe that this valuation is “too cheap for what it is,” pointing out that Amazon has matched Walmart in retail gross merchandise volume while delivering higher growth and margins, yet trades roughly 10 turns below Walmart's EV/EBITDA. The analysts outlined several factors weighing on the stock. Amazon's projected fi [Read more]

IMPACT SNAPSHOT
EVENT TIME:
AMZN
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
POST NEWS RANGE
%
PRICE CHANGE

PRICE CHANGE PERCENTAGE


S&P 500 (SPX)

%

VOLUME RATIO
%

VOLUME (SHARES)
TICKS

AVG SHARES PER TRADE

EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS