The capitalist colossus that makes your parcels magically appear, powers half the internet, and knows your shopping habits.

OS

Invested

Community Contributor

Published

02 Aug 25

Updated

30 Apr 26

Views

2k

30 Apr

US$268.46

oscargarcia's Fair Value

US$280.00

4.1% undervalued

1Y

32.2%

7D

0.5%

Loading

1Y

32.2%

7D

0.5%

You can edit this narrative until May 1 12:30 PM. Then, changes will post as Updates.

Author's Valuation

US$2804.1% undervalued

oscargarcia's Fair Value

Shared on 30 Apr 26

Fair value Increased 1.82%

Amazon Q1 2026: Record Margins Meet Massive AI Ambitions

Amazon’s cloud business picks up speed again and its in-house chips are becoming a bigger part of the story, helping lift profitability. The catch is that keeping up in the AI race demands heavy spending on new data centers and hardware, which could pressure cash in the near term.

403 views

Shared on 04 Nov 25

Fair value Increased 12%

Amazon lands a long-term deal to run OpenAI’s heavy-duty AI work on AWS, which could bring in a large new stream of cloud business and help prove AWS can compete at the very top end of AI computing. The upside may take time and could require big spending to deliver, so the payoff depends on Amazon executing well and the AI boom staying strong.

179 views

Shared on 02 Aug 25

codepoet made no meaningful changes to valuation assumptions.

4 views

Shared on 02 Aug 25

codepoet made no meaningful changes to valuation assumptions.

0 views

Shared on 02 Aug 25

codepoet made no meaningful changes to valuation assumptions.

1 view

Valuator

Company Info

Notes

oscargarcia'sFair Value

US$280

4.1% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

11.73%

Historical revenue growth rate

10.71%

General Merchandise and Department Stores revenue growth rate

0.47%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.02%

Calculation

US$126.47b

Earnings '31

x

36.93x

PE Ratio '31

=

US$4.67t

Market Cap '31

US$4.67t

Market Cap '31

/

11.35b

No. shares '31

=

US$411.54

Share Price '31

US$411.54 Share Price '31

Discounted to 2026 @ 8.01% p.a.

=

US$279.98

Fair Value '26