AMZN Share Price Performance
US$230.82
10.60 (4.81%)
21.9% undervalued intrinsic discount
US$295.53
Fair Value
Price US$230.82
AnalystConsensusTarget US$295.53
oscargarcia US$275.00
yiannisz US$231.38
Fair ValueUS$295.53
Share Pricen/a
Amazon.com, Inc. Stock Price
- 10 Narratives written by author
- 43 Comments on narratives written by author
- 3353 Fair Values set on narratives written by author
AMZN Community Narratives
AN
Fair Value US$295.53 21.9% undervalued intrinsic discount
AMZN: Acceleration In Cloud And AI Will Drive Margin Expansion Ahead
11users have liked this narrative
5users have commented on this narrative
1306users have followed this narrative
OS
Fair Value US$275 16.1% undervalued intrinsic discount
The capitalist colossus that makes your parcels magically appear, powers half the internet, and knows your shopping habits.
2users have liked this narrative
1users have commented on this narrative
52users have followed this narrative
YI
Fair Value US$231.38 0.2% undervalued intrinsic discount
Amazon: Why the World’s Biggest Platform Still Runs on Invisible Economics
2users have liked this narrative
1users have commented on this narrative
11users have followed this narrative
Amazon's high growth, high tech segments propel its profits, while traditional segments plod along
Amazon is a company of two sides - A high tech, high margin side, comprising its AWS, Advertising and subscription services segments; and its more traditionally known low margin, high volume stores and third-party seller segments. These two sides form a cohesive whole.Read more
806
users have viewed this narrative6users have liked this narrative
1users have commented on this narrative
28users have followed this narrative
KI
US$227.14
1.6% overvalued intrinsic discount
KiwiInvest's Fair Value
Revenue
9% p.a.
Profit Margin
15%
Future PE
25x
Price in 2030
US$333.78
Amazon's Future Rises as Stock Price Falls: A Long-Term Investment Vision
Amazon is a stock I am very interested in right now especially with the recent price drops that it has been experiencing since its 2Q25 results. A summary of Amazon as stated by Fiscal.ai: "Amazon.com, Inc.Read more
4.4k
users have viewed this narrative25users have liked this narrative
9users have commented on this narrative
71users have followed this narrative
ZW
US$234.75
1.7% undervalued intrinsic discount
Zwfis's Fair Value
Revenue
13.6% p.a.
Profit Margin
10.54%
Future PE
31.96x
Price in 2028
US$295.73
From Retail to Cloud: Valuing Amazon’s Transformation
️Business Overview Founded in 1994 as an online bookstore, Amazon has grown into a global tech powerhouse. Its business is now highly diversified, with improving margins largely driven by the rapid expansion of Amazon Web Services ( AWS ), its high-margin cloud segment.Read more
782
users have viewed this narrative3users have liked this narrative
2users have commented on this narrative
22users have followed this narrative
AN
US$217.95
5.9% overvalued intrinsic discount
andre_santos's Fair Value
Revenue
8.08% p.a.
Profit Margin
15%
Future PE
28x
Price in 2035
US$499.06
Amazon’s Long-Term Focus: Cloud, AI, and Logistics Power Its Next Phase of Growth
Intro Amazon Web Services (AWS) continues to be the company’s most important profit driver. As enterprise demand for cloud and AI infrastructure grows, AWS has maintained strong revenue momentum and margin expansion.Read more
138
users have viewed this narrative4users have liked this narrative
0users have commented on this narrative
31users have followed this narrative
IN
US$259.94
11.2% undervalued intrinsic discount
Investingwilly's Fair Value
Revenue
20% p.a.
Profit Margin
10.14%
Future PE
33.85x
Price in 2030
US$473.49
Amazon: Why the World’s Biggest Platform Still Runs on Invisible Economics
Amazon (NASDAQ: AMZN) is often described as a retail company, a cloud giant, or an AI powerhouse—sometimes all in the same sentence. In reality, Amazon is better understood as an economic system.Read more
331
users have viewed this narrative2users have liked this narrative
1users have commented on this narrative
11users have followed this narrative
YI
US$231.38
0.2% undervalued intrinsic discount
yiannisz's Fair Value
Revenue
10.37% p.a.
Profit Margin
11.06%
Future PE
31.11x
Price in 2030
US$348.98
The capitalist colossus that makes your parcels magically appear, powers half the internet, and knows your shopping habits.
1. The Empire of E-Commerce + Everything Else Amazon is the unchallenged king of U.S. e-commerce , with over 37% market share — Walmart is still staring at the rearview mirror.Read more
416
users have viewed this narrative2users have liked this narrative
1users have commented on this narrative
52users have followed this narrative
OS
US$275
16.1% undervalued intrinsic discount
oscargarcia's Fair Value
Revenue
12.64% p.a.
Profit Margin
10.14%
Future PE
36.93x
Price in 2030
US$404.27
Growth From AWS, Advertising, and 3P Sellers Will Deliver Huge Cash Flows
Key Takeaways Amazon’s earnings power is much higher than its reported profits - driven by 3P sellers, Advertising and AWS More growth to come from best-in-class customer experience, cross-selling and industry growth trends Continued reinvestment will suppress short to medium-term cash flows and hide profitability Operating leverage will drive revenue growth higher than fixed cost growth, and operating margins will increase. That growth will come from Online retail (and 3P), Cloud computing and advertising revenues Catalysts Business Catalysts Refocusing On The Core Businesses And Opportunities Will Improve Profitability Andrew Jassy’s 2nd shareholder letter from the 2022 annual report outlined the fact that Amazon is choosing to refocus on the core businesses and opportunities that they have long term conviction in.Read more
1.5k
users have viewed this narrative93users have liked this narrative
9users have commented on this narrative
65users have followed this narrative
MI
US$222.55
3.7% overvalued intrinsic discount
MichaelP's Fair Value
Revenue
15.19% p.a.
Profit Margin
11.5%
Future PE
30x
Price in 2028
US$342.41
Capital Intensity, Trade Headwinds and Maturity Won't Hinder Earnings Growth
Key Takeaways Core retail business facing limited expansion room, already has a significant market share in the U.S. Ad and streaming businesses are growing and have the potential to be major drivers of future growth. The ad business is well-positioned to capitalize on the growth of e-commerce.Read more
1.2k
users have viewed this narrative51users have liked this narrative
10users have commented on this narrative
31users have followed this narrative
GO
US$151.21
52.6% overvalued intrinsic discount
Goran_Damchevski's Fair Value
Revenue
7.2% p.a.
Profit Margin
10%
Future PE
27x
Price in 2029
US$212.08
Amazon’s AI Catalyst Will Drive Long-Term Revenue Growth and Margin Expansion
Amazon (AMZN) stands at a pivotal moment in its evolution, with its Q-powered AI services set to revolutionize its growth trajectory. While Amazon has long been known for its dominance in e-commerce and cloud computing, it is the integration of artificial intelligence that positions the company for sustained growth and profitability over the next decade.Read more
3.2k
users have viewed this narrative11users have liked this narrative
2users have commented on this narrative
44users have followed this narrative
MA
US$434.13
46.8% undervalued intrinsic discount
MarketMuse's Fair Value
Revenue
10% p.a.
Profit Margin
9%
Future PE
63x
Price in 2034
US$725.14
Trending Discussion
Recently Updated Narratives
YI
Amazon: Why the World’s Biggest Platform Still Runs on Invisible Economics
Fair Value: US$231.38 0.2% undervalued intrinsic discount
11 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
OS
The capitalist colossus that makes your parcels magically appear, powers half the internet, and knows your shopping habits.
Fair Value: US$275 16.1% undervalued intrinsic discount
52 followersusers have followed this narrative
1 commentusers have commented on this narrative
1 likeusers have liked this narrative
ZW
Amazon's Future Rises as Stock Price Falls: A Long-Term Investment Vision
Fair Value: US$234.75 1.7% undervalued intrinsic discount
71 followersusers have followed this narrative
9 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Amazon.com, Inc. Key Details
About AMZN
- Founded
- 1994
- Employees
- 1556000
- CEO
- WebsiteView website
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. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, fire tablets, fire TVs, echo, ring, blink, and eero; and develops and produces media content. In addition, the company offers programs that enable sellers to sell their products in its stores; and programs that allow authors, independent publishers, musicians, filmmakers, Twitch streamers, skill and app developers, and others to publish and sell content. Further, it provides compute, storage, database, analytics, machine learning, and other services, as well as advertising services through programs, such as sponsored ads, display, and video advertising. Additionally, the company offers Amazon Prime, a membership program. The company’s products offered through its stores include merchandise and content purchased for resale and products offered by third-party sellers. It also provides AgentCore services, such as AgentCore Runtime, AgentCore Memory, AgentCore Observability, AgentCore Identity, AgentCore Gateway, AgentCore Browser, and AgentCore Code Interpreter. It serves consumers, sellers, developers, enterprises, content creators, advertisers, and employees. Amazon.com, Inc. was incorporated in 1994 and is headquartered in Seattle, Washington.
