Amazon.com (AMZN) Resumen de Acciones
Amazon.com, Inc. se dedica a la venta al por menor de productos de consumo, publicidad y servicio de suscripciones a través de tiendas físicas y en línea en Norteamérica e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 5/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
AMZN Community Fair Values
Create NarrativeSee what 3004 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Competidores de Amazon.com, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$234.37 |
| Máximo en las últimas 52 semanas | US$278.56 |
| Mínimo de 52 semanas | US$196.00 |
| Beta | 1.44 |
| Cambio en 1 mes | -12.00% |
| Variación en 3 meses | 12.93% |
| Cambio de 1 año | 10.56% |
| Variación en 3 años | 81.63% |
| Variación en 5 años | 36.26% |
| Variación desde la OPV | 239,258.23% |
Noticias y actualizaciones recientes
Seeking Alpha • Jun 22
Amazon: Prepare For Major Re-Rating With Consensus Way Off
Summary Amazon is positioned for a knockout Q2, with consensus estimates far too conservative across revenue and earnings. AWS's model-agnostic strategy, robust customer base, and in-house chips drive accelerating growth and margin expansion, supporting the 'Cloud For The Masses' thesis. Retail and advertising segments are both gaining share and growing at accelerated rates, poised for sustained outperformance. I reiterate a "Strong Buy" rating with a $300 price target, forecasting over 22% upside by year-end and room for multiple expansion. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 18
AMZN: AWS AI Backlog And $200b Infrastructure Spend Will Support Future Cash Generation
Analysts made only a slight upward adjustment to the Amazon.com fair value estimate, with the target rising by about $0.20. This reflects steady assumptions around revenue growth, profit margins, and a modestly lower discount rate supported by recent commentary on AWS AI backlog strength and long-term cloud and streaming partnerships.Recent updates
Seeking Alpha • Jun 22
Amazon: Prepare For Major Re-Rating With Consensus Way Off
Summary Amazon is positioned for a knockout Q2, with consensus estimates far too conservative across revenue and earnings. AWS's model-agnostic strategy, robust customer base, and in-house chips drive accelerating growth and margin expansion, supporting the 'Cloud For The Masses' thesis. Retail and advertising segments are both gaining share and growing at accelerated rates, poised for sustained outperformance. I reiterate a "Strong Buy" rating with a $300 price target, forecasting over 22% upside by year-end and room for multiple expansion. Read the full article on Seeking AlphaActualización de narrativa • Jun 18
AMZN: AWS AI Backlog And $200b Infrastructure Spend Will Support Future Cash Generation
Analysts made only a slight upward adjustment to the Amazon.com fair value estimate, with the target rising by about $0.20. This reflects steady assumptions around revenue growth, profit margins, and a modestly lower discount rate supported by recent commentary on AWS AI backlog strength and long-term cloud and streaming partnerships.Actualización de narrativa • Jun 03
AMZN: AWS AI Backlog And Anthropic OpenAI Deals Will Support Future Cash Generation
Analysts have nudged the Amazon.com fair value estimate higher to about $313 per share from roughly $308, reflecting updated assumptions for slightly stronger long term revenue growth and margins, ongoing AWS AI backlog momentum, and a Street price target cluster moving toward the low to mid $300s, including a recent Truist increase to $320 tied to large Anthropic and OpenAI partnerships. Analyst Commentary Street research around Amazon.com has been highly active, with a wide cluster of price target revisions and list additions centering in the low to mid US$300s.
Actualización de narrativa • May 12
Amazon's high growth, high tech segments propel its profits, while traditional segments plod along
As AWS and AI grow to be proportionally larger and larger parts of Amazon, its traditional retailing will make way for higher yielding platform based productsActualización de narrativa • May 04
AMZN: AWS AI Spending And OpenAI Alliance Will Support Future Cash Generation
The analyst fair value estimate for Amazon.com has shifted to $307.81 from $281.18, reflecting Street price target increases. These changes are linked to higher modeled revenue growth, slightly stronger profit margins, and updated P/E assumptions informed by recent research updates and rating changes on the stock.
Actualización de narrativa • Apr 30
Amazon Q1 2026: Record Margins Meet Massive AI Ambitions
Amazon delivered a powerhouse Q1 2026 performance, reporting its highest-ever operating margin and a significant re-acceleration in its cloud business. However, the report also underscored the staggering price of staying competitive in the AI arms race, sparking a complex reaction in its valuation.Actualización de narrativa • Apr 20
AMZN: AWS AI Capex And OpenAI Alliance Will Drive Future Cash Flows
The Amazon.com analyst price target has edged slightly lower by about $0.10 to $281.18, as analysts refine their views on AWS growth, AI driven capital expenditures, and satellite connectivity efforts following a mix of recent price target increases and trims. Analyst Commentary Recent research around Amazon.com highlights a wide range of views as analysts react to fresh information on AWS, AI related capital spending, satellite connectivity, and retail positioning.Nueva narrativa • Apr 13
Amazon Could Reach $336–$380 Over the Next Five Years
Amazon has a credible path to the $336–$380 range over the next five years because its earnings are still growing, and the business is becoming more profitable through AWS, advertising, and automation. Simply Wall St currently shows Amazon trading below its modeled fair value, with earnings forecast to grow about 16% per year and revenue about 10% per year.Actualización de narrativa • Apr 06
AMZN: Cloud AI Capex And OpenAI Deal Will Support Future Cash Flows
Analysts have nudged their price target on Amazon.com slightly higher to align with a modestly higher fair value estimate of about $281. This reflects updated views on revenue growth, profit margins and future P/E assumptions informed by recent research pointing to AWS momentum, rising ad spend expectations and ongoing AI related investment.Actualización de narrativa • Mar 23
AMZN: AI Cloud Commitments And Custom Chips Will Support Future Cash Flows
Narrative Update: Amazon.com (Price Target Revision) Analysts have made only a slight downward adjustment to Amazon.com's implied price target, trimming it by about $1 as they balance enthusiasm around AWS related AI partnerships, advertising survey strength, and new initiatives like Zoox against a recent wave of modest target cuts across the Street. Analyst Commentary Recent research on Amazon.com centers on how well the company can execute on large AI, cloud, advertising, logistics, and retail opportunities while managing capital intensity and competitive pressure.Actualización de narrativa • Mar 08
AMZN: AI Cloud Partnerships Will Support Future Cash Flow Resilience
Analysts have made a minor reduction to their Amazon.com price target, reflecting slightly higher discount rates. They continue to point to ongoing support from AWS-focused research, AI-related capital expenditure commentary, and views that Amazon's e-commerce and advertising businesses remain relatively well positioned against AI disintermediation risks.Nueva narrativa • Feb 22
AMZN Narrative
AMZN Narrative (Simply Wall St formatında) AMZN Current Setup Amazon (AMZN) trades around US$210 , while the modelled fair value is US$281.46 (roughly 25% undervalued ). This discount appears inconsistent with Amazon’s recent fundamental momentum: earnings +31.1% YoY , and consensus forecasts for ~16.2% earnings growth and ~10.3% revenue growth per year.Actualización de narrativa • Feb 21
AMZN: AI Infrastructure And Advertising Will Support Future Cash Flow Resilience
Analysts have reduced their average price targets on Amazon.com by roughly $10 to reflect slightly lower margin assumptions and updated price-to-earnings views, even as recent research points to healthy demand for AWS, advertising and capital expenditure driven growth initiatives. Analyst Commentary Recent research on Amazon.com highlights a mix of optimism around long term growth drivers and caution around valuation and margin assumptions.Artículo de análisis • Feb 13
Amazon.com's (NASDAQ:AMZN) Earnings Are Weaker Than They Seem
Despite announcing strong earnings, Amazon.com, Inc.'s ( NASDAQ:AMZN ) stock was sluggish. We did some digging and...Actualización de narrativa • Feb 07
AMZN: AI Infrastructure And Advertising Mix Will Support Future Cash Flow Durability
Analysts have trimmed their average price target for Amazon.com by about US$10 to US$285, largely reflecting updated assumptions for a slightly higher discount rate and lower future P/E, even as they factor in modestly higher revenue growth and profit margin expectations supported by recent research commentary. Analyst Commentary Recent research on Amazon.com shows a mixed but generally engaged view, with many firms revisiting their models, tweaking price targets and, in a few cases, ratings.
Actualización de narrativa • Feb 06
FY2025
Updated with most recent annual financial statement.Actualización de narrativa • Jan 23
AMZN: AI Infrastructure Commitments Will Drive Future Cloud Cash Flow Durability
Analysts have made only a marginal upward adjustment to our fair value estimate for Amazon.com to US$295.61, reflecting slightly higher modeled revenue growth and profit margins. This is partly offset by a modestly lower future P/E multiple and discount rate in light of mixed but generally constructive price target updates that emphasize AWS and advertising demand alongside capital intensity concerns in AI infrastructure.Actualización de narrativa • Jan 08
AMZN: AI Infrastructure Deals And Advertising Scale Will Drive Future Upside
Narrative Update on Amazon.com Analysts have inched their blended price expectations for Amazon.com slightly lower, with the modeled fair value moving by about $0.02 to roughly $295.51 as they balance reduced price targets from firms like Cantor Fitzgerald and Wolfe Research against optimism around AI driven AWS deals, advertising growth, and ongoing capital investment in cloud infrastructure. Analyst Commentary Recent research on Amazon.com reflects a mix of enthusiasm around AI driven cloud demand, advertising and retail execution, alongside fresh questions about the returns on heavy capital spending and the sustainability of current valuations.Actualización de narrativa • Jan 04
Amazon’s AI Investment Cycle Nears Margin Inflection
This update reflects why I remain bullish on Amazon despite near-term margin pressure. The company is deliberately compressing margins to fund one of the most intelligent AI and infrastructure investment cycles in its history.Actualización de narrativa • Dec 15
AMZN: Expanding AI Cloud Partnerships Will Drive AWS-Led Outperformance Ahead
Analysts nudged their Amazon.com price target slightly higher to approximately $295.53 from about $294.65, citing a modestly lower perceived risk profile and incremental improvements in long term growth and margin assumptions, supported by accelerating AWS momentum, expanding AI partnerships, and resilient retail trends. Analyst Commentary Bullish analysts highlight that the near term setup into the holiday season remains favorable, with Amazon positioned to gain further online share even as overall U.S. e commerce growth moderates.Actualización de narrativa • Nov 30
AMZN: Accelerating Cloud Partnerships And AI Commitments Will Fuel Outperformance Ahead
Amazon.com's analyst fair value estimate was raised slightly to $294.65 from $293.03. Analysts highlighted steady improvements in revenue growth and profit margins, supported by ongoing strength in e-commerce and cloud partnerships.Actualización de narrativa • Nov 16
AMZN: Accelerating Cloud Demand and Mega AI Deal Will Drive Further Gains
Amazon.com’s analyst price target has shifted higher, rising from approximately $288 to $293 per share. Analysts cite accelerating AWS revenue growth and improved profit margins, fueled by major new cloud deals and robust financial results.Actualización de narrativa • Nov 04
The capitalist colossus that makes your parcels magically appear, powers half the internet, and knows your shopping habits.
OpenAI signs a 7-year, $38 billion cloud computing partnership with Amazon Web Services. Here’s a breakdown of the recent deal between Amazon.com, Inc.Actualización de narrativa • Nov 01
AMZN: Acceleration In Cloud And AI Will Drive Margin Expansion Ahead
Amazon.com's analyst price target has been revised upward by nearly $21 to reflect increased conviction among analysts that improving revenue growth and expanding profit margins, driven by a strong AWS acceleration and resilient retail performance, justify a higher valuation. Analyst Commentary Recent analyst commentaries reflect a generally optimistic stance on Amazon.com, with multiple firms revising price targets upward and highlighting key drivers of anticipated growth, while also noting areas that merit continued attention for investors.Actualización de narrativa • Oct 18
Cloud Transition And AI Adoption Will Drive Long Term Expansion
Amazon.com's analyst price target has been raised, with several analysts citing anticipated acceleration in AWS growth and continued momentum in the company's retail and grocery initiatives as key drivers of the revised outlook. The price target now stands higher by $20 to reach $270 per share.Actualización de narrativa • Oct 04
Cloud Transition And AI Adoption Will Drive Long Term Expansion
Amazon.com’s analyst price target increased modestly to $266.56 from $263.74, as analysts point to anticipated acceleration in AWS growth along with sustainable improvements in revenue and profit metrics. Analyst Commentary Recent research notes reveal a spectrum of optimism and caution among analysts covering Amazon.com as they assess the company's valuation, execution, and future growth prospects.Actualización de narrativa • Sep 13
Cloud Transition And AI Adoption Will Drive Long Term Expansion
Analysts modestly raised Amazon's price target—now $263.74—citing improving AWS demand visibility, growth potential from aggressive grocery expansion and logistics, and stronger Prime ecosystem engagement, while noting lingering concerns over operational complexity and recent AWS margin trends. Analyst Commentary Bullish analysts are raising targets on expectations that Amazon’s aggressive expansion and integration into the grocery sector—especially fresh/perishable delivery with minimum $25 baskets—will drive durable, faster growth, higher merchandise margins, meaningful EBIT/EPS upside, deeper Prime ecosystem engagement, and significant market share gains in a massive ($1–2T+) market.Artículo de análisis • Aug 08
Additional Considerations Required While Assessing Amazon.com's (NASDAQ:AMZN) Strong Earnings
NasdaqGS:AMZN 1 Year Share Price vs Fair Value Explore Amazon.com's Fair Values from the Community and select yours...
Nueva narrativa • Aug 05
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.Artículo de análisis • Jul 25
Is Amazon Stock Undervalued in July 2025?
Thinking about what to do with your Amazon shares, or maybe deciding whether now is the right time to jump in? You are definitely not alone. After years as a go-to growth stock, Amazon has been...Nueva narrativa • Jul 21
From Retail to Cloud: Valuing Amazon’s Transformation
United States: 68.66% 1-Year Revenue Growth = 10.71%Nueva narrativa • Jun 27
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 anSeeking Alpha • Apr 27
Amazon: Feeling The Trade-War Pain More Than Others
Summary Amazon shares are down over 30% from all-time highs amid macro uncertainty; Q1 earnings expected to meet or beat estimates, but tariff risks loom. Tariffs could disrupt Amazon's supply chains, raise costs, and impact margins or consumer demand, with significant exposure to Chinese imports. Revenue estimates for Amazon's North America and International segments have dropped by $4 billion and $6 billion, respectively, since early 2025. AWS remains a growth driver, but the 2025 outlook is softening due to slower public sector spending, economic uncertainty, and intensifying competition from Google Cloud. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
Buy Amazon Stock Before It Explodes From Q1 Results
Summary I maintain a "Buy" rating on Amazon, citing its strong operational momentum, especially in AWS, and a compelling entry point before Q1 2025 earnings. Amazon's Q4 2024 showed impressive financials, with a 61% YoY surge in operating income and robust free cash flow, despite broader market jitters. AWS's growth, driven by AI and custom silicon advancements, positions Amazon well for future expansion, justifying significant CapEx investments. Despite US-China tariff concerns, Amazon's scale and cost mitigation strategies should buffer impacts, making the current stock price undervalued by up to 47%. Amazon's competitive standing and operational scaling look exceptionally strong. Q1 results should catalyze AMZN to the upside, so I keep my "Buy" in place. Read the full article on Seeking AlphaRentabilidad de los accionistas
| AMZN | US Multiline Retail | Mercado US | |
|---|---|---|---|
| 7D | -1.3% | -4.9% | -2.3% |
| 1Y | 10.6% | 1.6% | 21.2% |
Rentabilidad vs. Industria: AMZN superó a la industria US Multiline Retail, que obtuvo un rendimiento del 1.6% el año pasado.
Rentabilidad vs. Mercado: AMZN obtuvo unos resultados inferiores a los del mercado US, que fueron del 21.2% el año pasado.
Volatilidad de los precios
| AMZN volatility | |
|---|---|
| AMZN Average Weekly Movement | 4.6% |
| Multiline Retail Industry Average Movement | 6.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: AMZN no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de AMZN (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1994 | 1,576,000 | Andy Jassy | www.amazon.com |
Amazon.com, Inc. se dedica a la venta al por menor de productos de consumo, publicidad y servicio de suscripciones a través de tiendas físicas y en línea en Norteamérica e internacionalmente. La empresa opera a través de tres segmentos: Norteamérica, Internacional y Amazon Web Services (AWS). También fabrica y vende dispositivos electrónicos, como Kindle, tabletas Fire, televisores Fire, Echo, Ring, Blink y Eero, y desarrolla y produce contenidos multimedia.
Resumen de fundamentos de Amazon.com, Inc.
| Estadísticas fundamentales de AMZN | |
|---|---|
| Capitalización bursátil | US$2.52t |
| Beneficios(TTM) | US$90.80b |
| Ingresos (TTM) | US$742.78b |
27.8x
Ratio precio-beneficio (PE)3.4x
Ratio precio-ventas (PS)¿Está AMZN sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de AMZN | |
|---|---|
| Ingresos | US$742.78b |
| Coste de los ingresos | US$366.90b |
| Beneficio bruto | US$375.88b |
| Otros gastos | US$285.08b |
| Beneficios | US$90.80b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 8.44 |
| Margen bruto | 50.60% |
| Margen de beneficio neto | 12.22% |
| Ratio deuda/patrimonio | 29.6% |
¿Cómo se ha desempeñado AMZN a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/24 21:32 |
| Precio de las acciones al final del día | 2026/06/24 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Amazon.com, Inc. está cubierta por 100 analistas. 62 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Richard Kramer | Arete Research Services LLP |
| Rocco Strauss | Arete Research Services LLP |