Amazon.com Gestion
Gestion contrôle des critères 3/4
Le PDG Amazon.com est Andy Jassy, nommé en Jul2021, a un mandat de 4.83 ans. La rémunération annuelle totale est $ 2.07M, composée du salaire de 17.6% et des bonus 82.4%, y compris les actions et options de la société. détient directement 0.021% des actions de la société, d'une valeur de $ 599.61M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 10.9 ans et 9.7 ans.
Informations clés
Andy Jassy
Directeur général
US$2.1m
Rémunération totale
| Pourcentage du salaire du PDG | 17.63% |
| Durée du mandat du directeur général | 4.8yrs |
| Propriété du PDG | 0.02% |
| Durée moyenne d'occupation des postes de direction | 10.9yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 9.7yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • May 20
Amazon: Time To Buy This Deep Value Growth Pick Now
Summary Despite a massive rally in recent months, I’m reiterating my Strong Buy rating on shares of Amazon.com, Inc. The company’s combination of a healthy e-commerce/Ads/subscription business, surging AWS sales, and soaring custom silicon business provides a slew of tailwinds to propel AMZN's future growth. Amazon ended Q1 2026 with a net cash and cash equivalents/marketable securities balance of $24 billion. AMZN shares are still trading at a 29% discount to my fair value estimate. Pairing a low valuation multiple with outsized growth prospects could generate a 48% total return through June 2027 and deliver 26% annual total returns by the end of 2031. Read the full article on Seeking Alpha
Mise à jour du récit • 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 products
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.
Mise à jour du récit • Feb 06
FY2025
Updated with most recent annual financial statement.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...
Nouveau récit • 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.Article d’analyse • 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...Nouveau récit • Jul 21
From Retail to Cloud: Valuing Amazon’s Transformation
United States: 68.66% 1-Year Revenue Growth = 10.71%Nouveau récit • 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 AlphaSeeking Alpha • Apr 14
Amazon's Retail May Be Vulnerable - Its Cloud Business Is Not
Summary Amazon is adapting to U.S. trade policies by canceling orders from China and Southeast Asia, showcasing its flexibility and resilience. AWS is Amazon's growth engine, generating 58% of operating income from just 17% of total revenue, with strong future prospects in AI and quantum computing. Despite short-term pressures on its retail segment due to tariffs, Amazon's long-term outlook remains strong, driven by high-margin segments like AWS and advertising. Amazon's stock may seem expensive, but its growth potential and robust fundamentals make it a strong buy, especially during market pullbacks. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$91b |
| Dec 31 2025 | US$2m | US$365k | US$78b |
| Sep 30 2025 | n/a | n/a | US$76b |
| Jun 30 2025 | n/a | n/a | US$71b |
| Mar 31 2025 | n/a | n/a | US$66b |
| Dec 31 2024 | US$2m | US$365k | US$59b |
| Sep 30 2024 | n/a | n/a | US$50b |
| Jun 30 2024 | n/a | n/a | US$44b |
| Mar 31 2024 | n/a | n/a | US$38b |
| Dec 31 2023 | US$1m | US$365k | US$30b |
| Sep 30 2023 | n/a | n/a | US$20b |
| Jun 30 2023 | n/a | n/a | US$13b |
| Mar 31 2023 | n/a | n/a | US$4b |
| Dec 31 2022 | US$1m | US$318k | -US$3b |
| Sep 30 2022 | n/a | n/a | US$11b |
| Jun 30 2022 | n/a | n/a | US$12b |
| Mar 31 2022 | n/a | n/a | US$21b |
| Dec 31 2021 | US$213m | US$175k | US$33b |
| Sep 30 2021 | n/a | n/a | US$26b |
| Jun 30 2021 | n/a | n/a | US$29b |
| Mar 31 2021 | n/a | n/a | US$27b |
| Dec 31 2020 | US$36m | US$175k | US$21b |
| Sep 30 2020 | n/a | n/a | US$17b |
| Jun 30 2020 | n/a | n/a | US$13b |
| Mar 31 2020 | n/a | n/a | US$11b |
| Dec 31 2019 | US$349k | US$175k | US$12b |
Rémunération vs marché: La rémunération totale de Andy ($USD 2.07M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.79M ).
Rémunération et revenus: La rémunération de Andy a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Andy Jassy (57 yo)
4.8yrs
Titularisation
US$2,069,861
Compensation
Mr. Andrew R. Jassy, also known as Andy, has been President, Chief Executive Officer and Director at Amazon.com, Inc. since July 5, 2021. He served as Chief Executive Officer of Amazon Web Services Inc. at...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder & Executive Chairman | 31.8yrs | US$1.68m | 8.19% $ 234.6b | |
| President | 4.8yrs | US$2.07m | 0.021% $ 599.6m | |
| Senior VP & CFO | 10.9yrs | US$372.00k | 0.00080% $ 22.9m | |
| Senior VP and Chief Global Affairs & Legal Officer | 13.7yrs | US$372.00k | 0.00038% $ 10.9m | |
| Chief Executive Officer of Worldwide Amazon Stores | 3.8yrs | US$425.37k | 0.0045% $ 128.9m | |
| Chief Executive Officer of Amazon Web Series | 1.9yrs | US$617.28k | 0.00011% $ 3.2m | |
| VP, Worldwide Controller & Principal Accounting Officer | 20.3yrs | US$613.43k | 0.0011% $ 32.7m | |
| Chief Technology Officer | no data | pas de données | pas de données | |
| Vice President of Investor Relations | 11yrs | pas de données | pas de données | |
| Senior Vice President of Communications & Corporate Responsibility | no data | pas de données | pas de données | |
| Director of Corporate Development | no data | pas de données | pas de données | |
| Senior Vice President of People eXperience & Technology | 10.3yrs | pas de données | pas de données |
10.9yrs
Durée moyenne de l'emploi
60yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de AMZN est chevronnée et expérimentée (10.9 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Founder & Executive Chairman | 31.8yrs | US$1.68m | 8.19% $ 234.6b | |
| President | 4.8yrs | US$2.07m | 0.021% $ 599.6m | |
| Independent Director | 15.4yrs | US$1.10m | 0.00070% $ 20.1m | |
| Independent Director | 10.3yrs | pas de données | 0.00043% $ 12.3m | |
| Independent Director | 7.3yrs | US$953.53k | 0.00030% $ 8.6m | |
| Lead Independent Director | 14.3yrs | pas de données | 0.00047% $ 13.5m | |
| Independent Director | 29.3yrs | US$1.10m | 0.00050% $ 14.3m | |
| Independent Director | 2.7yrs | pas de données | 0.00018% $ 5.2m | |
| Independent Director | 9.7yrs | US$1.10m | 0.00024% $ 6.9m | |
| Independent Director | 4.7yrs | pas de données | 0.000080% $ 2.3m | |
| Independent Director | 2.1yrs | pas de données | 0.000040% $ 1.1m |
9.7yrs
Durée moyenne de l'emploi
65yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de AMZN sont considérés comme expérimentés (ancienneté moyenne 9.7 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/24 16:23 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Amazon.com, Inc. est couverte par 99 analystes. 62 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |