Amazon.com, Inc.

Report azionario NasdaqGS:AMZN

Capitalizzazione di mercato: US$2.7t

Amazon.com Crescita futura

Criteri Future verificati 1/6

Amazon.com prevede che gli utili e i ricavi cresceranno rispettivamente di 16.4% e 11.8% all'anno. Si prevede che l'EPS crescerà di 14.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 17.1% in 3 anni.

Informazioni chiave

16.4%

Tasso di crescita degli utili

14.89%

Tasso di crescita dell'EPS

Multiline Retail crescita degli utili17.0%
Tasso di crescita dei ricavi11.8%
Rendimento futuro del capitale proprio17.10%
Copertura analitica

Good

Ultimo aggiornamento13 Jul 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • 1h

Amazon Heads Into Q2 Repeating Its AWS Bet: History Says What Happens Next

Summary Amazon.com, Inc. earns a Strong Buy rating as it aggressively invests in future growth, notably through its Leo satellite network. Q1 saw robust 17% sales growth and AWS’s fastest acceleration in 15 quarters, but free cash flow dropped sharply due to heavy CapEx. Leo, Amazon’s satellite internet venture, is poised for commercial launch in Q3, with multi-billion-dollar revenue potential and major customers already under contract. I remain bullish despite negative near-term cash flow, as Amazon’s upfront investments echo the successful AWS playbook and position AMZN for long-term upside. Read the full article on Seeking Alpha
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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 products
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Nuova 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Nuova 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.
Aggiornamento 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.
Articolo di analisi • 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...
Aggiornamento 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.
Aggiornamento narrativa • Feb 06

FY2025

Updated with most recent annual financial statement.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Aggiornamento 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.
Articolo di analisi • 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...
Nuova 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.
Articolo di analisi • 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...
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Nuova narrativa • Jul 21

From Retail to Cloud: Valuing Amazon’s Transformation

United States: 68.66% 1-Year Revenue Growth = 10.71%
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Nuova 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 an

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:AMZN - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20281,061,987140,43182,281300,31132
12/31/2027930,000109,23824,177239,17460
12/31/2026823,06495,351-11,311184,64359
3/31/2026742,77690,798-2,472148,531N/A
12/31/2025716,92477,6707,695139,514N/A
9/30/2025691,33076,48210,560130,691N/A
6/30/2025670,03870,62313,481121,137N/A
3/31/2025650,31365,94420,810113,903N/A
12/31/2024637,95959,24832,878115,877N/A
9/30/2024620,12849,86842,953112,706N/A
6/30/2024604,33444,41948,340107,952N/A
3/31/2024590,74037,68445,70099,147N/A
12/31/2023574,78530,42532,21784,946N/A
9/30/2023554,02820,07916,92171,654N/A
6/30/2023538,04613,0723,20961,841N/A
3/31/2023524,8974,294-8,57154,330N/A
12/31/2022513,983-2,722-16,89346,752N/A
9/30/2022502,19111,323-26,32339,665N/A
6/30/2022485,90211,607-29,78435,574N/A
3/31/2022477,74821,413-24,59839,324N/A
12/31/2021469,82233,364-14,72646,327N/A
9/30/2021457,96526,263-2,26954,672N/A
6/30/2021443,29829,4387,06759,323N/A
3/31/2021419,13026,90321,78667,213N/A
12/31/2020386,06421,33125,92466,064N/A
9/30/2020347,94517,37724,66355,292N/A
6/30/2020321,78213,18026,95751,220N/A
3/31/2020296,27410,56219,36639,732N/A
12/31/2019280,52211,588N/A38,514N/A
9/30/2019265,46911,347N/A35,332N/A
6/30/2019252,06312,096N/A36,028N/A
3/31/2019241,54512,005N/A34,360N/A
12/31/2018232,88710,073N/A30,723N/A
9/30/2018220,9578,903N/A26,604N/A
6/30/2018208,1256,275N/A21,793N/A
3/31/2018193,1943,938N/A18,193N/A
12/31/2017177,8663,033N/A18,365N/A
9/30/2017161,1541,925N/A16,995N/A
6/30/2017150,1241,922N/A17,877N/A
3/31/2017142,5732,582N/A17,606N/A
12/31/2016135,9872,371N/A17,203N/A
9/30/2016127,9932,104N/A15,096N/A
6/30/2016120,6371,931N/A13,047N/A
3/31/2016113,4171,166N/A11,466N/A
12/31/2015107,006596N/A12,039N/A
9/30/2015100,588328N/A9,823N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di AMZN ( 16.4% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di AMZN ( 16.4% all'anno) cresceranno più lentamente rispetto al mercato US ( 18.2% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di AMZN cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di AMZN ( 11.8% all'anno) crescerà più lentamente rispetto al mercato US ( 13% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di AMZN ( 11.8% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di AMZN sarà basso tra 3 anni ( 17.1 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/14 21:37
Prezzo dell'azione a fine giornata2026/07/14 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Amazon.com, Inc. è coperta da 100 analisti. 60 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Kadambari DaptardarAccountability Research Corporation
Rocco StraussArete Research Services LLP
Richard KramerArete Research Services LLP