Amazon.com Gestione
Criteri Gestione verificati 3/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Andy Jassy
Amministratore delegato
US$2.1m
Compenso totale
| Percentuale dello stipendio del CEO | 17.63% |
| Mandato del CEO | 5yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 11.1yrs |
| Durata media del Consiglio di amministrazione | 9.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • 12h
Amazon: America's Largest Retailer Wants To Monetize Every Hour Of The Day
Summary Amazon has surpassed Walmart as the largest U.S. retailer, marking a historic milestone. Wall Street remains overly focused on AMZN's AI spending, missing the broader monetization strategy. AMZN is aggressively integrating itself into every aspect of customers' daily lives to drive future growth. I see continued expansion and relentless execution as key drivers for the stock’s long-term benefit. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 productsAggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • Feb 06
FY2025
Updated with most recent annual financial statement.Aggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 narrazione • 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...Nuova narrazione • Jul 21
From Retail to Cloud: Valuing Amazon’s Transformation
United States: 68.66% 1-Year Revenue Growth = 10.71%Nuova narrazione • 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 anAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$12b |
Compensazione vs Mercato: La retribuzione totale di Andy ($USD 2.07M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.63M ).
Compensazione vs guadagni: La retribuzione di Andy è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Andy Jassy (58 yo)
5yrs
Mandato
US$2,069,861
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder & Executive Chairman | 32yrs | US$1.68m | 8.19% $ 216.7b | |
| President | 5yrs | US$2.07m | 0.021% $ 561.2m | |
| Senior VP & CFO | 11.1yrs | US$372.00k | 0.00094% $ 24.9m | |
| Senior VP and Chief Global Affairs & Legal Officer | 13.8yrs | US$372.00k | 0.00038% $ 10.1m | |
| Chief Executive Officer of Worldwide Amazon Stores | 4yrs | US$425.37k | 0.0046% $ 120.9m | |
| Chief Executive Officer of Amazon Web Series | 2.1yrs | US$617.28k | 0.00014% $ 3.7m | |
| VP, Worldwide Controller & Principal Accounting Officer | 20.4yrs | US$613.43k | 0.0011% $ 30.2m | |
| Chief Technology Officer | no data | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | 11.2yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Communications & Corporate Responsibility | no data | Nessun dato | Nessun dato | |
| Director of Corporate Development | no data | Nessun dato | Nessun dato | |
| Senior Vice President of People eXperience & Technology | 10.5yrs | Nessun dato | Nessun dato |
11.1yrs
Durata media
61yo
Età media
Gestione esperta: Il team dirigenziale di AMZN è esperto e expertise (durata media dell'incarico 11.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Founder & Executive Chairman | 32yrs | US$1.68m | 8.19% $ 216.7b | |
| President | 5yrs | US$2.07m | 0.021% $ 561.2m | |
| Independent Director | 15.6yrs | US$1.10m | 0.00070% $ 18.5m | |
| Independent Director | 10.4yrs | Nessun dato | 0.00043% $ 11.4m | |
| Independent Director | 7.4yrs | US$953.53k | 0.00030% $ 7.9m | |
| Lead Independent Director | 14.4yrs | Nessun dato | 0.00047% $ 12.4m | |
| Independent Director | 29.4yrs | US$1.10m | 0.00050% $ 13.2m | |
| Independent Director | 2.8yrs | Nessun dato | 0.00018% $ 4.8m | |
| Independent Director | 9.8yrs | US$1.10m | 0.00024% $ 6.4m | |
| Independent Director | 4.8yrs | Nessun dato | 0.000080% $ 2.1m | |
| Independent Director | 2.3yrs | Nessun dato | 0.000040% $ 1.1m |
9.8yrs
Durata media
66yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di AMZN sono considerati esperti (durata media dell'incarico 9.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/08 22:19 |
| Prezzo dell'azione a fine giornata | 2026/07/08 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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. 61 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.
| Analista | Istituzione |
|---|---|
| Kadambari Daptardar | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |