Amazon.com, Inc.

NasdaqGS:AMZN 株式レポート

時価総額：US$2.7t

Amazon.com 過去の業績

過去 基準チェック /56

Amazon.comは、平均年間41.5%の収益成長を遂げていますが、 Multiline Retail業界の収益は、年間 成長しています。収益は、平均年間18.9% 10.8%収益成長率で 成長しています。 Amazon.comの自己資本利益率は24.5%であり、純利益率は17.4%です。

主要情報

41.52%

収益成長率

40.24%

EPS成長率

Multiline Retail 業界の成長12.60%
収益成長率10.83%
株主資本利益率24.52%
ネット・マージン17.44%
前回の決算情報30 Jun 2026

最近の業績更新

分析記事 • 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...

Recent updates

Seeking Alpha • Sep 05

Amazon Stock At 20x P/E: A Textbook GARP Opportunity

Summary Amazon.com, Inc. offers a compelling GARP opportunity with a PEG ratio below 1x and double-digit annual return potential. I expect its robust EPS growth and revenue expansion to sustain with the ongoing catalysts. Notable drivers include AWS, AI initiatives, and retail efficiency gains. Project Tetromino, Amazon’s next-gen automated delivery station, is expected to boost package processing rates by 2.5x, with a pilot launch slated for 2028. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 15

AMZN: AI Cloud Backlog And Heavy Capex Are Expected To Improve Returns

Amazon.com’s fair value estimate has moved modestly higher to $327.00 from $319.69, reflecting analysts’ higher price targets that lean on stronger AI driven AWS profitability, a rising backlog tied to Bedrock and major AI partnerships, and expectations for faster payback on cloud and data center investments. Analyst Commentary Recent research on Amazon.com has been heavily focused on how AI driven demand in Amazon Web Services and rising cloud backlog are feeding into analysts’ valuation work.
新しいナラティブ • Aug 05

Record Profit And Negative Free Cash Flow, Same Quarter

Handle the profit line carefully. Net income of $62.6 billion against $18.2 billion looks like a step change in the business.
ナラティブ更新 • Jul 31

AMZN: AWS AI Backlog And Heavy Capex Are Expected To Drive Future Cash

Analysts nudged their fair value estimate for Amazon.com higher to $319.69 from $312.99, as rising Street price targets, supported by stronger views on AWS growth, an AI driven backlog, and return on invested capital, feed through into slightly higher revenue growth assumptions and a modestly lower future P/E. Analyst Commentary Street research around Amazon.com has turned increasingly focused on execution in Amazon Web Services and the implications of large AI and capex commitments for valuation.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • Feb 06

FY2025

Updated with most recent annual financial statement.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.

収支内訳

Amazon.com の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:AMZN 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Jun 26775,680135,281175,817119,612
31 Mar 26742,77690,798171,304114,371
31 Dec 25716,92477,670167,375108,521
30 Sep 25691,33076,482165,142101,081
30 Jun 25670,03870,623160,31694,932
31 Mar 25650,31365,944156,50690,642
31 Dec 24637,95959,248153,77188,544
30 Sep 24620,12849,868153,09085,750
30 Jun 24604,33444,419150,11885,124
31 Mar 24590,74037,684147,84085,162
31 Dec 23574,78530,425146,80585,622
30 Sep 23554,02820,079145,55682,894
30 Jun 23538,04613,072144,24081,724
31 Mar 23524,8974,294141,82178,363
31 Dec 22513,983-2,722138,42873,213
30 Sep 22502,19111,323136,56466,102
30 Jun 22485,90211,607130,15261,412
31 Mar 22477,74821,413123,61457,738
31 Dec 21469,82233,364116,48556,052
30 Sep 21457,96526,263110,39750,941
30 Jun 21443,29829,438102,90148,180
31 Mar 21419,13026,90394,67845,331
31 Dec 20386,06421,33187,19342,740
30 Sep 20347,94517,37780,12139,433
30 Jun 20321,78213,18074,11838,119
31 Mar 20296,27410,56268,93237,083
31 Dec 19280,52211,58864,31335,931
30 Sep 19265,46911,34761,51432,941
30 Jun 19252,06312,09657,58831,181
31 Mar 19241,54512,00554,35229,710
31 Dec 18232,88710,07352,17728,837
30 Sep 18220,9578,90350,67826,382
30 Jun 18208,1256,27547,56925,513
31 Mar 18193,1943,93843,51824,186
31 Dec 17177,8663,03338,99222,620
30 Sep 17161,1541,92534,88320,450
30 Jun 17150,1241,92231,52718,850
31 Mar 17142,5732,58229,16517,283
31 Dec 16135,9872,37127,28416,085
30 Sep 16127,9932,10425,20414,934
30 Jun 16120,6371,93123,39814,047
31 Mar 16113,4171,16621,81813,256
31 Dec 15107,00659620,41112,540
30 Sep 15100,58832819,23411,483

質の高い収益: AMZN 非現金収入 のレベルが高いです。

利益率の向上: AMZNの現在の純利益率 (17.4%)は、昨年(10.5%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: AMZNの収益は過去 5 年間で年間41.5%増加しました。

成長の加速: AMZNの過去 1 年間の収益成長率 ( 91.6% ) は、5 年間の平均 ( 年間41.5%を上回っています。

収益対業界: AMZNの過去 1 年間の収益成長率 ( 91.6% ) はMultiline Retail業界18.4%を上回りました。

株主資本利益率

高いROE: AMZNの 自己資本利益率 ( 24.5% ) は 高い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/10 22:54
終値2026/09/10 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Amazon.com, Inc. 61 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。99

アナリスト機関
Kadambari DaptardarAccountability Research Corporation
Rocco StraussArete Research Services LLP
Richard KramerArete Research Services LLP