Amazon.com Inc. (AMZN)
Amazon: Thanks For This Dip
Amazon.com, Inc.'s 8% post-earnings dip is an overreaction; AWS remains highly profitable with $10B in quarterly operating profits and 33% margins. Despite slower AWS growth versus Microsoft and Google, Amazon leads the cloud market with a 30% share and robust enterprise client expansion. The U.S. cloud market is poised for long-term growth, and AWS's ability to scale profits is undervalued by the market.
Amazon Cloud Revenue Fails To Impress; Weak Jobs Number May Make Case For Rate Cut
Key Takeaways
Amazon: Secretly Winning The AI Race
Amazon.com's $4B Anthropic stake and deep AWS partnership are driving enterprise AI adoption, especially in coding, creating high-margin, and durable revenue streams. Anthropic's Claude models excel in real-world developer workflows, powering measurable productivity gains for blue-chip clients and reinforcing AWS's competitive moat. AWS's vertical integration—custom silicon, cloud, and agent platforms—enables superior cost, performance, and stickiness, outpacing rivals as AI workloads scale.
Has Amazon.com (AMZN) Outpaced Other Retail-Wholesale Stocks This Year?
Here is how Amazon (AMZN) and Beyond (BYON) have performed compared to their sector so far this year.
Amazon's profit outlook overshadowed by cloud computing results
Amazon.com forecast third-quarter sales above market estimates on Thursday, July 31, but failed to live up to lofty expectations for its Amazon Web Services cloud computing unit after rivals handily beat expectations.
Amazon Stock Is Falling. Analysts Say to Buy the Dip.
Amazon (AMZN) shares plunged after the company's quarterly results, as investors may have been hoping for stronger cloud growth. Some analysts, though, are raising their price targets.
Amazon stock sinks 7% after earnings: Here are the key takeaways
Amazon boosted its annual target for artificial intelligence spending as it frantically builds out more data centers to meet demand for the technology. Revenue expansion in Amazon Web Services underwhelmed investors, who probed Amazon CEO Andy Jassy on why its cloud rivals are growing at faster rates.
Amazon's Earnings: What Comes Next and How to Play It
Shares of tech giant Amazon.com Inc. NASDAQ: AMZN finished Thursday's session up nearly 2%, only to tumble more than 6% in after-hours trading following the company's Q2 earnings release. This sharp reversal underlines just how high expectations had gotten after the 40% rally from April's low.
Amazon: Cloud Dominance Days Are Coming To An End
I downgrade Amazon from 'strong buy' to 'hold' after a 40% rally, locking in gains and selling 75% of my position. While Amazon's Q2 results beat expectations, slowing AWS growth and alarming free cash flow trends raise red flags for future upside. Valuation metrics, including a high price-to-free-cash-flow and PEG ratio, suggest AMZN stock is no longer attractively priced versus peers.
Amazon: This Post-Q2 Dip Makes No Sense
Amazon delivered Q2 2025 revenue of $167.7 billion (+13% YoY) and EPS of $1.68 (+33% YoY), beating consensus on both top and bottom lines. AWS revenue grew 17.5% to $30.9 billion, but operating margin fell to 32.9% due to higher stock-based comp, FX, and heavy AI infrastructure investment. Amazon's long-term growth drivers - cloud, AI, automation, and digital ads - remain intact, supporting my continued 'Buy' rating despite near-term margin pressures.
Amazon: Is The Post-Earnings Slump Justified?
Amazon delivered strong Q2 results, beating revenue and earnings estimates, with solid growth across all major business segments. Despite robust performance, AWS profit growth lagged and free cash flow declined due to heavy AI-related capital expenditures, raising some concerns. Amazon's forward guidance is solid, but macro risks like tariffs and recession could impact future results, especially given its consumer focus.
Amazon sheds $184bn. Here's what the results mean for UK investors
Amazon.com Inc (NASDAQ:AMZN) smashed Wall Street forecasts in its latest quarterly results, reporting a strong jump in both revenues and profits. But instead of cheering, investors headed for the exit after the company issued cautious guidance for the upcoming quarter, wiping a staggering $184 billion off the e-commerce giant's market value in after-hours trading.
