Amazon sent up its fourth batch of Kuiper internet satellites. A SpaceX-owned Falcon 9 rocket carried 24 more Kuiper satellites into low-earth orbit, bringing Amazon's constellation to 102 satellites.
Amazon's Q2 results were solid and in line with my expectations, despite a steep post-earnings sell-off that I view as unjustified. Key growth drivers - cloud, advertising and 3rd party - are performing at or above my case assumptions, supporting long-term upside. My updated DCF analysis shows Amazon is fairly valued even in a pessimistic scenario, with up to 93% upside in the bull case.
My recent stock debate revealed a key lesson: valuation alone isn't enough. A cheap price means little without a durable moat. Growth and stability matter more. I found a powerful combo: a high-growth innovator paired with its essential infrastructure partner. Together, they balance income, upside, and lower risk. This isn't just theory. Backtested results show strong returns with less volatility. Sometimes, the best opportunities come from connected bets, not isolated picks.
30 Oct 2025 (In 2 months) Date | | 1.56 Cons. EPS | - EPS |
29 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
29 Oct 2025 (In 2 months) Date | | 1.49 Cons. EPS | - EPS |
7 Aug 2025 Date | | 1.32 Cons. EPS | - EPS |
31 Jul 2025 Date | | 1.32 Cons. EPS | 1.68 EPS |
30 Oct 2025 (In 2 months) Date | | 1.56 Cons. EPS | - EPS |
29 Oct 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
29 Oct 2025 (In 2 months) Date | | 1.49 Cons. EPS | - EPS |
7 Aug 2025 Date | | 1.32 Cons. EPS | - EPS |
31 Jul 2025 Date | | 1.32 Cons. EPS | 1.68 EPS |
Specialty Retail Industry | Consumer Cyclical Sector | Andrew R. Jassy CEO | NASDAQ (NGS) Exchange | 023135106 Cusip |
US Country | 1,560,000 Employees | - Last Dividend | 6 Jun 2022 Last Split | 15 May 1997 IPO Date |
Amazon.com, Inc. is a multinational conglomerate that focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. It was founded in 1994 and has its headquarters in Seattle, Washington. Amazon has established itself as a leader in the online retail world, providing an extensive range of consumer products, advertising solutions, and subscription services. The company operates on a global scale, with key market segments in North America and International territories, along with its Amazon Web Services (AWS) sector, which offers advanced cloud computing solutions. Amazon's mission encompasses the retail sale of consumer products and services through online and physical outlets, manufacturing of electronic devices, content production, and provision of a platform for sellers, content creators, and developers.