Amazon increased the number of items it delivered to Prime members in the United States the same or next day by 30% in 2025. The company delivered over 8 billion items the same or next day in the U.S., it said in a Tuesday (Feb. 3) press release.
After a sluggish 2025, Amazon (NASDAQ: AMZN) enters 2026 with renewed interest from Wall Street. Shares gained roughly 5% last year, significantly trailing the S&P 500's 16% advance.
After a sluggish 2025, Amazon (NASDAQ: AMZN) enters 2026 with renewed interest from Wall Street. Shares gained roughly 5% last year, significantly trailing the S&P 500's 16% advance.
Long delays to get power grid connections are challenging Amazon's plans to expand data centers in Europe, the company told Reuters, as industries ramp up pressure on policymakers to upgrade ageing energy grids.
Amazon.com, Inc. is consolidating near $230-$240 and presents a potential rebound opportunity ahead of Q4 '25 earnings, in my opinion. AMZN stock trades at a discount to Mag 7 peers, with a forward PEG of 1.9x and 15.7x forward EV/EBITDA, despite margin and efficiency progress. Steady AWS growth and disciplined spending are key to improving sentiment, especially as expectations remain tamed.
The fizzled tie-up is a setback for Amazon's efforts to gain a bigger foothold in high-end sales.
Besides Wall Street's top-and-bottom-line estimates for Amazon (AMZN), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
Amazon.com, Inc. is downgraded to Hold as AI CAPEX concerns and weak sentiment may pressure shares post-earnings. AMZN Q4 earnings are expected to surpass $200B in sales, but EPS growth lags at just 4.5% YoY amid heavy R&D and CAPEX. AMZN stock valuation multiples like EV/Sales and Price/Sales are elevated, with forward Price/FCF near historical averages, tempering the undervaluation thesis.
When Amazon reports their Q4 '25 this coming Thursday night, analyst consensus is expecting $211.3 billion in revenue to generate $1.97 in EPS for y-o-y growth of 13% and 6%. If the consensus estimates are met on Thursday night, Amazon will have grown EPS and revenue in full-year '25 by 29% and 12% respectively, with the stock trading at 34x the EPS multiple and 20x cash flow multiple. EPS of $8.00 expected in 2026 is just 12% growth this calendar year, on 11% expected revenue growth. Analysts still seem a little wary of raising calendar 2026 numbers.
The one thing N. Lee Plumb knows for sure about being laid off from Amazon last week is that it wasn't a failure to get on board with the company's artificial intelligence plans.
Recent Amazon (AMZN) layoffs and a shift to AI-driven operations are seen as margin tailwinds, echoing trends across Big Tech. Labor market softness, potentially accelerated by AI adoption, could ease inflation and give the Fed more room for rate cuts through 2026.
For the first lady, the “Melania” documentary turned out to be a box-office winner, but for Amazon, maybe not so much.