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.
Citi senior internet sector analyst Ron Josey speaks with Market Domination host Josh Lipton to discuss his expectations for the earnings print. To watch more expert insights and analysis on the latest market action, check out more Market Domination here: Click Here #youtube #stocks #amazon #google #tech About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
OpenAI and Anthropic are both witnessing meteoric surges in consumer and enterprise use. As AI workloads increase, demand for computing capacity is on the rise.
Amazon.com, Inc. is rated Hold due to near-term inventory and margin risks, with FQ4 earnings scheduled for Feb 5, 2026. Inventory buildup has outpaced sales growth lately, raising concerns about the bullwhip effect and potential margin pressure. AMZN's FQ3 2025 net margin hit a record 11.7%.
Amazon says it's been harder than expected to secure rides for its Amazon Leo broadband internet satellites, and now it's
Amazon has asked the Federal Communications Commission for more time to meet a deadline that requires the company to deploy roughly 1,600 internet satellites by July 2026. The company needs to bring more of its satellites online so it can begin offering a paid service to customers.