Amazon.com, Inc. (AMZN) research: valuation against peers, fundamentals over time, risk and news coverage
AMZN
Amazon.com, Inc.No data in this window.
The themes this instrument belongs to, and the rest of what sits inside them — the peer set a screener gives you is statistical, this one is editorial.
The compute that trains it, the hyperscalers that buy the compute, and the software claiming to sell it.
Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.
- BREAKING STORYBULLISHBroadcom lines up $60 billion to build chips for Anthropic
Broadcom is amassing roughly $60 billion to fund the production of AI chips designed for Anthropic, according to Bloomberg.
- MARKET REPORTBULLISH'Magnificent Seven' ETF Tops Its May Record High
An ETF tracking the 'Magnificent Seven' stocks closed above the record high it set in May, reflecting renewed strength in the group's AI-linked names.
- BREAKING STORYNEUTRALAmazon Blocks Meta's AI Shopping Agents From Its Retail Site
Amazon has blocked Meta's newly launched AI agents from operating on its retail platform, according to ZeroHedge, marking an early clash in what the outlet calls the agentic wars.
- SPECIAL REPORTNEUTRALChip Stocks Split Between 'Dead Money' Calls And Dip-Buying
One analysis calls Micron "likely dead money from here" while another argues the market has misjudged the scale of any AI slowdown and lists five reasons to buy Broadcom's recent dip.
- MARKET REPORTNEUTRALSuper Micro and HPE Rally, But Analysts Ask If the Margin Beat Is Already Priced In
Super Micro Computer climbed 4% and Hewlett Packard Enterprise advanced 5% following results, but analysts are questioning whether the margin improvement driving the moves has already been guided into forward estimates.
- BREAKING STORYNEUTRALAmazon Cargo Jet Overshoots Miami Runway, Five Dead
Five people died when an Amazon-branded Boeing 767-300 cargo plane overshot the runway in Miami and struck a Tesla Cybercab lot, according to the Financial Times and ZeroHedge.
- SPECIAL REPORTBULLISHAnthropic's $100 Billion AWS Pledge Nears Public Disclosure
Anthropic has committed more than $100 billion in spending to Amazon Web Services over ten years, a sum equal to roughly a fifth of the cloud unit's total contracted future revenue.
- BREAKING STORYNEUTRALAmazon-Branded Cargo 767 Crashes Near Miami Airport
A Boeing 767 cargo plane carrying the Amazon Prime Air logo was involved in an incident near Miami International Airport, with wire reports differing on whether it overran the runway or crashed.
- BREAKING STORYBULLISHNvidia Beats Again as AWS Locks In 2 Million More GPUs Through 2028
AWS and Nvidia agreed to deploy 2 million additional GPUs by 2028, announced alongside Nvidia's latest quarterly results, which beat expectations.
- SPECIAL REPORTBULLISHRosenblatt Opens Coverage on Alphabet and Amazon With Twin Buys, Anchoring Bull Case in Cloud and AI Monetization
Rosenblatt launched coverage of Alphabet and Amazon with buy ratings, citing cloud momentum and AI-driven growth. The dual initiation frames the megacap AI debate as a monetization story rather than a capital-spending overhang.
- SPECIAL REPORTBEARISHHyperscaler Credit Scrutiny Emerges as the New AI Risk Vector
A sell-side alarm on hyperscaler balance-sheet quality pressured Microsoft, coinciding with growing recognition that private AI and space investments now materially swing megacap earnings — introducing mark-to-model volatility into the largest index weights.
- SPECIAL REPORTNEUTRALSmart Money Splinters on Nvidia as AI Capex Cycle Approaches $600 Billion
Divergent positioning among high-profile investors in Nvidia — accumulation, full liquidation and outright put buying — highlights unresolved disagreement over the sustainability of AI infrastructure spending, even as Amazon, Alphabet and Microsoft commit close to $600 billion in capital expenditure.
Every figure on this page is fetched and computed in your browser from free public sources — end-of-day prices and reported financials from Yahoo Finance's open endpoints, and our own archive for the coverage panel. Fundamental history on the free tier runs about four fiscal years and five quarters. Data is best-effort and unaudited; this is market research, not investment advice.
Guides conservatively — has come in above its own forecast in 10 of 13 quarters.
n = 13 resolved forecasts · Q2 FY2023 to Q2 FY2026 · 1 still outstanding
Next report expected 29 Oct 2026 (Q3 FY2026) — Estimated from the issuer's own filing history: FY2025Q3 results were released on 2025-10-30. source
| Period | Measure | Guided | Issued | Reported | Landed | Deviation | Verdict | Sources |
|---|---|---|---|---|---|---|---|---|
| Q3 FY2026 | Revenue | $197.00–$202.00bn | 2026-07-30 | — | — | — | PENDING | guidance |
| “Net sales are expected to be between $197.0 billion and $202.0 billion, or to grow between 9% and 12% compared with third quarter 2025.” | ||||||||
| Q2 FY2026 | Revenue | $194.00–$199.00bn | 2026-04-29 | $200.6bn | +0.8% | ABOVE | guidance · result | |
| “Net sales are expected to be between $194.0 billion and $199.0 billion, or to grow between 16% and 19% compared with second quarter 2025.” | ||||||||
| Q1 FY2026 | Revenue | $173.50–$178.50bn | 2026-02-05 | $181.5bn | +1.7% | ABOVE | guidance · result | |
| “Net sales are expected to be between $173.5 billion and $178.5 billion, or to grow between 11% and 15% compared with first quarter 2025.” | ||||||||
| Q4 FY2025 | Revenue | $206.00–$213.00bn | 2025-10-30 | $213.4bn | +0.2% | ABOVE | guidance · result | |
| “Net sales are expected to be between $206.0 billion and $213.0 billion, or to grow between 10% and 13% compared with fourth quarter 2024.” | ||||||||
| Q3 FY2025 | Revenue | $174.00–$179.50bn | 2025-07-31 | $180.2bn | +0.4% | ABOVE | guidance · result | |
| “Net sales are expected to be between $174.0 billion and $179.5 billion, or to grow between 10% and 13% compared with third quarter 2024.” | ||||||||
| Q2 FY2025 | Revenue | $159.00–$164.00bn | 2025-05-01 | $167.7bn | +2.3% | ABOVE | guidance · result | |
| “Net sales are expected to be between $159.0 billion and $164.0 billion, or to grow between 7% and 11% compared with second quarter 2024.” | ||||||||
| Q1 FY2025 | Revenue | $151.00–$155.50bn | 2025-02-06 | $155.7bn | +0.1% | ABOVE | guidance · result | |
| “Net sales are expected to be between $151.0 billion and $155.5 billion, or to grow between 5% and 9% compared with first quarter 2024.” | ||||||||
| Q4 FY2024 | Revenue | $181.50–$188.50bn | 2024-10-31 | $187.8bn | 0.0% | IN LINE | guidance · result | |
| “Net sales are expected to be between $181.5 billion and $188.5 billion, or to grow between 7% and 11% compared with fourth quarter 2023.” | ||||||||
| Q3 FY2024 | Revenue | $154.00–$158.50bn | 2024-08-01 | $158.9bn | +0.3% | ABOVE | guidance · result | |
| “Net sales are expected to be between $154.0 billion and $158.5 billion, or to grow between 8% and 11% compared with third quarter 2023.” | ||||||||
| Q2 FY2024 | Revenue | $144.00–$149.00bn | 2024-04-30 | $148.0bn | 0.0% | IN LINE | guidance · result | |
| “Net sales are expected to be between $144.0 billion and $149.0 billion, or to grow between 7% and 11% compared with second quarter 2023.” | ||||||||
| Q1 FY2024 | Revenue | $138.00–$143.50bn | 2024-02-01 | $143.3bn | 0.0% | IN LINE | guidance · result | |
| “Net sales are expected to be between $138.0 billion and $143.5 billion, or to grow between 8% and 13% compared with first quarter 2023.” | ||||||||
| Q4 FY2023 | Revenue | $160.00–$167.00bn | 2023-10-26 | $170.0bn | +1.8% | ABOVE | guidance · result | |
| “Net sales are expected to be between $160.0 billion and $167.0 billion, or to grow between 7% and 12% compared with fourth quarter 2022.” | ||||||||
| Q3 FY2023 | Revenue | $138.00–$143.00bn | 2023-08-03 | $143.1bn | +0.1% | ABOVE | guidance · result | |
| “Net sales are expected to be between $138.0 billion and $143.0 billion, or to grow between 9% and 13% compared with third quarter 2022.” | ||||||||
| Q2 FY2023 | Revenue | $127.00–$133.00bn | 2023-04-27 | $134.4bn | +1.1% | ABOVE | guidance · result | |
| “Net sales are expected to be between $127.0 billion and $133.0 billion, or to grow between 5% and 10% compared with second quarter 2022.” | ||||||||
Every figure above is read from the company’s own filings. “Guidance” links to the 8-K exhibit that issued the forecast; “result” links to the exhibit in which the company reported the outcome. Nothing here is an analyst estimate. How this is measured.