$AMZN

AMAZON COM INC

89 analysts · 4 active debates
SENTIMENT
88% BULL
STANCE FLIPS · 7d
2
LAST VERDICT
EXTREME BULL
NEXT EARNINGS
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AS OF MAY 8

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WHERE ANALYSTS DISAGREE ON AMZN
updated 1D AGO
$AMZN
18d

AWS AI Driving Higher Capex

BULL CASE

"AMZN’s massive AI/Anthropic spend is strategically rational because it can recycle that spend into AWS processing demand, strengthening the flywheel around AI infrastructure rather than “wasting” capex."

InvestAnswersANALYST
“The AI Arms Race Just Went Nuclear — Singularity Incoming? 🤖💥”
Apr 23, 2026
BEAR CASE

"Amazon is constrained by a spike in capex this year and needs explicit multi-year capex moderation from Andy Jassy for broader upside to be priced in by investors."

Financial EducationANALYST
“Extreme Market Move COMING‼️”
Mar 12, 2026
ANALYST SENTIMENT · 7 TAKES
5 BULL · 71%29% · 2 BEAR
$AMZN
23d

Rising Fuel And Logistics Costs

BULL CASE

"Amazon's recent 3.5% fee increase and scale give it clear pricing power to pass through higher energy and war-related costs (WTI ~112.65), so I view Amazon as better positioned than small merchants to protect margins."

ValuetainmentANALYST
““186K Is A HUGE Number” - March Jobs Report STUNS Experts Despite Iran War Costs”
Apr 6, 2026
BEAR CASE

"Amazon has not replaced broad last-mile delivery with an electric fleet, so higher oil and gasoline prices will keep Amazon exposed to rising logistics costs until it materially electrifies its delivery network."

ValuetainmentANALYST
“Gas Prices Surge 21%, Inflation Rises, Buyers Disappear | Numbers Scream Ep. 17”
Apr 18, 2026
ANALYST SENTIMENT · 3 TAKES
1 BULL · 33%67% · 2 BEAR
$AMZN
33d

Mega-Cap Technical Weakness

BULL CASE

"I’m bullish on AMZN with a 215 target (which I expect to hit tomorrow) and, if it closes this week above 215, a likely quick move to the point of control at 218 where I’ll be taking profits."

Stocks with JoshANALYST
“PANW & AMZN Printing PROFITS 😱💰”
Apr 8, 2026
BEAR CASE

"Amazon shows no clean constructive setup along with other mega-caps, so I’m staying out of large-cap longs and focusing on smaller, cleaner patterns."

Bulls On Wall StreetANALYST
“Market Rebound!! Is the bottom in?! Here is the best stocks for tomorrow! 4/2/2026”
Apr 2, 2026
ANALYST SENTIMENT · 6 TAKES
5 BULL · 83%17% · 1 BEAR
STANCE FLASH · AMZN
2
STANCE FLIPS · 7d
Analysts leaning extreme bull.
THIS WEEK
ANALYST COVERAGE
Ale's World of Stocks — YouTube finance analystTom Nash — YouTube finance analystOptionsPlay — YouTube finance analyst
— Covered by Ale's World of Stocks · Tom Nash · OptionsPlay

What is the latest research on AMZN?

COMPLETE ANALYSIS HISTORY · 3 TAKES
AWAle's World of Stocks — YouTube finance analystAle's World of Stocks1d ago
BULL$AMZN

"AMZN is a top core holding because it combines global e-commerce/logistics scale with diversified, resilient growth characteristics that keep it less dependent on any single speculative AI narrative."

"7 Stocks Cathie Wood is Buying Right Now!"
TNTom Nash — YouTube finance analystTom Nash1d ago
BULL$AMZN

"AMZN is a high-conviction catch-up opportunity because fundamentals have accelerated while the stock lagged (5-year: +58% vs S&P 500 +71%), margins and cash flow expanded (operating margin to 11.6%, free cash flow from -$14B to +$7.7B), and the Anthropic/Trainium-driven AWS profit engine should let profits grow faster than revenue, driving a violent upward rerating."

@ ~$272.68→ $130.006mo
"A 10 Bagger Like This May Never Happen Again"
OOptionsPlay — YouTube finance analystOptionsPlay2d ago
BEAR$AMZN

"AMZN is a trade to avoid (for now) because despite a bullish backdrop, the recent run is statistically stretched (counter-trend sell signal) and the setup/fundamentals/options risk-reward do not clear the bar—valuation is rich (~33x forward earnings) with only modest net margins and AWS is still a minority of revenue (~20%)."

@ ~$195.95→ $210.006mo
"How to Know If a Trade Idea Is Worth It?"