Amazon.com, Inc. (AMZN)
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.
Cathie Wood bought shares of Amazon, Robinhood Markets, and Coinbase on Friday. Adding to Amazon ahead of this week's quarterly update is risky, but Wood isn't afraid to take chances.
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.
This week's tech earnings feature names like Palantir (PLTR), Alphabet (GOOGL) and Amazon (AMZN) among many others. Steven Dickens stops by the Morning Movers NYSE desk to underline his focal points for these companies as they adapt to ongoing AI adoption.
The first week of February brings a Super Bowl of earnings with over 100 S&P 500 members, headlined by hyperscale heavyweights, pharmaceutical giants and Main Street favorites.
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.
Campbell and CO Investment Adviser LLC grew its position in Amazon.com, Inc. (NASDAQ: AMZN) by 1,892.0% in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 26,752 shares of the e-commerce giant's stock after acquiring an additional 25,409 shares during the quarter. Amazon.com comprises approximately 0.4% of
OVERSEA CHINESE BANKING Corp Ltd cut its holdings in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 9.4% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 479,131 shares of the e-commerce giant's stock after selling 49,923 shares during the quarter.
Amazon's earnings should continue to grow robustly. BeOne Medicines has two potential catalysts on the way soon.