$AMZN

AMZN

Amazon.com Inc.

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As of 10-01
10-01
Schwab NetworkPublished 2026-10-01
“Thursday's First Moves: AMZN Conviction List Add, MSFT PT Hike, ACN Surges”Goldman Sachs
$AMZNBullish
Goldman Sachs added AMZN to its conviction list; $375 PT implies >40% upside; supports bullish view.

Let's shift our focus to Amazon, where we saw positive comments from Goldman Sachs. Indeed, he added it to his list of investment convictions . Therefore, he makes some additions and some deletions.

Returning to Amazon, Goldman Sachs has once again added it to its list of preferred stocks. In fact, most analysts have a "buy" rating for Amazon, with over 90% of analysts holding bullish views on it, and the figure reaching as high as 95%, so this additional support from Goldman Sachs certainly helps.

Older record
The Intrinsic Value PodcastPublished 2026-10-01
“The AI Frenzy in Markets, As Understood by Two Value Investors”
$AMZNBullish
Amazon's e-commerce threat has diminished; preferred for capital allocation now; expected to benefit from AI productivity over 10 years.

What It means for us who We own companies like Alphabet and Amazon in Our investment portfolio?

I have I just spoke, I think We had a discussion years in the community before Two days, where he wondered People are asking whether it is from It is necessary to grant companies such Amazon and Google Microsoft multipliers It's different now that These companies became Deeper in debt Ever, but Basically, isn't that right?

Older record
09-30
Daniel PronkPublished 2026-09-30
“Meta Is Up 30% - Is It Too Late To Buy?”
$AMZNNo side taken
AI agent disruption of Amazon's ad business is unproven; ad revenue growth remains strong and accelerating.

In the field of online shopping , " Muse" can find the best products at the lowest prices and order them for you without the need to visit Amazon, which is radically changing Amazon's advertising business, because humans do not see the ads.

radically changing Amazon's advertising business, because humans do not see the ads. Instead, the computer programs will go to the Amazon platform to complete the purchase process.

What they said to watch for
Older record
Invest with HenryPublished 2026-09-30
“If You Missed Palantir... These 5 AI Stocks are Next”
$AMZNBullish
AMZN has strong long-term potential driven by rapid AWS growth ($496B backlog) and advertising, but high capex poses a risk to free cash flow returns.

Today , I will talk about AMD, Broadcom, Amazon, Meta, and Nvidia. Amazon, Microsoft, Google and Meta are spending billions to build data centers, buy chips and secure electricity.

Let's move on to the next arrow, Amazon. Amazon is interesting because people tend to think of it as an online shopping company , but I think you should look at Amazon as several different companies actually operating under one roof.

Older record
09-29
“Risk Warning: 5 Stocks to Sell Before It's Too Late”
$AMZNBearish
Amazon faces structural headwinds from slowing retail growth and the threat of AI agents disrupting its ad-driven profitability, making its valuation unattractive.

The number three might be a little surprising, and that's Amazon. Actually, I like what Amazon is doing in the world of artificial intelligence today. Building venture capital is what she excels at, and designing chips that improve their systems—especially on AWS—is also what she excels at.

Older record
09-28
StockCharts TVPublished 2026-09-28
“The Market’s Most Important Growth Stocks: Dave’s Dirty Dozen”
$AMZNNo side taken
AMZN is acceptable due to holding the 200-day moving average, but suffers from underperformance caused by neutral momentum within a downward trend.

Amazon, I would say it's a little more worrying because it's declining significantly. Amazon had already set a new one-day record at the beginning of August, which was its highest level ever, and it has been declining ever since.

This happened with the earnings announcement, didn't it? On July 30th.

Joseph Carlson After HoursPublished 2026-09-28
“Google Has Fallen Behind”
$AMZNBullish
Amazon's diversified strength and logistics moat position it well for agentic commerce; current valuation is reasonable.

Now next up we have Amazon. This is holding number four in size, a 12% position. It's a $180,000 position, $55,000 in the green. Now, a lot of people have complained about Amazon because the stock really doesn't rock it up like a lot of other companies.

It's been a little bit of a lagard over the past five years, but if we look at the the chart here, it actually doesn't look that bad. Amazon is up 50% in the past 5 years. The S&P 500 is up around 70%.

So we have a little bit of underperformance in Amazon over the past 5 years. But if you invested in Amazon any time period during the dip, which it gave you ample time to buy, then then you've outperformed the S&P 500.

So unless you bought right at the beginning of the 5-year period and never bought again, you probably have outperformed the S&P 500 investing in Amazon. Furthermore, when we look at the 10 years, this is where it really outperforms the S&P 500.

Amazon is up 495% over the past 10 years. The S&P 500 is up around half of that. So unless you invested at the worst time period only only 5 years ago during this plateau of the stock price, that is really the only time period that you had poor performance.

The stock has actually done well and it's done so with a low amount of risk.

Older record
Invest with HenryPublished 2026-09-28
“How I Pick Stocks to Sell Puts for $8,000/Month in Passive Income”
$AMZNBullish
Amazon's strong fundamentals (AWS growth, rising sales) support a bullish outlook; speaker is optimistic and actively selling puts.

We will use shares of Nvidia, Amazon, Mara, and Peloton.

Well, in 2020 we saw shutdowns, and shares of Amazon and Peloton, which are two interesting stocks, declined significantly. The shares of these two stocks declined because people were staying at home and ordering Amazon products,

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