Amazon
ConvictionModerate
Three-engine: 1P+3P marketplace retail (thin-margin, scale), AWS cloud (high-margin profit engine), and high-margin ads/subscriptions (Prime); reinvests retail+ads cash flow into AWS capex and custom AI silicon.
Revenue
$181.5BQ1 FY26); ~$700B+ TTMRev growth
+17% YoYQ1 FY26); AWS +28% (fastest in 15 quartersGross margin
not disclosed as a single GAAP lineAmazon reports by segment); AWS segment operating margin ~37.7% (Q1 FY26Op margin
13.1% consolidatedQ1 FY26, up from 11.8% Q1 FY25Capex intensity
Very high and rising — ~$200B guided FY26 capex vs $128.3B FY25+56%); the central bear/bull fault lineMarket cap
~$2.52T24 Jun 2026Price · 1-year trend
real · weekly$229+3% 1yUSD
52-week range
$196 – $279
52w lowas of 2026-06-26 · Yahoo Finance52w high
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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
Not investment advice — analyst work product for a qualified professional.· intel vintage Jun 2026· sign in (free) for the analyst summary; Pro unlocks full intelligence