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AMAMZN

Amazon.com, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 17% YoYStreet coverage with positive forward estimatesConsistent chatter on X (8.6K/wk), no spike
$AMZN·$2.7T·Specialty Retail·Consumer Cyclical
$250.00-1.9%YTD+10.1%1Y+16.6%
Price updated 7h ago·X counts updated 5d ago
AMAMZN
$AMZNAmazon.com, Inc.
$250.00-1.87%8.6k posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AMZN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

8,571X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AMZN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data31 posts analyzed · as of 2026-10-02

Sentiment is bullish — the dominant take is that AMZN under $250 is the "most obvious buy in the market" with 67 buys and zero sells on the sell side, AWS reaccelerating to 37%, and Druckenmiller adding nearly 500k shares. Pushback comes from the Jassy-era fatigue camp pointing to five years of Mag-7 underperformance and a shareholder-dilution complaint. Readers want this stock to break out of its grind more than they fear owning it.

Read what X is saying about $AMZN

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMZN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

AWS is reaccelerating into the AI capex boom, and the stock has been flat long enough that the setup finally looks interesting.

Amazon is a retail-plus-cloud giant where the stock mostly moves on AWS. The 2024-25 pause is being broken by AWS reaccelerating back toward 40% growth, and the setup is unusually quiet right into a Q3 print.

  • Earnings have been crushing: last quarter's EPS of $5.75 beat the Street by 216%, and the quarter before that beat by 71% — this isn't a company tapping the brakes, it's one with margin leverage still ahead of consensus.
  • The dilution complaint on X cuts less than it looks: trailing-12M free cash flow is positive and growing, and $1B pledged to AWS host communities is a signal management expects the data-center buildout to keep expanding, not a free-cash-flow drag.

Sitting at just +9% YTD with volume compressed below average, the stock is coiled going into Oct 29 earnings. An AWS growth number holding at ~37% with a Q4 guide-up is the trigger; anything in the low-30s or a Jassy-era cost warning gets this back into chop.

Agrees with X sentimentThe bull case on X — AWS reacceleration, Druckenmiller adding, sell-side still clean — matches the fundamentals. The Jassy-fatigue counter is less about mechanics and more about frustration; it's a tape complaint, not a thesis crack.

What to watch: Oct 29 earnings — AWS YoY growth (37%+ confirms reacceleration), operating margin direction, and Q4 revenue guide. A sub-35% AWS print or a soft Q4 guide is the invalidation.

On the calendar: 2026-10-29 — Q3 earnings

event ahead 30dearnings beats

Read the AI verdict on $AMZN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates e-commerce marketplace, AWS cloud platform, and digital advertising, anchored by Prime subscription ecosystem.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Retail sits in its cycle right now — and what that implies for $AMZN.

Specialty Retail · Consumer Cyclical

No material change from last week — Consumer discretionary bifurcation deepens as XRT falls -7.

What this means for $AMZN

Neutral — Operates e-commerce marketplace, AWS cloud platform, and digital advertising, anchored by Prime subscription ecosystem.

Top industry ETF

$XRTSPDR S&P Retail ETF
-4.3%YTD
+3.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
29.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
23.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$5.75$1.82+215.9%
Q1 2026Apr 29, 2026$2.78$1.63+70.6%
Q4 2025Feb 5, 2026$1.95$1.97-1.0%
Q3 2025Oct 30, 2025$1.95$1.57+24.2%
Next earningsThu, Oct 29·consensus EPS $1.96

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$181.5B+16.6%51.8%13.1%$2.82$-18.2B
Q4 FY25$213.4B+13.6%48.5%11.7%$1.98$14.9B
Q3 FY25$180.2B+13.4%50.8%9.7%$1.98$430.0M
Q2 FY25$167.7B+13.3%51.8%11.4%$1.71$332.0M

Forward consensus

5-year forecast · up to 44 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$828.7B$823.6B – $833.2B$12.79$12.14 – $13.1842
FY27$950.3B$919.5B – $992.7B$10.64$8.79 – $11.8844
FY28$1.10T$1.02T – $1.42T$14.15$10.16 – $23.4539
FY29$1.22T$1.18T – $1.31T$16.47$15.70 – $17.9337
FY30$1.37T$1.32T – $1.46T$20.30$19.34 – $22.0919

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.59%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.8%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 9.8B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 1Douglas J HerringtonCEO1.0K sh$252KSellSep 1Douglas J HerringtonCEO1.0K sh$255KSellAug 24David ZapolskyPresident9.3K sh$2.4MSellAug 21Andrew R JassyCEO20.0K sh$5.2MSellAug 21Brian T OlsavskyCFO6.2K sh$1.6MSellAug 21Shelley ReynoldsPresident675 sh$174KSellAug 21Matthew S GarmanCEO14.5K sh$3.8MSellAug 21David ZapolskyPresident6.2K sh$1.6MSellAug 21Douglas J HerringtonCEO6.4K sh$1.6MSellAug 17Douglas J HerringtonCEO3.7K sh$983K
1–10 of 26
+ 24 other (17 exempts · 5 gifts · 2 awards) in window

See when $AMZN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3/ANew insider — initial holdingsOct 63/A
424B5Prospectus supplement (offering)Sep 11424B5
AI summary

Amazon.com priced a £4.25 billion sterling-denominated notes offering across four tranches maturing in 2029, 2033, 2040, and 2045. This large-scale GBP debt raise diversifies Amazon's funding base and may hedge currency exposure from its UK operations. Proceeds will be used for general corporate purposes under Amazon's existing shelf registration.

3New insider — initial holdingsSep 93
AI summary

Amazon.com filed an initial Form 3 for Kevin R. Mandia, reporting initial beneficial ownership upon his appointment as a new director, with an event date of September 8, 2026. The filing discloses that Mandia holds no equity securities in Amazon directly or indirectly as of the reporting date. The Form 3 is required under Section 16(a) of the Securities Exchange Act of 1934.

8-KOfficer or director changeSep 98-K — Item 5.02: Officer or director change
AI summary

Amazon.com filed an 8-K on September 8, 2026, reporting the election of Kevin R. Mandia as an independent director effective September 8, 2026 under Item 5.02. Mandia, a cybersecurity expert and former CEO of Mandiant (now part of Google), was appointed to the Audit Committee and the Security Committee. His compensation follows the company's standard non-employee director program.

424B5Prospectus supplement (offering)Sep 9424B5
AI summary

Amazon.com filed a preliminary prospectus supplement in September 2026 for an offering of GBP-denominated senior notes in four tranches, with principal amounts, interest rates, and maturities to be determined at pricing. The offering is made pursuant to an effective shelf registration statement (No. 333-293246). This preliminary supplement is subject to completion and amendment and does not constitute an offer to sell in any jurisdiction where such an offer would be unlawful.

424B5Prospectus supplement (offering)Jul 8424B5
AI summary

Amazon.com, Inc. (AMZN) issued $25 billion of senior unsecured notes in 8 tranches: $750M floating rate (SOFR+0.58%) due 2029; $3.5B at 4.600% due 2029; $4.25B at 4.800% due 2031; $3.0B at 5.100% due 2033; $4.5B at 5.300% due 2036; $2.75B at 6.000% due 2046; $4.0B at 6.100% due 2056; $2.25B at 6.250% due 2066. Notes are senior unsecured, not equity dilutive; no specific use of proceeds stated in the excerpt. A very large routine investment-grade debt financing by Amazon — non-dilutive to equity, consistent with Amazon's practice of long-duration debt capital markets access.

424B5Prospectus supplement (offering)Jul 7424B5
AI summary

Amazon.com, Inc. filed a preliminary 424B5 on July 7, 2026 for a multi-tranche debt offering: one floating rate note series (SOFR-linked) plus seven fixed-rate series at various maturities (specific amounts and coupons left blank in the preliminary). This is a large-scale unsecured debt offering off Amazon's existing S-3 shelf (No. 333-293246) — typical for Amazon's periodic large investment-grade bond issuances used for general corporate purposes, capital expenditures, and debt refinancing. The preliminary status means amounts and coupons are subject to final market pricing.

424B5Prospectus supplement (offering)Jun 10424B5
AI summary

Amazon.com, Inc. issued five tranches of Canadian-dollar senior unsecured notes totaling C$14 billion (~USD ~$10B): C$1.25B (3.400% due 2029), C$2.5B (3.700% due 2031), C$2.0B (4.000% due 2033), C$3.5B (4.350% due 2036), and C$4.75B (5.000% due 2056), settling June 12, 2026. Notes rank equally with Amazon's existing senior unsecured debt and are not exchange-listed. This is a very large Canadian-dollar debt capital markets transaction — non-dilutive to equity; scale and multi-tranche structure suggest proceeds fund Canadian operations or major capital projects.

+ 24 other (3 routine 8-Ks · 2 13Gs · 2 13Fs · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Amazon's new Bee AI devices have a bystander problem, says former AWS security engineergeekwire.com·9h agoCathie Wood Just Sold $7.7 Million of Amazon Stockgurufocus.com·15h agoAmazon Is 11% Below Its High Heading Into Earnings on Oct. 29. Here's the 1 Number That Will Decide What Happens Next.fool.com·15h ago2 Tech Stocks to Buy Now and Hold for a Decade (Hint: 1 Isn't in the AI Trade)fool.com·17h agoIs Amazon Stock Poised to Gain as AI Boosts Cash Flow Prospects?zacks.com·18h ago

In themes

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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