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AMAMZN

Amazon.com, Inc.

Buzzing onWhy it's trendingX chatter picking upMoving on elevated volumeStrong bullish X conversation
$AMZN·$2.9T·Specialty Retail·Consumer Cyclical
$277.42-2.3%YTD+19.9%1Y+31.1%
Mentions · last 7 days
2026-07-29: 1,895 posts2026-07-30: 5,229 posts2026-07-31: 5,016 posts2026-08-01: 2,163 posts2026-08-02: 1,312 posts2026-08-03: 3,913 posts2026-08-04: 3,075 posts22,709+1%
Price updated 2h ago·X counts updated 3h ago
AMAMZN
$AMZNAmazon.com, Inc.
$277.42-2.32%23k posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AMZN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-04

The move is getting stronger, with heavier trading behind it.

AWS growth reaccelerated to 37% and the stock had its biggest day in 13 years — the hyperscaler capex debate just got answered, at least for this quarter.

Amazon is the retail-plus-cloud giant whose valuation increasingly rides on AWS margins and growth, not on the $700B+ retail business it's better known for. Last week resolved a debate that had been dragging the whole sector: AWS growth is not just holding at hyperscaler scale, it's re-accelerating.

The mechanics behind the biggest single day since 2012:

  • AWS at 37% growth flips the whole AI-capex debate: after a stretch of "AWS is losing share to Azure and GCP," this print shows the market for cloud AI capacity is big enough for the leader to grow faster — and it happened alongside AWS operating margins holding up, which is where the leverage lives.
  • The Q2 print blew past on every line: EPS of $5.75 vs the $1.82 estimate is a 216% surprise driven by AWS margin, retail-op margin, and one-time items — call it half real, half timing, but even the real half is worth another turn of multiple.
  • The capex conversation flipped from a liability to an asset: the $25B July debt raise across eight tranches (from a 4.60% coupon out to longer paper) locks in cheap financing for the AI build — the market read that as confidence, not desperation.
  • The one honest bear point: hyperscaler free cash flow has genuinely collapsed as capex ramps, and if AWS growth normalizes back into the 20s before the capex spend rolls off, the FCF picture doesn't self-heal until well into 2027.

The forward setup: the Q3 print in October needs AWS growth to stay above 30% and any 2027 AI-capacity guidance to at least match current expectations — that's where accelerating stays accelerating. What breaks it: an AWS revenue print with a "3" handle plus a downward capex guide, which would confirm the reaccelerating quarter was a one-off.

What to watch: The October Q3 print. AWS growth staying above 30% keeps the trajectory intact; anything with a 2-handle plus a soft 2027 capex-productivity comment ratifies the FCF-collapse bear case.

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

aws reaccelerationfcf pressure

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment188 posts analyzed · as of 2026-08-04

X is overwhelmingly bullish on Amazon after the biggest single-day gain since 2012, with AWS accelerating to 37% growth and Jassy openly floating a $1T AWS run rate as the moment the AI-ROI debate flipped in the bulls' favor. The dominant thread stacks the $3T market-cap breakout, the $496B AWS backlog, the raised $220B capex, and Trainium being fully sold out as evidence the market finally rewarded the spend. Skeptics mostly point at deteriorating free cash flow and note the stock is still ~8% behind SPY YTD, but 'AWS could be $1T' and Bill Ackman's disclosed stake dominate the mood.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — Amazon's $200B AI infrastructure commitment and AI shopping agent deployment shifts purchase decisions from browsing to autonomous fulfillment, bypassing..

What this means for $AMZN

Neutral — Operates e-commerce marketplace, AWS cloud platform, and digital advertising, anchored by Prime subscription ecosystem; limited read-through from specialty retail macro dynamics to this specific revenue mix.

Top industry ETF

$XRTSPDR S&P Retail ETF
+7.7%YTD
+16.2%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 46 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$825.6B$811.8B – $836.6B$9.44$8.08 – $10.0446
FY27$937.7B$902.8B – $984.9B$10.15$8.46 – $11.3146
FY28$1.08T$1.01T – $1.19T$13.27$10.04 – $17.1134
FY29$1.20T$1.15T – $1.26T$15.46$14.57 – $16.4131
FY30$1.34T$1.28T – $1.40T$18.82$17.73 – $19.9717

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.1.5×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.97%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.+15.0%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.+20.7%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 today0.9% 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

SellJul 1Douglas J HerringtonCEO1.0K sh$240KSellMay 22David ZapolskyPresident9.3K sh$2.5MSellMay 21David ZapolskyPresident6.2K sh$1.6MSellMay 21Andrew R JassyCEO20.0K sh$5.3MSellMay 21Douglas J HerringtonCEO6.4K sh$1.7MSellMay 21Shelley ReynoldsPresident2.4K sh$620KSellMay 21Matthew S GarmanCEO15.5K sh$4.1MSellMay 15Douglas J HerringtonCEO3.7K sh$983KSellMay 15Matthew S GarmanCEO11.5K sh$3.0MSellMay 4Andrew R JassyCEO31.4K sh$8.6M
1–10 of 22
+ 21 other (14 exempts · 5 awards · 2 gifts) 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
Free, forever. No credit card.

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

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.

8-KMaterial agreementJun 108-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Amazon.com, Inc. entered into a $17.5 billion senior unsecured delayed draw term loan credit facility (DDTL) with Citibank N.A. as administrative agent on June 8, 2026, with commitments expiring September 30, 2026. Any drawn amounts mature three years from the draw date and bear SOFR- or base-rate-based interest. This is one of the largest DDTL facilities on record — the short commitment window suggests proceeds are earmarked for a specific near-term use such as a large acquisition or capital project.

424B5Prospectus supplement (offering)Jun 8424B5
AI summary

CDS Clearing and Depository Services Inc. (AMZN) filed a 424B5 prospectus supplement for an offering of senior notes. Proceeds are intended for general corporate purposes, which may include debt repayment, capital expenditures, or working capital. The 424B5 is a prospectus supplement filed under an existing shelf registration, allowing the company to offer securities on an accelerated timeline without a standalone registration statement.

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

Amazon.com, Inc. (AMZN) filed an 8-K on May 20, 2026 disclosing annual shareholder meeting vote results (Item 5.07). Amazon is a Seattle-based e-commerce and cloud computing company listed on Nasdaq. Annual meeting vote results for a mega-cap company are routine governance disclosures and are not expected to be material to operations.

3New insider — initial holdingsApr 243
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for AMZN on 2026-04-24, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KPress release / Reg FDApr 148-K — Item 7.01: Press release / Reg FD
AI summary

AMZN filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-14. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 31 other (4 routine 8-Ks · 4 424B5s · 3 proxys · 3 13Gs) in window

Recent news

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

Top-Performing Leveraged ETFs of Julyzacks.com·1d agoWhat's Going on With Amazon Stock?fool.com·1d agoBill Ackman's Pershing Square Owns Amazon, Microsoft, and Meta Platforms. Here's the Best Buy of the Bunch in August.fool.com·1d agoTop Tech Analyst Says Hyperscalers Are the Clear AI Winners, but Beaten-Down Software Offers Value247wallst.com·1d agoAmazon Just Flipped the AI Capex Narrativezacks.com·1d ago

In themes

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AI InfrastructureQuantum Computing

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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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