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Amazon.com, Inc.Informe acción NasdaqGS:AMZN

Capitalización bursátil US$3.1t
Precio de las acciones
n/a
1Y29.8%
7D20.2%
1D-2.3%
Valor de la cartera
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Amazon.com, Inc.

Informe acción NasdaqGS:AMZN

Capitalización de mercado: US$3.1t

Amazon.com (AMZN) Resumen de Acciones

Amazon.com, Inc. se dedica a la venta al por menor de productos de consumo, publicidad y servicio de suscripciones a través de tiendas físicas y en línea en Norteamérica e internacionalmente. Saber más

Análisis fundamental de AMZN
Puntuación del snowflake
Valoración4/6
Crecimiento futuro1/6
Rendimiento pasado5/6
Salud financiera5/6
Dividendos0/6

AMZN Community Fair Values

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Competidores de Amazon.com, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Amazon.com
Precios históricos de las acciones
Precio actual de la acciónUS$277.42
Máximo en las últimas 52 semanasUS$287.20
Mínimo de 52 semanasUS$196.00
Beta1.45
Cambio en 1 mes14.32%
Variación en 3 meses0.88%
Cambio de 1 año29.79%
Variación en 3 años98.24%
Variación en 5 años67.09%
Variación desde la OPV283,224.48%

Noticias y actualizaciones recientes

Actualización de narrativa Jul 31

AMZN: AWS AI Backlog And Heavy Capex Are Expected To Drive Future Cash

Analysts nudged their fair value estimate for Amazon.com higher to $319.69 from $312.99, as rising Street price targets, supported by stronger views on AWS growth, an AI driven backlog, and return on invested capital, feed through into slightly higher revenue growth assumptions and a modestly lower future P/E. Analyst Commentary Street research around Amazon.com has turned increasingly focused on execution in Amazon Web Services and the implications of large AI and capex commitments for valuation.

Recent updates

Actualización de narrativa Jul 31

AMZN: AWS AI Backlog And Heavy Capex Are Expected To Drive Future Cash

Analysts nudged their fair value estimate for Amazon.com higher to $319.69 from $312.99, as rising Street price targets, supported by stronger views on AWS growth, an AI driven backlog, and return on invested capital, feed through into slightly higher revenue growth assumptions and a modestly lower future P/E. Analyst Commentary Street research around Amazon.com has turned increasingly focused on execution in Amazon Web Services and the implications of large AI and capex commitments for valuation.
Seeking Alpha Jul 30

Amazon Q2: One Of The Best Quarters So Far

Summary Amazon.com, Inc. delivered a standout Q2 with accelerating e-commerce growth, robust AWS performance, and expanding margins. Optionalities like Amazon Now, robotics, and LEO satellites are maturing, strengthening AMZN’s ecosystem and supporting high revenue growth. AWS posted 37% YoY revenue growth and 39.4% margin, outpacing Microsoft’s cloud growth and underscoring strong AI and chip tailwinds. I maintain a Buy rating on AMZN, citing rapid growth, margin expansion, and a compelling 2026 P/E valuation near 28x. Read the full article on Seeking Alpha
Actualización de narrativa Jun 18

AMZN: AWS AI Backlog And $200b Infrastructure Spend Will Support Future Cash Generation

Analysts made only a slight upward adjustment to the Amazon.com fair value estimate, with the target rising by about $0.20. This reflects steady assumptions around revenue growth, profit margins, and a modestly lower discount rate supported by recent commentary on AWS AI backlog strength and long-term cloud and streaming partnerships.
Actualización de narrativa Jun 03

AMZN: AWS AI Backlog And Anthropic OpenAI Deals Will Support Future Cash Generation

Analysts have nudged the Amazon.com fair value estimate higher to about $313 per share from roughly $308, reflecting updated assumptions for slightly stronger long term revenue growth and margins, ongoing AWS AI backlog momentum, and a Street price target cluster moving toward the low to mid $300s, including a recent Truist increase to $320 tied to large Anthropic and OpenAI partnerships. Analyst Commentary Street research around Amazon.com has been highly active, with a wide cluster of price target revisions and list additions centering in the low to mid US$300s.
Actualización de narrativa May 12

Amazon's high growth, high tech segments propel its profits, while traditional segments plod along

As AWS and AI grow to be proportionally larger and larger parts of Amazon, its traditional retailing will make way for higher yielding platform based products
Actualización de narrativa May 04

AMZN: AWS AI Spending And OpenAI Alliance Will Support Future Cash Generation

The analyst fair value estimate for Amazon.com has shifted to $307.81 from $281.18, reflecting Street price target increases. These changes are linked to higher modeled revenue growth, slightly stronger profit margins, and updated P/E assumptions informed by recent research updates and rating changes on the stock.
Actualización de narrativa Apr 30

Amazon Q1 2026: Record Margins Meet Massive AI Ambitions

Amazon delivered a powerhouse Q1 2026 performance, reporting its highest-ever operating margin and a significant re-acceleration in its cloud business. However, the report also underscored the staggering price of staying competitive in the AI arms race, sparking a complex reaction in its valuation.
Actualización de narrativa Apr 20

AMZN: AWS AI Capex And OpenAI Alliance Will Drive Future Cash Flows

The Amazon.com analyst price target has edged slightly lower by about $0.10 to $281.18, as analysts refine their views on AWS growth, AI driven capital expenditures, and satellite connectivity efforts following a mix of recent price target increases and trims. Analyst Commentary Recent research around Amazon.com highlights a wide range of views as analysts react to fresh information on AWS, AI related capital spending, satellite connectivity, and retail positioning.
Nueva narrativa Apr 13

Amazon Could Reach $336–$380 Over the Next Five Years

Amazon has a credible path to the $336–$380 range over the next five years because its earnings are still growing, and the business is becoming more profitable through AWS, advertising, and automation. Simply Wall St currently shows Amazon trading below its modeled fair value, with earnings forecast to grow about 16% per year and revenue about 10% per year.
Actualización de narrativa Apr 06

AMZN: Cloud AI Capex And OpenAI Deal Will Support Future Cash Flows

Analysts have nudged their price target on Amazon.com slightly higher to align with a modestly higher fair value estimate of about $281. This reflects updated views on revenue growth, profit margins and future P/E assumptions informed by recent research pointing to AWS momentum, rising ad spend expectations and ongoing AI related investment.
Actualización de narrativa Mar 23

AMZN: AI Cloud Commitments And Custom Chips Will Support Future Cash Flows

Narrative Update: Amazon.com (Price Target Revision) Analysts have made only a slight downward adjustment to Amazon.com's implied price target, trimming it by about $1 as they balance enthusiasm around AWS related AI partnerships, advertising survey strength, and new initiatives like Zoox against a recent wave of modest target cuts across the Street. Analyst Commentary Recent research on Amazon.com centers on how well the company can execute on large AI, cloud, advertising, logistics, and retail opportunities while managing capital intensity and competitive pressure.
Actualización de narrativa Mar 08

AMZN: AI Cloud Partnerships Will Support Future Cash Flow Resilience

Analysts have made a minor reduction to their Amazon.com price target, reflecting slightly higher discount rates. They continue to point to ongoing support from AWS-focused research, AI-related capital expenditure commentary, and views that Amazon's e-commerce and advertising businesses remain relatively well positioned against AI disintermediation risks.
Nueva narrativa Feb 22

AMZN Narrative

AMZN Narrative (Simply Wall St formatında) AMZN Current Setup Amazon (AMZN) trades around US$210 , while the modelled fair value is US$281.46 (roughly 25% undervalued ). This discount appears inconsistent with Amazon’s recent fundamental momentum: earnings +31.1% YoY , and consensus forecasts for ~16.2% earnings growth and ~10.3% revenue growth per year.
Actualización de narrativa Feb 21

AMZN: AI Infrastructure And Advertising Will Support Future Cash Flow Resilience

Analysts have reduced their average price targets on Amazon.com by roughly $10 to reflect slightly lower margin assumptions and updated price-to-earnings views, even as recent research points to healthy demand for AWS, advertising and capital expenditure driven growth initiatives. Analyst Commentary Recent research on Amazon.com highlights a mix of optimism around long term growth drivers and caution around valuation and margin assumptions.
Artículo de análisis Feb 13

Amazon.com's (NASDAQ:AMZN) Earnings Are Weaker Than They Seem

Despite announcing strong earnings, Amazon.com, Inc.'s ( NASDAQ:AMZN ) stock was sluggish. We did some digging and...
Actualización de narrativa Feb 07

AMZN: AI Infrastructure And Advertising Mix Will Support Future Cash Flow Durability

Analysts have trimmed their average price target for Amazon.com by about US$10 to US$285, largely reflecting updated assumptions for a slightly higher discount rate and lower future P/E, even as they factor in modestly higher revenue growth and profit margin expectations supported by recent research commentary. Analyst Commentary Recent research on Amazon.com shows a mixed but generally engaged view, with many firms revisiting their models, tweaking price targets and, in a few cases, ratings.
Actualización de narrativa Feb 06

FY2025

Updated with most recent annual financial statement.
Actualización de narrativa Jan 23

AMZN: AI Infrastructure Commitments Will Drive Future Cloud Cash Flow Durability

Analysts have made only a marginal upward adjustment to our fair value estimate for Amazon.com to US$295.61, reflecting slightly higher modeled revenue growth and profit margins. This is partly offset by a modestly lower future P/E multiple and discount rate in light of mixed but generally constructive price target updates that emphasize AWS and advertising demand alongside capital intensity concerns in AI infrastructure.
Actualización de narrativa Jan 08

AMZN: AI Infrastructure Deals And Advertising Scale Will Drive Future Upside

Narrative Update on Amazon.com Analysts have inched their blended price expectations for Amazon.com slightly lower, with the modeled fair value moving by about $0.02 to roughly $295.51 as they balance reduced price targets from firms like Cantor Fitzgerald and Wolfe Research against optimism around AI driven AWS deals, advertising growth, and ongoing capital investment in cloud infrastructure. Analyst Commentary Recent research on Amazon.com reflects a mix of enthusiasm around AI driven cloud demand, advertising and retail execution, alongside fresh questions about the returns on heavy capital spending and the sustainability of current valuations.
Actualización de narrativa Jan 04

Amazon’s AI Investment Cycle Nears Margin Inflection

This update reflects why I remain bullish on Amazon despite near-term margin pressure. The company is deliberately compressing margins to fund one of the most intelligent AI and infrastructure investment cycles in its history.
Actualización de narrativa Dec 15

AMZN: Expanding AI Cloud Partnerships Will Drive AWS-Led Outperformance Ahead

Analysts nudged their Amazon.com price target slightly higher to approximately $295.53 from about $294.65, citing a modestly lower perceived risk profile and incremental improvements in long term growth and margin assumptions, supported by accelerating AWS momentum, expanding AI partnerships, and resilient retail trends. Analyst Commentary Bullish analysts highlight that the near term setup into the holiday season remains favorable, with Amazon positioned to gain further online share even as overall U.S. e commerce growth moderates.
Actualización de narrativa Nov 30

AMZN: Accelerating Cloud Partnerships And AI Commitments Will Fuel Outperformance Ahead

Amazon.com's analyst fair value estimate was raised slightly to $294.65 from $293.03. Analysts highlighted steady improvements in revenue growth and profit margins, supported by ongoing strength in e-commerce and cloud partnerships.
Actualización de narrativa Nov 16

AMZN: Accelerating Cloud Demand and Mega AI Deal Will Drive Further Gains

Amazon.com’s analyst price target has shifted higher, rising from approximately $288 to $293 per share. Analysts cite accelerating AWS revenue growth and improved profit margins, fueled by major new cloud deals and robust financial results.
Actualización de narrativa Nov 04

The capitalist colossus that makes your parcels magically appear, powers half the internet, and knows your shopping habits.

OpenAI signs a 7-year, $38 billion cloud computing partnership with Amazon Web Services. Here’s a breakdown of the recent deal between Amazon.com, Inc.
Actualización de narrativa Nov 01

AMZN: Acceleration In Cloud And AI Will Drive Margin Expansion Ahead

Amazon.com's analyst price target has been revised upward by nearly $21 to reflect increased conviction among analysts that improving revenue growth and expanding profit margins, driven by a strong AWS acceleration and resilient retail performance, justify a higher valuation. Analyst Commentary Recent analyst commentaries reflect a generally optimistic stance on Amazon.com, with multiple firms revising price targets upward and highlighting key drivers of anticipated growth, while also noting areas that merit continued attention for investors.
Actualización de narrativa Oct 18

Cloud Transition And AI Adoption Will Drive Long Term Expansion

Amazon.com's analyst price target has been raised, with several analysts citing anticipated acceleration in AWS growth and continued momentum in the company's retail and grocery initiatives as key drivers of the revised outlook. The price target now stands higher by $20 to reach $270 per share.
Actualización de narrativa Oct 04

Cloud Transition And AI Adoption Will Drive Long Term Expansion

Amazon.com’s analyst price target increased modestly to $266.56 from $263.74, as analysts point to anticipated acceleration in AWS growth along with sustainable improvements in revenue and profit metrics. Analyst Commentary Recent research notes reveal a spectrum of optimism and caution among analysts covering Amazon.com as they assess the company's valuation, execution, and future growth prospects.
Actualización de narrativa Sep 13

Cloud Transition And AI Adoption Will Drive Long Term Expansion

Analysts modestly raised Amazon's price target—now $263.74—citing improving AWS demand visibility, growth potential from aggressive grocery expansion and logistics, and stronger Prime ecosystem engagement, while noting lingering concerns over operational complexity and recent AWS margin trends. Analyst Commentary Bullish analysts are raising targets on expectations that Amazon’s aggressive expansion and integration into the grocery sector—especially fresh/perishable delivery with minimum $25 baskets—will drive durable, faster growth, higher merchandise margins, meaningful EBIT/EPS upside, deeper Prime ecosystem engagement, and significant market share gains in a massive ($1–2T+) market.

Rentabilidad de los accionistas

AMZNUS Multiline RetailMercado US
7D20.2%17.0%4.9%
1Y29.8%20.0%21.3%

Rentabilidad vs. Industria: AMZN superó a la industria US Multiline Retail, que obtuvo un rendimiento del 20% el año pasado.

Rentabilidad vs. Mercado: AMZN superó al mercado US, que obtuvo un rendimiento del 21.3% el año pasado.

Volatilidad de los precios

Is AMZN's price volatile compared to industry and market?
AMZN volatility
AMZN Average Weekly Movement6.2%
Multiline Retail Industry Average Movement7.2%
Market Average Movement7.3%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: AMZN no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de AMZN (6%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19941,576,000Andy Jassywww.amazon.com

Amazon.com, Inc. se dedica a la venta al por menor de productos de consumo, publicidad y servicio de suscripciones a través de tiendas físicas y en línea en Norteamérica e internacionalmente. La empresa opera a través de tres segmentos: Norteamérica, Internacional y Amazon Web Services (AWS). También fabrica y vende dispositivos electrónicos, como Kindle, tabletas Fire, televisores Fire, Echo, Ring, Blink y Eero, y desarrolla y produce contenidos multimedia.

Resumen de fundamentos de Amazon.com, Inc.

¿Cómo se comparan los beneficios e ingresos de Amazon.com con su capitalización de mercado?
Estadísticas fundamentales de AMZN
Capitalización bursátilUS$3.06t
Beneficios(TTM)US$135.28b
Ingresos (TTM)US$775.68b
22.1x
Ratio precio-beneficio (PE)
3.9x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de AMZN
IngresosUS$775.68b
Coste de los ingresosUS$381.87b
Beneficio brutoUS$393.81b
Otros gastosUS$258.53b
BeneficiosUS$135.28b

Últimos beneficios comunicados

Jun 30, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)12.54
Margen bruto50.77%
Margen de beneficio neto17.44%
Ratio deuda/patrimonio25.7%

¿Cómo se ha desempeñado AMZN a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/04 23:57
Precio de las acciones al final del día2026/08/04 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Amazon.com, Inc. está cubierta por 99 analistas. 60 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Kadambari DaptardarAccountability Research Corporation
Rocco StraussArete Research Services LLP
Richard KramerArete Research Services LLP