Amazon (AMZN) is scheduled to report Q3 2026 results on Oct. 29, with guidance for net sales of $197–202 billion (9%–12% growth) and Zacks consensus estimates of $202.11 billion in sales and $2.01 in EPS. The article notes Amazon's mixed earnings surprise history and says the Zacks model does not predict an earnings beat this time, citing an Earnings ESP of -1.17% and a Zacks Rank #3. Prime Day shifting into the second quarter is expected to have trimmed nearly 400 basis points from growth, while AWS, with a $496 billion backlog, remains the primary growth engine. Elevated transportation costs and higher depreciation from investments, with 2026 cash capex raised to roughly $220 billion from $200 billion, are likely to pressure third-quarter margins. Advertising is expected to benefit from Prime Video live sports inventory and the return of Thursday Night Football.
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AMZNearningscloud computingartificial intelligence
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/26/2026 | 249.01 |
| Change that session | +0.41% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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