Whitney Tilson said on Bloomberg Surveillance that he looks for quality companies whose earnings will double in five years, which takes about 15% annual growth. Consensus estimates for Amazon and Alphabet point to normalized EPS growth of about 26% and 24% a year from 2026 to 2028, ahead of that pace; Amazon's normalized EPS is expected to rise from $8.31 in 2026 to $13.27 in 2028. Meta's EPS is seen flat at $30.18 in 2026, then rising 16% in 2027 and 15% in 2028. Free cash flow remains the key issue: Amazon's is forecast at negative $33.9 billion in 2026 and negative $8.1 billion in 2027 before turning positive, while Alphabet posted negative free cash flow of $5.9 billion in its second quarter. Janus Henderson's Alison Porter expects capex to peak around 2028, and the author suggests Amazon could reach the goal first while Meta needs the most to go right.
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Related tickers and likely impact
AMZN
▲ Likely positiveAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/23/2026 | 248.00 |
| Change that session | -0.95% |
GOOGL
▲ Likely positiveAlphabet Inc. (Class A)
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/23/2026 | 320.21 |
| Change that session | -1.24% |
META
▲ Likely positiveMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/23/2026 | 642.62 |
| Change that session | -0.96% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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