News about AMZN

The article highlights three stocks where discounted cash flow models suggest value above current prices. Amazon.com's AWS generated about USD 148.4 billion in revenue and grew roughly 20% in 2025, which the article attributes to AI demand, with a market cap of about USD 2,696.6 billion. Gamma Communications, whose enterprise operations contribute about GBP 136 million in annual revenue, sells cloud calling and connectivity tools with recurring cash flows. Yadea Group Holdings generated about CNY 34.1 billion from electric two-wheelers and trades below SWS DCF fair value, though the article notes an unresolved pressure on future margins.

Amazon is scheduled to report third-quarter earnings on October 29, and the author expects the stock could rally again if cloud momentum continues. AWS revenue rose 37% to $42.2 billion in the second quarter, its fastest growth in 18 quarters, while operating income reached $16.6 billion versus $10.2 billion a year earlier, and its AI business has an annualized run rate above $25 billion. Capital expenditures are expected to reach about $220 billion this year, pushing free cash flow to negative $7.6 billion over the 12 months to June 30, compared with $18.2 billion previously. The author discounts the $53.4 billion non-operating pretax income, mostly tied to the $13 billion Anthropic investment, and says AWS revenue and operating income matter more.

Tilia Fiduciary Partners Inc. raised its Amazon.com (NASDAQ:AMZN) stake by 82.4% in the third quarter, to 19,344 shares after buying 8,741 more, valued at $4,820,000. Amazon accounts for about 2.4% of the firm's holdings, its 10th-biggest position. Hedge funds and institutional investors own 72.20% of the stock. Fifty-six analysts rate the stock Buy and three rate it Hold, with a consensus rating of Moderate Buy and an average target price of $322.53, according to MarketBeat.

Perpetual Ltd raised its stake in Amazon.com by 75.9% during the third quarter, according to its latest Form 13F filing with the SEC. The fund now holds 459,613 shares after buying 198,262 more, roughly 1.8% of its portfolio and worth $114,513,000. The article notes investor concerns that Amazon's roughly $220 billion AI commitment and rising capital expenditures could pressure free cash flow, amid a tech-sector selloff driven by inflation worries. AMZN opened at $250.00 on Friday and was trading down 1.9%, while a VP sold 2,343 shares at an average price of $259.01. Amazon is scheduled to report third-quarter results on Oct. 29.

Sacks & Associates LLC acquired 5,046 shares of Amazon.com, Inc. (NASDAQ:AMZN) in the third quarter, worth about $1,257,000, according to its Form 13F filing with the SEC. Amazon makes up roughly 0.9% of the firm's holdings, ranking as its 29th-largest position. Hedge funds and institutional investors own about 72.20% of the stock. Shares opened at $250.00 on Friday after a 1.9% decline, while CEO Matthew Garman sold 14,541 shares at an average of $259.06 on August 21st under a pre-arranged Rule 10b5-1 plan.