Companies /Consumer Cyclical

Amazon.com Inc

NASDAQ: AMZN Internet Retail
$266.66
▼ $0.78 (−0.29%) today
Markets closed · 12:07pm ET

24/7 Wall St. View

AMZN at a Glance

Valuation
Market cap
$2.88T
P/E ratio
21.6
Profitability
Revenue (TTM)
$797.5B
Profit margin
16.9%
EPS (TTM)
$12.33
Price
52-week range
$196 – $287
24/7 target
$326.91
Street target
$326.72
Earnings
Next report
Feb 3, 2027
Q3 2026 EPS
$1.89
vs. $1.96 est.
−3.5%

Headquartered in Seattle, WA Fiscal year ends December NASDAQ: AMZN amazon.com

About Amazon

Amazon.com, Inc. operates through three reportable segments: North America, International, and Amazon Web Services (AWS).

- **Retail:** Revenue comes from online store product sales and physical stores, including Whole Foods Market and Amazon Fresh-format grocery.
- **Marketplace:** Third-party seller services include commissions plus fulfillment and shipping fees.
- **Advertising:** Sponsored ads, display, video and streaming TV ads, increasingly managed through the AI-driven Amazon Ads Agent.
- **Subscriptions:** Prime memberships, Prime Video, music, audiobooks and e-books.
- **Other:** Shipping and healthcare services, video licensing and co-branded credit cards.

AWS provides cloud infrastructure and AI services, including:
- The Amazon Bedrock inference platform, which hosts models from OpenAI, Anthropic and others.
- Bedrock AgentCore for building and running AI agents.
- Trainium custom AI chips, Lambda serverless computing, and the AWS Continuum security service.
- The Amazon Quick work assistant, Kiro developer tools, and DuckDB analytics following the DuckLabs acquisition.

Amazon also sells consumer devices: Echo, Kindle, Fire TV, Ring, Blink and Bee, alongside the Alexa and Alexa+ assistants. Its entertainment arm, Amazon MGM Studios and Prime Video, carries live sports such as Thursday Night Football and the NBA.

Newer ventures include:
- Amazon Pharmacy.
- Amazon Now ultra-fast delivery.
- The Amazon Leo low Earth orbit satellite broadband service.
- Zoox autonomous robotaxis.

The company is currently investing heavily in AI data center capacity. Updated

Revenue by Segment · Q3 2026
  1. Online Stores34%
  2. Third-Party Seller Services23%
  3. AWS23%
  4. Advertising Services10%
  5. Subscription Services7%
  6. Physical Stores3%
  7. Other1%

Latest Activity

Inside Jensen Huang’s Final Hours as Nvidia CEO

  • Ian King: board had no choice once the affair involved an employee; only one sell rating remains on Nvidia</list-item>
  • Arm CEO Rene Haas floated as a successor; CFO Colette Kress and team holding things together for now
  • Seoul bureau: Samsung and SK Hynix relationships ran through Huang, and they are half the Kospi
  • Joe Wiesenthal on Mega Speed, neocloud GPU access, and the unwritten rules on Chinese firms renting chips abroad

The bull case now rests entirely on Nvidia's engineers rather than its frontman: reporters argue the chips, CUDA and the customer queue outlast Huang, while analysts have yet to downgrade. The open risk is relational, since supplier ties in Korea and Taiwan were personal, and Washington scrutiny of chips reaching Chinese users through offshore neoclouds is only starting.

NVIDIA Fallout, Chip Volatility and the Case for 60/40

  • Panel split on Nvidia after Huang's resignation: bulls cite a forward multiple near 10 and 300 billion in free cash flow
  • Kevin Simpson sold half his Nvidia at a 20% loss on price-action rules, buying at $200 and exiting in the $160s
  • Nvidia board reportedly approached Arm CEO Rene Haas as successor; Arista flagged as clearest chip beneficiary
  • Retail earnings week ahead for Home Depot, Walmart, Costco, TJX and AutoZone, with weak consumer sentiment a drag

The committee can't agree on what a leaderless Nvidia is worth: one member mechanically dumped half his stake at a 20% loss while another is putting new client money in at these levels. With earnings next week, the next report settles the argument.

Instant Reaction: Nvidia CEO Jensen Huang Ousted by Nvidia Board

  • CFO Colette Kress named interim chief, with Bloomberg Intelligence expecting her to hold the job one to two quarters
  • Mandeep Singh: no successor easily replicates Huang's ecosystem deal-making or TSMC and supply chain ties
  • CUDA creator Ian Buck floated as the leading internal candidate given Nvidia's six-month chip cadence
  • Anurag Rana ranks the AI chip race Nvidia first, then Google, Amazon, Microsoft, with the gap now easier to close

The succession question is no longer hypothetical, and the analyst read is that an interim CFO running the company buys hyperscalers time to push their own silicon. If you own Nvidia for its ecosystem lock-in, a leadership vacuum is now testing that moat. The Tim Cook comparison came up, and nobody on the panel treated it as settled.

Mad Money w/ Jim Cramer 11/11/26

  • Cramer says Nvidia leadership turmoil has made him gun shy on tech, yet writing off data center names risks big upside
  • CoreWeave CEO: compute demand 10 times oversubscribed for 2027, with chips recontracting at 20% to 50% premiums
  • Cramer would rather own Colgate or Johnson & Johnson than chase the noise right now
  • Caller questions on Darden's Olive Garden value proposition, Meta re-entry, and Jersey Mike's under Charlie Morrison

The tell is that four-year-old GPUs are being recontracted above their original prices, which undercuts the view that AI hardware depreciates into worthlessness. Cramer is keeping data center exposure in semis, networking, turbines and cooling even while trimming elsewhere, and he is leaning defensive with staples and pharma as the Nvidia story gets messier.

Nvidia Shares Sink on New Allegations Against CEO Jensen Huang

  • CoreWeave's beat, raised guidance and canceled 10b5-1 plan sparked a semi rally, with chip ETFs up over 15% off last week's low
  • Reports of a second Huang affair and a board meeting to replace him sent shares down 8-9% after hours; Kalshi odds hit 70-87%
  • Dan Ives calls an ouster a clearing event worth $225; Dan Niles sees 99% odds Huang is out and ~145 as support
  • Gene Munster expects a gap down then recovery and disputes that AMD takes meaningful share; Apple closed at a record

The debate has moved past whether Huang stays to what Nvidia is worth without him, and the panel's range is wide: a $225 target against a 145 support test. Traders expect the real clearing to come with next Tuesday's earnings report rather than the board meeting.

Freedom vs. Safety: Axon CEO Rick Smith on the Future of Policing

  • Rick Smith retraces Axon's near-bankruptcy, dot-com IPO at a $12M valuation, short attack and SEC probe
  • Pivot from hardware to cloud software after Ferguson; body cams now handle more daily video uploads than YouTube
  • Axon is now Skydio's largest investor with nearly half the company, locking up public-safety drones
  • Taser-equipped drone program defended after ethics board resignations; hard limits on autonomous lethal force

The Skydio stake points to where the next leg of growth comes from: drones and robotics sold into the same police agencies already paying for cloud video. Smith frames regulation as guardrails, which matters for a business whose contracts live or die on public sentiment after the ethics board walkouts.

Is Jensen Huang Finished At Nvidia? | Dan Ives

  • Ives puts 15% odds on Jensen Huang exiting as CEO, and sees a 25-30% drop in the stock if it happens
  • Chips to China are 'done' as both parties unite on an anti-China tech stance after the midterms
  • AI demand-to-supply still 4-to-1 with 75% of data centers permitted; Anthropic's IPO value halved to $1T
  • CoreWeave called 'essentially an SPV for Nvidia'; Palantir and Tesla's Optimus framed as the durable bets

One person's job carries roughly a quarter of Nvidia's value, and the board review and congressional hearings are still ahead. Ives stays bullish on the AI trade itself, pointing at permitted capacity and a 4-to-1 demand-to-supply gap, while flagging CoreWeave's capital structure as the fragile link.

NVIDIA Fallout, Anthropic IPO and Hot CPI Hit Markets

  • Panel calls Nvidia's slide quant-driven, not fundamental, with analyst targets barely moving and Microsoft retaking the market cap lead
  • Josh Brown: AI isn't one trade, pointing to Amazon up 17% year to date against Nvidia's decline
  • Anthropic marketing its IPO at $70-$78 for a $1.4T valuation, oversubscribed, with AMD, Nvidia and Microsoft in the placements
  • Claude's new Sheets, Whiteboards and Meetings tools knocked Microsoft and other software names lower on the spot

Anthropic going public at a $1.4 trillion target while shipping office software makes Microsoft both an investor in and a target of its own holding. Nvidia is in buyback blackout until its November earnings report, so it cannot defend itself as hot CPI lifts the two-year yield.

HIMSHims & Hers
Regular session
$19.43
-12.12%off the open $22.11

The Q3 earnings miss filed the night before outweighed the fresh Eli Lilly partnership, leaving the stock down 12% from its $22.11 open.

Before the movelast 24 hours
  1. Earnings release

    HIMS Q3 2026 earnings miss

Related stockstoday

Moves: Nov 10, 11:00 AM ET · Alpha Vantage quote

TTDTrade Desk
Regular session
$15.13
+9.12%off the open $13.87

The 9.12% intraday move is stock-specific, not a sector trade, with Google down 1.14% and Amazon down 0.71% on the day.

Before the movelast 24 hours
  1. Press release
    Related company: AMZN, competitor

    Wall Street's Four Main Benchmarks Start the Week Higher as Inflation Data Nears

Related stockstoday

Moves: Nov 9, 2:40 PM ET · Alpha Vantage quote

AMZN Coverage

Frequently Asked Questions

What does Amazon do?

Amazon.com, Inc. operates through three reportable segments: North America, International, and Amazon Web Services (AWS). - **Retail:** Revenue comes from online store product sales and physical stores, including Whole Foods Market and Amazon Fresh-format grocery. - **Marketplace:** Third-party seller services include…

What is the AMZN stock price target?

24/7 Wall St.'s 12-month price target for AMZN is $326.91, rated Buy. The Wall Street consensus target is $326.72. AMZN price prediction →