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Mkt cap $2.65T (11/2)β 1.4752w $199–280Shares 10.73BInd. Retail-Catalog & Mail-Order HousesNasdaq since 1997Emp. 1,576,000HQ Seattle, WAamazon.com
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Who said what, and what AMZN did next
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Who’s talking about AMZN
91 long3 neutral2 shortlatest 2026-10-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Unknown | Bullish | Fox Business (uncut) | Amazon is expected to deliver strong profit during a major week of corporate earnings. |
| 2026-10-26 | Victoria GreenFounding Partner & CIO, G Squared Private Wealth | Bearish | CNBC (uncut) | Prime Day shift to Q2 creates Q3 revenue messiness, insular agentic AI approach risks losing… |
| 2026-10-26 | Unknown | Bullish | Fox Business (uncut) | Hyper-scalers deploying capital into AI are the most sophisticated, data-informed investors of our time —… |
| 2026-10-23 | Dan NilesFounder & Portfolio Manager, Niles Investment Management | Bullish | CNBC (uncut) | Amazon is a fundamentally strong hyperscaler with earnings reporting next week and has held up much better… |
| 2026-10-23 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC (uncut) | AWS capacity has doubled and could accelerate growth from 37% to 42-43% YoY, retail margins are expanding… |
| 2026-10-23 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC (uncut) | AWS growth likely accelerating from 37% to 42-43% as doubled capacity meets demand, while the stock trades at… |
| 2026-10-23 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Neutral | CNBC (uncut) | Amazon earnings beats next week may not move the stock higher because investor anxiety over AI CapEx… |
| 2026-10-23 | Ed ZitronCEO, EZPR; Host, Better Offline | Bearish | Prof G Pod (Galloway) | Hyperscalers are warehousing GPU inventory they cannot install, signaling overbuilding that will force… |
| 2026-10-22 | Laura MartinSenior internet & media analyst, Needham & Company | Bullish | CNBC (uncut) | Amazon's rising AI capital spending is supported by identifiable demand and expected positive returns on… |
| 2026-10-21 | Mark MahaneySenior Managing Director and Head of Internet Research, Evercore ISI | Bullish | CNBC (uncut) | Amazon is an underappreciated way to benefit from strong cloud-computing demand because AWS and its Bedrock… |
Show all 96 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-21 | David WagnerHead of Equities & Portfolio Manager, Aptus Capital Advisors | Bullish | Fox Business (uncut) | Amazon offers a compelling valuation as accelerating AWS growth combines with incremental cloud margins… |
| 2026-10-20 | Mandeep SinghGlobal head of tech research, Bloomberg Intelligence | Bullish | Bloomberg Open Interest | Unlike neoclouds locked into multi-year fixed-rate contracts, hyperscalers price compute on spot rates so… |
| 2026-10-20 | Chris GrisantiChief Market Strategist & Regional President, MAI Capital Management | Bullish | CNBC (uncut) | Amazon trades cheaper than at any point in its history while delivering accelerating earnings growth… |
| 2026-10-19 | Ted | Bullish | Fox Business (uncut) | AWS AI cloud build-out showed a huge explosion in revenue last quarter and that trend is likely to continue… |
| 2026-10-19 | Tim Seymour (Seymour Asset Mgmt)CIO, Seymour Asset Management | Bullish | CNBC (uncut) | AWS is re-accelerating at 37% year-over-year growth with strong sequential momentum, e-commerce margins have… |
| 2026-10-15 | Mark MahaneySenior Managing Director and Head of Internet Research, Evercore ISI | Bullish | CNBC (uncut) | Amazon has an imminent free cash flow inflection point driven by sharply accelerating AWS revenue growth at… |
| 2026-10-13 | Michael BatnickManaging Partner, Ritholtz Wealth | Bullish | Josh Brown (newest) | AWS is reaccelerating for the first time in a long time and the data center business is far exceeding… |
| 2026-10-06 | Bob IaccinoCo-founder, The Unfiltered Investor & Path Trading Partners | Bullish | Fox Making Money (playlist) | Amazon benefits from Prime Days seasonality into the holiday season, AI proliferation growing the cloud/AWS… |
| 2026-09-22 | Glen KacherCIO, Light Street Capital | Bullish | The Big Picture (Ritholtz) | AWS is Amazon's most important business by profit and AI is an 'incredible opportunity' for cloud… |
| 2026-08-20 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Tom Bilyeu | Amazon is the clearest live proof-of-concept for the AI productivity miracle — robot-to-human ratio… |
| 2026-08-18 | Ben ThompsonFounder & author, Stratechery | Bullish | Invest Like the Best | Amazon's first-best-customer flywheel — build products for internal use at scale (AWS, logistics, Graviton… |
| 2026-08-11 | Anastasia AmorosoChief Investment Strategist, iCapital | Bullish | CNBC Halftime Final Trades | Equity investors have been overly cautious on hyperscalers due to CapEx scrutiny while credit markets… |
| 2026-08-10 | Eric JohnstonHead of equity derivatives & cross-asset, Cantor Fitzgerald | Bullish | Bloomberg Surveillance | Hyperscalers are posting accelerating cloud revenue growth of 40-70% with expanding margins as AI compute… |
| 2026-08-10 | Matt StuckeyChief Portfolio Manager, Equities, Northwestern Mutual Wealth Management | Bullish | Bloomberg Surveillance | Amazon and Google will see continued compute infrastructure monetization improvement over the next 12 months… |
| 2026-07-30 | Bill NygrenPortfolio manager, Oakmark Funds | Bullish | GuruFocus | Amazon is owned primarily for AWS, which Nygren views as a structurally profitable oligopoly cloud business… |
| 2026-07-20 | Bill AckmanCEO, Pershing Square | Bullish | Money News Network | Amazon has a near-unassailable competitive moat in e-commerce delivery that compounds value over time, making… |
| 2026-07-11 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Amazon as a logistics company with a million industrial robots is uniquely positioned to have its TAM double… |
| 2026-07-03 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | Amazon has derated to 23x forward earnings (vs 5-year avg 34x, 10-year avg 45x) and 11x EBITDA while AWS… |
| 2026-06-19 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | Anthropic's regulatory fumbles hand hyperscalers a clear lane to position themselves as government-trusted AI… |
| 2026-06-17 | Bill AckmanCEO, Pershing Square | Bullish | AJ Bell | Amazon holds a dominant, near-unassailable position in both online retail (with untapped rural/price runway)… |
| 2026-06-12 | Seth KlarmanCEO, Baupost Group | Bullish | iConnections | Amazon is an enormous cash-flow machine whose data center business is growing far faster than consensus… |
| 2026-06-03 | Bill AckmanCEO, Pershing Square | Bullish | All-In Podcast | Amazon is being mispriced as legacy by markets chasing AI chip and energy plays, similar to how Berkshire was… |
| 2026-05-26 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Amazon is a quality compounder and spawner of new businesses that should be held forever rather than sold, as… |
| 2026-05-20 | Gavin BakerFounder & CIO, Atreides Management | Bullish | Invest Like The Best | Trainium is the most competitive GPU alternative and is scaling into production with a switch scale-up… |
| 2026-05-15 | Gavin BakerFounder & CIO, Atreides Management | Bullish | Sohn Investment Conference | Trainium is the most underestimated AI chip alternative because it made aggressive design choices and —… |
| 2026-04-24 | David GardnerCo-founder, The Motley Fool | Bullish | Masters in Business | Amazon is a top dog and first mover with a sustainable competitive advantage and strong consumer brand that… |
| 2026-04-19 | Kevin Mahn (Hennion & Walsh)President & CIO, Hennion & Walsh | Bullish | We Study Billionaires | Upgrading Amazon from 5% to 9% of portfolio by selling TransDigm and Copart, as AWS demand remains… |
| 2026-04-17 | Ankur CrawfordPresident & Portfolio Manager, Alger | Bullish | interview | Amazon trades at historically low teens GAAP P/E — well below Costco and Walmart — while AWS grows… |
| 2026-04-09 | Anurag RanaSenior technology analyst, Bloomberg Intelligence | Bullish | Bloomberg The Close | AWS growth rate is accelerating driven by the Anthropic partnership and enterprise AI adoption, and Amazon's… |
| 2026-02-09 | Steve Weiss (Short Hills)Founder, Short Hills Capital Partners | Bullish | CNBC Halftime Committee | Fears of AI-driven disruption to Amazon's business are overblown, similar to premature Alphabet-is-dead… |
| 2026-02-06 | Ed YardeniPresident, Yardeni Research | Bullish | CNBC Television | Hyperscalers planning $650 billion in AI infrastructure spending in 2024 will be highly stimulative to the… |
| 2026-01-29 | Brett SchaeferCo-host, Chit Chat Stocks | Bullish | Chit Chat Stocks | Amazon is the only big tech stock worth buying today, with ongoing efficiency gains from headcount reductions… |
| 2026-01-21 | Unnamed Host Panelist | Bullish | CNBC Fast Money Final Trade | Amazon's Mag 7 technical setup going into earnings looks favorable, with expected convergence supporting a… |
| 2026-01-13 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC Fast Money Final Trade | Amazon is too cheap relative to where Walmart trades given AWS's growth trajectory, making valuation the… |
| 2026-01-08 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Amazon is outperforming the broader tech sector with positive price momentum |
| 2026-01-02 | Kevin Simpson (Capital Wealth)Founder & CIO, Capital Wealth Planning | Bullish | Seth Klarman | Amazon's flat 2025 represents a reset, with AWS growth, robotics-driven cost savings, advertising, and… |
| 2026-01-02 | Malcolm Ethridge (CIC Wealth)Wealth advisor & CNBC contributor | Bullish | Seth Klarman | Amazon's heavy robotics investment, expected to replace ~600k warehouse jobs and generate ~$4B in savings… |
| 2026-01-02 | Kevin | Bullish | Seth Klarman | Amazon underperformed in 2025 (~4-5%) and is now set to play catch-up as AWS growth, operational efficiency… |
| 2025-12-31 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC Fast Money Final Trade | Amazon used to trade at a significantly higher multiple than Walmart and that premium has compressed… |
| 2025-12-23 | Andrew BarySenior Editor, Barron's | Bullish | Barron's Roundtable | Worst-performing Mag 7 stock trades under 30x 2026 earnings — below Walmart and Costco — despite being a… |
| 2025-12-19 | Mike Poe | Bullish | CNBC Fast Money Final Trade | Amazon's top line, bottom line, and free cash flow are all growing faster than the broader market yet the… |
| 2025-10-30 | Scott GallowayNYU Stern professor & podcast host | Bullish | Prof G Pod (Galloway) | Amazon's 30,000-person corporate layoff sets up a Meta-style quarter where massive headcount reduction… |
| 2025-10-24 | Kev Unknown | Bullish | CNBC Fast Money Final Trade | Amazon can no longer be discounted given the accelerating profits from AWS cloud growth and advertising… |
| 2025-09-11 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Amazon is one of their largest holdings because it continues to grow across cloud and commerce and is not… |
| 2025-08-16 | Robert HagstromCIO, EquityCompass Investment Management | Bullish | Bill Miller | Amazon operates on a negative-working-capital Dell-like model that compounds returns at scale; digital… |
| 2025-07-24 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Amazon has multiple durable growth vectors beyond retail — AWS and newer AI-driven services — justifying its… |
| 2025-07-18 | Jc ParetsFounder & Chief Market Strategist, All Star Charts | Bullish | The Compound | Amazon at 22% of consumer discretionary is the sector leader, and a continued bull market leg cannot coexist… |
| 2025-07-18 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Amazon is forming a golden cross while trading at its lowest-ever PE (~36x) as earnings per share… |
| 2025-07-04 | Shay BoloorChief Market Strategist, Futurum Equities Research | Bullish | The Compound | Amazon's Prime retail moat lets it be the primary acquirer and deployer of third-party breakthroughs… |
| 2025-06-17 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | AWS holds 29% global cloud share — more than Azure and Google Cloud combined — making it the most important… |
| 2025-04-23 | Dan LoebFounder/CEO, Third Point | Neutral | CNBC Television | Loeb reduced his Amazon investment as part of a broader rotation away from Mag Seven equities into credit… |
| 2025-04-21 | Chris DavisChairman, Davis Advisors | Bullish | CNBC Television | Amazon is among the Mag 7 names with superior business model durability and valuation relative to peers… |
| 2025-02-21 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Amazon's combination of its massive retail business and AWS cloud unit offers pricing power and a reasonable… |
| 2025-02-18 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Amazon's revenue trajectory toward $1 trillion by end of 2029 makes current-year ROIC concerns irrelevant… |
| 2025-02-07 | David GirouxHead of Investment Strategy & CIO Multi-Asset, T. Rowe Price | Bullish | The Compound | Amazon is projected to deliver the second-highest earnings growth (~77%) among the large-cap 75 this year as… |
| 2024-12-03 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Amazon's Trainium chips combined with AWS positions them as a major AI infrastructure provider with an actual… |
| 2024-11-16 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Amazon is the preferred mega-cap tech holding because it does not trade at a ridiculous multiple despite… |
| 2024-11-13 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Among mega-caps, Amazon trades at a reasonable multiple while compounding across AWS cloud, advertising, and… |
| 2024-10-16 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Amazon offers meaningful AI exposure through AWS cloud infrastructure while generating tangible free cash… |
| 2024-08-13 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Essential e-commerce and cloud infrastructure with wide economic moats and powerful free cash flow generation… |
| 2024-08-01 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Amazon qualifies as a technology infrastructure business with durable hard assets and long-term contracts… |
| 2023-09-26 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | interview | Amazon's culture of throwing many small bets against the wall and nurturing those that gain traction—while… |
| 2023-08-16 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | Meb Faber | Amazon's culture of making many small bets and nurturing those with traction (vs. Facebook's single… |
| 2023-08-10 | James DemmertFounder & CIO, Main Street Research | Bullish | Bill Nygren | AI theme exposure is essential and Amazon is a favored name with consistent growth, strong balance sheet, and… |
| 2022-10-27 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | Good Investing Talks | Amazon has the greatest optionality of any large-cap tech to reach $10T via AWS volume growth, advertising… |
| 2022-09-11 | Chamath PalihapitiyaFounder, Social Capital | Bullish | Sohn Investment Conference | Amazon dominates the cloud infrastructure layer (storage, compute, GPUs) that is the essential foundation for… |
| 2022-09-11 | Chamath PalihapitiyaFounder, Social Capital | Bullish | Sohn Investment Conference | Amazon is a multi-trillion dollar monopoly with three compounding pillars: ~$1T retail (Prime flywheel, 788M… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The Intrinsic Value Podcast | Amazon is dominant in its space, generates positive free cash flow under virtually any circumstance, and at… |
| 2022-05-24 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Preston Pysh | Amazon generates positive free cash flow under virtually any circumstances, has an unassailable cost… |
| 2022-05-02 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Real Vision | Amazon is two standard deviations oversold on its long-run log regression channel — a historically rare… |
| 2022-02-12 | Ed YardeniPresident, Yardeni Research | Bullish | WEALTHTRACK | Passive ETF inflows distorted valuations upward but the underlying earnings growth and cash flow of these… |
| 2021-12-01 | Terry SmithFounder & CIO, Fundsmith | Bullish | Investors' Chronicle | Amazon's third-party marketplace now exceeds 50% of sales and generates superior returns via commission-only… |
| 2021-10-22 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | The Intrinsic Value Podcast | Amazon's services businesses (advertising, cloud) are becoming direct competitive threats to Facebook and… |
| 2021-10-22 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | Preston Pysh | Amazon's services businesses (cloud, advertising) represent significant growth and will be competitive… |
| 2021-10-06 | Rom WilsonFounder & Portfolio Manager, ACM Capital Management | Bullish | Dennis Hong | AWS's dominance in cloud infrastructure created a sum-of-parts undervaluation versus retail, and with or… |
| 2021-06-08 | Bill NygrenPortfolio manager, Oakmark Funds | Neutral | Value Investing Q&A Series Brown University | Amazon is not grossly overvalued but Nygren cannot get comfortable valuing AWS, which prevents a… |
| 2021-03-07 | Tom GaynerCEO, Markel Group | Bullish | Thomas Gayner | Amazon built durable competitive advantages while appearing unprofitable under GAAP—customer acquisition… |
| 2020-08-06 | Dan LoebFounder/CEO, Third Point | Bullish | CNBC Television | New position initiated in Q2 per quarterly letter, implying conviction in Amazon's outlook, though specific… |
| 2019-09-25 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bullish | Empire Financial Research | Amazon is one of his three favorite large-cap tech compounders held for the long term with equal weighting to… |
| 2019-09-25 | Glenn TongueFounder, Deerhaven Capital Management | Bullish | Whitney Tilson | Amazon offers the greatest upside potential among the large-cap tech names on a 10-year horizon |
| 2019-06-17 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | The Intrinsic Value Podcast | AWS commands a dominant share of a TAM Bezos described as 'trillions' yet is still at roughly $30B annualized… |
| 2019-01-31 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | CNBC Television | Amazon should grow top line 20-25% annually for at least three years with expanding margins from AWS and… |
| 2018-11-07 | Charles PayneHost, Making Money / Fox Business Network | Bullish | Fox Making Money | Amazon faces near-term competition across retail and cloud but will dominate its core businesses long-term… |
| 2018-07-25 | Pat DorseyFounder & Portfolio Manager, Dorsey Asset Management | Bullish | IEAF Revista Analisis Financiero | Amazon Web Services is undervalued because its developer ecosystem creates the same platform lock-in as… |
| 2018-02-07 | Jim ChanosShort seller — Chanos & Co (family office) | Bullish | Simply explained | Amazon was uniquely capital-light for years due to its negative working capital retail model, became free… |
| 2016-01-06 | Cathie WoodCEO & CIO, ARK Invest | Bullish | ARK Invest | Amazon Web Services, at a $7.5B run rate versus ~$100B retail, will ultimately surpass the retail business in… |
42 new mentions of AMZN this week are not on this page yet. Follow it free and new calls come to you in The Brief, the free morning email. Free pages update a week later.
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Earnings
Last reports
No confirmed date for the next report yet.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 29 Oct 2026 | after the close | 1.89 vs 2.00 | -0.2% |
The options tape
Notable options days
Sessions in the last 120 where AMZN’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 3 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-29 | ||||||
| 2026-07-31 | ||||||
| 2026-07-30 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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AMZN on the Wheel
AMZN passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
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