Amazon reported a 61% year-over-year increase in operating income for Q3, fueled by strong retail operating leverage and improvements in fulfillment efficiency. AWS revenue growth accelerated to 39%, with operating income up 55%, supported by a $578 billion backlog indicating strong future growth. Despite heavy investments in AI infrastructure causing a negative trailing free cash flow of $42.4 billion, operating cash flow continues to grow robustly. These factors, along with retail automation and large market opportunities, underpin a Strong Buy rating for Amazon.
Amazon's market cap stands at $2.60 trillion as of Nov 01, 2026 22:31 WIB, reflecting its massive scale in the consumer cyclical sector. Despite the strong earnings growth reported, Amazon's stock price on Pluang is down 1.41% at USD 240.35, with a high trading volume of over 104 million shares. Pluang investors currently show a strong sell bias with 85% of order activity leaning towards selling, indicating cautious sentiment despite the company's robust operating income and AWS growth.
Amazon filed for an $80 billion secured loan facility, using its data center equipment as collateral, marking a new financing approach for the company. This move reflects the growing cash demands of AWS expansion, as capital expenditures are expected...
In the first nine months of 2026, the top five tech giants—Microsoft, Alphabet, Amazon, Meta, and Oracle—spent $556.9 billion on AI infrastructure, exceeding their combined operating cash flow of $542.9 billion. This marks a shift from previous years...
Big Tech companies like Amazon, Microsoft, Alphabet, and Meta showed strong revenue growth in Q3. However, their stocks have dropped as investors worry about negative free cash flow and heavy spending on AI infrastructure. This raises concerns about ...
Amazon's AWS segment saw a 39% year-over-year revenue increase in Q3, with operating income up 55%, driving strong core profitability despite Amazon missing top and bottom line expectations. Overall operating income grew 61% year-over-year, outpacing...
Amazon.com, Inc. is currently undervalued by about 25% based on discounted earnings, indicating potential for long-term gains. However, heavy investment in AI infrastructure has caused free cash flow to turn deeply negative and shifted the company fr...
