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 from net cash to net debt, raising concerns about its balance sheet. Management remains optimistic, forecasting over 40% growth for AWS in 2027 and 2028, which supports future earnings despite near-term cash flow challenges. Given current macroeconomic uncertainties and valuation issues in the market, the stock is rated a cautious Buy but is not included in the portfolio at this time.
Despite the cautious stance on Amazon's stock, it remains actively traded on Pluang where it is priced at USD 240.29 as of Oct 31, 2026 04:02 WIB. The stock has seen a 1-day decline of 1.44%, with a market capitalization of $2.64 trillion. Investor interest leans toward buying, with 66% of orders on Pluang being buys and a typical hold time of 128 days.
Amazon is transforming into a high-growth, high-margin cloud computing provider, led by its AWS segment which saw a 39% revenue increase and margin expansion to 38.7%. Management expects AWS growth to exceed 40% in 2027 and 2028, signaling strong fut...
Amazon.com remains a Buy due to strong growth in its AWS cloud business, which saw 39.3% revenue growth and a 38.7% margin. The retail and advertising segments also showed positive performance, with North American operating income rising and advertis...
Intel, Alphabet (Google), Amazon, and Reddit have revealed challenges to the optimistic AI and large language model (LLM) growth narrative. Intel faces declining revenues, margin pressure, and high capital expenditure, trading at unsustainable valuat...
Amazon.com, Inc. is rated a Strong Buy due to its Amazon Web Services (AWS) segment achieving a record 39% revenue growth, with management forecasting over 40% growth through 2028. Although Amazon faces challenges like negative free cash flow and ris...
Amazon CEO Andy Jassy announced that the company will begin selling its AI chips, known as Trainium, to external customers starting in late 2027. This move could compete with NVIDIA, the current leader in AI chip supply, especially since Amazon has o...
