Amazon's valuation has come under pressure after briefly reaching a $3 trillion market cap, due to concerns over its negative free cash flow and increasing debt amid rising interest rates. Competition has intensified with Meta's launch of its Muse agent, challenging Amazon's core commerce business. However, Amazon Web Services (AWS) continues to show strong growth prospects, driven by expanding infrastructure demand beyond AI accelerators and multi-year customer commitments. This growth in AWS supports a positive outlook for Amazon's future free cash flow and return on invested capital, suggesting potential for valuation gains despite current challenges.
Amazon's valuation pressures come as Meta's new Muse agent challenges its commerce business. On Pluang, Amazon trades at USD 248.93 with a market cap of $2.69 trillion, down 0.18% as of Sep 25, 2026 22:41 WIB. Meta is priced at USD 749.20, down 3.65%, with a market cap of $1.98 trillion at the same time. Investors on Pluang show strong buying interest in Amazon with 84% buy orders compared to 40% for Meta.
Amazon plans to spend about $200 billion in capital expenditures in 2026, driven by strong demand for AWS cloud services, especially AI infrastructure. AWS backlog is $496 billion with triple-digit growth, and much of the 2027 and 2028 capacity is al...
Meta Platforms shares have surged 47% since July, reaching new highs despite a significant increase in capital expenditures to $145 billion for 2026. The rise shows market confidence even as Amazon blocks Meta's AI agents, highlighting competitive te...
Amazon now allows merchants using its Multichannel Fulfillment service to add free Prime delivery options directly on their own websites at no extra cost beyond standard fees. This expands Amazon's logistics role beyond its marketplace, helping merch...
Amazon announced it is opening its Seller Central platform to integrate orders and listings from competitors like Walmart, eBay, Shopify, and TikTok. This move allows merchants to manage multiple sales channels from one interface, shifting Amazon's r...
Amazon shares have risen over 10% in 2026, driven by strong growth in AWS and AI-related custom silicon businesses. Wall Street analysts are bullish, with a consensus price target near $329 and some forecasts even higher, based on expected 2027 reven...
