Amazon's accelerating revenue growth, reaching 19.6% YoY in Q2 2026, is driven by AWS strength and retail resilience, while gross margins expanded to 52.3% on a favorable mix shift. However, the aggressive AI infrastructure buildout has pushed CapEx to 27.0% o...
Price trend, volume and key moving averages
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Revenue growth accelerated to 19.6% YoY in Q2 2026, with gross margin expanding to 52.3% from 50.1% two years prior, reflecting a mix shift toward high-margin AWS and advertising.
AWS is expected to sustain high-20% growth through 2026, driven by investments in AI infrastructure and custom chips.
Amazon's cloud backlog reached $364 billion in Q1 2026, excluding a significant deal with Anthropic.
Amazon's advertising business is projected to reach nearly $70 billion annually, leveraging consumer behavior insights.
Amazon plans to allocate $200 billion for capex in 2026, primarily for AI infrastructure, compressing free cash flow.
Uncertainty surrounds new initiatives like Project Leo, which may increase costs without guaranteed returns.
Potential tariff impacts could negatively affect retail margins, adding to operational risks.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $5.75+215.9% vs $1.82 | $200.6B+1.8% vs $197.0B |
Q2 2026 Apr 29, 2026 | $2.78+70.6% vs $1.63 | $181.5B+2.4% vs $177.3B |
Q1 2026 Feb 5, 2026 | $1.95-1.0% vs $1.97 | $213.4B+0.9% vs $211.5B |
Q4 2025 Oct 30, 2025 | $1.95+24.2% vs $1.57 | $180.2B+1.3% vs $177.9B |
Amazon's AWS is becoming a foundational layer of the AI software market. Palantir's data aggregation services support the development of new AI applications.
Spotify's Q2 gross margin rose to 33.4% as Premium growth outpaced music costs and Ad-Supported gains lifted operating profitability.
Amazon's decision to block Meta's Muse AI agent from shopping on its site raises questions about whether the big platforms will agree on rules for agents, how money will change hands, and whether shoppers want agents in the first place.
Dow Jones tech titan Amazon stock is battling with a key support level and approaching multiple new buy points.
Benchmark AMZN against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Amazon.com, Inc. (AMZN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $254.98 | $2.74T | 35.56 | 12.38% | 10.83% | 22.29% | — | |
| $498.00 | $3.7T | 27.74 | 17.79% | 40.31% | 33.22% | — | |
| $351.16 | $4.25T | 32.48 | 15.13% | 54.77% | 50.84% | — | |
| $736.60 | $1.87T | 31.36 | 22.17% | 29.84% | 29.73% | — | |
| $339.75 | $4.99T | 45.54 | 6.43% | 27.62% | 137.18% | — | |
| $110.12 | $877.77B | 40.34 | 4.73% | 3.04% | 21.64% | — |
Amazon.com, Inc. (AMZN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Amazon.com, Inc. (AMZN) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jul 9, 2026·SEC
Jun 12, 2026·SEC
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Amazon.com, Inc. (AMZN) stock FAQ — growth, dividends, profitability & financials explained
Amazon.com, Inc. (AMZN) reported $775.68B in revenue for fiscal year 2025. This represents a 4926103% increase from $15.7M in 1996.
Amazon.com, Inc. (AMZN) grew revenue by 12.4% over the past year. This is steady growth.
Yes, Amazon.com, Inc. (AMZN) is profitable, generating $135.28B in net income for fiscal year 2025 (10.8% net margin).
Amazon.com, Inc. (AMZN) has a return on equity (ROE) of 22.3%. This is excellent, indicating efficient use of shareholder capital.
Amazon.com, Inc. (AMZN) had negative free cash flow of $11.63B in fiscal year 2025, likely due to heavy capital investments.
