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AMZNAmazon.com, Inc.
$254.98$2.74T
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Amazon.com, Inc. (AMZN) Research Brief

Wall Street consensus, price target range, and equity research thesis

Buy94 Analyst Coverage
Consensus Target
$326+28.0% Upside
Current: $254.98
Analyst Range
Low $200High $390
12-Month High/Low Spread
Ratings Mix
84 Buy·9 Hold·1 Sell
Earnings & Valuation
EPS Beat 215.9%
Forward P/E: 20.0x

Executive Summary & Research Take

Wall Street currently rates AMZN buy with a 12-month price target of $326 (+28.0% upside). The sections below cover the bull case, key risks, and latest earnings context for Amazon.com, Inc..

Recent Analyst Actions

AMZN Analyst Upgrades & Price Target Changes

1 raised, 1 cut of 2 analysts. Recent price target changes and ratings for AMZN.

Updated Jun 2026
FirmActionRatingPrice Target
Truist SecuritiesRaisedBuy$310$320
Wells FargoCutOverweight$313$312

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Analyst Research Summary

Investment Thesis: Bull Case & Risk Factors

A structured look at the bull case, the risks, and the most recent earnings execution for AMZN.

Current setup

AMZN beat estimates last quarter. Below are the key reasons analysts remain constructive and the risks that could change that view.

Bull Case

What keeps the long thesis intact

  • AWS Growth PotentialAWS is expected to sustain high-20% growth through 2026, driven by investments in AI infrastructure and custom chips.
  • Strong Cloud BacklogAmazon's cloud backlog reached $364 billion in Q1 2026, excluding a significant deal with Anthropic.
  • Advertising Revenue SurgeAmazon's advertising business is projected to reach nearly $70 billion annually, leveraging consumer behavior insights.
  • Operational Efficiency ImprovementsNew warehouse robots and optimized fulfillment processes are enhancing margins and operational efficiencies.
  • Undervalued Stock PotentialAnalysts estimate Amazon's fair value could reach as high as $450 per share based on P/E and DCF models.

Wall Street rates AMZN buy, giving the bull case institutional backing from 94 analysts.

Watch Out For

What can break the setup quickly

  • High Capital ExpenditureAmazon plans to allocate $200 billion for capex in 2026, primarily for AI infrastructure, compressing free cash flow.
  • Execution RisksUncertainty surrounds new initiatives like Project Leo, which may increase costs without guaranteed returns.
  • Tariff UncertaintiesPotential tariff impacts could negatively affect retail margins, adding to operational risks.
  • AWS Growth ConcernsIf AWS growth decelerates below 20%, or if operating income trends lower, significant downside risks could emerge.
  • Low Valuation ScenariosBear case scenarios suggest the stock could be valued as low as $222.55 or $249.66 per share.

Watch whether new negative commentary on AMZN points to these structural risks or is simply reacting to short-term price moves.

AMZN Earnings Reaction — What the Last Quarter Showed

Last Quarter

EPS
$5.75 vs $1.82 est.Beat 215.9%
Revenue
$200.6B vs $197.0B est.Beat 1.8%
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AMZN — Frequently Asked Questions

Quick answers to the most common questions about buying AMZN stock.

What is the analyst consensus on AMZN?
Verdict

AMZN looks attractive at current levels — Wall Street's consensus rating is "Buy" with a $326 price target (+28.0% upside from $254.98). This is informational only — verify the data and consider your own risk tolerance before deciding.

What are recent analyst rating changes for AMZN?
Timing

Timing depends on your horizon, but the data signals are: consensus rating "Buy" with +28.0% upside to the $326 target. Recent activity is mixed — 1 analysts raised and 1 cut targets in the past 30 days.

What is the price target for AMZN stock?
Price Target

AMZN's consensus 12-month price target is $326, set by 94 Wall Street analysts. The bull case high is $390 and the bear case low is $200. From the current price of $254.98, this implies +28.0% upside.

Is AMZN overvalued or undervalued?
Valuation

AMZN appears undervalued — the $326 consensus target is +28.0% above today's $254.98. It trades at a forward P/E of 20.0x. Targets range from $200 (bear) to $390 (bull), reflecting different assumptions about growth and margins.

What were AMZN's latest earnings results?
Earnings

AMZN reports next quarter. Earnings-week moves are volatile — historically, analyst targets revise upward after a beat and downward after a miss. The current consensus is "Buy" with a $326 target. Consider position sizing rather than going all-in pre-print.

What is the bull case for AMZN?
Coverage

Of 94 analysts covering Amazon.com, Inc. (AMZN): 0 Strong Buy, 84 Buy, 9 Hold, 1 Sell, 0 Strong Sell — a "Buy" consensus. The 12-month price target is $326 (range $200–$390). Bullish analysts outnumber bearish by more than 2-to-1.

What are the risks of investing in AMZN?
Risks

1 of the 94 analysts covering AMZN rate it Sell or Strong Sell. Common concerns include valuation stretch, slowing growth, and sector-specific headwinds — see the Bull vs. Risk cards above for the specific theses on Amazon.com, Inc..

Financial Data & Software Notice: VCP Scanner is an educational financial research database and stock screening software platform. VCP Scanner does not generate, recommend, or package trade decisions, buy/sell signals, or personalized investment advice. Consensus ratings and price targets reflect aggregated third-party Wall Street analyst research from public SEC filings. See our Terms of Service and Privacy Policy.