What changed
$AMZN — E-commerce, cloud computing, digital streaming, and artificial intelligence.
🎯 Q1 FY26 | Rev $182B | EPS $2.78 vs $1.65 🟢 | Margin 13.1%
💡 Consensus expects Amazon to decelerate as e-commerce normalizes and AWS growth stabilizes. The Q1 2026 beat (EPS $2.78 vs $1.65 est, +68%) and Q2 guidance of 16-19% revenue growth (above ~14% consensus) show operating leverage is accelerating, not fading.
🏢 Business Quality: 9/10 | Valuation: fair
📉 Reward/Risk: {'upside': 15, 'downside': 10, 'ratio': 1.5, 'basis': 'Upside to $274 (15x forward EBITDA of ~$1.1T) vs downside to $214 (20x forward EPS of $10.70) if growth disappoints.'}
⚖️ Buy AMZN at $238 for the Q2 beat-and-raise catalyst; the market is underpricing margin expansion from fulfillment and AWS leverage.
Full analysis on StockDuty dashboard
Also in play: $MSFT $GOOGL $WMT $ORCL $NVDA $AMD