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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
AMZN Cloud, Data & AI Software

Amazon

Cloud + AI infrastructure platform

Detail page

AWS sells the compute, storage, networking, and managed services behind enterprise AI adoption.

Price $274.48
1D change +0.82%
Market cap $2.96T
Sector Consumer Cyclical

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric AMZN
Price $274.48
1D Change +0.82%
Market Cap $2.96T
Enterprise Value $3.09T
Trailing P/E 22.1
Forward P/E 26.6
PEG Ratio 1.45x
Price / Sales 3.8
EV / Revenue 4.0
Revenue Growth 19.6%
Earnings Growth 242.3%
Gross Margin 50.8%
Operating Margin 13.7%
Net Margin 17.4%
ROE 30.6%
Free Cash Flow $3.22B
FCF Margin 0.4%
Debt / Equity 0.46x
Current Ratio 1.03x
Dividend Yield 0.00%
Next Earnings Oct 29, 2026
Quarterly Revenue $nan
Revenue QoQ nan%
Quarterly Net Income $nan
Net Income QoQ nan%

AMZN thesis lens

Cloud + AI infrastructure platform

Why it could benefit

  • AWS sells the compute, storage, networking, and managed services behind enterprise AI adoption.
  • Anthropic exposure adds indirect upside to one of the leading frontier-model companies.
  • Retail and logistics can also benefit from AI productivity gains internally.

Moat / edge

  • Leading cloud footprint and long enterprise relationships.
  • Broad service catalog makes AWS sticky once workloads scale.
  • Cash generation from commerce funds infrastructure expansion.

What to watch

  • AWS growth relative to peers and capex intensity.
  • AI services mix, especially higher-margin managed offerings.
  • How much of Anthropic value the market begins to recognize.

Key risks

  • Commodity compute pricing can pressure returns on investment.
  • Retail margin or logistics issues can muddy the AI thesis.