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AMZN

Amazon.com, Inc.
Consumer CyclicalSpecialty RetailUSUSDPeers →
$244.39
+1.78%LiveJun 18, 2026
AI Brief
Market cap
$2.63T
52w range
196.00 – 278.56
P / E
—
EPS · FY 2025
$7.17
Volume
75.62M
Revenue · FY 2025
$716.92B
+12.38% YoY
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Charts · AMZN

Research charts for this name

Charts saved from research conversations and rebuilt from uploaded sell-side PDFs. Each is stored as raw data, so the underlying numbers can be re-aggregated — not just re-shown.

Charts tagged AMZN
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Company commentary on AI productivity during earnings season

Jun 19
NVDA, GOOG, MSFT, AMZNequitiesGoldman Sachs
Company commentary on AI productivity during earnings season
Share of S&P 500 firms discussing AI productivity on earnings calls
0.0%13.5%27.0%40.5%54.0%54.0%54.0%Discusse…10.0%11.0%Quantifi…1.0%2.0%Quantifi…
  • Q4 2025
  • Q1 2026
Source: Goldman Sachs Global Investment Research
Shows that while 54% of S&P 500 companies discussed AI productivity, only 2% quantified the earnings impact in Q1 2026.
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Semiconductors returns outpaced earnings starting in late April

Jun 19
NVDA, GOOG, MSFT, AMZNequitiesGoldman Sachs
Semiconductors returns outpaced earnings starting in late April
Semiconductors cumulative change since the start of 2025
-10.0%30.0%70.0%110.0%150.0%Dec-24Mar-25Jun-25Sep-25Dec-25Mar-26Jun-26
  • Price
  • Consensus forward 12m EPS
Source: FactSet, Goldman Sachs Global Investment Research
Shows semiconductor stock prices diverging sharply above consensus EPS estimates starting around late April 2026.
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Sizing potential IG market issuance capacity

Jun 19
NVDA, GOOG, MSFT, AMZNequitiesGoldman Sachs
Sizing potential IG market issuance capacity
Market value of index-eligible debt ($ billion) and Index weight (RHS)
$0$44$88$131$175$175$2JPM$165$2MS$160$2BAC$110$2ORCL$105$1AMZN$70$1META$60$1GOOGL$30$0MSFT
  • Market value of index-eligible debt ($ billion)
  • Index weight % (RHS)
Source: Goldman Sachs Global Investment Research
Compares index-eligible debt market value and index weights of top bank issuers vs. hyperscalers to size potential IG market issuance capacity.
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GS equity analysts forecast a 24x increase in token consumption by 2030

Jun 19
NVDA, GOOG, MSFT, AMZNequitiesGoldman Sachs
GS equity analysts forecast a 24x increase in token consumption by 2030
Tokens processed per month (GS estimate, billions)
0.0030.0M60.0M90.0M120.0M202520262027202820292030
  • Consumer Agents
  • Enterprise Agents
Source: Goldman Sachs Global Investment Research
GS forecast of monthly token consumption growth from ~1 billion in 2025 to ~120 billion by 2030, a 24x increase driven by enterprise agents.
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Recent consensus hyperscaler capex estimate revisions

Jun 19
NVDA, GOOG, MSFT, AMZNequitiesGoldman Sachs
Recent consensus hyperscaler capex estimate revisions
Consensus hyperscaler capex estimates
$0$230$460$690$920$412$673$790Start of…$412$757$920Current
  • 2025
  • 2026
  • 2027
Source: FactSet, Goldman Sachs Global Investment Research
Shows how 2025, 2026, and 2027 hyperscaler capex consensus estimates changed from start of Q1 earnings season to current.
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Consensus hyperscaler capex estimates versus realized capex

Jun 19
NVDA, GOOG, MSFT, AMZNequitiesGoldman Sachs
Consensus hyperscaler capex estimates versus realized capex
Consensus capex growth estimates for AI hyperscalers
0.0%21.0%42.0%63.0%84.0%19.0%54.0%202422.0%73.0%202536.0%84.0%202622.0%0.0%2027
  • Start of year
  • Realized/Current
Source: FactSet, Goldman Sachs Global Investment Research
Compares start-of-year consensus capex growth estimates vs. realized/current figures, showing analysts consistently underestimated growth.
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Hyperscalers expected to allocate 100% of cash flows from operations to capex

Jun 19
NVDA, GOOG, MSFT, AMZNequitiesGoldman Sachs
Hyperscalers expected to allocate 100% of cash flows from operations to capex
Capex as % of cash flow from operations
0.0%24.5%49.0%73.5%98.0%19902000201020202030
  • S&P 500
  • S&P 500 Telecom / TMT
  • Hyperscalers
Source: Compustat, FactSet, Goldman Sachs Global Investment Research
Capex as % of operating cash flows for S&P 500, Telecom/TMT, and hyperscalers historically; hyperscalers forecast to reach ~98% in 2026.
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Consensus expects the hyperscalers will spend $757 billion in 2026 and $920 billion in 2027

Jun 19
NVDA, GOOG, MSFT, AMZNequitiesGoldman Sachs
Consensus expects the hyperscalers will spend $757 billion in 2026 and $920 billion in 2027
Hyperscaler capex (billions)
$0$230$460$690$9202022202320242025Consensu…Consensu…
  • AMZN
  • META
  • GOOGL
  • MSFT
  • ORCL
  • Total
Source: FactSet, Goldman Sachs Global Investment Research
Stacked bar showing aggregate hyperscaler capex by company from 2022 to consensus 2027, totaling $920bn in 2027 (+22%).
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