AMZN — Amazon Stock Fact Sheet
Last updated: May 21, 2026 · ← Back to Stock Fact Sheets
NASDAQ: AMZN
Amazon.com, Inc.
E-commerce, AWS & AI · Seattle, WA · CEO: Andy JassyLive price: Yahoo Finance →
Q1 2026 data · Apr 29, 2026
Q1 revenue
$181.5BRevenue beat
vs $177.3B est.Adj. EPS
$2.78EPS beat
vs $1.64 (+70%)AWS revenue
$37.6BAWS growth
+28% YoYAdvertising
$17.2BOperating income
$23.9BCompany snapshot
| Market cap | ~$2.8T |
| Op. margin Q1 | 13.1% (record) |
| AWS growth | +28% (15-qtr high) |
| 2026 capex | $200B |
| Advertising ARR | ~$69B (+19%) |
| Anthropic investment | $8B |
| Next earnings | Late Jul 2026 |
Analyst targets
| Mizuho (high) | $325 |
| BMO Capital | $315 |
| UBS | $304 |
| Consensus rating | Strong Buy |
| Street avg. | ~$287–$312 |
↗ Bull case
- AWS +28% — fastest growth in 15 quarters
- Record 13.1% operating margin in Q1
- EPS of $2.78 nearly doubled $1.64 consensus
- Advertising business $69B ARR, growing 19%+
- $200B capex = AI infrastructure flywheel
- Anthropic $8B investment = frontier AI exposure
↘ Bear case
- $200B capex = enormous cash commitment
- Retail margins pressured by tariffs & logistics
- AWS faces competition from Azure and Google Cloud
- EPS beat driven partly by one-time items
- Tariff uncertainty affects 3P marketplace sellers
For informational purposes only. Not investment advice. Financials as of May 21, 2026. Check live quote for current price.
Amazon.com, Inc. (AMZN) — Company Overview
Amazon.com, Inc. (NASDAQ: AMZN) is the world’s largest e-commerce company and second-largest cloud provider, headquartered in Seattle, Washington and led by CEO Andy Jassy. Amazon operates across three primary business segments: North America retail, International retail, and Amazon Web Services (AWS). AWS is the world’s leading cloud infrastructure platform with the highest market share, and it generates the overwhelming majority of Amazon’s operating profit despite representing roughly 20% of total revenue. Amazon has also built one of the largest and fastest-growing digital advertising businesses in the world, now generating over $69 billion annually. In 2024-2025, Amazon invested $8 billion in Anthropic, making it the AI startup’s largest backer and deepening the AWS-AI infrastructure relationship.
Q1 2026 Earnings: Best Quarter Ever
Amazon reported Q1 2026 results on April 29, 2026, delivering what CEO Andy Jassy called the highest operating margin Amazon has ever recorded at 13.1%. Revenue came in at $181.5 billion, beating the $177.3 billion consensus. Adjusted EPS of $2.78 nearly doubled the $1.64 estimate — one of the largest EPS beats among mega-cap technology companies in recent memory. AWS grew 28% year-over-year to $37.6 billion, its fastest growth rate in 15 quarters and well above the 26% expected. Advertising revenue hit $17.2 billion, up 19% year-over-year. Operating income reached $23.9 billion, a quarterly record, producing the 13.1% margin. The stock rose only 0.77% on the day — a muted reaction for what may have been Amazon’s best quarter ever — reflecting market focus on the $200 billion 2026 capex commitment and its implications for future free cash flow.
AWS: The Profit Engine Accelerating
AWS’s 28% growth rate in Q1 2026 is the most important single data point in Amazon’s investment thesis. It signals that enterprise AI workloads are accelerating demand for cloud infrastructure at a pace that exceeds what most analysts modeled. UBS analyst Stephen Ju expects 38% AWS growth for the full year 2026 — well above the 26% street consensus — arguing that Anthropic partnerships, Trainium chip deployments, and agentic AI workloads will drive a second acceleration wave in H2. If UBS is right, Amazon’s operating income trajectory in 2027 would be significantly above current consensus estimates.
Related Coverage on FactSheets.com
For informational purposes only. Not investment advice. Data as of May 21, 2026.
