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AMZN · NASDAQ · STOCK

Amazon.com (AMZN) Stock Analysis

Consumer Cyclical Updated August 23, 2026
$258.57
52W $196.00 – $287.20
64/100
$2.78T
20.5
1.45
AI Committee Verdict
Buy
64/100
Conviction: Moderate · 67% agreement · 6 analysts
+0.0%
-12.3%
Moderate
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is AMZN Bullish or Bearish?

Bullish. Innellis AI committee rates Amazon.com Inc (AMZN) Buy with a composite score of 64/100 , based on 6 analysts with 67% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +10.50 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -9.50 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The primary driver is eps growing 89.7% yoy. The main limiting factor is price-to-book of 6.0x prices in significant intangible value. The committee is constructive but not yet at full conviction.

Bull & Bear Case

Bull Case
  • ROE of 30.5% shows genuine earnings power backing the valuation — Value
  • EPS growing 89.7% YoY — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • Price-to-book of 6.0x prices in significant intangible value — Value
  • MACD histogram negative -- bearish momentum — Technical
  • Bollinger bandwidth of 25.9% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 23, 2026
Overall Committee Score
64/100
Agreement
67%
Analysts
6
Conviction
Moderate
Sector Rank
Top 3%
of 178 Consumer Cyclical peers
Value Analyst neutral
59 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 30.5% shows genuine earnings power backing the valuation
− Price-to-book of 6.0x prices in significant intangible value
Growth Analyst bullish
78 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 89.7% YoY
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.22) -- balance sheet can absorb a shock
− Bollinger bandwidth of 25.9% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 245 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score moved marginally from 63.4 to 64.5.

Analyst-level changes:
  • News Analyst: stance neutral->bullish; score 60->66 (+6); +1 bullish signal(s).

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
43.1
Neutral
MACD Histogram
-1.678
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$226.88
Resistance
$258.60
Bollinger %B
0.46
Inside Bands
Price vs Moving Averages
EMA 9
$262.66 Below
EMA 21
$260.34 Below
EMA 50
$254.41 Above
EMA 200
$245.59 Above

Fundamental Analysis

Valuation
74
Growth
87
Profitability
88
Financial Health
60
Cash Flow
15
Valuation
P/E Ratio 20.5×
P/B Ratio 5.04×
PEG Ratio 0.23
Dividend Yield 0.00%
52W High $287.20
52W Low $196.00
Quality & Growth
ROE 1889.5%
ROA 949.5%
Gross Margin 5077.0%
Operating Margin 1208.1%
Revenue Growth YoY
Debt / Equity 0.40
AI Fundamental Assessment
P/E ratio of 20.5 (inexpensive relative to a 15-40x range); Price-to-book of 5.0x; PEG ratio of 0.2 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 18.9%; Return on assets of 9.5%; Net margin of 17.4%; Gross margin of 50.8%; Current ratio of 1.03 (tight short-term liquidity); Debt-to-equity of 0.40; Free cash flow per share is negative (-1.08); Most recent quarter beat estimates by 6.1%; EPS growth accelerating (+0.0% -> +22.4% QoQ); Average YoY EPS growth of 148.3%; Analyst estimates rising over recent quarters
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