AMZN Earnings
Thursday, Apr 30 2026
EPS Estimate
$1.64
$1.38 – $2.75
Revenue Estimate
$177.1B
Track Record
3/4 beats
Current Price
$249.02
Our Position
bearishAmazon boosts capex, expands satellite fleet, gains upgrades
structured data
est. revisions stable
(+0.3pp / 30d)
Amazon's capital expenditure surge and satellite acquisition signal a strategic push to dominate cloud AI infrastructure and satellite internet, setting growth drivers that underpin upside potential amid market skepticism.
Watch: Upcoming earnings reports will reveal progress on AI margin gains, satellite integration, and capex efficiency impacting growth and profitability.
Data Signal Summary
2 bullish
1 bearish
Insider selling cluster
Put/call 0.6 (bullish skew)
Price uptrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
uptrend
1-Month Return
+19.9%
From 52w High
-2.0%
P/E Ratio
33.2
Est. Revisions (30d)
+0.3% 2up/3dn
Analyst Target (mean)
$281 $175–$360 +13%
Options P/C Ratio
0.60 6C/3P unusual
Est. Dispersion
83% 46 analysts
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Citadel, Tiger Global, Coatue, Pershing Square
Recent Activity
insider trades
1 transaction
Sell
·
HERRINGTON DOUGLAS J (Officer)
·1,000 shares
·$210,500
analyst ratings
11 ratings
Citizens
→Market Outperform
1h ago
Rosenblatt
→Buy
1h ago
Stifel
→Buy
2d ago
Citizens
→Market Outperform
5d ago
Cantor Fitzgerald
→Overweight
7d ago
6 more
Wells Fargo
→Overweight
Tigress Financial
→Buy
JP Morgan
→Overweight
Citigroup
→Buy
TD Cowen
→Buy
Needham
→Buy
material events
Amazon.com NV Investment Holdings LLC, a wholly-owned subsidiary of Amazon.com, Inc., entered into an equity commitment letter agreement to purchase u...
SEC↗
47d ago
filing changes
MEDIUM
Language Changes:
Expanded language around system interruptions and lack of redundancy risks
MEDIUM
Language Changes:
Expanded risks in supplier relationships emphasizing AI infrastructure related products
MEDIUM
New Items Added:
Addition of new specific risk factors in the current filing.
Explore more
