AMAZON COM INC
In the published model solve dated 2026-Q2, anchored at $266.16, AMAZON COM INC (AMZN) is priced for today's economics sustained for ~8.3 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed August 7, 2026 from SEC EDGAR filings.
• AWS carried the June 2026 quarter almost by itself, turning net sales of $42,232 million into segment operating income of $16,621 million while the two retail segments together contributed $10,840 million [Source: Q2 2026 Form 10-Q, segment note]. • Building the capacity behind that growth has inverted the cash arithmetic: over the twelve months to June 30, 2026 the company put 173.0 billion dollars into property and equipment while operations generated 161.4 billion, and its own reconciliatio
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5,854 institutional managers reported holding AMZN in 13F filings for the quarter ended 2026-03-31. Together they hold about 62% of the company; the top 10 hold 29%. 131 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 99.0M shares were sold short as of the 2026-06-15 count, about 0.9% of shares outstanding (2.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
AMZN's share count grew 6.4% over the past five years even with $6.00B spent on repurchases. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at AMZN over the trailing three years. Absence is a fact about the company, not a signal. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
AMZN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-05 | +8.9% | -8.3% |
| 2023-10-28 | +5.2% | +18.9% |
| 2024-02-03 | +10.7% | +7.7% |
| 2024-05-02 | -1.1% | +7.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
AMZN's latest 8-K filings: 2026-07-30 (items 2.02, 9.01); 2026-07-09 (items 8.01, 9.01); 2026-06-12 (items 8.01, 9.01); 2026-06-10 (items 1.01, 2.03, 9.01); 2026-05-22 (items 5.07).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: August 7, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.