Zacks Investment Research
24 Sept 2026, 16:51 UTC · 1h ago
Verdict
Headline takes no side. We score AMZN +0.80 across four claims — strongly bullish.
+0.80strongly bullish
More positive than 87% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
Amazon's AWS revenues grew 37% year over year in the second quarter, reaching a $169 billion annualized run rate.
Priced inanalysis of Q2 results reported earlier
So whatThis marks the fastest growth in 4.5 years, likely expanding the cloud segment's contribution to overall operating margins.
More positive than 93% of claims this week
Amazon expects Q3 2026 net sales of $197-$202 billion, representing a growth of 9-12%.
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Scored by the NIS engine · methodology.
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Priced inanalysis of reported guidance
So whatExcluding Prime Day timing, the implied growth rate is ~15%, suggesting stronger organic momentum heading into Q4.
More positive than 77% of claims this week
Amazon's AI business and chips business have each surpassed a $25 billion annual revenue run rate.
Priced inanalysis of Q2 results reported earlier
So whatCombined, these AI-specific streams now represent ~30% of the total AWS annualized run rate.
More positive than 64% of claims this week
In August 2026, AWS agreed to acquire DuckLabs, the company behind DuckDB.
Priced inannounced in August 2026
So whatThe acquisition targets analytics efficiency, which could lower COGS for AWS data processing services in FY2027.
More positive than 51% of claims this week
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Price flat so far
$249.19 vs $249.27 close before publication (Sep 23) · not market-adjusted
AMZN chart →
