Why I Can’t Stop Buying Amazon Stock

• Amazon (AMZN) is simply a beardown bargain with accelerating fundamentals astatine $248.50 existent price.

• AWS reacceleration into AI request is the strongest driver, reaching fastest maturation successful 13 quarters.

• The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.

The astir important fig successful Amazon's concern is the trajectory of AWS growth. In Q1 2025, AWS grew 17% year-over-year. By Q4 2025, that fig reached 24%, the fastest maturation successful 13 quarters. That is reacceleration, and it signals the AI infrastructure buildout is pulling guardant existent endeavor spending into AWS astatine a gait that keeps astonishing forecasts.

CEO Andy Jassy connected the Q4 net call: "AWS increasing 24% (our fastest maturation successful 13 quarters), Advertising increasing 22%, Stores increasing briskly crossed North America and International, our chips concern increasing triple digit percentages year-over-year."

READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks

Amazon's Trainium and Graviton chips present transportation a combined yearly gross tally complaint of implicit $10 billion, increasing astatine triple-digit percentages year-over-year. Trainium2 is afloat subscribed. That is simply a structural outgo and gross vantage that compounds implicit time.

Most investors deliberation of Amazon arsenic a retailer oregon unreality company. It is besides 1 of the 3 ascendant integer advertizing platforms. Advertising gross successful Q4 2025 deed $21.317 billion, up 23% year-over-year. For afloat twelvemonth 2025, advertizing grew from 18% successful Q1 to 23% successful Q4, with nary motion of deceleration.

This conception carries precocious margins and benefits straight from Amazon's retail flywheel. Advertisers scope customers already successful a buying mindset.

The Rufus AI buying assistant, present utilized by 300 cardinal customers and driving astir $12 cardinal successful incremental annualized sales, deepens that flywheel further. The much Amazon knows astir acquisition intent, the much invaluable its advertisement inventory becomes. That self-reinforcing vantage strengthens each year.

Amazon trades astatine a trailing P/E of 35x connected full-year 2025 EPS of $7.17, which bushed the statement estimation of $7.07. Net income for the afloat twelvemonth grew 31.09% year-over-year to $77.670 billion. Operating currency travel deed $139.514 billion, up 20.4% year-over-year.