Amazon's Plunge Is A Reason To Back Up The Truck

Amazon remains a 'Buy' despite recent earnings-driven share declines, with robust revenue growth and expanding cash flows across core segments. AMZN's AWS segment posted 39.3% revenue growth and 55.4% profit growth, with management projecting 40%+ AWS revenue growth in 2027 and 2028. Heavy capital investments have driven negative free cash flow and rising net debt, but these are expected to fuel long-term growth and market leadership.