Key Takeaways DASH's total orders climbed 21% in Q3 2025 to 776M on stronger engagement and new customers. Record DashPass and Wolt subscriptions and added retail partners supported order growth. DASH expanded its Autonomous Delivery Platform through a new Waymo pilot and promotions.DoorDash (DASH) is benefiting from a large customer base and strong growth in average consumer engagement, which has enhanced its order volume. In the third quarter of 2025, total orders increased 21% year over year to 776 milli ...

WeShop Holdings Limited's (NASDAQ:WSHP) Nasdaq debut didn't just hand the social-commerce newcomer a breakout moment — it handed Amazon.com Inc (NASDAQ:AMZN) an unexpected challenger. While Prime has spent a decade defining loyalty through speed, perks and subscriptions, WeShop is pushing a radically different idea: if customers literally own part of the store, why would they ever leave? Track WSHP stock here.With its stock surging and its model trending, WeShop is angling straight at Amazon's loyalty fortr ...

In the past, the holiday season was always a high-performance time for the retail sector, which expected to end the year with strong sales figures. From Black Friday sales and gift shopping to Christmas decorations and homeware, consumer cheer and last-minute shopping taking place across Q4 would have a profound impact on the growth and overall profits for the entire year. Today, rising inflation rates and higher costs of living across the board have seen consumer budgets shrink drastically, ushering in a n ...

Welcome back to Trading 360. I'm Marley Kaden. It's time now for the 360 round.For that, let's bring in our panel to discuss Amazon's earnings. Joining us, Owen Carr, the chief merchandising officer at Spreeale and Charlie O'Shea from O'Shea investors. Thank you both for taking the time.You Charlie, we'll start with you. What are your thoughts on the report. >> They should be very happy.I mean, the stock price has rebounded. It's up almost 12%, I guess, at last read. And things are moving along.AWS finally ...

Core Insights - Amazon's stock surged after reporting stronger-than-expected Q3 results, alleviating investor concerns about its cloud business and AI capabilities [1][2][4] Financial Performance - Amazon reported an adjusted earnings per share of $1.95 for Q3, a 33% increase year-over-year, surpassing analyst expectations of $1.57 [2] - Total sales for the quarter rose 13% to $180.2 billion, exceeding the forecast of $177.91 billion [2] - AWS sales grew 20% to $33 billion, outperforming the expected $32.4 billion [3] Business Segments - North America retail segment sales increased 11% year-over-year to $106.3 billion, ahead of estimates [7] - Advertising revenue rose 23.5% to $17.7 billion, showing acceleration from previous growth rates [7] Operational Insights - Operating income across all segments remained flat at $17.4 billion, impacted by a $2.5 billion FTC settlement and severance costs [8] - Without these charges, operating income would have increased by 25% to $21.7 billion [8] Future Guidance - Amazon guided for Q4 sales of $209.5 billion and operating income of $23.5 billion, slightly below analyst projections [6] - The company plans to increase capital expenditures to $125 billion for 2025, up from a previous estimate of $100 billion [13] AI and Cloud Strategy - CEO Andy Jassy emphasized AWS's leadership in cloud services and its commitment to AI, stating that AWS has doubled its capacity since 2022 [11] - Amazon's partnership with Anthropic aims to enhance its AI capabilities, with a new data center launched for training AI models [12] Market Reaction - Following the earnings report, Amazon's stock rose over 10% to $247, breaking out from a previous buy point [5]

Core Insights - Amazon.com, Inc. is recognized as an "amazing company" with strong retail performance and improvements in its Alexa product, but the focus is on the growth rate of Amazon Web Services (AWS) [1] Group 1: Company Performance - AWS experienced a growth rate of 70.5% in the last quarter, which is slower compared to Azure but is significant due to AWS's larger size [1] - There is anticipation for AWS's growth rate to reaccelerate, with a target of at least 20% growth expected from the company [1] Group 2: Market Position - Amazon operates in various sectors, including selling consumer goods and digital content, producing electronics and media content, and providing platforms for third-party sellers and content creators [2]

Core Insights - The stock market is experiencing a boom driven by artificial intelligence stocks, with the Nasdaq and S&P 500 reaching new all-time highs as the third-quarter earnings season progresses [1] Group 1: Amazon's Position and Performance - Amazon operates the world's largest cloud-computing business, AWS, which holds approximately 30% of the global cloud infrastructure market, outperforming Microsoft and Alphabet [3] - Amazon is integrating AI across its business to innovate, reduce costs, and enhance customer experiences, while also expanding its Prime business into streaming [9] - Amazon's earnings per share (EPS) grew by 91% last year, with projections of 24% growth in 2025 and 12% in FY26, reaching $7.67 per share from $2.90 in 2023 [10] Group 2: Earnings Outlook and Market Sentiment - Amazon is ranked 1 (Strong Buy) by Zacks ahead of its Q3 earnings report, with a strong growth outlook and trading 20% below its Zacks price target [6][12] - The company has beaten EPS estimates by an average of 23% over the past four quarters, with expected sales growth of about 11% this year and next, reaching $783 billion in 2026 [12] - Wall Street sentiment is largely positive, with 52 out of 58 brokerage recommendations for Amazon classified as "Strong Buy" [16] Group 3: Valuation and Investment Potential - Amazon's stock has increased by 2,600% over the past 15 years, but has underperformed the tech sector in the last five years, with only a 2% increase in 2025 compared to a 24% surge in tech [13] - The stock is trading at a 95% discount to its all-time highs and 55% below its 20-year median, with a forward earnings multiple near its lowest levels since the 2008 financial crisis [15] - A strong earnings report could trigger a breakout, as the stock is currently trading 20% below its average Zacks price target and 7% below its highs [14]

Core Viewpoint - Amazon is expected to break out in 2026, with analysts raising the price target for its stock from $250 to $280, despite recent struggles in the market [1][2]. Financial Performance - Amazon's stock is down approximately 5% since July 31, when it reported second-quarter results [2]. - The company is projected to achieve Q3 revenue growth of 12.9%, reaching $179.37 billion, surpassing consensus estimates of $177.9 billion [3]. Market Sentiment and Analyst Outlook - Sentiment has improved following the last quarter's results, despite disappointing AWS growth [3]. - Analysts remain largely bullish on Amazon, with 72 out of 74 analysts maintaining a buy or equivalent rating [7]. Business Developments - Amazon is lowering retail costs through automation and may soon monetize its Project Kuiper satellite internet [4]. - There are indications that Amazon might increase its Prime subscription costs next year [4]. Stock Performance - Amazon's stock has formed a flat base pattern with a buy point at 238.85 [8]. - The stock is currently up about 1.5% in morning trading and has gained 4.5% overall this week, marking its best performance since late June [6].

Core Insights - Amazon shares have increased nearly 40% since the lows in April due to tariffs, but the stock is underperforming compared to its peers in the "Mag 7" group in 2025, being flat for the year while others have risen at least 15% [1][2] - The company is well-positioned in the AI sector, with significant investments in custom silicon and partnerships that could enhance its competitive edge [9][10] Company Performance - Amazon's stock is currently flat for the year, contrasting with the performance of other major tech stocks [1][2] - The company has announced various new products and partnerships, including a collaboration with the NBA and WNBA, which utilizes AWS [3][4] AI and Technology Investments - Amazon is heavily investing in AI infrastructure through AWS, with expectations for announcements related to custom silicon and AI services at their upcoming event [6][7][8] - The company is positioned to benefit from the growing demand for AI services, with a focus on workloads that do not require cutting-edge GPUs [9][10] Upcoming Events - Amazon is set to report earnings at the end of October, which is anticipated to be a significant event for the company [13] - The company will also have Prime Days next week, which could impact retail performance [13] Trading Strategies - Various trading strategies are being considered around Amazon's upcoming earnings, including bullish call verticals and cash-secured puts [15][18] - The bullish call vertical strategy involves buying a call option while selling another at a higher strike to offset costs, while the cash-secured put strategy allows for potential share acquisition if the stock price falls [15][18][20]

SUBSCRIBE | FastCo Works advertisement BYÂ Jennifer Mattson Listen to this ArticleMore info 0:00 / 0:00 LOGIN Amazon did not admit to or deny the FTC's allegations about misleading customers in the settlement, and told Fast Company in a statement: "We work incredibly hard to make it clear and simple for customers to both sign up or cancel their Prime membership, and to offer substantial value for our many millions of loyal Prime members around the world.†Amazon also said it will "move forward and focus on i ...