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Amazon: Strong Business, Worsening Risk/Reward (Downgrade)

Cut Amazon.com, Inc. exposure: risk/reward worsens as $200B capex, falling FCF, weak Q1 profit guide and 33x P/E stretch valuation. Click for this AMZN update.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, AMZN:CA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation fo… [688 chars]

Source: Seeking Alpha | Published: 2026-02-05T23:45:16Z

Credit: Seeking Alpha

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