The company also said it expects capital expenditures to hit roughly $200 billion in 2026, compared with $146.6 billion estimated by analysts.
Amazon is well-positioned heading into its Q4 earnings release, supported by accelerating growth in its cloud division and rising advertising revenue.
Billionaire investor Seth Klarman bought nearly $500M of Amazon stock in Q4 2025 after cutting his Alphabet position by 41%. Amazon is guiding for 11–15% revenue growth next quarter and plans $200B in ...
Amazon reported Q4 results on Thursday, with sales coming in ahead of estimates. But shares dropped as capex guidance surged past expectations.
The shuffle underscores the rivalry between the two retailers, particularly as Walmart expands its advertising and third-party marketplace businesses.
Things are only getting worse for Amazon shares, which were the biggest laggard among "Magnificent Seven" names last year.
Amazon raked in a record $213.4 billion in revenue for Q4 2025 but shares fell after the company forecast $200 billion in capital spending for 2026.
Wall Street could be missing the bigger picture here. Try to play chess, not checkers.
The company is going through a major capital expenditures cycle, which has Wall Street nervous.
Amazon forecast first quarter revenue of between $173.5 billion and $178.5 billion.Chris J. Ratcliffe/Bloomberg News Amazon stock fell about 9% in afterhours trading following the company's latest ...