AMZN Earnings

AMZN reported its earnings on 2026-02-05, showcasing a revenue of 213.39B against an estimate of 211.45B, resulting in a 0.92% surprise. The EPS was 1.95, surpassing the expected 1.98 by -1.52%. The stock experienced a -5.55% price change on the earnings day and a -8.36% change over the next five days, reflecting market reactions to the results.

Following AMZN's earnings announcement on 2026-02-05, the stock price moved by -5.55% on the day of the release. Over the subsequent five days, it saw a -8.36% change. Historically, AMZN's stock price tends to shift by an average of -0.04% in the 10 days leading up to earnings and 3.92% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate AMZN's annual revenue to reach 174.77B, while the EPS is projected at 1.71. These estimates reflect recent revisions, with revenue estimates revised upward by 0.01% and EPS estimates revised upward by 0.03% over the past three months, indicating analyst expectation in the company's performance.

The correlation between AMZN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.01%, while EPS estimates moved revised upward by 0.03%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AMZN's stock price typically moves by -0.04% in the 10 days before its earnings and 3.92% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.71 and revenue of 174.77B.

The earnings call reveals robust financial performance, especially in AWS and advertising, with strong revenue growth and high operating margins. AWS's expansion and AI investments are promising, supported by a significant backlog. The Q&A section highlights management's confidence in long-term returns and strategic AI partnerships. Despite some lack of specific guidance, the overall sentiment is positive due to record revenue, optimistic guidance, and strategic investments, suggesting a strong positive stock price reaction.