"Analysts are looking for $1.95 EPS on revenue of $211.2 billion, in line with Amazon's own guidance. The real focus is AWS. After Microsoft, Google, and Meta all posted strong cloud and AI results, Wall Street wants to see if AWS can sustain the 20% growth it delivered last quarter. Oppenheimer projects 24% AWS revenue growth for fiscal 2026, and UBS thinks AWS revenue could double by 2028."
"When Amazon reported Q3 results on October 30, 2025, the stock was trading at $223.02. The company delivered $1.95 EPS versus $1.56 expected, and revenue of $180.17 billion beat the $177.76 billion estimate. AWS grew 20% to $33 billion, reaccelerating from the prior quarter. CEO Andy Jassy sounded bullish on AI momentum, and the stock rallied in the weeks that followed."
Amazon reports Q4 2025 earnings after the bell with the stock recently down to $224.27. Analysts forecast $1.95 EPS on $211.2 billion revenue, matching company guidance, while AWS remains the primary focus. Investors want to see whether AWS can sustain ~20% growth after peers reported strong cloud and AI results; Oppenheimer projects 24% AWS growth for fiscal 2026 and UBS projects a potential doubling by 2028. Market participants will also watch operating income guidance of $21–$26 billion as a sign of margin expansion from automation and cost discipline. Retail sentiment remains very bullish.
Read at 24/7 Wall St.
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