Amazon and Airbnb's Growth Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 22 2026
0mins
Should l Buy AMZN?
Source: Fool
- Amazon's Investment Plan: Amazon is expected to invest around $200 billion across its business this year, which will support growth in its cloud division AWS, which reported a 24% year-over-year growth in Q4, indicating strong market demand and profitability.
- Satellite Network Expansion: Following the acquisition of Globalstar, Amazon's low Earth orbit satellite network, Amazon Leo, will enhance direct-to-device services, enabling businesses to bypass public internet and connect directly to AWS, thereby increasing its market reach in e-commerce and cloud services.
- Airbnb Revenue Growth: Airbnb achieved a 12% year-over-year revenue growth in Q4, with gross bookings rising by 16%, reflecting the platform's sustained appeal and market expansion capabilities, with projected net income of $2.5 billion in 2025.
- Shareholder Return Strategy: In 2025, Airbnb repurchased $3.8 billion worth of shares, reducing the share count by 6%, which enhances shareholder ownership, while projecting revenue growth of 14% to 16% in 2026, showcasing strong future growth potential.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 272.680
Low
175.00
Averages
280.01
High
325.00
Current: 272.680
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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