Amazon Surpasses Walmart as Revenue Leader
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
0mins
Should l Buy AMZN?
Source: Newsfilter
- Revenue Ranking Shift: Amazon has surpassed Walmart for the first time with an annual revenue of $716.9 billion compared to Walmart's $713.2 billion, highlighting intensified competition in the retail sector amid rapidly changing consumer preferences.
- Digital Transformation Success: Walmart's digital business grew by 27% in the U.S. during the fourth quarter, achieving double-digit growth for 15 consecutive quarters, demonstrating its ability to leverage over 4,600 stores and 600 Sam's Club locations while chasing Amazon.
- AI Strategy Implementation: Walmart's partnerships with OpenAI and Google to launch the AI shopping assistant Sparky have resulted in a 35% increase in average order value for users, indicating that its investments in AI are enhancing customer experience and operational efficiency.
- Amazon's AI Investment Plans: Amazon plans to spend up to $200 billion on AI initiatives in 2023, primarily for data centers and networking equipment, although skepticism from the market has led to a decline of over $450 billion in its market value in the short term.
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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: 210.570
Low
175.00
Averages
280.01
High
325.00
Current: 210.570
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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