Investment Potential of Amazon and CrowdStrike
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy AMZN?
Source: Fool
- Amazon's Cloud Dominance: Amazon (AMZN) has established itself as the world's largest cloud platform through AWS, boasting a market cap of $2.2 trillion; despite competition from Microsoft and Google, AWS continues to grow robustly, supporting the company's expansion into advertising, streaming, and healthcare.
- Market Share and Growth: Although AWS has sacrificed some market share, the overall growth of the cloud industry allows it to achieve impressive growth, demonstrating Amazon's resilience and profitability in high-risk tech investments.
- CrowdStrike's Industry Position: CrowdStrike (CRWD), a pioneer in AI cybersecurity solutions, has a market cap of $105 billion and a gross margin of 74.1%, with 24% of its customers using at least eight of its security solutions, highlighting its leadership in the industry.
- Data Advantage and Long-term Investment: CrowdStrike has amassed trillions of data points, enhancing its AI model capabilities; despite its high stock price with a P/E ratio of 84.8, the stock has risen approximately 540% since its IPO in June 2019, indicating strong long-term investment potential.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AMZN?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
47 Analyst Rating
46 Buy
1 Hold
0 Sell
Strong Buy
Current: 204.080
Low
250.00
Averages
294.69
High
340.00
Current: 204.080
Low
250.00
Averages
294.69
High
340.00
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.
Tech Stocks to Buy and Hold Long Term
- Amazon's Cloud Dominance: Amazon (NASDAQ: AMZN) has established itself as the world's largest cloud service provider through its AWS platform, which supports thousands of websites and applications; despite competition from Microsoft and Google Cloud, AWS continues to grow, underscoring its core position in the tech industry.
- Diversified Business Expansion: Beyond cloud computing, Amazon is expanding into advertising, streaming, and healthcare, ensuring that its profitable retail business funds its high-risk tech investments, thereby enhancing the company's long-term growth potential.
- Cybersecurity Market Outlook: CrowdStrike (NASDAQ: CRWD), a pioneer in AI cybersecurity solutions, leverages trillions of data points to strengthen its AI models, positioning itself for significant market share growth in an increasingly digital world, highlighting its leadership in the cybersecurity sector.
- Stock Volatility and Growth Potential: Although CrowdStrike's stock trades at 84.8 times projected earnings, significantly higher than Amazon's 27.6, it has surged approximately 540% since its IPO in June 2019, reflecting its strong long-term investment value.
See More
Amazon Pharmacy Expands Same-Day Prescription Delivery Nationwide
- Service Expansion: Amazon Pharmacy plans to expand its same-day prescription delivery service to 4,500 cities and towns across the U.S. by the end of 2026, adding nearly 2,000 new communities, significantly enhancing the coverage and convenience of medication delivery.
- New Market Penetration: This expansion will include newly served states such as Idaho and Massachusetts, aiming to provide fast and reliable medication delivery to more customers, addressing the needs of patients in diverse regions.
- Enhanced Patient Experience: John Love, Vice President of Amazon Pharmacy, stated that by combining pharmacy expertise with logistics networks, they aim to remove critical barriers for patients in accessing medications, thereby accelerating the start of treatment and improving overall medication experiences.
- Standard for Digital Pharmacy: Through this expansion, Amazon Pharmacy sets a new standard, emphasizing that patients should not have to choose between speed, cost, and convenience, thereby promoting the widespread adoption of digital pharmacy services.
See More
Bloom Energy Stock Soars 497%: Opportunities Ahead
- Surging Market Demand: Bloom Energy's stock has surged 497% over the past year, primarily due to significant deals with hyperscalers and utility providers, showcasing its robust capability to meet the growing energy needs of data centers.
- Strategic Partnership Driving Growth: The $5 billion strategic partnership with Brookfield Asset Management enables Bloom to offer energy-as-a-service across Brookfield's trillion-dollar infrastructure portfolio, driving its product backlog to $6 billion, reflecting strong market demand.
- Production Capacity Expansion: Bloom Energy plans to double its production capacity from 1 GW to 2 GW by the end of 2026, and successfully delivered products to Oracle in just 55 days, far exceeding its 90-day promise, further solidifying its market position.
- Future Earnings Outlook: Despite Bloom Energy's high valuation, analysts project its EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong growth potential in the coming years.
See More
Bloom Energy Stock Soars on Surge in Demand
- Backlog Growth: Bloom Energy's product backlog surged by 60% in Q4 to $6 billion, bringing total backlog to $20 billion, indicating a robust market position amid soaring energy demands from data centers.
- Strategic Partnership: The $5 billion partnership with Brookfield Asset Management enables Bloom to provide energy services across its trillion-dollar infrastructure portfolio, further solidifying its leadership in the energy market.
- Capacity Expansion: Bloom plans to double its production capacity from 1 GW to 2 GW by the end of 2026, raising its 2026 revenue guidance from $3.1 billion to $3.3 billion, reflecting strong confidence in future growth.
- Optimistic Market Outlook: Despite a high P/E ratio of 107, analysts project EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong electricity demand growth in the coming years.
See More
Investment Potential of Amazon and CrowdStrike
- Amazon's Cloud Dominance: Amazon (AMZN) has established itself as the world's largest cloud platform through AWS, boasting a market cap of $2.2 trillion; despite competition from Microsoft and Google, AWS continues to grow robustly, supporting the company's expansion into advertising, streaming, and healthcare.
- Market Share and Growth: Although AWS has sacrificed some market share, the overall growth of the cloud industry allows it to achieve impressive growth, demonstrating Amazon's resilience and profitability in high-risk tech investments.
- CrowdStrike's Industry Position: CrowdStrike (CRWD), a pioneer in AI cybersecurity solutions, has a market cap of $105 billion and a gross margin of 74.1%, with 24% of its customers using at least eight of its security solutions, highlighting its leadership in the industry.
- Data Advantage and Long-term Investment: CrowdStrike has amassed trillions of data points, enhancing its AI model capabilities; despite its high stock price with a P/E ratio of 84.8, the stock has risen approximately 540% since its IPO in June 2019, indicating strong long-term investment potential.
See More
Ring Terminates Partnership with Flock Safety Amid Privacy Concerns
- Partnership Termination: Amazon's Ring has announced the termination of its partnership with police tech company Flock Safety, a decision made in response to privacy concerns raised after a controversial Super Bowl ad, indicating the company's sensitivity to external pressures.
- Privacy Controversy: Flock's automated license plate reader system has been criticized as a 'surveillance nightmare,' while Ring's 'Search Party' feature faced backlash from privacy advocates, highlighting public apprehension regarding tech companies' collaborations with law enforcement.
- Internal Pressure: Prior to Ring's decision, employees at Salesforce and Google had pressed their CEOs to reconsider ties with ICE and CBP, reflecting a growing concern within the tech industry regarding ethical responsibilities.
- Resource Assessment: Ring stated in its announcement that a comprehensive review revealed the integration with Flock would require significantly more time and resources than anticipated, leading to the cancellation of the planned partnership, which indicates a strategic reassessment within the company.
See More
Tech Stocks to Buy and Hold Long Term
- Amazon's Cloud Dominance: Amazon (NASDAQ: AMZN) has established itself as the world's largest cloud service provider through its AWS platform, which supports thousands of websites and applications; despite competition from Microsoft and Google Cloud, AWS continues to grow, underscoring its core position in the tech industry.
- Diversified Business Expansion: Beyond cloud computing, Amazon is expanding into advertising, streaming, and healthcare, ensuring that its profitable retail business funds its high-risk tech investments, thereby enhancing the company's long-term growth potential.
- Cybersecurity Market Outlook: CrowdStrike (NASDAQ: CRWD), a pioneer in AI cybersecurity solutions, leverages trillions of data points to strengthen its AI models, positioning itself for significant market share growth in an increasingly digital world, highlighting its leadership in the cybersecurity sector.
- Stock Volatility and Growth Potential: Although CrowdStrike's stock trades at 84.8 times projected earnings, significantly higher than Amazon's 27.6, it has surged approximately 540% since its IPO in June 2019, reflecting its strong long-term investment value.
See More
Amazon Pharmacy Expands Same-Day Prescription Delivery Nationwide
- Service Expansion: Amazon Pharmacy plans to expand its same-day prescription delivery service to 4,500 cities and towns across the U.S. by the end of 2026, adding nearly 2,000 new communities, significantly enhancing the coverage and convenience of medication delivery.
- New Market Penetration: This expansion will include newly served states such as Idaho and Massachusetts, aiming to provide fast and reliable medication delivery to more customers, addressing the needs of patients in diverse regions.
- Enhanced Patient Experience: John Love, Vice President of Amazon Pharmacy, stated that by combining pharmacy expertise with logistics networks, they aim to remove critical barriers for patients in accessing medications, thereby accelerating the start of treatment and improving overall medication experiences.
- Standard for Digital Pharmacy: Through this expansion, Amazon Pharmacy sets a new standard, emphasizing that patients should not have to choose between speed, cost, and convenience, thereby promoting the widespread adoption of digital pharmacy services.
See More
Bloom Energy Stock Soars 497%: Opportunities Ahead
- Surging Market Demand: Bloom Energy's stock has surged 497% over the past year, primarily due to significant deals with hyperscalers and utility providers, showcasing its robust capability to meet the growing energy needs of data centers.
- Strategic Partnership Driving Growth: The $5 billion strategic partnership with Brookfield Asset Management enables Bloom to offer energy-as-a-service across Brookfield's trillion-dollar infrastructure portfolio, driving its product backlog to $6 billion, reflecting strong market demand.
- Production Capacity Expansion: Bloom Energy plans to double its production capacity from 1 GW to 2 GW by the end of 2026, and successfully delivered products to Oracle in just 55 days, far exceeding its 90-day promise, further solidifying its market position.
- Future Earnings Outlook: Despite Bloom Energy's high valuation, analysts project its EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong growth potential in the coming years.
See More
Bloom Energy Stock Soars on Surge in Demand
- Backlog Growth: Bloom Energy's product backlog surged by 60% in Q4 to $6 billion, bringing total backlog to $20 billion, indicating a robust market position amid soaring energy demands from data centers.
- Strategic Partnership: The $5 billion partnership with Brookfield Asset Management enables Bloom to provide energy services across its trillion-dollar infrastructure portfolio, further solidifying its leadership in the energy market.
- Capacity Expansion: Bloom plans to double its production capacity from 1 GW to 2 GW by the end of 2026, raising its 2026 revenue guidance from $3.1 billion to $3.3 billion, reflecting strong confidence in future growth.
- Optimistic Market Outlook: Despite a high P/E ratio of 107, analysts project EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong electricity demand growth in the coming years.
See More
Investment Potential of Amazon and CrowdStrike
- Amazon's Cloud Dominance: Amazon (AMZN) has established itself as the world's largest cloud platform through AWS, boasting a market cap of $2.2 trillion; despite competition from Microsoft and Google, AWS continues to grow robustly, supporting the company's expansion into advertising, streaming, and healthcare.
- Market Share and Growth: Although AWS has sacrificed some market share, the overall growth of the cloud industry allows it to achieve impressive growth, demonstrating Amazon's resilience and profitability in high-risk tech investments.
- CrowdStrike's Industry Position: CrowdStrike (CRWD), a pioneer in AI cybersecurity solutions, has a market cap of $105 billion and a gross margin of 74.1%, with 24% of its customers using at least eight of its security solutions, highlighting its leadership in the industry.
- Data Advantage and Long-term Investment: CrowdStrike has amassed trillions of data points, enhancing its AI model capabilities; despite its high stock price with a P/E ratio of 84.8, the stock has risen approximately 540% since its IPO in June 2019, indicating strong long-term investment potential.
See More
Ring Terminates Partnership with Flock Safety Amid Privacy Concerns
- Partnership Termination: Amazon's Ring has announced the termination of its partnership with police tech company Flock Safety, a decision made in response to privacy concerns raised after a controversial Super Bowl ad, indicating the company's sensitivity to external pressures.
- Privacy Controversy: Flock's automated license plate reader system has been criticized as a 'surveillance nightmare,' while Ring's 'Search Party' feature faced backlash from privacy advocates, highlighting public apprehension regarding tech companies' collaborations with law enforcement.
- Internal Pressure: Prior to Ring's decision, employees at Salesforce and Google had pressed their CEOs to reconsider ties with ICE and CBP, reflecting a growing concern within the tech industry regarding ethical responsibilities.
- Resource Assessment: Ring stated in its announcement that a comprehensive review revealed the integration with Flock would require significantly more time and resources than anticipated, leading to the cancellation of the planned partnership, which indicates a strategic reassessment within the company.
See More
