---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000962406.md"
description: "Lot of debate on $Amazon(AMZN.US) (-3%) which is down today for two main reasons:  1/ Online growth continues to decelerate sharply (+2% YoY - slowest since 2023/1Q) and 2/ Much higher than expected CapEx (3Q $77.3B vs $58.8B exp; FY 2026 CapEx guidance held at $220B). IMO, the CapEx arms race without being able to show compelling returns until early-to-mid 2027 is the main issue holding back investors from buying the $Amazon(AMZN.US) dip.On valuation, AMZN looks cheap at a 2027 P/E of 22.1x (EV/EBITDA 9.2x) vs 15% long-term rev growth and eps growth."
datetime: "2026-10-30T14:05:25.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000962406.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000962406.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000962406.md)
author: "[Gary Black Tracker](https://longbridge.com/en/profiles/17077344.md)"
generator: "portal-rs"
---

# Lot of debate on $Amazon(AMZN.US) (-3%) which is d…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**