2026년 2월 7일 · Unknown · financial · 출처 Yahoo Finance
Shares of Amazon.com (NASDAQ: AMZN) sank on Friday after the cloud computing colossus announced a gargantuan capital spending plan.
By the close of trading, Amazon's stock price was down more than 5%.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks »Image source: Getty Images.
Broad-based growth drove Amazon's profits higher
Amazon's fourth-quarter net sales climbed 14% to $213.4 billion.
The online retail leader's high-margin advertising sales jumped 23% to $21.3 billion.
Even more importantly, Amazon Web Services (AWS) generated $35.6 billion in sales, with revenue growth accelerating to 24%.
Amazon's cloud computing division is now a massive and highly lucrative business, with full-year sales and operating income of $128.7 billion and $45.6 billion, respectively, in 2025.
"This growth is happening because we're continuing to innovate at a rapid rate and identify and knock down customer problems," CEO Andy Jassy said in a press release.
All told, Amazon's closely watched operating income increased 18% to $25 billion in the fourth quarter.
A massive CAPEX plan has investors on edge
Looking ahead to the first quarter of 2026, Amazon guided for net sales to grow 11% to 15%, to $173.5 billion to $178.5 billion, with operating income of $16.5 billion to $21.5 billion.
But what really caught investors' attention -- and likely drove the sell-off in Amazon's shares -- was Amazon's forecast for a staggering $200 billion in capital expenditures for 2026. That figure dwarfs Amazon's operating cash flow of $139.5 billion over the trailing twelve months.
Jassy said he expects Amazon to generate "strong long-term returns on invested capital," driven in part by surging demand for the company's artificial intelligence (AI) offerings.
Yet judging by its stock price performance on Friday, investors are understandably concerned about Amazon's aggressive spending spree.
Should you buy stock in Amazon right now?
Before you buy stock in Amazon, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $436,126!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,053,659!*
Story Continues
Now, it’s worth noting Stock Advisor’s total average return is 885% — a market-crushing outperformance compared to 192% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of February 6, 2026.
Joe Tenebruso has positions in Amazon. The Motley Fool has positions in and recommends Amazon. The Motley Fool has a disclosure policy.
Why Amazon Stock Fell Today was originally published by The Motley Fool
View Comments