Amazon posted record Q4 revenues with surging AWS growth, but unveiled a $200B capex plan through 2026 that, together with shrinking free cash flow, highlights execution and cash-return risks. The aggressive capex and compressed FCF contrast with the stock trading above the industry P/E, creating valuation downside risk despite solid operating performance.
Amazon posted record Q4 revenues with surging AWS growth, but unveiled a $200B capex plan through 2026 that, together with shrinking free cash flow, highlights execution and cash-return risks. The aggressive capex and compressed FCF contrast with the stock trading above the industry P/E, creating valuation downside risk despite solid operating performance.
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