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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Brian Nowak | Morgan Stanley | 7 | 14% |
| Eric Sheridan | Goldman Sachs | 5 | 0% |
| Justin Post | Bank of America | 5 | 0% |
| Doug Anmuth | JPMorgan | 5 | 0% |
| Mark Mahaney | Evercore ISI | 4 | 0% |
| Colin Sebastian | Robert W. Baird | 4 | 0% |
| Ross Sandler | Barclays | 2 | 0% |
| Mike Morton | MoffettNathanson | 2 | 0% |
| John Blackledge | TD Cowen | 2 | 0% |
| Shweta Khajuria | Wolfe Research | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 1 | 7 | 14% |
| Goldman Sachs | 1 | 5 | 0% |
| Bank of America | 1 | 5 | 0% |
| JPMorgan | 1 |
| 5 |
| 0% |
| Robert W. Baird | 1 | 4 | 0% |
| Evercore ISI | 1 | 4 | 0% |
| Wolfe Research | 1 | 2 | 0% |
| Barclays | 1 | 2 | 0% |
Amazon surged with Q1 revenue of $181.5 billion up 17% year-over-year as AWS growth accelerated to 28% on a $150 billion run rate, driven by AI workload expansion and the custom silicon business emerging as a top-three chip player. Operating income reached $23.9 billion with a 13.1% operating margin while the Bedrock platform and OpenAI partnership expanded the AI platform ecosystem. The AI infrastructure investment cycle showed no signs of slowing as customer demand continued outpacing available capacity.
Cloud & AI | Innovation & R&D | Demand | Competitive Dynamics | Cost Pressure | Capex Investment | Margin | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 2 | 1 | 1 | 2 | 1 | 1 | |
| 2025Q1 | 4 | 2 | 2 | 1 | 1 | |||
| 2025Q2 | 4 | 1 | 2 | 1 | 1 | |||
| 2025Q3 | 5 | 2 | 1 | 2 | 2 | 1 | ||
| 2025Q4 | 4 | 1 | 2 | 1 | 2 | 1 | 1 | |
| 2026Q1 | 5 | 4 | 2 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 4 | 4 | 4 | 5 | 4 | 5 |
| Innovation & R&D | 2 | 1 | 2 | 4 | ||
| Demand | 1 | 2 | 2 | 1 | 1 | 2 |
| Competitive Dynamics | 1 | 2 | 1 | 2 | 2 | 1 |
| Cost Pressure | 2 | 2 | 1 | |||
| Capex Investment | 1 | 2 | 2 | |||
| Margin | 1 | 1 | 1 | 1 | ||
| Supply Chain | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AMZN Amazon.com, Inc. | 9 | +16.6% | |
| AZO AutoZone | 7 | +8.4% | |
| BBY Best Buy | 6 | +1.9% | |
| CASY Casey's General Stores, Inc. | 8 | +0.3% | |
| EBAY eBay | 8 | +19.5% | |
| GPC Genuine Parts Company | 6 | +6.8% | |
| MELI MercadoLibre | 7 | +49.0% | |
| ORLY O'Reilly Automotive | 8 | +10.2% | |
| PDD PDD Holdings | 6 | +10.4% | |
| TSCO Tractor Supply | 5 | +3.6% | |
| ULTA Ulta Beauty | 7 | +11.8% | |
| WSM Williams-Sonoma | 6 | +4.3% |