Accelerating growth in Amazon’s high-margin cloud computing business hasn’t been enough to help the stock in 2026.
In a rough start to 2026, shares of Amazon (AMZN +1.81%) have fallen about 13% year to date. Interestingly, this is despite the company posting better-than-expected fourth-quarter revenue (featuring an acceleration in its top-line growth rate) and providing guidance for strong sales growth in Q1.
The main reason for the stock’s sell-off has been management’s plan to outlay an extraordinary $200 billion on capital expenditures in 2026 as the company pursues growth opportunities — especially in artificial intelligence (AI). Even though management insists the company anticipates a strong long-term return on invested capital, investors seem convinced that the risks of this big spending warrant some extra caution.
So, with the stock down sharply year to date, even as the S&P 500 is about flat for the year, is this a buying opportunity?
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https://www.fool.com/investing/2026/02/17/is-amazon-stock-a-buy-after-falling-13-this-year/
