Amazon Guides Q4 Revenue to $240B-$247B
AMZN sits 24% above its 52-week low of $196.
Summary
Amazon issued fourth-quarter revenue guidance of $240 billion to $247 billion, a forward-looking range that sets the bar for the holiday quarter, and it expects fourth-quarter advertising revenue to grow year over year in the high teens. The company also guided fourth-quarter operating income to $28.5 billion to $33.5 billion and still sees 2026 cash capital expenditures at about $220 billion. The revenue figure is the key number traders will use to reset models on a company whose market value sits near $2.6 trillion, so even a modest shift in the implied growth rate moves the stock. It lands against a backdrop of heavy news flow: the $50 billion OpenAI investment, the Globalstar acquisition, and the FTC plus 22-state price-inflation lawsuit filed in late August and early September. The latest quarter showed third-quarter net sales of USD 201,900 million, North America segment sales of $112.9 billion, international segment sales of $43.1 billion, net income of $20.69 billion and EPS of $1.89; Q2 2026 net income of $62.6 billion was inflated by a $50.5 billion non-cash gain on the Anthropic stake, so the operating read-through from guidance matters more than the headline profit base. Watch the Q4 report itself for whether actual revenue lands inside this range.
At the time of this announcement, AMZN was trading at $243.72 on NASDAQ in the Trade & Services sector, with a market capitalization of approximately $2.6T. The 52-week trading range was $196.00 to $287.20. This news item was assessed with neutral market sentiment and an importance score of 8 out of 10. Source: Dow Jones Newswires.