$AMZN

Amazon 3Q 2026: Revenue $201.9B, Net income $20.7B, EPS $1.89— 10-Q Summary

Amazon reported 3Q 2026 revenue of $201.9B, up 12% YoY, but net income fell 2.4% to $20.7B and EPS declined 3.1% to $1.89. AWS revenue grew 39%, driving overall sales. The company forecasted 4Q sales growth of 12%–16% and expects $220B in 2026 capital spending.

Original reporting
Published Oct 30, 2026, 10:11 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 30, 2026, 10:21 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Amazon 3Q 2026: Revenue $201.9B, Net income $20.7B, EPS $1.89— 10-Q Summary — source image
Decision brief

The 30-second read

$AMZNBearishHigh
01

Why it matters

The earnings numbers set the tone for Amazon's stock movement and sector sentiment ahead of the upcoming quarter.

02

Market read

Amazon's earnings are a key driver for technology and consumer discretionary markets.

03

What to watch

Capital spending of $172.2B in the first nine months signals long‑term growth potential not reflected in short‑term earnings.

Relevance 10/10Novelty 9/10Timing: pre-market today

Background

Amazon's Q3 2026 earnings release provides the latest financial snapshot for the e‑commerce and cloud giant.

Company-level read

Ticker impact

$AMZNBearishHigh confidence
Context

Amazon reported Q3 2026 revenue of $201.9B, net income $20.7B, and diluted EPS $1.89, with AWS revenue up 39%.

Expected impact

likely modest downside as profit miss may pressure the stock despite revenue beat

Evidence & confidence

Revenue beat expectations while profit fell, creating mixed signals that could weigh on the share price in the near term.

Market effects

AWS growth may lift the broader cloud services sector.

U.S. technology stocks could see slight pressure from the earnings miss.

Amazon's results influence global e‑commerce and cloud market expectations.

Counterpoint

Investors might view the profit decline as a temporary cost of scaling AWS, supporting a buy stance.

Key entities

  • Amazon.com, Inc.

    U.S. e‑commerce and cloud services provider.

Related articles

$INTCHighAI 8/10

Intel, Amazon shares fall as AI selloff hits Nasdaq stock futures

Intel (INTC) stock fell 27% premarket after forecasting Q4 revenue of $15B-$16B. Amazon (AMZN) dropped 6.5% post-earnings, with AWS sales up 39%. Nasdaq futures fell 2% amid AI stock selloff. Intel's Q3 revenue was $16.5B, with data center/AI revenue up 78%. Amazon expects $220B in 2026 capital expenditures.