ChainCatcher report: Amazon will release its earnings after the close of U.S. markets on Thursday. Key focus areas will include whether AWS growth can return above 40%, the $220 billion capital expenditure plan, and advertising monetization efficiency. The forecast for Q3 FY2026 revenue is $202.244 billion, representing an expected year-over-year growth of 12.25%; net profit is forecast at $21.363 billion, with an expected year-over-year growth of 0.83%. Bank of America expects AWS revenue to grow 40% year-over-year, above the market consensus of 38%; HSBC forecasts operating profit of $27 billion, with sales slightly above the upper end of guidance. JPMorgan believes continued expansion of AWS margins and improved retail business efficiency will drive profit growth, while Morgan Stanley highlights Amazon’s strategic positioning in intelligent agent commerce and its market leadership in the Bedrock AI platform.
Amazon Q3 2026 earnings are expected to grow 12.25% year-over-year.
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Summary
Amazon is set to report Q3 2026 earnings after U.S. markets close on Thursday, with on-chain trading signals closely monitored for market reactions. Revenue is expected at $20.2244 billion, up 12.25% year-over-year, and net profit at $213.63 billion, a 0.83% increase. UBS forecasts 40% AWS growth, surpassing the 38% market estimate. HSBC projects operating profit at $27 billion, while JPMorgan and Morgan Stanley emphasize AWS margin expansion, retail efficiency, and Bedrock AI’s market positioning. Traders are assessing the risk-to-reward ratio ahead of the report.
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