Daniel Pronk on AMZN
Daniel Pronk on Amazon (AMZN): the quotes, dated.
16 dated quotes about Amazon stock (AMZN), selected from all 98 Daniel Pronk videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with AMZN’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- AMZN close, 2026-10-28
- $254.60
- Price since the first forecast, Sep 2, 2026
- -0.1%
- S&P 500 (SPY), same period
- +0.9%
- vs the S&P 500
- -1.0 pp
- Latest stance, Oct 11, 2026
- Disclosed buy
- Mentions found
- 1106 in 68 of 98 videos
The short version
In October 2025 Daniel Pronk said Amazon was their only Meg7 stock, at 5% of their portfolio, and called it a hold near fair value without adding shares. In February 2026 they said a 10% drop made it look attractive again, and their DCF gave a possible $428 share price in five years if operating cash flow grew 12% a year. In March and April 2026 they disclosed buying more and called the stock undervalued. In July 2026 their DCF gave a $371 fair value and a $500 price by the end of 2028. In September 2026 they called lawsuit-driven weakness a buying opportunity and named agentic shopping as a risk to advertising revenue. In October 2026 they said Amazon was over 13% of their portfolio.
Summary of the quotes on this page. Updated .
What Daniel Pronk said last · Oct 11, 2026
Disclosed buy
“And for all of these reasons, I have continued to buy more Amazon shares and it is the second largest position in my portfolio at over 13% of my total portfolio now.”
Bullish call · Little changed
The first forecast is bullish, and the price is within 1% of its starting level.
AMZN from to . Price movement, not the creator’s realized return.
Price up since 11 of 16 quotes · Stock ahead of SPY: 8 of 16
Leaderboard result: In progress, matures about . Scored from the first close after the video, . How it is scored
Daniel Pronk’s price target and valuation calls on AMZN
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
And the fact that its operating cash flows are continuing to grow so well and its share price just fell by 10%. I think that it is starting to look quite attractive again.
Price target
So, if Amazon can continue to grow operating cash flow by 12% annually over the next 5 years, then the stock could compound by 14% relative to its closing price, and its future…
Valuation view
Amazon's chips business is already more than half of the size of AMD's data center business, and Amazon's chip business is growing more than twice as quickly.
Price target
And with what I think are pretty pessimistic numbers in this DCF, I get a 22% compounded annual growth rate to the share price over the next 3 years, a $371 fair value, and a fu…
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
AMZN · daily close, split-adjusted · 2025-09-08 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $220 |
| 2025-10-31 | $244 |
| 2025-11-28 | $233 |
| 2025-12-31 | $231 |
| 2026-01-30 | $239 |
| 2026-02-27 | $210 |
| 2026-03-31 | $208 |
| 2026-04-30 | $265 |
| 2026-05-29 | $271 |
| 2026-06-30 | $238 |
| 2026-07-31 | $272 |
| 2026-08-31 | $260 |
| 2026-09-30 | $249 |
| 2026-10-28 | $255 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
AMZN · daily close, split-adjusted · 2025-09-08 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $220 |
| 2025-10-31 | $244 |
| 2025-11-28 | $233 |
| 2025-12-31 | $231 |
| 2026-01-30 | $239 |
| 2026-02-27 | $210 |
| 2026-03-31 | $208 |
| 2026-04-30 | $265 |
| 2026-05-29 | $271 |
| 2026-06-30 | $238 |
| 2026-07-31 | $272 |
| 2026-08-31 | $260 |
| 2026-09-30 | $249 |
| 2026-10-28 | $255 |
What Daniel Pronk said, when
- 1
— Disclosed holding
45:21 “I don't own Nvidia. I don't own Microsoft. The only Meg7 stock I have is Amazon and it's only 5% of my portfolio.”
Pronk was explaining that investors don't need to chase what's hot in the market, and described how his own portfolio is built.
- 2
— Not buying more
14:14 “So, for me, Amazon is a hold right now, and I am not actively buying more shares. This is because Amazon is trading for all-time highs, and its price to operating cash flow is around 20, which I do think is right around fair value for this business relative to its growth and what I think the growth will be going forward.”
This was the end of his analysis of Amazon's Q3 2025 earnings. Right after it, he says he is not adding but is definitely not selling.
- 3
— Disclosed holding
13:08 “Back in 2020, Amazon stock was quite overvalued. Then we got that correction at the end of 2022, which led to Amazon being extremely cheap in my opinion, and this is where I was buying a lot of Amazon shares.”
He recalls buying Amazon shares heavily during the correction at the end of 2022.
Corrected · corrections log
- 4
— Valuation view
16:17 “And the fact that its operating cash flows are continuing to grow so well and its share price just fell by 10%. I think that it is starting to look quite attractive again.”
He said Amazon had looked roughly fairly valued before the earnings report and that the stock fell about 10% afterward.
- 5
— Price target
16:41 “So, if Amazon can continue to grow operating cash flow by 12% annually over the next 5 years, then the stock could compound by 14% relative to its closing price, and its future stock price could be $428 per share.”
Daniel Pronk was running a DCF on Amazon after its Q4 2025 earnings, assuming 12% operating cash flow growth and a 20 price-to-operating-cash-flow multiple, which they called slightly pessimistic.
- 6
— Valuation view
23:30 “Amazon's chips business is already more than half of the size of AMD's data center business, and Amazon's chip business is growing more than twice as quickly.”
- 7
— Disclosed buy
15:38 “The third stock that I bought this week, this one is Amazon. And Amazon has been seeing some surprising strength in the market so far this week, but Ultimately, I do still think that the stock is undervalued, and that is why I am continuing to add to my position.”
Corrected · corrections log
- 8
— Disclosed buy
22:50 “And at the same time, Amazon is still selling below its historical average price to operating cash flow multiples and in my DCFs, I still get the stock selling below fair value. So, due to this, I have added to my Amazon position despite it selling right near all-time highs.”
Speaking the day before Amazon's earnings report, he said Amazon was among the cheapest ways to get exposure to AI. He also expected AWS and Amazon's chips business to drive a re-acceleration.
- 9
— Mention
14:55 “The business model of AWS requires Amazon to spend a significant amount of capital up front to build the data center before they can actually monetize it. which is obvious, right? And they have been through these cycles before.”
He is restating Andy Jassy's explanation of the AWS investment cycle.
Corrected · corrections log
- 10
— Disclosed buy
1:48 “The first stock that I am actively buying in the market right now is Amazon. This is actually one of my largest positions, and I continue to not fully understand why the market is not giving this one as much love as I think it deserves.”
- 11
— Mention
7:01 “Whenever I cover Amazon. Whenever I talk about Amazon or say that the stock is looking cheap, I always get people saying, well, the PE of the business is still around 30 or over 30. So, how is the stock possibly cheap?”
Corrected · corrections log
- 12
— Mention
20:18 “Amazon's gigawatt capacity is projected to triple by 2030, which should provide significant acceleration to the AWS business for years to come.”
- 13
— Price target
20:44 “And with what I think are pretty pessimistic numbers in this DCF, I get a 22% compounded annual growth rate to the share price over the next 3 years, a $371 fair value, and a future stock price of 500 bucks by the end of 2028.”
In his Q2 earnings analysis, he describes a DCF that assumes 20% annual operating cash flow growth and a 20x price-to-operating-cash-flow multiple.
- 14
— Buying the dip
9:41 “So for myself, any weakness that Amazon stock sees is ultimately a long-term buying opportunity. And as I said, I have been buying a lot more Amazon shares in the market, especially as this lawsuit has caused the stock to sell off a little bit more.”
He was discussing the FTC lawsuit over Amazon's advertising auction practices. He said fines would not derail the company, and that the advertising algorithm is the real risk.
- 15
— Risk acknowledged
14:40 “Amazon isn't admitting it, but Agentic Shopping will impact its high margin advertising revenues.”
In a video about Meta, he discussed how Meta's Muse agent could shop for users without them visiting Amazon and seeing its ads. He noted that Amazon has blocked Muse from its platforms.
- 16
— Disclosed buy
26:59 “And for all of these reasons, I have continued to buy more Amazon shares and it is the second largest position in my portfolio at over 13% of my total portfolio now.”
He said this after a DCF he called conservative, which projected 20% annual operating cash flow growth and a 23.5% compounded annual return over three years.
No quote added since · 5 later videos from Daniel Pronk · covers videos through
Other creators on AMZN
- Business with BrianValuation view-3.0%
- Joseph CarlsonRisk acknowledged+14.6%
- Jeremy LefebvreHold, bullish+3.3%
- Sven CarlinConditional+21.4%
- Everything MoneyConditional+16.7%
- Adam KhooValuation view+10.0%
- Tom NashBuying the dip+28.1%
More from Daniel Pronk
All 9 companies →Daniel Pronk has spoken on camera about their own AMZN position; the latest, : Weight. See it in the disclosed holdings →
- Alphabet GOOGLValuation view+34.9%
- Meta METABuying the dip-15.5%
- Netflix NFLXRisk acknowledged-44.5%
- Brookfield BAMDisclosed holding+5.6%
- Nvidia NVDAValuation view+4.0%
- MercadoLibre MELIValuation view-18.1%
How to read this
Quotes are short excerpts from Daniel Pronk's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is AMZN's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-28. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 98 of 98 videos published since 2025-09-10 covered; 1106 Amazon mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Daniel Pronk. Request a correction or removal