Amazon Just Achieved This Major Milestone That Only 1 Other Company Has Done Since 2001
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By Jennifer Saibil – Feb 13, 2026 at 5:05AM ESTKey PointsAmazon is reporting double-digit growth across segments, resulting in a 14% increase in sales in the fourth quarter.It has incredible opportunities in artificial intelligence (AI), but it's investing across its business, including a new type of big-box store type it's planning to open.We’re bullish on these 10 stocks ›NASDAQ: AMZNAmazonMarket Cap$2.1TToday's Changeangle-down(-2.21%) $4.51Current Price$199.57Price as of February 12, 2026 at 3:58 PM ETAmazon has achieved a rare status as it continues to dominate in e-commerce and the cloud.The news passed by largely unnoticed, but with the fourth-quarter results on record, Amazon (AMZN 2.21%) has become the largest company in the world by sales. Walmart held that status since it unseated ExxonMobil in 2001. It held on to the title for 25 years, briefly giving it back to the oil giant when oil prices surged. It was going to happen at some point, and Amazon is finally in the lead. Image source: Amazon. The largest company in the world Amazon had nearly $717 billion in 2025 revenue, edging out Walmart in trailing-12-month sales. AMZN Revenue (TTM) data by YCharts Despite its gargantuan size, Amazon continues to report double-digit sales growth, which is really an incredible feat. And the growth is coming from all over the business, not just artificial intelligence (AI); online store sales increased 10% year over year in the quarter, with a 23% increase in advertising sales and a 24% increase in Amazon Web Services (AWS) sales. Total sales jumped 14% The AI business is definitely a major contributor, since it's driving interest in AWS cloud services. It represents the company's greatest opportunities today, but it's a fairly small portion of the total right now. Amazon is still investing in e-commerce, and it's still experimenting with physical stores. It recently closed down all of its Amazon Go and Amazon Fresh stores, and at the same time, it's planning a new big-box store type that's meant to be half retail and half distribution. ExpandNASDAQ: AMZNAmazonToday's Change(-2.21%) $-4.51Current Price$199.57Key Data PointsMarket Cap$2.1TDay's Range$197.56 - $203.9652wk Range$161.38 - $258.60Volume11KAvg Vol47MGross Margin50.29% Can Walmart take it back? Walmart reports 2026 fiscal fourth-quarter results (ended Jan. 31) next week. To match Amazon's revenue, it would need another $14 billion, or a 7.7% increase above last year's figure. To overtake it, it would need a higher increase. This is Walmart's sales growth over the last four quarters: MetricQ4 25Q1 26Q2 26Q3 26Sales growth YoY4.2%2.5%4.8%5.8% Data source: Walmart quarterly reports. YoY = year over year. So it doesn't seem likely that there's going to be competition between them, and Walmart is likely to fall into and stay in second place. While I wouldn't take that as a vote of no confidence in Walmart, I see it as an extra vote of confidence in Amazon. It's winning across segments and has huge ongoing opportunities, and since the stock tumbled after the fourth-quarter report, now is a great opportunity to buy it on the dip.Read NextFeb 13, 2026 •By Will HealyBest Growth Stock to Buy Right Now: Amazon vs. MercadoLibreFeb 12, 2026 •By Jennifer SaibilIs Buying Amazon Stock Now a Brilliant Move or a Disaster Waiting to Happen?Feb 12, 2026 •By Robert Izquierdo3 Reasons to Buy Amazon Stock Like There's No TomorrowFeb 11, 2026 •By Jennifer SaibilThe Market Sours on Amazon's Eye-Popping $200 Billion Investment in Artificial Intelligence (AI). Here's Why It Could Pay Off.Feb 11, 2026 •By Geoffrey SeilerPrediction: The Dip in Amazon Stock Is a Buying Opportunity and the Stock Will End 2026 HigherFeb 9, 2026 •By Neil PatelThe Ultimate Growth Stock to Buy With $1,000 Right NowAbout the AuthorJennifer Saibil has been a contributing Motley Fool stock market analyst covering the consumer goods and financial sectors since 2019. She previously worked in the financial sector and has written for other finance publications. She holds a bachelor’s degree in finance from Yeshiva University and a master’s degree in public administration from New York University’s Wagner School of Public Service.TMFanibirdStocks MentionedAmazonNASDAQ: AMZN$199.57 (2.21%) $4.51WalmartNASDAQ: WMT$133.64 (+3.78%) $+4.87ExxonMobilNYSE: XOM$150.18 (2.81%) $4.35*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.