Andy Jassy Just Announced Wonderful News for Amazon Stock Investors

By Prosper Junior Bakiny – Apr 11, 2026 at 4:00PM ESTKey PointsAndy Jassy thinks Amazon's two most important industries are still underpenetrated. The company has built a moat that should allow it to benefit from the expansion of these markets. Investors who have held Amazon's (AMZN +2.05%) shares for a long time are sitting pretty, as the company has delivered life-changing returns over the past two decades. It now sits as one of the largest corporations in the world with a market cap of $2.6 trillion. But you don't need a time machine to still profit from Amazon, as the tech leader has attractive opportunities that could allow it to post outstanding returns, once again, over the next 20 years. The company's CEO, Andy Jassy, recently emphasized Amazon's growth runway in a letter to shareholders. Let's discuss the implications for investors. Image source: The Motley Fool. Plenty to look forward to Amazon is a major player in at least two markets. First, there is e-commerce. That's arguably what Amazon is best known for, and it has a leading market share in this space in the U.S. The company is also the top player in cloud computing, holding the number one position globally. Some might think that both of these industries are already deeply penetrated. Online shopping seems ubiquitous nowadays, and corporations have moved to the cloud in droves, considering the many benefits it offers. However, appearances can be deceiving. The truth is that e-commerce and cloud computing are still arguably underpenetrated. That's the point Jassy emphasized. To quote the man himself: Our retail business is now approaching $600 billion in topline, yet roughly 80% of global retail sales still happens in physical stores. That will change. AWS is at a $142 billion revenue run rate, and yet 85% of global IT spend remains on-premises. This will change. Jassy said this after expressing his optimism about the company's future. ExpandNASDAQ: AMZNAmazonToday's Change(2.05%) $4.78Current Price$238.43Key Data PointsMarket Cap$2.6TDay's Range$235.20 - $240.4352wk Range$165.28 - $258.60Volume3MAvg Vol51MGross Margin50.29% Now, even given these opportunities, can Amazon remain the leader in these niches and capitalize on their growth over the next two decades? Yes, it can, and here's one central reason: it has built a wide moat from multiple sources. Let's name several of them. First, there is the company's brand name that customers immediately recognize as one of the go-to platforms for online shopping. Second, Amazon has spent small fortunes building the infrastructure necessary to support its e-commerce ambitions, which includes offering customers free, fast shipping on millions of items. Third, Amazon benefits from network effects in its e-commerce business, as merchants and consumers increasingly look for one another on the platform. And lastly, the company's cloud division boasts high switching costs. There will be competition, to be clear, but Amazon has built a business that is more than strong enough to withstand it while still performing well over the long run. What does all this mean for investors? The company still has attractive long-term prospects. And amid recent market volatility fueled by geopolitical tensions and macroeconomic factors that caused a rotation out of tech stocks, now might actually be a great time for those with an investment horizon of a decade or more to buy the stock. Amazon is still well-positioned to crush the market over the long run. Those who get on board for the ride will be glad they did so. Read NextApr 11, 2026 •By Adria CiminoStocks Rallied After President Donald Trump's Ceasefire in Iran. Here's How to Invest Now.Apr 10, 2026 •By Jeremy BowmanBest Vegan Stocks to Buy in 2026: Are They Right For Your Portfolio?Apr 10, 2026 •By Joe TenebrusoAmazon Stock Just Saw Its Biggest Surge in Months. Here Are 3 Reasons AMZN Is a Great Buy Right NowApr 10, 2026 •By Jose Najarro5 AI Stocks to Buy After Amazon's CEO Said This About AWS GrowthApr 10, 2026 •By Bram BerkowitzAmazon CEO Andy Jassy Just Delivered Bad News for the Artificial Intelligence (AI) BearsApr 10, 2026 •By Keithen DruryAmazon Has a Secret Weapon in AI That Makes the Stock a Screaming BuyAbout the AuthorProsper Junior Bakiny is a contributing Motley Fool healthcare analyst covering biotechnology, pharmaceuticals, and healthcare stocks.

Before The Motley Fool, Prosper wrote about investing topics ranging from stock market news to private equity for various companies. He holds a master’s degree in corporate finance from the University of Maryland Global Campus.TMFPBakinyStocks MentionedAmazonNASDAQ: AMZN$238.43(+2.05%)+$4.78*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.