This contract is too small to move AMZN shares. Monitor for larger follow-on awards or expansions under the same vehicle, but no immediate trading action warranted.
Price Chart
Executive Summary
Amazon Web Services (AWS) was awarded a $60.4 million contract from the Department of Homeland Security for cloud hosting services. This is a notable but modest award for Amazon, given its massive revenue base, and reinforces AWS's position as a key government cloud provider. The contract is routine in nature and does not materially alter Amazon's financial outlook.
Key Financial Metrics
Key Facts
- AWS awarded $60.4 million contract by Department of Homeland Security
- Contract period starts September 1, 2026
- Award is for cloud hosting services, a core AWS business line
- Amazon's annual revenue is not stated, but at ~$575B+ scale, this award is well under 0.1% of revenue
Financial Impact
$60.4 million contract, immaterial relative to Amazon's revenue scale
Risk Factors
- Government contract subject to funding availability and continuing resolutions
- No margin details disclosed; government cloud contracts may have lower margins than commercial
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| GOVT-CONTRACT Data (Synthetic) | contract-70RCSJ26FR0000028 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | Court Ruling | $253.54 $258.45 | ▲ +1.94% | ▲ +1.83% | $250.18 (−1.33%) |
Sep 14, 2026 18d ago | 8-K | $253.54 $258.45 | ▲ +1.94% | ▲ +1.83% | $250.18 (−1.33%) |
Sep 11, 2026 20d ago | 424B5 | $253.54 $258.45 | ▲ +1.94% | ▲ +1.83% | $250.18 (−1.33%) |
Sep 11, 2026 21d ago | Court Ruling | $256.78 $253.71 | ▼ −1.20% | ▼ −0.97% | $250.18 (−2.57%) |
Sep 11, 2026 21d ago | Court Ruling | $256.78 $253.71 | ▼ −1.20% | ▼ −0.97% | $250.18 (−2.57%) |
Sep 9, 2026 23d ago | 424B5 | $252.40 $245.96 | ▼ −2.55% | ▼ −1.89% | $250.18 (−0.88%) |
Sep 9, 2026 23d ago | 8-K / 3 | $252.40 $245.96 | ▼ −2.55% | ▼ −1.89% | $250.18 (−0.88%) |
Sep 8, 2026 24d ago | Court Ruling | $256.97 $248.42 | ▼ −3.33% | ▼ −2.21% | $250.18 (−2.64%) |
Sep 8, 2026 24d ago | Court Ruling | $256.97 $248.42 | ▼ −3.33% | ▼ −2.21% | $250.18 (−2.64%) |
Sep 2, 2026 4w ago | Court Ruling | $254.98 $251.89 | ▼ −1.21% | ▼ −0.25% | $250.18 (−1.88%) |
US Market Status
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