How The Story For Amazon.com (AMZN) Is Shifting Around AWS Growth And Valuation Concerns

Amazon.com’s fair value estimate has been trimmed slightly from US$285.08 to US$281.46 per share, signaling a modest reset in ...

Daniel Newman backs Amazon as UBS forecasts AWS growth doubling to 38% in 2026: 'One of our best ideas,' says Futurum CEO

On Sunday, Amazon.com, Inc. AMZN drew a bullish call from Futurum Group CEO Daniel Newman, who said the stock is one of their "best ideas" for 2026, echoing a UBS forecast. Newman, UBS Align On Amazon ...

Amazon Overtakes Walmart As AWS Reshapes Growth And Profit Mix

Amazon.com (NasdaqGS:AMZN) has surpassed Walmart to become the world's largest company by revenue. The shift is linked to the role of Amazon Web Services in driving a significant share of the ...

AWS growth hits 3-year high, custom chips top $10B, as $200B capex plan rattles investors

Amazon's cloud unit posted its fastest growth in more than three years, but the company's plan to spend $200 billion on infrastructure in 2026 sent shares tumbling 10% after hours.
Insider Monkey

Oppenheimer Boosts Amazon (AMZN) Price Target on Strong AWS Growth Outlook

Amazon.com, Inc. (NASDAQ:AMZN) is one of the AI Stocks in Focus This Week. On December 1, Oppenheimer raised its price target on the stock to $305.00 from $290.00 while maintaining an “Outperform” ...

Amazon: The Market Is Pricing Amazon Like AWS Is Breaking - It Isn't

Q4 misses inflated by one-offs; AWS growth and $244B backlog lead the bull case. Click for this AMZN earnings update.
Opinion

Amazon: It's Time To Spin Off AWS

Amazon.com's AWS drives 57% of operating income but is weighed down by retail. Click here for this post-earnings update of AMZN stock prospects.