Professional
Added to YB: 2025-09-05
Pitch date: 2025-09-04
AMZN [bullish]
Amazon.com, Inc.
-3.83%
current return
Author Info
No bio for this author
Company Info
Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.
Market Cap
$2.5T
Pitch Price
$235.19
Price Target
275.00 (+22%)
Dividend
N/A
EV/EBITDA
16.24
P/E
32.54
EV/Sales
3.66
Sector
Broadline Retail
Category
growth
Barclays Maintains Overweight on Amazon ($AMZN), $275 PT
AMZN: Barclays $275 PT. Anthropic adding 100bps to AWS growth in 2Q25, could ramp to 400bps/quarter with Claude 5. Anthropic API generating ~$1.6B inference revenue for AWS in 2025 as ARR grows $1B→$9B. Risks: Cursor switched to OpenAI GPT-5, AWS/Anthropic relationship potentially fraying, AI broadening stage not yet materializing.
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