Professional
Added to YB: 2025-09-26
Pitch date: 2025-09-24
AMZN [bullish]
Amazon.com, Inc.
+2.79%
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
$220.06
Price Target
280.00 (+24%)
Dividend
N/A
EV/EBITDA
16.24
P/E
32.54
EV/Sales
3.66
Sector
Broadline Retail
Category
growth
Amazon (AMZN): Wells Fargo Upgrades to Overweight, $280 PT
AMZN: Wells Fargo upgrades to Overweight, $280 PT on AWS acceleration driven by Project Rainier/Anthropic partnership. Raising AWS growth est to 22% vs 19% consensus. Indiana campus at full capacity could add ~$14B annual AWS revenue. Anthropic to contribute 7pts to 2026 AWS growth. AWS share losses peak 2025 but improve as acceleration alleviates competitive concerns.
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