Amazon is transforming into a high-growth, high-margin cloud computing provider, led by its AWS segment which saw a 39% revenue increase and margin expansion to 38.7%. Management expects AWS growth to exceed 40% in 2027 and 2028, signaling strong future momentum despite Amazon's $66 billion net debt and negative cash flow after capital expenditures. The AWS backlog and contracted demand are accelerating, indicating robust demand ahead. The company is rated as an 'Accumulate' with a price target of $360, reflecting optimism about AWS's potential to offset challenges in its legacy retail business.
Amazon trades at USD 240.29 on Pluang as of Oct 31, 2026 04:02 WIB, down 1.44% in one day. The stock holds a market cap of $2.64 trillion and a 52-week high of $284.02. Pluang users show a buying interest with 66% of orders favoring Amazon, reflecting ongoing confidence despite recent price dips.
Amazon.com remains a Buy due to strong growth in its AWS cloud business, which saw 39.3% revenue growth and a 38.7% margin. The retail and advertising segments also showed positive performance, with North American operating income rising and advertis...
Intel, Alphabet (Google), Amazon, and Reddit have revealed challenges to the optimistic AI and large language model (LLM) growth narrative. Intel faces declining revenues, margin pressure, and high capital expenditure, trading at unsustainable valuat...
Amazon.com, Inc. is rated a Strong Buy due to its Amazon Web Services (AWS) segment achieving a record 39% revenue growth, with management forecasting over 40% growth through 2028. Although Amazon faces challenges like negative free cash flow and ris...
Amazon CEO Andy Jassy announced that the company will begin selling its AI chips, known as Trainium, to external customers starting in late 2027. This move could compete with NVIDIA, the current leader in AI chip supply, especially since Amazon has o...
Microsoft's Azure cloud grew 48% and Amazon's AWS grew 39%, their fastest in years, driven by high demand exceeding supply. Microsoft showed strong earnings and free cash flow, while Amazon missed estimates due to retail timing but posted record AWS ...
