Amazon has been upgraded to a Strong BUY due to the rapid growth and strong operating margins of its cloud division, AWS. AWS reported 39% operating margins and 56% year-over-year income growth, with management forecasting over 40% annual growth in 2027 and 2028, aiming for $1 trillion in revenue. Although Amazon faces competitive and macroeconomic risks, its diversified business model, including advertising, supports a premium valuation. Strategic investments with high capital expenditure and negative free cash flow are seen as necessary to sustain AWS's future growth and backlog, while operating cash flow increased 29% year-over-year to $168 billion.
Amazon shares gained 3.29% on Pluang, trading at USD 267.83 as of Nov 09, 2026 23:31 WIB. The stock remains strong with a market cap of $2.80 trillion and a 52-week high of $284.02, reflecting sustained investor interest amid AWS's growth narrative.
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