Amazon.com and Alphabet Inc. receive Hold ratings with 2028 price targets of $265 and $296, reflecting modest upside. Both companies are heavily investing in AI infrastructure, driving exceptional cloud revenue growth and high margins. However, rising depreciation and capital expenditures create uncertainty around cash flow. Amazon's valuation advantage comes from AWS growth and improving margins outside cloud, while Alphabet benefits from strong Google Cloud and ad profits. Despite growth, future cash flow demands and competitive pressures limit confidence for a Buy rating.
Amazon shares rose 3.28% to USD 248.24 while Alphabet gained 1.00% to USD 282.65 on Pluang. Despite the Hold ratings, Amazon's market cap stands at $2.60T and Alphabet's at $3.43T. This data is as of Nov 03, 2026 02:21 WIB.
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