Amazon.com is increasing capital spending to accelerate the conversion of its AWS backlog, aiming for durable growth driven by expanding enterprise AI adoption. The company's Q3 2026 earnings are seen as a critical inflection point, with AWS revenue conversion, backlog growth, and private label retail performance as key growth drivers. Amazon trades at a relatively attractive valuation of 16.22x EV/EBITDA, below its three-year average, supported by margin-accretive AWS growth and custom silicon adoption. Analysts maintain a Strong Buy rating with a $376 price target, expecting long-term earnings growth fueled by scale and AI integration.
As Amazon ramps up capital spending to convert its AWS backlog, its stock shows steady performance on Pluang. As of Oct 26, 2026 18:42 WIB, Amazon trades at USD 248.82, up 0.33% for the day, with a market cap of $2.68 trillion. The stock remains below its 52-week high of $284.02, reflecting ongoing investor interest in its growth potential.
Nearly all analysts covering Nvidia have a buy rating, with an average price target of $325, suggesting a 54% upside from its current $211 price. Nvidia's growth is fueled by rapid revenue increases, driven by demand in AI and data centers, positioni...
Oracle recently reported its strongest cloud growth in years, with revenue up 29.6% and cloud infrastructure revenue soaring 121%. Despite concerns over debt from its AI investments, the company’s earnings and backlog suggest strong future sales, wit...
Microsoft, Alphabet, and Amazon together represent about 15% of the S&P 500 index. All three tech giants are scheduled to report their quarterly earnings within a two-day span. These earnings reports are highly anticipated as they provide insight int...
Microsoft, Alphabet, and Amazon, which together represent about 15% of the S&P 500 index, are set to release their earnings reports within a two-day span. These reports are highly anticipated as they provide insight into the performance of major tech...
This week is critical for financial markets as investors await signals from the Federal Reserve about a possible interest rate hike in December. At the same time, major technology companies Alphabet, Amazon, and Microsoft are set to release their ear...
