I recently increased my position in AMZN stock, seeing a compelling long-term growth opportunity despite near-term concerns. While UBS lowered its price target from $311 to $301 following Q4 2025 results, the market may be underestimating Amazon’s growth potential. The company’s FY 2026 capital expenditure guidance of $200 billion signals aggressive investment in infrastructure and expansion. Notably, AWS is projected to double its growth rate to 38% in 2026, with mid-30% growth expected through 2027 even amid elevated spending. This reinforces confidence in Amazon’s leadership in cloud services and long-term value creation.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
