I recently increased my position in AMZN stock, driven by the company’s robust long-term growth potential despite short-term market concerns. While UBS lowered its price target from $311 to $301 following Amazon’s Q4 2025 results, the surprise FY 2026 capital expenditure guidance of $200 billion signals aggressive investment in future growth. AWS growth is projected to double to 38% in 2026, with expectations of sustained mid-30% growth if elevated spending continues through 2027. This demonstrates Amazon’s commitment to expanding high-margin cloud operations, making it an attractive opportunity for investors focused on long-term value creation.
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