$AMZN - BERNSTEIN RAISES AMAZON PT ON AWS, AI MOMENTUM Bernstein raised its Amazon price target to $320 from $315, maintaining an Outperform rating. The firm cited stronger-than-expected 37% AWS revenue growth, a $25B AI revenue run rate, expanding AI chip business and clear returns on AI investment. Bernstein also highlighted Amazon's higher 2026 capex of $220B, backed by strong demand and attractive payback periods.
源站原文 ↗