Amazon 2026: Silicon Sovereignty Powers The Agentic Economy Breakout [Seeking Alpha]
Amazon.com, Inc. (AMZN)
Last amazon.com, inc. earnings: 4/30 04:01 pm
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Source: Seeking Alpha
AMZN targets $350/share by end-2026, supported by technicals, AWS re-acceleration to 20%+ YoY growth, and a $200B backlog decoupling value from retail cyclicality. Valuation implies 22%-31% upside by 2026, with AWS, Advertising, Retail, and Subscriptions collectively supporting a $3.3T enterprise value under SOTP analysis. Key risks include $125B+ CapEx, potential depreciation bomb from rapid AI hardware obsolescence, and FCF drag if Agentic AI revenue lags infrastructure investment. hapabapa/iStock Editorial via Getty Images I am putting a label of strong buy on Amazon ( AMZN ) stock based on a long-term shift from genAI hosting to having an edge over Agentic Infrastructure. The merging of Amazon's proprietary silicon (Trainium3) with the This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article my
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AMZN
News
- Amazon.com (NASDAQ:AMZN) had its price target raised by analysts at TD Cowen from $300.00 to $315.00. They now have a "buy" rating on the stock.MarketBeat
- Jeff Bezos Once Faced A Dilemma Over Quitting His Job To Pursue Starting Amazon, His Boss Said This To Him During A Walk In The Park [Yahoo! Finance]Yahoo! Finance
- Amazon.com (NASDAQ:AMZN) had its "buy" rating reaffirmed by analysts at Cowen Inc.MarketBeat
- Want to Invest in AI Stocks in 2026? Here's Why This Popular Tech ETF Might Not Be a Good Choice [Yahoo! Finance]Yahoo! Finance
- FBAReviews.com Celebrates 8 Years of Growth and Announces Major Expansion of Services and Marketplaces [Yahoo! Finance]Yahoo! Finance
AMZN
Earnings
- 10/30/25 - Beat
AMZN
Sec Filings
- 12/3/25 - Form 4
- 11/25/25 - Form 4
- 11/25/25 - Form 4
- AMZN's page on the SEC website