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Stock impact report

Amazon (AMZN) Stock Upgraded to Overweight on AWS Growth Outlook [Yahoo! Finance]

Amazon.com, Inc. (AMZN) 
Last amazon.com, inc. earnings: 4/30 04:01 pm Check Earnings Report
Company Research Source: Yahoo! Finance
On September 24, Wells Fargo analyst Ken Gawrelski upgraded the stock from Equal Weight to Overweight with a price target of $280.00 (from $245.00). The firm has stronger conviction in AWS revenue acceleration in 2026 driven by Project Rainier capacity additions and peak share losses in 2025. Gawrelski noted how Project Rainier is a dedicated AWS data center for Anthropic compute in Indiana. It is expected to start coming online in January 2026. His team has estimated that the facility will contribute an estimated $14B annual AWS revenue at full capacity of 2.2GW. Even though AWS market share will keep declining, growth should pick up pace again as the broader cloud industry expands. Some risks highlighted by the firm include execution challenges with Rainier, Trainium chip performance, slow core workload demand, and AI-related margin pressure. “Upgrading AMZN to OW (from EW) on greater conviction in AWS acceleration in '26. Raising AWS growth to +22% from prior/consensus of Show less Read more
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