Amazon Top Pick at Morgan Stanley as AWS, Retail are 'GenAI winners' [Seeking Alpha]
Morgan Stanley (MS)
Last morgan stanley earnings: 4/16 07:15 am
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Source: Seeking Alpha
The firm has an Overweight rating and a $300 price target on Amazon's stock. Shares of Amazon rose about 2% on Wednesday. Quick Insights Morgan Stanley sees both AWS and Retail as key beneficiaries of GenAI, believing the market discounts Amazon's potential due to GenAI narrative uncertainties and ROIC concerns. Morgan Stanley expects over 30% AWS growth sustained by strong backlog and capacity investments, as well as leadership in agentic commerce and AI-driven shopping assistant initiatives. The firm remains bullish, expecting eventual investor confidence in the returns from AI investments despite current ROIC doubt and capacity constraint challenges. Recommended For You
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