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Cloud Transition And AI Adoption Will Drive Long Term Expansion

Published
02 Sep 24
Updated
04 Oct 25
AnalystConsensusTarget's Fair Value
US$266.56
17.4% undervalued intrinsic discount
04 Oct
US$220.07
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1Y
17.3%
7D
-0.8%

Author's Valuation

US$266.5617.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Oct 25
Fair value Increased 1.07%

Amazon.com’s analyst price target increased modestly to $266.56 from $263.74, as analysts point to anticipated acceleration in AWS growth along with sustainable improvements in revenue and profit metrics. Analyst Commentary Recent research notes reveal a spectrum of optimism and caution among analysts covering Amazon.com as they assess the company's valuation, execution, and future growth prospects.

Shared on13 Sep 25
Fair value Increased 0.21%

Analysts modestly raised Amazon's price target—now $263.74—citing improving AWS demand visibility, growth potential from aggressive grocery expansion and logistics, and stronger Prime ecosystem engagement, while noting lingering concerns over operational complexity and recent AWS margin trends. Analyst Commentary Bullish analysts are raising targets on expectations that Amazon’s aggressive expansion and integration into the grocery sector—especially fresh/perishable delivery with minimum $25 baskets—will drive durable, faster growth, higher merchandise margins, meaningful EBIT/EPS upside, deeper Prime ecosystem engagement, and significant market share gains in a massive ($1–2T+) market.

Shared on07 May 25
Fair value Increased 6.30%

Shared on30 Apr 25
Fair value Decreased 2.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 8.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 7.22%

Shared on26 Mar 25
Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 11%

AnalystConsensusTarget has increased discount rate from 7.2% to 8.0% and decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on11 Mar 25
Fair value Increased 6.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.