I added to my position in Amazon.com Inc. (AMZN) following the market’s reaction to its Q4 2025 results. While UBS Group AG trimmed its price target to $301 from $311 due to higher FY2026 capital expenditure guidance of $200 billion, I view this elevated investment as a strategic move to strengthen long-term growth. The spending is primarily tied to scaling Amazon Web Services, where UBS expects growth to accelerate to 38% in 2026 from 19% in 2025. If sustained investment supports mid-30% growth through 2027, AWS could significantly expand Amazon’s earnings power and justify higher long-term valuations.
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- feelond·03-07Solid move on AMZN! AWS growth potential is huge. [看涨]LikeReport