UBS Sees Big AWS Upside for Amazon Ahead of Earnings
TL;DR Summary
Amazon stock fell about 4% on broad tech weakness ahead of earnings, but UBS argues AWS could double by 2028—potentially adding around $20 billion in free cash flow—while its near-term AWS growth is lifted to about 21% for Q4’25. The AI-capacity ramp at Project Rainier and strong GPU demandSupport continued revenue growth, even as some retail indicators soften and Amazon closes Go and Fresh to focus on Whole Foods and delivery expansion. Overall, analysts remain bullish with Upside targets, signaling upside potential into 2026.
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