Amazon.com, Inc. (Nasdaq:amznHe is one of Amnesty International, which every investor must see. On September 24, the Wales Vargo Ken Gaugelski analyst upgraded the shares from equal weight to weight gain with the price of $ 280.00 (from 245.00 dollars).
The company has a stronger condemnation of the acceleration of AWS revenues in 2026, driven by the airfall additions to the project and peak losses in 2025.
GAWRELSKI pointed out how Project Rainier is the AWS data center dedicated to human account in Indiana. He is expected to start arriving on the Internet in January 2026.
Although the AWS market share will continue to decrease, growth must rise again with the expansion of the broader cloud industry.
Some of the risks highlighted by the company include implementation challenges with Rainier, the performance of the training chip, the slow demand for the basic work burden, and the pressure of the margin associated with the lack of intelligence.
“Amzn upgrade to OW (from EW) in a greater conviction in accelerating AWS in the year 26. AWS growth to +22 % of the previous/consensus from +19 %/+18 %. Revenue as a key to reflects the weak performance (Flat against NDQ +17 %). The increase.
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