Sixty out of 65 tracked analysts rate Amazon as a Buy. No analysts currently recommend selling the stock.
CEO Andy Jassy is planning $200 billion in capital expenditures for 2026. This marks the largest single-year infrastructure investment in corporate history. The strategy focuses on aggressive expansion into artificial intelligence.
The market reacted positively to the investment as cloud growth accelerates. Amazon Web Services grew 28% year-over-year. The division maintains a $150 billion annualized run rate. AWS holds a backlog of $364 billion in customer commitments.