Quick Read – Amazon trades 13% below its 52-week high while AWS just posted 28% growth at its best operating margin in 15 quarters. – AMZN’s consensus target of $314 implies 27% upside, with 62 of 66 analysts rating it Buy despite shares badly lagging 74% earnings growth. -…
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Amazon (NASDAQ:AMZN) at $247.23 looks attractively priced, with a base case pointing to meaningful upside through the end of 2026. The stock trades roughly 13% below its 52-week high while AWS posts its fastest growth in years, a setup that rarely lasts once the market catches up. Amazon runs the largest cloud platform through AWS, the most-visited e-commerce marketplace, and a fast-growing advertising business doing more than $70 billion in trailing revenue.
Shares have been pinned in a range this year as fundamentals reaccelerated, largely because investors debate whether roughly $200 billion planned 2026 capex will earn its cost of capital. Why AI Capex Panic Has Created an Entry Point The bull case starts with valuation. Amazon trades at a trailing P/E of 29 and a forward P/E of 29, well below its historical premium, with EV/EBITDA of just 14.