AWS Drives Amazon's Upside Potential
Raleigh News Today | 2 Min News | The Daily News Now! · The Daily News Now!
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Show Notes
Amazons stock is surging as its AWS cloud business, driven by AI demand, posts impressive growth. Analysts predict a 40% upside, with a forward P/E of 25.7 and expected EPS growth of 14.5% annually. AWS revenue soared 24% in Q4 2025, with margins holding steady. However, heavy spending on AI infrastructure, chips, robotics, and satellites could strain cash flow. Advertising revenue, a high-margin powerhouse, offsets cloud spend. Custom chips like Trainium and Graviton are pulling in over $10 billion yearly. If AWS maintains growth and ads scale, Amazon is poised for a strong run. But if spending outpaces demand, cash flow could remain squeezed, testing investor patience.
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