Mizuho Securities Reiterates Buy Rating on Amazon, Keeps PT at $300

Group 1 - Amazon.com, Inc. (NASDAQ:AMZN) is recognized as one of the Top 10 Long-Term Stocks to Invest In according to David Tepper, with a Buy rating reiterated by Mizuho Securities and a price target set at $300 [1] - Lloyd Walmsley from Mizuho highlights the potential of Amazon's cloud business, particularly AWS, which is expected to benefit from increased capacity and rising inference demand in 2026 [1][2] - Wells Fargo upgraded Amazon from Equal Weight to Overweight, raising the price target from $245 to $280, with expectations of AWS revenue growth accelerating to 22% in 2026, which is four points above consensus [4] Group 2 - The analyst believes that the ecosystem of Amazon Cloud Services provides a strong foundation for continued growth in the GenAI era, with improved supply and cost efficiency from ASICs expected to drive revenue growth in the latter half of 2025 and into 2026 [3] - Amazon offers a diverse range of products and services, including retail sales of consumer products, advertising, and subscription services through both online and physical stores [5]