Amazon’s AWS division posted its fastest growth in 18 quarters, growing 37% last quarter, driving optimism despite Amazon’s free cash flow turning negative and long-term debt nearly doubling. The company is investing heavily—about $200 billion in 2026—into AI infrastructure, chips, robotics, and satellites, aiming to turn current cash flow pressures into a multiyear earnings engine. Analysts set a price target of $332.67, a 30.4% upside from the current price, with a buy rating at 70% confidence, hinging on AWS maintaining strong growth and positive free cash flow by 2027. Risks include rising capital expenditures and competition, but AWS’s accelerating growth and operating margin support a constructive outlook.
https://pluang.com/en/news-feed/prediksi-bab-baru-amazon-yang-paling-penting
