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US Stock News and Commentaries
CMSI Chops Amazon.com(AMZN.US) TP to US$283, Rating Overweight
09 Feb 2026 10:15
Amazon.com(AMZN.US) delivered solid 4Q25 results, with stable e-commerce, and rapid growth in advertising. AWS's growth rate accelerated from a 17% YoY increase in 1H25 to 24%, CMSI released a research report saying. The expansion of profit margins contributed to a 25% YoY incline in non-GAAP operating profit.

Therefore, the broker kept rating at Overweight for Amazon.com, and chopped its target price from US$301 to US$283, believing that the shift in sentiment towards AI capital expenditure as a good entry opportunity, with Amazon.com's full tech stack advantage and collaboration with Anthropic building competitive edge.
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Stock & Type Code Strike(Call Level) Last Effective Gearing
AMZN (C) 10004 280 (-) 0.022 12.5 X
AMZN (P) 10700 180 (-) 0.042 10.9 X

 

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