Despite a 5% drop in Amazon (AMZN) stock price this week, Wall Street analysts have still upgraded their rating on the company. Due to Amazon's massive investments in artificial intelligence, investors were expecting a greater increase in stock price; however, Amazon's performance has been lackluster in the past month. theless, analysts at Wells Fargo have upgraded their stock rating from "hold" to "buy" after analyzing Amazon's cloud computing market and its contribution to Anthropic. Therefore, now may be a great opportunity to buy on the dip.
富国银行的肯·加夫雷尔斯基写道：“尽管股价下跌幅度依然巨大，但行业增长强劲以及AWS估值上升让我们感到欣慰。” 华尔街大多数人都认同富国银行的评估。在接受FactSet调查的71位分析师中，有68位将亚马逊股票评级定为“买入”或同等水平，平均目标价为264美元。
Pivotal Research 和 Cantor Fitzgerald 等分析师也对 AMZN 充满信心，其目标价分别为 260 美元和 280 美元，预示着潜在的上涨空间。Wedbush 和 Roth MKM 也维持乐观评级，目标价为 250 美元。Rosenblatt 等分析师的评级更为激进，其目标价为 297 美元。
亚马逊近期股价下跌，是因为人们担心该公司未能达到其设定的崇高预期。亚马逊计划今年在人工智能领域投入高达1000亿美元。该公司本季度的运营利润预期为155亿美元至205亿美元，这一预期的中值低于华尔街预期的195亿美元。人们越来越担心人工智能投资可能无法为企业带来回报，而亚马逊一直是美国在这个蓬勃发展的行业投入最大的公司之一。
截至发稿时，亚马逊 AMZN 的交易价格接近其 52 周区间的顶部，并高于其 200 天简单移动平均线。