February Investment Opportunities: Amazon and Three Stocks to Buy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 02 2026
0mins
Should l Buy AMZN?
Source: Fool
- Amazon Earnings Growth: Amazon (AMZN) has lagged behind the S&P 500 over the past 12 months, but its fourth-quarter 2025 earnings are expected to show robust growth, potentially driving stock price recovery with a market cap of $2.6 trillion and a gross margin of 50.05%.
- BeOne Drug Approval: BeOne Medicines (ONC) has seen its stock soar over 50% in the past year, with its flagship product Brukinsa now the gold standard for blood cancer treatment, and sales are expected to continue rising in both the U.S. and Europe, giving it a market cap of $38 billion.
- New Drug Application Progress: BeOne recently received Chinese regulatory approval for sonrotoclax to treat relapsed/refractory (R/R) lymphoma and is poised to file for accelerated approval of BGB-16673 pending positive Phase 2 clinical results, which could further enhance its growth trajectory.
- Enterprise Products Partners Dividends: Enterprise Products Partners (EPD) offers a forward distribution yield of 6.6%, having increased its dividends for 27 consecutive years, and the anticipated boom in AI data center construction is expected to drive natural gas demand growth, enhancing its market performance.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMZN is 294.69 USD with a low forecast of 250.00 USD and a high forecast of 340.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
47 Analyst Rating
46 Buy
1 Hold
0 Sell
Strong Buy
Current: 222.690
Low
250.00
Averages
294.69
High
340.00
Current: 222.690
Low
250.00
Averages
294.69
High
340.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Investor Confidence Shaken: Although Amazon enjoys strong demand across various sectors, the aggressive expansion plans have unsettled investors, leading to a decline in market confidence that could impact short-term stock performance.
See More
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- Transparency Demands: The letter highlights that Google has failed to provide internal transparency about its collaboration with federal agencies, prompting employees to call on leadership, particularly CEO Sundar Pichai, for greater disclosure to enhance internal trust and accountability.
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See More
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- Market Surge: Following the election results, Japanese stocks reached a record high, with the yen strengthening to 156.88 per dollar, reflecting renewed investor confidence and indicating positive market expectations regarding Takaichi's policies.
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- Private Credit Concerns: The private credit market faces renewed uncertainty as AI pressures software companies, raising investor concerns about borrower business models and potentially increasing default risks, which could impact overall financial stability.
See More
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- Warrant Issuance: The collaboration includes the issuance of warrants for up to 24.8 million ST shares to AWS, with vesting tied to payments for ST products and services, thereby strengthening the partnership and aligning interests between the two companies.
- Long-Term Outlook: AWS may exercise the warrants over a seven-year period at an initial exercise price of $28.38 per share, providing STMicroelectronics with a stable revenue stream while offering AWS robust technological support for its computing infrastructure.
- Market Impact Analysis: This collaboration is poised to enhance STMicroelectronics' position in the semiconductor market, particularly in cloud computing and AI, likely attracting more customers and increasing the company's market share, thereby solidifying its leadership in technological innovation.
See More
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- Competitive Landscape Shift: Since the launch of the Gemini 3 model in November, Google has secured a cloud partnership with Apple, leveraging its AI capabilities to drive business growth, while Amazon faces competitive disadvantages due to its lack of in-house AI operations.
- Investor Sentiment Fluctuations: Despite Amazon and Microsoft's cloud units also beating expectations, the size of their beats failed to impress investors, leading to post-earnings selloffs, with DA Davidson downgrading Amazon to 'Neutral'.
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