G Sachs Anticipates Negative Stock Response for Amazon After Earnings, Target Price Set at USD 300
Goldman Sachs' Prediction: Goldman Sachs forecasts a negative reaction for Amazon's stock following its 4Q25 results, citing disappointing GAAP operating income and 1Q26 guidance that raises concerns about long-term profitability.
AWS and Advertising Performance: While Amazon's AWS showed strong performance, its growth potential needs further validation. Advertising revenue exceeded expectations, but significant capex guidance for 2026 raises questions about future growth allocation.
Investment Concerns: The report highlights uncertainty regarding when Amazon's AI investments will enhance AWS's year-over-year growth and how increased computing capacity will be utilized.
Target Price and Rating: Goldman Sachs has set a target price of USD300 for Amazon and maintains a Buy rating on the stock.
Trade with 70% Backtested Accuracy
About the author






