Senators Seek Clarification from Big Tech Regarding H-1B Employees and Job Cuts
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 25 2025
0mins
Should l Buy AMZN?
Source: WSJ
Increased Scrutiny on H-1B Visa Usage: U.S. lawmakers are intensifying their examination of major companies' employment of foreign workers on H-1B visas amid concerns about American job losses and economic downturns.
Letters Sent to Major Companies: Judiciary Committee leaders, Chuck Grassley and Dick Durbin, have reached out to top H-1B visa employers like Amazon, Apple, and JPMorgan Chase, demanding explanations for their continued hiring of foreign workers while laying off domestic employees.
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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: 204.080
Low
250.00
Averages
294.69
High
340.00
Current: 204.080
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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See More
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See More
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- AWS Revenue Acceleration: Amazon's AWS segment saw a 24% revenue increase in Q4, reaching $35.58 billion, surpassing the market expectation of $34.93 billion, indicating strong demand for AI infrastructure that is expected to further enhance profitability.
- Significant Capex Increase: Amazon plans to ramp up its capital expenditures from $132 billion in 2025 to $200 billion in 2026, primarily for AI data centers and robotics, a strategic investment that will bolster its competitive edge in cloud computing and automation.
- Strong E-commerce Performance: North American sales rose 10% year-over-year to $127.1 billion, while international sales increased 17% to $50.7 billion, with advertising revenue also climbing 22% to $21.3 billion, showcasing Amazon's robust operational leverage in e-commerce.
- Optimistic Future Outlook: Amazon forecasts Q1 revenue between $173.5 billion and $178.5 billion, reflecting an 11% to 15% growth, and despite the stock dip due to capex plans, analysts view this as a great buying opportunity for long-term investors.
See More
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- Service Expansion: Amazon Pharmacy plans to expand its same-day prescription delivery service to 4,500 cities and towns across the U.S. by the end of 2026, adding nearly 2,000 new communities, significantly enhancing the coverage and convenience of medication delivery.
- New Market Penetration: This expansion will include newly served states such as Idaho and Massachusetts, aiming to provide fast and reliable medication delivery to more customers, addressing the needs of patients in diverse regions.
- Enhanced Patient Experience: John Love, Vice President of Amazon Pharmacy, stated that by combining pharmacy expertise with logistics networks, they aim to remove critical barriers for patients in accessing medications, thereby accelerating the start of treatment and improving overall medication experiences.
- Standard for Digital Pharmacy: Through this expansion, Amazon Pharmacy sets a new standard, emphasizing that patients should not have to choose between speed, cost, and convenience, thereby promoting the widespread adoption of digital pharmacy services.
See More
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- Stock Price Decline: Amazon (AMZN) shares fell over 2% to close at $199.57 on Thursday, marking eight consecutive days of losses, with a nearly 14.5% drop in the previous seven sessions, reflecting market concerns about its future performance.
- Capital Expenditure Forecast: The company reported mixed Q4 results earlier this month, receiving an A+ rating for profitability prospects but announcing a $200 billion capital expenditure forecast for 2026, which led to diminished investor confidence in its valuation and momentum, the latter receiving a D+ rating.
- Analyst Rating Divergence: Despite 64 out of 68 Wall Street analysts rating Amazon as Buy or above, the overall rating remains Hold, indicating cautious sentiment regarding its short-term performance, particularly amid concerns over free cash flow compression.
- Long-Term Growth Potential: Analyst Elizabeth Pramila highlighted Amazon's $244 billion AI/cloud backlog and robust retail growth, along with accelerating homegrown silicon development, as key drivers for a multi-year growth thesis, suggesting that despite short-term stock declines, long-term investors may find a valuation opportunity.
See More
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- AI's Impact on Software: AWS CEO Matt Garman stated that AI will transform how software is consumed and built, although fears of it replacing major software firms are deemed 'overblown', indicating that the industry must innovate to avoid disruption.
- Growing Customer Demand: Garman emphasized that customers will consume more compute technology and infrastructure than ever before, whether through self-built, AI-based solutions, or purchases from SaaS vendors, highlighting the ongoing demand for cloud services.
- Market Reaction: Despite ServiceNow and Adobe achieving over 20% growth in their latest earnings reports, their stock prices have fallen 32% and 25% year-to-date respectively, reflecting investor pessimism about the future of the software industry.
- Unwarranted SaaS Apocalypse: Ray Wang, founder of Constellation Research, pointed out that the current undervaluation of the software industry is unfounded, asserting that not all software will disappear due to AI, emphasizing that the market's reaction to this shift is excessive.
See More
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- Tech Stocks Plummet: Fears of potential disruptions from artificial intelligence led to a significant decline in tech stocks, with the Nasdaq Composite dropping over 2% and Apple shares falling around 5%, indicating market anxiety about the future of the tech sector.
- Dow Jones Decline: The Dow Jones Industrial Average fell approximately 1.3%, or over 650 points, breaking a three-day winning streak, reflecting investor caution ahead of upcoming inflation data that could influence Federal Reserve rate decisions.
- Gold and Bitcoin Drop: Gold futures sank 3%, while Bitcoin prices also declined to around $65,000, as investors adopted a risk-off stance, highlighting concerns about the future economic outlook.
- Employment Data Impacting Policy Expectations: Despite January's job additions being double the expected amount, the strong labor market has dampened expectations for near-term interest rate cuts by the Fed, increasing uncertainty in the stock market.
See More
AWS CEO Expresses Strong Confidence in Future Growth
- Cloud Revenue Growth: Amazon's cloud computing segment reported a revenue of $35.6 billion in Q4, reflecting a 24% year-over-year increase that surpassed analyst expectations, showcasing the segment's robust performance and ongoing growth potential in the market.
- Operating Margin Improvement: AWS achieved a 35% operating margin, slightly widening from the previous quarter, indicating positive progress in cost control and efficiency enhancement, thereby strengthening its profitability.
- Impact of AI Technology: AWS CEO Matt Garman stated that while market fears regarding AI models potentially slowing software company growth are overblown, AI is indeed a disruptive force that will change how software is consumed and built, emphasizing the necessity for continuous innovation.
- Growing Customer Demand: Garman highlighted that customer demand for computing technology and infrastructure will continue to rise, whether through self-building, AI-based solutions, or purchasing from SaaS vendors, a trend that will drive AWS's future business expansion.
See More
