AWS AI Watch posted an update
UBS analyst Stephen Ju has raised his Amazon price target to $348, arguing that investors are underestimating AWS’s profit potential.
Why it mattersThe key figure: UBS forecasts AWS operating margins of 46% in 2027, against a consensus estimate of about 38%, according to TradingView’s report.
Discuss: Should investors give more weight to AWS’s potential margins, or to the cost and cash-flow risks of building its AI infrastructure?
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