1. JPMorgan sees AMZN upside to $240, despite a 3% YTD decline. 2. Prime's estimated annual value is $1,430, ten times its cost. 3. JPMorgan expects a price hike for Prime in 2026 with minimal churn. 4. Prime membership is forecasted to reach 350 million globally by 2025. 5. AMZN's fulfillment speeds are at record highs with over 9 billion quick deliveries.
The projection of a $240 target price reflects strong confidence in AMZN's fundamentals. Historical patterns of price increases after subscription hikes, like in 2016, support this expectation.
The article discusses AMZN's primary revenue driver, Prime, which is crucial for its valuation and growth. Analysts' bullish sentiment and projected subscriber growth are significant indicators of AMZN's market position.
The anticipated Prime price increase could solidify revenue streams, enhancing long-term growth. Historical trends show that subscription growth directly correlates with stock performance over time.