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AMZNBullishAnalyst Ratingnews

High materiality8/10

AMZN target raised as AWS momentum and AI tailwinds lift valuation

Oct 5, 2026, 12:17 AM EDT2 sourcesAI-analyzed

Why it may matterVerify against the original reporting

The upgrade to $360 and the bullish AWS/AI thesis provide a near-term catalyst likely to lift AMZN shares, especially given expectations for continued AWS growth and resilience in ad revenue amid AI-driven commerce shifts.

AI summary

What happened, with direct paths to the underlying reporting

Rosenblatt reiterates AMZN as a top pick, lifting the price target to $360 on AWS momentum and AI-driven shopping prospects. The note argues AI agents won't derail ad dollars and that Amazon can monetize discovery while preserving orders. If AWS accelerates and ad growth stabilizes, AMZN could see near-term upside.

Rosenblatt raises AMZN target to $360. Bullish on AWS and AI-driven growth.
AI agentic commerce may boost Amazon; fewer clicks, higher value per sale.
AWS growth rate expected >45% by year-end with margin improvement.
Bullish case hinges on AI-driven retail leadership and ad resilience.

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