Morgan Stanley recently raised the price target for Amazon shares from $250 to $300, representing an increase of approximately 35% from the current price of around $222. This positive adjustment is based on a more optimistic macroeconomic environment, especially with reduced trade risks with China, which decreases uncertainties for Amazon.
Forecasts and Growth Drivers
Morgan Stanley also revised its earnings per share (EPS) forecasts for Amazon upward for the years 2026 and 2027 to about $8 and $9 per share, respectively. This highlights the optimistic outlook for the company. A key growth driver is the area of Artificial Intelligence (AI), which is becoming increasingly important for Amazon, particularly through automation and AWS cloud services. Analysts expect that AWS customers, both in the corporate and governmental sectors, will generate additional revenues.
Further Growth Impulses
Positive impulses are also expected from the anticipated revenue growth in e-commerce and Amazon’s advertising sector. Forecasts for the second quarter of 2025 are already above market expectations, indicating strong operational development. Along with lowered tariffs and increasing AI revenues, Morgan Stanley sees a solid foundation for an upcoming price increase in Amazon shares.
For investors in the German-speaking area, these developments represent a significant opportunity to benefit early from Amazon’s growth potential, especially against the backdrop of global trade easing and technological innovations at one of the world’s leading companies.
- Price target raised to $300 (+35%) by Morgan Stanley with “Overweight” rating
- Reduced tariff risks improve the geopolitical environment
- Increased earnings forecasts: EPS about $8 (2026), about $9 (2027)
- Growth drivers AI and rising AWS revenues
- Anticipated outperformance of Q2/2025 quarterly figures
- Strong potential in e-commerce and advertising sectors
These factors clearly indicate an upcoming rise in Amazon shares according to current analyses.