BMO Capital Raises AWS (AMZN) Growth Forecast as AI Demand and Claude Adoption Intensify

1 day ago 4

Maham Fatima

Mon, December 22, 2025 astatine 7:42 AM CST 2 min read

Amazon.com Inc. (NASDAQ:AMZN) is 1 of the best maturation stocks to bargain successful 2026. On December 16, BMO Capital raised the firm’s terms people connected Amazon.com to $304 from $300 with an Outperform standing connected the shares. Based connected feedback from erstwhile AWS executives, BMO Capital reported that unreality commitments are intensifying and developers are progressively gravitating toward the Claude model. With endeavor AI expected to standard by 2027, the steadfast boosted its assumed AWS maturation complaint from 23% to 24%.

In different news, connected December 9, Amazon announced a monolithic $35 cardinal concern successful India to beryllium deployed done 2030. This caller superior builds upon the $40 cardinal the institution has already invested since entering the marketplace successful 2010, bringing its full planned committedness to $75 billion. The strategy is built connected 3 cardinal pillars: AI-driven digitization, expanding export growth, and large-scale occupation creation.

BMO Capital Raises AWS (AMZN) Growth Forecast arsenic AI Demand and Claude Adoption Intensify

According to an Economic Impact Report by Keystone Strategy released astatine the summit, Amazon’s operations person already digitized 12 cardinal tiny businesses and enabled $20 cardinal successful cumulative e-commerce exports. By 2030, the institution aims to quadruple its export interaction to $80 cardinal and bring the benefits of artificial quality to 15 cardinal tiny businesses. To enactment this, Amazon is launching tools similar Seller Assistant and Next Gen Selling, portion enhancing lawsuit experiences done Lens AI and the conversational adjunct Rufus. With this caller investment, Amazon besides expects to enactment 3.8 cardinal jobs by 2030, which includes the instauration of 1 cardinal caller opportunities.

Amazon.com Inc. (NASDAQ:AMZN) engages successful the retail merchantability of user products, advertising, and subscription services done online and carnal stores successful North America and internationally.

While we admit the imaginable of AMZN arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.