Here’s Janus Henderson Global Technology and Innovation Fund’s Views on Amazon.com (AMZN)

2 hours ago 1

Soumya Eswaran

Wed, December 24, 2025 astatine 6:16 AM CST 3 min read

Janus Henderson Investors, an concern absorption company, released its third-quarter 2025 capitalist missive for its “Janus Henderson Global Technology and Innovation Fund”. A transcript of the missive tin beryllium downloaded here. The exertion assemblage generated beardown results successful the quarter, driven by the semiconductor analyzable and hardware makers, which outpaced the broader equities. The money returned 9.19% successful the quarter, compared to the S&P 500 Index’s 8.12% instrumentality and the MSCI All Country World Information Technology Index’s 12.76% return. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Janus Henderson Global Technology and Innovation Fund highlighted stocks specified arsenic Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) provides user products, advertising, and subscription services done online and carnal stores. The one-month instrumentality of Amazon.com, Inc. (NASDAQ:AMZN) was 1.08%, and its shares gained 1.35% of their worth implicit the past 52 weeks. On December 10, 2025, Amazon.com, Inc. (NASDAQ:AMZN) banal closed astatine $232.14 per share, with a marketplace capitalization of $2.482 trillion.

Janus Henderson Global Technology and Innovation Fund stated the pursuing regarding Amazon.com, Inc. (NASDAQ:AMZN) successful its 3rd 4th 2025 capitalist letter:

"Out-of-benchmark hyperscaler Amazon.com, Inc. (NASDAQ:AMZN) weighed connected comparative show contempt e-commerce, advertising, and profitability holding up well. The stock’s level instrumentality was driven by whispers that Amazon’s AI offerings whitethorn not beryllium arsenic secularly advantaged arsenic its bequest unreality business. We judge that immoderate softness successful bookings could beryllium an contented of capableness alternatively than waning demand. We person seen this earlier erstwhile different hyperscalers encountered bottlenecks arsenic they raced to deploy AI capacity. In erstwhile instances, erstwhile capableness became available, bid books again began to swell."

Analysts Remain Optimistic for Amazon.com (AMZN)

Amazon.com, Inc. (NASDAQ:AMZN) is successful archetypal presumption our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 332 hedge money portfolios held Amazon.com, Inc. (NASDAQ:AMZN) astatine the extremity of the 3rd quarter, which was 325 successful the erstwhile quarter. In Q3 2025, Amazon.com, Inc. (NASDAQ:AMZN) reported $180.2 cardinal in revenue, up 12% year-over-year, excluding the interaction from overseas speech rates. While we admit the imaginable of Amazon.com, Inc. (NASDAQ: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.