*Walter Bloomberg(@DeItaone):$AMZN - MORGAN STANLEY SEES AMAZON AT $500 Morgan Stanley says Amazon (AMZN) could hit $500 by end-2027 if AWS growth accelerates, nearly doubling from current levels. The bull case depends on AWS eventually reaching $1T in annual revenue, fueled by AI compute demand and expanding capacity. Amazon recently raised its 2026 AI spending forecast to $220B. Morgan Stanley’s base-case target remains $335, implying roughly 28% upside.

2026.08.17 13:59

$AMZN - MORGAN STANLEY SEES AMAZON AT $500 Morgan Stanley says Amazon (AMZN) could hit $500 by end-2027 if AWS growth accelerates, nearly doubling from current levels. The bull case depends on AWS eventually reaching $1T in annual revenue, fueled by AI compute demand and expanding capacity. Amazon recently raised its 2026 AI spending forecast to $220B. Morgan Stanley’s base-case target remains $335, implying roughly 28% upside.