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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuAmazon is poised to get a considerable boost from a combination of catalysts, according to Morgan Stanley. The investment bank has an overweight rating on Amazon. It hiked its price target on shares to $350 from $335, implying 40% upside from Friday’s close. Morgan Stanley also named the stock one of its top picks. Analyst Brian Nowak said investors underappreciate the impact of Amazon Web Services — the company’s cloud computing platform that offers pay-as-you-go infrastructure services — on Amazon’s business and shares. He noted that AWS will contribute to the company’s revenue, particularly as it gains more visibility into its artificial intelligence-focused cloud service called Bedrock. “We continue to think AWS’s growth and profit runway is under-appreciated,” Nowak wrote. Morgan Stanley expects AWS to notch growth of 47% on a year-over-year basis in 2027. AMZN YTD mountain AMZN in 2026 Amazon is also likely to be a beneficiary of the rise in agentic artificial intelligence shopping, according to Nowak. “AMZN is a key agentic enabler and winner, and that remains unchanged even through [the launch of Meta’s personal AI agent] Muse,” he wrote. “We expect AMZN to leverage its leading e-commerce infrastructure and loyal user base to continue to monetize.” Amazon is also positioned to become a physical AI winner, according to Morgan Stanley. “The extent to which we see AMZN’s robotics fulfillment centers ramp (new builds and retrofits) throughout ’27 could showcase how AMZN is a physical AI winner,” Nowak wrote. Morgan Stanley’s call falls in line with consensus on the Street. Of the 64 analysts covering Amazon, 62 have a buy or strong buy rating on the stock, LSEG data shows. Shares have risen more than 8% year to date.Read More