Amazon Soars 23% on Analyst Top Pick 01/26/26
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Amazon Soars 23% on Analyst Top Pick 01/26/26
Key Stories:
- U.S. companies are signaling that profit margins are under pressure, even as they publicly claim tariffs are “manageable.” Bellwethers like Procter & Gamble, the consumer goods giant, and 3M, known for its industrial and consumer products, have specifically flagged these challenges this earnings season. Andy Jassy, CEO of Amazon, the e-commerce and cloud services behemoth, noted prices ticking up on its platform as sellers deplete pre-tariff inventory. Research from Harvard professors indicates domestic goods are now 4.3 percentage points more expensive, while imported goods cost 5.8 percentage points more due to tariffs. The effective tariff rate on U.S. consumers hit 14.4% by mid-November, the highest in 85 years,. Read more
- Shifting from those broader economic headwinds, a major tech stock is seeing significant analyst optimism. Amazon, the e-commerce and cloud giant, could be poised for a substantial boost. Rohit Kulkarni, an analyst at Roth Capital, has just raised his price target on Amazon stock to $295 from $270. This new target implies a robust 23% increase from the stock’s previous closing price of $239.16. Kulkarni has also maintained a “Buy” rating on the stock, naming Amazon his top mega-cap pick for 2026. This strong endorsement points to specific internal strengths driving potential outperformance. Read more
- Diving deeper into that bullish call for Amazon, the analyst’s confidence is rooted in several key factors. Roth Capital’s Rohit Kulkarni anticipates significant improvements in Amazon’s overall margins, which have been a focus for the company. Furthermore, he expects continued strong growth from Amazon Web Services, or AWS, the company’s highly profitable cloud computing division. The analyst also sees artificial intelligence playing a crucial role in strengthening Amazon’s core retail performance. This combination of margin expansion, cloud leadership, and AI integration suggests a compelling growth trajectory for Amazon, making it a standout pick in the tech space for the coming year. Read more
Keywords: 3M (MMM), AWS, Amazon (AMZN), Levi Strauss (LEVI), Procter & Gamble (PG), Roth Capital, Tariffs, analyst rating, artificial intelligence, cloud computing, consumer spending, corporate earnings, economic powers, growth trajectory, margins, mega-cap, price target, profit margins, retail performance, stock buy, stock upgrade, supply chain