Feb. 25 at 4:44 PM
Bank of America reiterated its bullish stance on Amazon. com Inc. , citing cloud capacity expansion, accelerating revenue trends, and stronger AI deal flow as key drivers for improved investor confidence in Amazon Web Services.
Analyst Justin Post maintained a Buy rating and a
$275 price target. He noted AWS added 3.9 gigawatts of capacity in 2025 and plans to double it again by 2027. AWS has already doubled its power capacity since 2022, helping revenue growth accelerate from 17% year over year in Q2 2025 to 24% in Q4 2025.
BofA estimates AWS capacity will exceed 31 gigawatts by the end of 2027 (vs. ~15 GW in Q3 2025) and projects revenue of
$164 billion in 2026 and
$209 billion in 2027, about 2% and 5% above current consensus forecasts.
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