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Prediction: Amazon Will Trade at This Price in Two Years
Key takeaways
- Jassy s $200B capex crushed free cash flow 95%, but Open AI and Anthropic s combined 7 GW Trainium commitments signal the AI demand that justifies the spend.
- Hitting $400 by 2028 is achievable if AWS sustains 25%+ growth and Jassy s massive infrastructure bet converts to visible operating leverage.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn t make the cut.
Prediction: Amazon Will Trade at This Price in Two Years jetcityimage / i Stock Editorial via Getty Images Vandita Jadeja Fri, June 5, 2026 at 12:12 AM GMT+7 4 min read AMZN ANTH.PVT NVDA Quick Read Amazon (AMZN) trades at 26x forward earnings despite 75% Yo Y earnings growth and 28% AWS acceleration, making the base case target of $327 look conservative.
Jassy s $200B capex crushed free cash flow 95%, but Open AI and Anthropic s combined 7 GW Trainium commitments signal the AI demand that justifies the spend.
Hitting $400 by 2028 is achievable if AWS sustains 25%+ growth and Jassy s massive infrastructure bet converts to visible operating leverage.
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