Amazon.com Inc (NASDAQ:AMZN) is among the 10 Buzzing Stocks to Watch as AI Trade Makes a Comeback. Analysts emphasize the importance of AWS growth for stock outperformance. AWS revenue increased by 16.9% year over year, with operating income up by 22.6%, surpassing a $100 billion annual run rate.

Amazon’s ad business, generating over $10 billion in quarterly revenue, is often overlooked but crucial for profitability. Wall Street estimates predict earnings of $6.20 per share in 2025 and $8.95 in 2027, reflecting a 44.4% growth over two years. Lakehouse Global Growth Fund remains confident in Amazon’s ability to deliver solid revenue growth and margin expansion.

In the recent quarterly report, Amazon.com, Inc. (NASDAQ:AMZN) saw net sales increase by 9% year-on-year to $155.7 billion. Operating profit rose by 20% to $18.4 billion, with strong performance in e-commerce and AWS. AI workloads on AWS grew over 100% year-on-year. Despite some deceleration, demand remains robust, indicating positive growth and margin expansion ahead.

Read more at Yahoo Finance: Analyst Says Amazon.com (AMZN) Cloud Business Needs to Show ‘Acceleration’ for Stock Outperformance