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Piper Sandler Reiterates Overweight on Amazon with $320 Price Target, Calls it "Best Positioned" Amid Surging AI Spending
Piper Sandler reiterated its "Overweight" rating and $320 price target for Amazon, stating the company is best positioned among major tech peers in the current AI spending surge. The firm projects Amazon's 2026 ROIC to be around 14%, consistent with its historical average of roughly 17%. Piper Sandler noted that Amazon's spending remains focused on AWS and measurable returns, in contrast to Meta and Google, which face sharper ROIC declines due to heavy investments in frontier AI models and infrastructure.
Source：X@DeItaone · Source Link
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