Morgan Stanley Sees Amazon Stock Nearly Doubling by End of 2025
A Morgan Stanley analyst lays out a bull case for Amazon stock that could push shares close to 2x — fueled by the cloud revenue chase.
If you've been sleeping on Amazon, Morgan Stanley just rang the alarm clock. An analyst at the firm laid out a scenario where Amazon's stock could nearly double by the end of next year — and the thesis hinges on one massive number: $1 trillion in cloud revenue.
Amazon isn't anywhere close to that cloud milestone yet, but Morgan Stanley argues the journey matters as much as the destination. As AWS grinds toward that target, the margin expansion, AI infrastructure spending, and enterprise cloud adoption along the way could be the real catalysts that move the stock. You don't need to hit the goal to get paid — you just need the market to believe it's coming.
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This is the kind of long-duration bull case that rewards patient traders. Cloud growth has been reaccelerating at AWS, and with AI workloads demanding more compute than ever, Amazon sits at a strategic chokepoint in that buildout. The analyst's optimism isn't just hand-waving — there's a structural tailwind that's hard to ignore.
For retail traders, the takeaway is straightforward: if Morgan Stanley's math is even half right, Amazon could be one of the more asymmetric setups in mega-cap tech right now. The risk is valuation — Amazon doesn't come cheap — but the reward scenario laid out here is the kind that makes that premium easier to stomach.
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