[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Stock Talk [@stocktalkweekly](/creator/twitter/stocktalkweekly) on x 321.8K followers Created: 2025-07-11 12:23:15 UTC AMAZON $AMZN price-target raised to $XXX (from $225) at Morgan Stanley, while maintaining an 'Overweight' rating. Analyst Brian Nowak is raising his outlook in light of softer China tariffs: "Raise '26/'27 EPS by 9%/6% for lower tariffs as $X of '26 EPS returns as base case. Anthropic, Azure's GenAI and non GenAI strength as supply eased, and CIO survey give us more conviction in AWS acceleration ahead. Raise PT to $XXX (35% upside) and $XXX bull case (60% upside). AMZN still top pick More Manageable Tariff and Geopolitical Backdrop = Re-Raising '26 EPS to $8...The macro backdrop has significantly improved since mid-April when we published last and reduced our AMZN estimates (1P/3P Retail, merchandise margins, logistics inefficiencies, advertising headwinds, etc) to best attempt to account for a XXX% China tariff. Today, we are re-raising our estimates as we adjust for the more constructive macro landscape with lower tariffs. All in, our '26/'27 EPS rises +9%/ +6% to $8/$9. Notably, our new $X of '26 EPS is in-line with our $X of '26 EPS in 1Q25 (prior to our XXX% China tariff cut note)." XXXXXX engagements  **Related Topics** [amzn](/topic/amzn) [amazon web services](/topic/amazon-web-services) [6969](/topic/6969) [eps](/topic/eps) [tariffs](/topic/tariffs) [china](/topic/china) [$amzn](/topic/$amzn) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [Post Link](https://x.com/stocktalkweekly/status/1943647271704203719)
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Stock Talk @stocktalkweekly on x 321.8K followers
Created: 2025-07-11 12:23:15 UTC
AMAZON $AMZN price-target raised to $XXX (from $225) at Morgan Stanley, while maintaining an 'Overweight' rating.
Analyst Brian Nowak is raising his outlook in light of softer China tariffs:
"Raise '26/'27 EPS by 9%/6% for lower tariffs as $X of '26 EPS returns as base case. Anthropic, Azure's GenAI and non GenAI strength as supply eased, and CIO survey give us more conviction in AWS acceleration ahead.
Raise PT to $XXX (35% upside) and $XXX bull case (60% upside). AMZN still top pick More Manageable Tariff and Geopolitical Backdrop = Re-Raising '26 EPS to $8...The macro backdrop has significantly improved since mid-April when we published last and reduced our AMZN estimates (1P/3P Retail, merchandise margins, logistics inefficiencies, advertising headwinds, etc) to best attempt to account for a XXX% China tariff.
Today, we are re-raising our estimates as we adjust for the more constructive macro landscape with lower tariffs. All in, our '26/'27 EPS rises +9%/ +6% to $8/$9. Notably, our new $X of '26 EPS is in-line with our $X of '26 EPS in 1Q25 (prior to our XXX% China tariff cut note)."
XXXXXX engagements
Related Topics amzn amazon web services 6969 eps tariffs china $amzn stocks consumer cyclical