In Q3 2025, Amazon Web Services (AWS) delivered year-over-year revenue growth of 20%, up from 15% in the prior quarter, driven by increased enterprise adoption of its compute and storage solutions. Management announced plans to double AWS compute capacity by the end of 2027, adding more regions and availability zones to support large-scale workloads. The launch of Amazon Bedrock, the company’s foundational AI service for building agentic applications, has already secured pilot projects with three Fortune 100 customers, positioning AWS to capture surging demand for generative AI infrastructure.

During Q3, Shum Financial Group acquired 11,553 shares of Amazon, representing a $2.54 million investment and elevating the position to 1.9% of its portfolio. Other institutional investors have also added stakes: Maryland Capital Advisors increased its holding by 81.9% to reach 211 shares, while Carderock Capital Management initiated a new position valued at $27,000. Overall, 72.2% of Amazon shares remain held by hedge funds and large institutions, underscoring sustained confidence in the company’s long-term growth trajectory.

Amazon currently trades at its lowest operating cash flow multiple in over a decade, reflecting conservative market expectations despite 13.4% revenue growth in the latest quarter. The company generated $180.2 billion in revenue and $1.95 in earnings per share, surpassing consensus estimates by 1.5% and 24% respectively. Five major brokerages have raised their price targets this quarter, with Loop Capital increasing its objective by 20% based on accelerating cloud margins and expanding Prime membership benefits. Sell-side analysts now expect full-year EPS of 6.31, up from 5.75 a year ago, and forecast operating cash flow growth of 18% for fiscal 2026.