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Amazon’s Box-Office Bet Fuels Bullish AWS Stock Story

Amazon’s Box-Office Bet Fuels Bullish AWS Stock Story

Amazon ( (AMZN) ) has been popular among investors this week. Here is a recap of the key news on this stock.

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Amazon is capitalizing on the box-office success of its sci‑fi blockbuster Project Hail Mary by keeping the film in theaters longer instead of shifting it quickly to streaming. With more than $500 million earned in its first month and a limited IMAX run ahead, Amazon is signaling confidence in traditional theatrical windows, a move that could boost studio economics before titles reach Prime Video.

This strategy comes as studios reconsider the 30‑day rush to streaming, eyeing 45‑day or longer theatrical periods and higher-priced digital rentals near $20. For investors, Amazon’s media momentum complements a strongly bullish Wall Street view on AMZN: the stock is up 44% over the past year, analysts rate it a Strong Buy, and the average price target near $285 suggests double‑digit upside.

Cowen analyst John Blackledge recently reiterated a Buy rating with a $300 target, citing expectations that Amazon will again beat revenue and profit forecasts in 2026. He points to accelerating growth in Amazon Web Services, particularly from generative AI workloads, along with high-margin advertising and improved fulfillment efficiency as key drivers that could push operating income above consensus in the coming quarters.

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