TD Cowen, banca d’investimento americana con un patrimonio gestito di 14,5 miliardi di dollari, ha scelto Amazon (AMZN) come migliore stock per il 2025.
According to the multinational, the e-commerce giant will be able to grow significantly in the next year, surpassing the performance of the S&P500 index.
The positive sentiment stems from a series of positive milestones achieved by the company in 2024, especially in the field of AI and cloud computing.
Let’s see all the details below.
TD Cowen raises the bar on Amazon (AMZN) and names it the best stock of 2025
As we approach the end of this year, analysts from the investment bank TD Cowen have named Amazon (AMZN) as the most promising stock for 2025.
During 2024 the company of the multibillionaire Jeff Bezos achieved significant progress at a rapid pace, leaving room for optimism for a continuation of this trend.
The leader in e-commerce has grown significantly, especially within the expanding sectors of artificial intelligence and cloud computing.
Specifically, Amazon has launched the Bedrock service for building AI applications, and has made Amazon Web Services (AWS) the main search engine of this year.
Furthermore, AWS has become the first cloud provider to offer Luma AI and Poolside models, further expanding the options available for its customers.
These successes have led John Blackledge of TD Cowen to raise the bar on the 4th largest stock in the American market, increasing his price target.
In 2025 the multinational bank believes that Amazon will rise to 265 dollars, reflecting a 15% increase compared to current prices.
Here is what Blackledge reported during a recent interview with CNBC.
“Amazon has several drivers that should produce solid global revenue growth with increasing margins in the coming years”.
The Amazon stock is not exempt from risks: if the e-commerce or AWS activity does not maintain the current demand, the stock could suffer. Furthermore, there could be long-term ramifications that might induce bear selling pressures.
However, for the moment the base scenario remains positive, also considering the optimism of Jeff Bezos himself. The founder and former CEO of the group believes that the company will do very well after the inauguration of Donald Trump as the new President of the USA.
Technical analysis of the stock AMZN
Amazon (AMZN) has shown a strong bull trend throughout 2024, growing by 61% since the beginning of the year and sparking enthusiasm among shareholders.
The stock rode well on the positive sentiment in the first two quarters, only to experience a bear downturn in the summer season, which was later recovered.
Currently, the stock is near the resistance level at 237.5 dollars with a significant support area around 220 dollars.
The RSI indicator is at 62, indicating that the stock is not yet overbought and could have room for further bull moves in the coming months.
In the meantime, the daily volumes remain high, a sign of the strong interest from investors for what has been named the best stock of 2025.
At the same time, the MACD (Moving Average Convergence Divergence) indicator shows a positive divergence, suggesting a possible continuation of the bull trend.
Although Amazon is in the “price discovery” phase, the daily volatility remains quite low, with a value of 1.731 points.
We will see if in the coming months there will be a correction near the EMA 50 or if the stock will open 2025 with a fire price action.
The forecasts for the next year are very promising, considering the company’s projected revenue growth to 706.5 million dollars and an EBITDA of 165 million.
If Amazon were to repeat the same success of 2024, growing both on the e-commerce side and in the alternative AI business, we could expect growths much greater than those hypothesized by TD Cowen.
It is not excluded that the stock could even reach being traded at 300 dollars per unit, reflecting an increase of 30% from current prices.
$AMZN is up 55% this year.
This is just the beginning.
– Cloud growth is reaccelerating.
– Taking market share in digital ads.
– Expanding margins in e-commerce.It is set to generate over $1 trillion e-commerce revenue and $460 billion cloud revenue in 2034.
MUST OWN STOCK. pic.twitter.com/3m1hJgXlxb
— Oguz O. | 𝕏 Capitalist 💸 (@thexcapitalist) December 6, 2024
Could Bitcoin surpass Amazon in 2025?
While all eyes are on Amazon’s stock, there is another title (not stock) that could surprise everyone in 2025.
We are obviously talking about Bitcoin, the cryptocurrency par excellence that sits in 7th place in the ranking of the most capitalized assets in the world.
In 2024 the cryptocurrency grew by 126%, highlighting a super positive cyclical performance during the year of the so-called “halving”.
Recently Bitcoin reached the price milestone of 100,000 dollars, leaving even its own supporters speechless.
Now the same holders are aiming for new speculative targets, with the crypto projected to even reach 200,000 dollars by the end of the bull run.
With such a price, the orange coin would reach a capitalization of almost 4 trillion dollars, clearly surpassing Amazon’s 2.42 trillion dollars.
In reality, Bitcoin needs very little to steal the place from the e-commerce giant, which from the current values is just a positive variation of 23% away.
If Bitcoin were to truly become larger than Amazon in terms of market-cap, it would become the 5th asset in the world, below only Microsoft, Nvidia, Apple, and gold.
