Cantor Fitzgerald has reduced its price target on Amazon.com (AMZN) to $180 per share from $210, reflecting revised expectations for near-term revenue growth and margin pressure. The move marks a strategic shift amid rising competition and elevated valuation levels.
- Cantor Fitzgerald reduced AMZN price target to $180 from $210
- Current AMZN share price ~$204.50, implying ~12% downside
- Revenue growth slowed to 11.2% YoY (down from 17.5%)
- P/E ratio at 68.3, significantly above S&P 500 average
- Recent analyst adjustments signal growing caution around AMZN
- Next earnings report due in April 2026, critical for investor sentiment
Cantor Fitzgerald has updated its investment outlook for Amazon.com (AMZN), lowering its price target to $180 per share from $210. The adjustment reflects a reassessment of Amazon’s near-term growth trajectory, particularly in its core e-commerce and cloud computing segments. The firm cited increasing competitive intensity in retail and ongoing investments in logistics and AI infrastructure as key headwinds affecting profitability expectations. The new price target implies a projected 12% downside from AMZN’s current trading level, which stood at approximately $204.50 ahead of the announcement. This downgrade comes amid broader market skepticism toward high-momentum tech stocks, especially those with significant operational scale and high valuation multiples. Amazon’s trailing twelve-month revenue growth has slowed to 11.2%, down from 17.5% in the prior year, according to public financial filings. The action is one of several recent analyst adjustments to AMZN, with three major firms revising their outlooks over the past month. Investors are now reevaluating the stock’s attractiveness, particularly given its current price-to-earnings ratio of 68.3, well above the S&P 500 average. The shift could influence trading volumes and sentiment in the large-cap technology sector. Market participants, including institutional holders and retail investors, are closely monitoring AMZN’s next earnings report, expected in April 2026. Any indication of sustained margin erosion or slowing AWS (Amazon Web Services) growth could prompt further downward revisions.