高盛发表研报指，对亚马逊AWS收入增长持续或加速，以及利润率稳定的信心正在增强。同时，该行认为能源价格可能对公司投入成本和消费者需求产生一定影响，但在预测框架内仍属可控。而且，该行认为公司将受惠于一系列更广泛的行业趋势及预算分配趋势，利好其广告板块。 高盛预期今年首季AWS收入将按年增长26%，全年按年增长25%；将公司2026至2028年经营利润预测分别下调5%、5%及6%，每股盈利预测下调2%、3%及4%；目标价由280美元降至275美元，重申“买入”评级，仍为该行覆盖的股份当中中长期风险回报最具吸引力的股份之一。
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