TLDR
- Amazon’s AWS division announced partnerships with CrowdStrike, BlackRock, S&P Global, Trane Technologies, and Visa at re:Invent 2025
- CrowdStrike’s enhanced SaaS Quick Launch tool will offer automated setup and pay-as-you-go pricing in AWS Marketplace
- Visa is bringing its Intelligent Commerce platform to AWS Marketplace for AI-powered secure purchasing
- Wall Street analysts maintain Strong Buy consensus with 43 Buy ratings and $295.60 average price target
- AWS posted 20.2% revenue growth in Q3 2025 with a $200 billion backlog
Amazon shares moved higher following a series of partnership announcements at the company’s re:Invent 2025 conference. The Las Vegas event highlighted AWS’s growing influence across multiple business sectors.
AWS unveiled collaborations with CrowdStrike, BlackRock, S&P Global, Trane Technologies, and Visa. The partnerships focus on making cloud computing and artificial intelligence more accessible to enterprise clients.
CrowdStrike is rolling out an improved SaaS Quick Launch tool through the AWS Marketplace. The enhanced version supports the Falcon Next-Gen SIEM product with automated configuration options. Customers get pay-as-you-go access that reduces initial costs and speeds up deployment.
BlackRock is expanding its Aladdin investment platform onto AWS infrastructure. This gives clients more choices about where they run their financial operations. The partnership strengthens AWS’s position in the financial services sector.
S&P Global introduced two Model Context Protocol integrations within Amazon Quick Suite. Users can now ask complex questions about markets, finances, and energy through AI agents. The setup provides direct access to S&P’s comprehensive data library.
Energy Savings and Payment Innovation
Trane Technologies is working with Amazon on energy optimization projects. The partnership aims for 15% efficiency gains across more than 30 Amazon Grocery fulfillment centers. The initiative targets both operational savings and sustainability metrics.
Visa is launching its Intelligent Commerce platform on the AWS Marketplace. The integration allows developers to create AI agents that can execute secure transactions. This expands the possibilities for automated buying systems.
Analysts Stick With Bullish Outlook
Citizens kept its $300 price target on Amazon while raising questions about grocery profitability. The firm noted concerns about low margins on Everyday Essentials orders. Citizens also mentioned challenges with customer awareness of Amazon’s grocery services.
Wall Street shows strong conviction on the stock. The consensus rating is Strong Buy based on 43 Buy recommendations and one Hold rating issued recently. The $295.60 average price target implies 26.2% potential upside from current levels.
AWS revenue climbed 20.2% year-over-year in the third quarter of 2025. That marked an improvement from 17.5% growth in the previous quarter. The division carries a $200 billion backlog that’s expanding at a 22% annual rate.
Oppenheimer increased its target to $305, pointing to AWS’s capacity expansion plans. The firm noted AWS intends to double capacity by 2027 after already doubling since 2022. TD Cowen and BMO Capital both assigned $300 targets to the stock.
BNP Paribas Exane began coverage with a $320 price target and Outperform rating. The firm emphasized Amazon’s dominant positions in cloud computing and e-commerce. BofA Securities referenced OpenAI’s $38 billion cloud deal with Amazon completed in the fourth quarter.
The re:Invent conference continues through December 5 with additional presentations on AI agents and infrastructure technology.
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