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Northwise Research

Amazon research

Follow current views, model reports, and the work behind Northwise portfolio decisions.
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4 published reports

Conceptual Amazon illustration with cloud infrastructure, satellite connectivity and autonomous mobility; Financial Model Explained.
Model Report · PremiumPublished

AMZN Stock Forecast 2030: The $1.6 Trillion Test

Our AMZN stock forecast models AWS, advertising, Leo and Zoox through 2030, including Amazon’s $1.6 trillion capital program, financing and valuation.

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Amazon Stock Forecast 2030 Northwise
Model Report · PremiumPublished

Amazon Stock Forecast 2030

Amazon stock Forecast 2030 modeling Amazon’s AI capital cycle, AWS scale, depreciation wall, and 2030 price targets, buy zones, and valuation.

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Amazon Zoox | Northwise
Research Note · FreePublished · Updated

Amazon Zoox

Amazon Zoox: current rider access, federal commercial-deployment permission, vehicle production and the economic test for autonomous passenger service.

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Amazon Leo Global TAM Expansion Northwise
Research Note · FreePublished · Updated

Amazon Leo

Amazon Leo: current satellite deployment, conditional FCC relief, the proposed direct-to-device network and the economics of commercial rollout.

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