Amazon (AMZN) has so far rises and falls in 2025, but remains one of the standout tech stocks in the US market. The spring season brought downspells to AMZN investors, but June has proven to be more profitable. Inventory has increased by 8% over the last 30 days, rebounding from the slower ones in April and May. As the company continues to dominate the e-commerce sector, one analyst shares three key factors that could make it even higher.
In a new note to investors, JPMorgan analyst Doug Anmuth called Amazon stocked in his “Best Idea.” Analysts pumped out the Amzn Investors portfolio and cited the benefits of three radar under the radar that can help Amazon increase efficiency and margins. The company repeatedly rated its overweight and set its price target for December 2025 at $240 per share. According to Anmuth, the following could potentially make a bigger roll by regaining $240 on AMZN and getting higher.
What can fuel the surge in Amazon (AMZN) inventory?
In the first quarter of Amazon, AWS revenues rose 17% and advertising revenues rose 19%. JPMorgan points out that Amazon is quietly rebuilding its large fulfillment network, moving from a domestic model to a regional model. This strategy helped Amazon offer over 9 billion simultaneous or next-day packages in 2024, boosting revenue. AMZN stock could be slightly boosted as this strategy continues to unfold in the future.
Beyond its own e-commerce business, Amazon opens its logistics infrastructure to third-party merchants. This logistical service model could be a major revenue driver, just like how AWS has become a dominant platform by selling excessive server capacity. The company is already comparable to the size of UPS with last mile delivery.
Furthermore, advances in AI and automation have been another factor in Amazon’s recent growth. The company is one of the large investors in artificial intelligence from the epic 7. Even CEO Andy Jassy I’ll predict Its generative artificial intelligence will cut down the corporate workforce over the next few years. This can play one of two ways of Amazon (AMZN) stock. 1. Investors either pull back AMZN for fear of job openings or 2.
Furthermore, Amazon’s inventory could be “primed” due to a potential surge driven by overwhelming consumer enthusiasm. According to a recent survey, 84% of adults plan to shop on Prime Day in 2025. This unprecedented commitment to consumer spending creates the perfect catalyst for e-commerce sales growth that can drive Amazon Stock to new heights. JPMorgan also points out that Amazon’s next-generation warehouse combines one-place filling, sorting and last-mile delivery, reducing processing time by up to 25% and peak season costs such as Prime Week.
