Mizuho Securities Raises Price Targets on Amazon, Uber, Sealed Air Amid Positive Outlooks

Mizuho reiterated a Buy on Amazon (PT $300), citing AWS strength in the GenAI era and expected revenue acceleration aided by greater capacity and ASIC-driven cost efficiency in late 2025 and 2026. Wells Fargo separately upgraded Amazon to Overweight (PT $280), forecasting AWS revenue growth of about 22% in 2026 and saying share-losses should peak in 2025. Mizuho raised its price target on Uber to $130 while keeping an Outperform rating, forecasting multi-year compound growth (2025–28 CAGR: revenue 15%, gross profit 16%, EPS 25%) and highlighting expansion of its delivery network. Uber has partnered with Flytrex to pilot drone deliveries on Uber Eats in select U.S. markets by end-2025, aiming to cut delivery times and emissions. Bernstein also maintains a Buy on Uber (PT $110), citing benefits from product development, regional expansion and affordability initiatives; additional Benzinga headlines show Mizuho’s broader analyst activity across multiple industrial and chemical names.