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Original headline: Nebius Stock Price Prediction 2026 – 2030 : Can AI Cloud Growth Justify the Cost ?
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The article highlights three stocks where discounted cash flow models suggest value above current prices. Amazon.com's AWS generated about USD 148.4 billion in revenue and grew roughly 20% in 2025, which the article attributes to AI demand, with a market cap of about USD 2,696.6 billion. Gamma Communications, whose enterprise operations contribute about GBP 136 million in annual revenue, sells cloud calling and connectivity tools with recurring cash flows. Yadea Group Holdings generated about CNY 34.1 billion from electric two-wheelers and trades below SWS DCF fair value, though the article notes an unresolved pressure on future margins.
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Morgan Stanley named Amazon a top pick and raised its price target to $350 from $335, implying about 40% upside from Friday's $250 close. The bear and bull cases are $220 and $410, a 3:1 risk-reward ratio. Analyst Brian Nowak outlined five catalysts: faster AWS revenue growth (47% in 2027 and 42% in 2028), AWS operating margins of 42% and 44%, more visibility into Bedrock, gains from AI shopping, and robotics that could save $2 billion to $4 billion a year for every 10% of units moving through automated fulfillment centers. The firm raised its capex forecast to $355 billion for 2027 and $365 billion for 2028. The stock is up about 11% this year but sits roughly 10% below its early August high.
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Microsoft (MSFT) and Alphabet (GOOGL) trade at forward P/E ratios of 25.13 and 22.83, respectively. Google Cloud revenue jumped 82% to $24.8 billion in the second quarter, with operating income rising from $2.8 billion to $8.8 billion, while Azure and other cloud services grew 43%. Both companies face heavy infrastructure spending: Microsoft spent $35.8 billion on property and equipment, pushing its cloud gross margin down to 65%, while Alphabet spent $44.9 billion, leaving roughly negative $5.85 billion in quarterly free cash flow. The article argues Alphabet's $9.11 EPS is unreliable because about $98 billion came from net other income, so its 30% operating-income growth better reflects underlying performance. Microsoft has a more diversified earnings base and higher consolidated operating margins, but the key question is whether either company can turn AI demand into cash after paying for infrastructure.
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Microsoft (MSFT) and Amazon (AMZN) trade at similar forward P/E ratios of 25.13 and 23.64, but Amazon is using AWS and retail profits to fund an infrastructure buildout that has pushed its free cash flow below zero. In Microsoft's June quarter, revenue rose 18% to $90.0 billion and operating income rose 18% to $40.6 billion, with Azure growing 43%. AWS revenue surged 37% to $42.2 billion in the second quarter, its fastest growth in 18 quarters, and its operating income reached $16.6 billion; AWS generated about 60% of Amazon's operating income from roughly 21% of revenue. Amazon's consolidated operating income grew 43% against 20% revenue growth, which the article presents as evidence of real operating leverage rather than only promised AI revenue.
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