Rosenblatt Raises Amazon Price Target, Sees AI Shopping Agents as No Threat to Retail Media
· 23h ago · Originally reported by Pluang
Rosenblatt has increased its price target for Amazon, expressing confidence that the rise of AI-powered shopping agents will not undermine Amazon's retail media business. The firm believes Amazon's advertising model remains robust despite emerging AI technologies.
Why it matters
This matters because Amazon's retail media business is a major revenue driver, and investor confidence signals stability even as new AI tools change how people shop online.
Explain it like I’m new here
Even with new robot helpers for shopping, Amazon's way of showing ads in its store is still strong and making money.
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