Man GLG holds $811.49 million worth of Amazon.com, Inc. (NASDAQ:AMZN) stock, representing 1.55% of its 13-F portfolio as of Q2 2025. The company is one of Man GLG’s list of 10 stock picks with the highest upside potential.
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On October 22, 2025, Morgan Stanley reiterated its “Outperform” rating on Amazon.com, Inc. with a $300 price target.
The investment firm’s bullish stance reflects Amazon.com, Inc.’s increasing investment in robotic and AI-powered fulfillment centers, which could yield $2-4 billion in annual savings by 2027. With the company scaling to around 40 next-generation robotic sites, including its prototype facility in Shreveport, Louisiana, it looks on track to achieve major warehouse efficiencies.
The firm notes that about 10% of Amazon.com, Inc.’s global units could be handled by these automation-driven warehouses, reducing fulfillment costs by up to 40%. This could also mean nearly 160,000 U.S. workers would not need to be hired.
Meanwhile, Morgan Stanley believes Amazon.com, Inc.’s GenAI-led innovations in retail are underappreciated, while acknowledging that AWS remains the company’s key short-term growth driver.
Amazon.com, Inc. is a global online marketplace operator, a maker of consumer electronics, and a provider of digital streaming and cloud computing services through Amazon Web Services (AWS).
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