When the market finds itself at a turning point, investors see economic data closely than ever.
Today, investors are wondering where to take the cuts in the prices of the Federal Reserve (Federal Reserve) economy and stock market – and the latest numbers send a strong signal.
More Last retail sales data The report shows the best growth rate since 2023, it is surprising that many who assumed that the consumer is weakening.
But this data means very little if you do not know exactly which industries have paid this growth. A deeper look reveals that this jump is actually due to e -commerce, indicating that the ordinary American consumer may be in a better condition than the main addresses that have been allowed.
This is where the opportunity to invest: with industry leaders like Amazon.com Inc. Nasdaq: amznand ETSY Inc. Nasdak: etsyAnd Shopify Inc. Nasdak: Store.
Amazon: E -commerce momentum anchor
Amazon.com today
As of 09/19/2025 04:00 pm
- 52 weeks
- 161.38 dollars
▼
242.52 dollars
- P/E ratio.
- 35.29
- The target price
- 263.30 dollars
The most obvious option for this menu, Amazon proves the dominance of e -commerce again. Amazon is the leading company in the field of retail online in terms of relative procedures for prices, as it is now trading 96 % of its highest level in 52 weeks, which achieved a quarterly quarterly performance despite its large size.
The $ 2.4 trillion market roof helps significantly, making it a reliable choice for those looking for safer exposure to online shopping growth. But this size also limits the amount of upward acceleration, making it the safest choice in this list. What Amazon lacks in the explosive bullish direction, it compensates for stability.
Wall Street agrees, and smart money is attention. Truist Youssef Squali analyst recently repeated the purchase and grant of Amzn a goal at $ 270, which means 17 % of the current levels and the highest 52 weeks’ higher. After release of retail data, Silicon Valley Partners also reinforced the Amazon share of 1.4 %. Bring an aesthetic with $ 36.7 million in stocks.
Etsy: huge growth potential, still less useful
etsy today
As of 09/19/2025 04:00 pm
- 52 weeks
- 40.05 dollars
▼
70.57 dollars
- P/E ratio.
- 52.41
- The target price
- $ 57.80
While Amazon provides stability, ETSY offers great growth in profits in assessing a deal.
ETSY is expected to grow its profits per share (EPS) from 25 cents to 97 cents in the fourth quarter of 2025 – a huge jump of 288 % – shares traded at only 23.6X only a front profit, indicating that the growth was not fully priced.
High growth companies are usually traded against a premium compared to giants such as Amazon, which cannot be the growth rate of growth in the profitability of the share like ETsy’s due to the large numbers law. This contrast is what makes ETSY one of the most valuable growth plays in e -commerce space.
This may be the reason why Holosin consultants started a $ 266 million stake in ETSY in August 2025, which constitutes 5.4 % of the company. This is not just a bet on etsy – it’s a bet that this retail data is a much larger thing.
Shopify: expensive for some reason
Shopify today
As of 09/19/2025 04:00 pm
- 52 weeks
- 69.84 dollars
▼
156.85 dollars
- P/E ratio.
- 85.64
- The target price
- 151.69 dollars
Shopify offers a completely different evaluation image from ETsy. Trading in a double P/E front from 132X, it’s the most expensive name in this list. But in this market, it often means “expensive” “necessary”.
Shopify charges the background of global e -commerce, as it takes advantage of both entrepreneurs, companies and consumers. The platform feature creates a trench that investors want to pay for.
Citigroup Tyler Radke agrees, as he has allocated a $ 195 target price and offers 32 % of current levels. Shopify has a category of an analyst consensus for moderate purchase, and the purpose of the consensus price of $ 152.
Although the Shopify evaluation is not to faint the heart, the company’s position in the market justifies the investors who are looking for highly used plays in a high -growth sector.
Before you think about Amazon.com, you will want to hear this.
Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has selected the five shares whom the top analysts quietly whispered to their customers to buy now before hunting the broader market … Amazon.com was not in the list.
While Amazon.com currently has a purchase classification among analysts, higher -rated analysts believe that these five stocks buy better.
Show the five stocks here
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