On September 9, Barclays raised the Norwegian warehousing automation company AutoStore rating from “hold and wait” to “increase holdings”, and raised its target price from NOK 18.20 to NOK 20.50, and raised its 2027-2028 sales and adjusted EBIT expectations by about 2%. The reasons include the company's prospects for cooperation with Amazon and changes in US policies that may enhance its market position. Barclays said that since this year, the company's order performance has been strong, industry demand has remained healthy, and Amazon cooperation will also provide new room for growth. Barclays estimates that if Amazon deploys the AutoStore system at about 20 logistics centers, the revenue opportunities brought about by the relevant cooperation may reach about 300 million US dollars, which is equivalent to more than 40% of AutoStore's 2026 revenue guidance, and the cooperation is expected to continue for several years.

On September 9, Barclays raised the Norwegian warehouse automation company AutoStore rating from “hold and wait” to “increase holdings”, and raised its target price from 18.20 NOK to 20.50 NOK, and raised its 2027-2028 sales and adjusted EBIT expectations by about 2%. The reasons include the company's prospects for cooperation with Amazon and changes in US policy that may enhance its market position. Barclays said that since this year, the company's order performance has been strong, industry demand has remained healthy, and Amazon cooperation will also provide new room for growth. Barclays estimates that if Amazon deploys the AutoStore system at about 20 logistics centers, the revenue opportunities brought about by the relevant cooperation may reach about 300 million US dollars, which is equivalent to more than 40% of AutoStore's 2026 revenue guidance, and the cooperation is expected to continue for several years.