Amazon Updates Business Prime and Ramps Up AI Investment, Unlocking Major Stock Upside
Amazon announced this week that the new Business Prime benefits could help small and medium-sized enterprises save nearly USD 1,000 a year.

Amazon Business has expanded its Business Prime membership program by adding new benefits from Intuit’s QuickBooks, CrowdStrike, and Gusto, aimed at helping small and medium-sized businesses manage their finances, strengthen cybersecurity, and streamline HR operations. As a key player in omnichannel retail, Amazon continues to reinforce its business services ecosystem.

When the new benefits roll out in 2026, Business Prime members will receive a 60% discount on QuickBooks Online Simple Start, cutting the annual fee to USD 180 from the regular USD 456. This integration will allow small-business customers to automate tasks such as purchase reconciliation and expense categorisation.

On the cybersecurity front, members on the Business Prime Essentials plan and above will gain access to CrowdStrike Falcon Go at no additional cost. This enterprise-grade security solution, typically worth USD 59 per device per year, provides AI-driven protection against ransomware, malware, and cyberattacks.

Members will also enjoy a 70% discount for the first 12 months on the Gusto payroll and HR platform, which offers tools for hiring, onboarding, payroll processing, and benefits administration.

These new benefits complement the existing features of Business Prime, including fast, free delivery on millions of items, spend analytics, and purchasing controls. Last year, Business Prime members saved more than USD 750 million in shipping costs globally, with nearly 50% of global orders—and over 70% of U.S. Business Prime orders—delivered the same day or the next day.

Launched in 2015, Amazon Business now serves more than 8 million organisations worldwide, with an annualised gross sales run-rate of over USD 35 billion. This business unit contributes meaningfully to Amazon’s total revenue of USD 691.33 billion. The service is available in 11 countries, including the United States, Canada, the United Kingdom, Germany, France, Italy, Spain, Japan, India, Australia, and Mexico.

Amazon’s overall financial health is rated as solid, and analysts have recently raised their earnings forecasts for upcoming periods. Based on fair value assessments, Amazon’s shares currently appear undervalued, making the stock potentially attractive to investors interested in the expanding business services segment.

Market Commentary:

Amazon has implemented major leadership changes to sharpen its focus on AI models, silicon (chip) development, and quantum computing. The goal is to leverage next-generation technologies to enhance future customer experiences. In addition, BMO Capital has raised its target price for Amazon to USD 304, citing accelerating cloud commitments in the AWS division, while maintaining an “outperform” rating.


Michael Rodriguez brings 14 years of equity market experience with a CFA designation and an MBA in Finance from New York University. His coverage spans global equity markets, with expertise in the technology, healthcare, and financial sectors. He is also a regular contributor to industry journals, writing market commentaries that make complex equity trends accessible to both retail and institutional readers.
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