Amazon (AMZN) / Jeff Bezos 02 (Nov 18 - Dec 26)

[winston]

not vested

Amazon's Stock Has Rarely Been This Cheap. Here's Why 1 Analyst Thinks It Could Soar by More Than 50%.

by Keithen Drury

In Q4, Amazon's online stores unit grew sales by 7% to $75.6 billion.

In Q4, its advertising revenue rose 18% year over year to $17.3 billion.

In Q4, the cloud computing segment had an operating margin of 37%. This far exceeds Amazon's companywide operating margin of 11.3%. Moreover, for the full year, AWS provided 58% of Amazon's operating profits.

Trades at 35.5 times trailing earnings;

Source: The Motley Fool

https://finance.yahoo.com/news/amazons- ... 00052.html

[winston]

not vested

Amazon has restarted drone deliveries in two states after a months-long pause, the company confirmed.

In January, Amazon halted Prime Air deliveries in College Station, Texas, and Tolleson, Arizona, the two U.S. markets where it’s testing the service, as the company rolled out a software update to its drone fleet.

Amazon discovered an abnormality with the drone’s altitude sensor, caused by dust in the air, that could have caused its system to produce an inaccurate reading of its position relative to the ground, the company said.

Amazon “never experienced an actual safety issue,” but said it opted to suspend deliveries while it corrected the issue.

The company brought drone deliveries back online last week after it completed the software update and received approval from the Federal Aviation Administration, Amazon spokesperson Av Zammit said in a statement.

Source: Phillips

[behappyalways]

Amazon Re-Implementing Metal Detector Screening, Registering Phones, For Warehouse Employees
https://www.zerohedge.com/markets/amazo ... -employees

[behappyalways]

Wells Fargo Analysts Say Amazon Paused Some Data Center Lease Commitments
https://www.zerohedge.com/technology/we ... ommitments

[winston]

not vested

Amazon on Thursday reported first-quarter cloud revenue growth and forecast operating income below estimates, disappointing investors.

Shares of the company fell as much as 5 per cent in after-hours trading before moderating.

Amazon Web Services, the company’s cloud unit, recorded a 16.9% increase in quarterly revenue, to US$29.27 billion, missing expectations of 17.4 per cent growth and US$30.9 billion in sales.

Source: Phillips

[behappyalways]

Amazon Tumbles On Soft AWS Revenue, Disappointing Profit Forecast
https://www.zerohedge.com/markets/amazo ... t-forecast

[winston]

not vested

Amazon.com Inc (AMZN US)

Recommendation : BUY
Fair Value : USD 230.00

AWAITING FURTHER CLARITY ON IMPACT FROM TARIFFS
• Increasing profitability across all its segments
• Amazon Web Services (AWS) positioned for sustained multi-year growth
• Maintain Buy rating but lower fair value to USD230 (from USD274) due to tariffs and CAPEX uncertainties

Amazon holds a leading position in the e-commerce industry, possessing unrivalled scale in its operations.

It operates through three segments: North America, International, and AWS.

Amazon has established itself through its reputation for low prices and an unparalleled selection of choices, resulting in intangible assets such as strong branding and technology, including search capabilities and recommendation engines.

Amazon not only manufactures and sells electronic devices, including Kindle, Fire Tablet, Fire TV, Echo, but also develops and produces media content.

Furthermore, Amazon offers AWS to developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through a wide range of on-demand technology services, including compute, storage, database, analytics, machine learning, and other services.

Source: OCBC

[winston]

not vested

Amazon - Stock Analyst Research
Target Price* US 260.00
Recommendation BUY

Amazon.com Inc. - Price fall gives an opportunity

1Q25 revenue was in line with expectations.

1Q25 Revenue/PATMI was at 22%/26% of our FY25e forecasts.

The primary revenue driver was AWS (+17% YoY). AWS operating margin rose 1.9% YoY to 39.5%, driven by server capacity optimisation, which helps lower infrastructure cost.

AMZN is focusing on low-priced essentials to mitigate tariff uncertainty risks.

We lower our FY25e revenue estimate by 1% and PATMI by 2% to reflect the dampening of customer demand and retail margin pressure due to higher tariffs.

Due to recent share price weakness, we upgraded our recommendation from ACCUMULATE to BUY and lower our DCF target price to US$260 (prev. US$270).

The company’s strong momentum in AWS continues to scale profit meaningfully, helping offset pressures in retail.

Source: Phillips

https://www.poems.com.sg/stock-research/AMZN/

[behappyalways]

The data showed that sales on the e-commerce platform plunged 41% on Tuesday compared to the first day of Prime Day 2024.


Amazon Prime Day Sales Plummet On First Day
https://www.zerohedge.com/markets/amazo ... -first-day

[behappyalways]

Bezos Dumps $5.7 Billion In Amazon Stock. Now CNBC Buyout Rumors Swirl
https://www.zerohedge.com/markets/bezos ... mors-swirl