Last week, we received fourth quarter results from technology and retail giant Amazon (NASDAQ: AMZN ) (TSX: AMZN:CA ). The stock has done quite well over the past year, up nearly 35%, as revenues and earnings, for the most part, have come in nicelyI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investme ...

Investment Rating - The report maintains a "Buy" rating for Amazon (AMZN.US) with a target price raised to $282, indicating a potential upside of 21% from the current price of $232.76 [3][4]. Core Insights - Amazon's Q4 2024 revenue is projected at $187.79 billion, reflecting a 10% year-over-year growth, slightly exceeding market expectations. The net profit is expected to reach $20 billion, marking an 88% increase year-over-year, significantly surpassing market forecasts. E-commerce revenue is anticipated to grow by 9%, while AWS revenue is expected to rise by 19%. However, the guidance for Q1 2025 is relatively weak, with revenue expected between $151.0 billion and $155.5 billion, which is 3.6% below market expectations. Capital expenditures are projected to increase to $105 billion in 2025 [1][2]. Financial Projections Summary - Revenue for 2025 is estimated at $704.87 billion, a slight decrease of 0.1% from previous forecasts. Gross profit is projected at $349.94 billion, down 0.7%, with a gross margin of 49.6%. Operating profit is expected to be $80.58 billion, reflecting a 6.1% decrease, with an operating margin of 11.4%. Net profit is forecasted at $67.11 billion, also down 6.1%, with a net margin of 9.5% [2].

[Table_StockNameRptType] 亚马逊（AMZN.O） 公司点评 整体业绩超预期，利润改善明显 2）零售端：履约端的优化（区域化改革以及规模效应显现），推动成本 和费用改善。北美零售四季度 OPM 达 8%，高于彭博一致预期的 6.62%。 国际零售 OPM 本季度达 3.0%，略低于彭博一致预期的 3.08%，我们 认为北美零售业务仍处于利润改善周期，同时国际零售业务的规模效应 已开始显现，海外地区已经进入稳定盈利阶段，后续公司的盈利能力仍 具备进一步改善空间。 ⚫ 指引低预期，继续加码资本投入 | | | 主要观点： ⚫[Table_Summary] 公司业绩 1）整体来看：2024Q4，亚马逊收入录得 1877.9 亿美元，同比增长 10.5%，略高于彭博一致预期 0.25%；operating income 录得 212.0 亿 美元，同比+60.5%，显著高于彭博一致预期 12.56%。GAAP 净利润录 得 200 亿美元，同比+88.3%，大幅高于彭博一致预期 26.10%。 2）分业务看：在线商店收入录得 755.6 亿美元，同比+7.1%，低于彭 博一致预期 6.26%；实 ...

Investment Rating - The report maintains a "Buy" rating for Amazon (AMZN.US) with a target price raised to $282, indicating a potential upside of 21% from the current price of $232.76 [3][4]. Core Insights - Amazon's Q4 2024 revenue is projected at $187.79 billion, reflecting a 10% year-over-year growth, slightly exceeding market expectations. The net profit is expected to reach $20 billion, marking an 88% increase year-over-year, significantly surpassing market forecasts. E-commerce revenue is anticipated to grow by 9%, while AWS revenue is expected to rise by 19%. However, the guidance for Q1 2025 is relatively weak, with revenue expected between $151.0 billion and $155.5 billion, which is 3.6% below market expectations. Capital expenditures are projected to increase to $105 billion in 2025 [1][2]. Financial Forecast Summary - Revenue for 2025 is estimated at $704.87 billion, a slight decrease of 0.1% from previous forecasts. Gross profit is projected at $349.94 billion, down 0.7%, with a gross margin of 49.6%. Operating profit is expected to be $80.58 billion, reflecting a 6.1% decrease, with an operating margin of 11.4%. Net profit is forecasted at $67.11 billion, also down 6.1%, with a net margin of 9.5% [2].

Amazon will keep playing a critical role in AI technology and cloud computing.Amazon (AMZN -1.65%) demonstrated remarkable financial strength in the fourth quarter, with revenues and earnings beating analysts' consensus expectations. Revenues were up 10.5% year over year to $187.8 billion, ahead of the Wall Street target of $187.3 billion. Adjusted earnings per share rose by 86% to $1.86, dramatically higher than the consensus estimate of $1.49.Despite the robust performance, the market's initial reaction t ...

Amazon is testing a new feature that enables users of the Amazon Shopping app to find select products from other sites and go there to purchase them.Currently in beta, the “Shop brand sites directly” feature is live for some U.S. customers and will be rolled out to more, based on feedback, the company said in a Tuesday (Feb. 11) press release.Customers who have access to this beta search will find in their search results select products that Amazon doesn’t sell in its store, alongside the products that Amaz ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOG, MSFT, META, NVDA, TSLA, AAPL either through stock ownership, options, or other de ...

Amazon (AMZN) delivered impressive fourth-quarter results that exceeded analyst expectations, with revenues growing 10% year over year to $187.8 billion and operating income surging 61% to $21.2 billion. However, the stock declined in after-hours trading as investors focused on management's conservative first-quarter 2025 outlook, which highlighted potential headwinds to growth in the coming months.AMZN’s Q1 2025 Guidance Raises Some ConcernsThe e-commerce and cloud computing giant projects first-quarter 20 ...

Amazon's (NASDAQ: AMZN ) valuation is not one of the most obvious, as it is in the case of Google ( GOOGL ), but it is still among my favorite theses.Equity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure: I/we have a beneficial long position in the shar ...

Amazon is opening a beauty and health products store in Milan, marking the company's latest brick-and-mortar experiment.The store is located in the city center of Milan, Italy, and features a range of beauty and personal care items, as well as non-prescription drugs, Amazon said in a blog post. The first store, which is called Amazon Parafarmacia & Beauty, will open its doors to the public on Wednesday.The store will be stocked with products from beauty and skincare brands including La Roche-Posay, Eucerin ...