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Amazon Is Supercharging Its AI Strategy
Seeking Alpha· 2025-02-11 08:17
Amazon.com (NASDAQ: AMZN ) shares have been under pressure following its q4’24 earnings release as a result of lower-than-expected AWS growth in the quarter. Despite demand for compute capacity remaining strong, Amazon is faced with certain exogenous constraintsMichael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working in industries that range from O&G, OFS, Mids ...
Buy, Sell, or Hold Amazon Stock After Q4 Earnings?
ZACKS· 2025-02-10 20:35
There was much anticipation for Amazon’s (AMZN)  Q4 results last Thursday as the e-commerce giant had previously disclosed it saw a record holiday shopping season.While Amazon surpassed Q4 top and bottom line expectations, the company’s guidance was underwhelming to many on Wall Street. That said, let’s see if it’s time to buy, sell, or hold Amazon stock.    Amazon’s Q4 ResultsAmazon’s Q4 sales rose 10% year over year to $187.79 billion and topped estimates of $187.27 billion. Staying ahead of Alphabet (GOO ...
Amazon's $100 Billion AI Bet: Bold Move or Too Much?
ZACKS· 2025-02-10 19:35
Amazon ((AMZN) didn’t hold back during Thursday’s earnings call, unveiling a capital spending program that stunned investors. The e-commerce and cloud computing giant not only reported stronger-than-expected quarterly earnings but also delivered 10% year-over-year sales growth—right in line with analyst projections.But the real headline was Amazon’s AI investment plans. In the most recent quarter, Amazon spent a staggering $26.3 billion on capital expenditures, signaling an intent to maintain that pace. Tha ...
Amazon: Buy The Selloff And Own It Forever
Seeking Alpha· 2025-02-10 19:18
Amazon.com, Inc.'s (NASDAQ: AMZN ) Q4 2024 report was a big deal as it is likely the first time that the company will surpass Walmart Inc. ( WMT ) in quarterly revenue. This will give it the crown as theAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeki ...
This Analyst With 86% Accuracy Rate Sees More Than 18% Upside In Amazon.com, - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts
Benzinga· 2025-02-10 19:15
U.S. stocks settled lower on Friday, with the Dow Jones index dipping more than 400 points as investors digested the jobs report for January. Wall Street also recorded losses last week as renewed fears over inflation and trade tariffs eroded risk appetite.Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes to one single stock, analyst ratings and price targets c ...
Amazon to pay $4M to settle suit accusing company of stealing tips from drivers
New York Post· 2025-02-10 19:01
Amazon has agreed to pay $3.95 million to settle a lawsuit in which it was accused of subsidizing its labor costs by stealing the tips its drivers received to cover part of the employees’ base wages, D.C. Attorney General Brian L. Schwalb announced Friday. According to Schwalb, Amazon misled consumers in Washington, D.C., between 2016 and 2019 by assuring them that all the tips they provided would go to Amazon’s Flex drivers, employees who deliver packages with their own cars. Schwalb’s office alleged that ...
Amazon's Massive $100 Billion Capital Plan
Seeking Alpha· 2025-02-10 19:00
Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Amazon.com, Inc. (NASDAQ: AMZN ) is one of the largest global companies, worth $2.4 trillion. The company has also announced one of the largest capital pr ...
Amazon: A Drop The Mic Moment As $1 Trillion In Revenue Gets Closer
Seeking Alpha· 2025-02-10 13:45
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOGL ...
Amazon: This Mega-Cap Is A Compelling Buy After Impressive Q4 2024 Earnings
Seeking Alpha· 2025-02-10 11:41
As a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long run. I enjoy writing about these businesses, telling their stories, strategies, and financial details. I use a mix of looking at their finances and writing to give insights into how well companies might do, helping people understand the market better ...
亚马逊:短期业绩指引不及预期,长期有望实现技术壁垒
国元国际控股· 2025-02-10 10:01
Investment Rating - The report indicates a cautious outlook for Amazon, with a focus on long-term potential despite short-term performance concerns [1]. Core Insights - Amazon's 2024 revenue reached $638 billion, an 11% increase year-over-year, with net profit rising approximately 95% to $59.2 billion [1]. - The company anticipates Q1 2025 revenue between $151 billion and $155.5 billion, reflecting a growth of 5% to 9%, which is below Wall Street expectations due to adverse currency effects [1]. - AWS business growth remains steady at around 20%, but is slightly below market expectations, impacted by supply constraints and hardware production delays [3]. - The integration of generative AI is enhancing customer service and operational efficiency, with improvements in customer satisfaction and inventory management accuracy [3]. - Despite potential short-term profit margin pressures due to high investments in AI, the long-term outlook remains positive due to technological barriers and industry positioning [3]. Summary by Sections Financial Performance - Amazon's 2024 total revenue was $638 billion, a growth of 11% from the previous year, with a net profit of $59.2 billion, up from $30.4 billion in 2023 [1]. Revenue Guidance - The company projects Q1 2025 revenue to be between $151 billion and $155.5 billion, indicating a growth rate of 5% to 9%, which is lower than market expectations [1]. AWS Business Analysis - AWS has maintained a revenue growth rate of approximately 20%, but faces challenges from supply limitations and delays in hardware production, with recovery expected in the second half of 2025 [3]. AI Integration and Impact - Generative AI applications are being scaled, leading to improvements in customer service satisfaction by 5% and inventory management accuracy by 10%-20% [3]. - The report suggests that while short-term profit margins may be squeezed due to AI investments, the long-term benefits from technological advancements and market positioning are promising [3].