NASDAQ:AMZN
Amazon.com, Inc. (AMZN)
Financials 
Technical Analysis 
eCommerce, AWS & cloud computing business very strong.
Focus on cost cutting very effective.
Benefactor of consumers looking for deals.
Shares will catch up to tech peers that have outperformed the past year.
Good for long term investors.
Established brand and infrastructure.
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Premium contentAmazon is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. Customer reviews, 1-Click shopping, personalized recommendations, Prime, Fulfillment by Amazon, AWS, Kindle Direct Publishing, Kindle, Fire tablets, Fire TV, Amazon Echo, and Alexa are some of the products and services pioneered by Amazon. Social media mentions are up 200% in the past 24h.
Premium contentAmazon is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. Customer reviews, 1-Click shopping, personalized recommendations, Prime, Fulfillment by Amazon, AWS, Kindle Direct Publishing, Kindle, Fire tablets, Fire TV, Amazon Echo, and Alexa are some of the products and services pioneered by Amazon. Social media mentions are up 67% in the past 24h.
Prime Day numbers are huge. Got ahead of themselves during Covid, but now growing into their expanded footprint. Starting to see cashflow from retail. AWS is best in breed. AI plus fulfillment is making it a leader in logistics. Lots more to go.
Gordon ReidShares have come back. He targets $145-148. They're the king of retail and cloud. AWS makes up 72% of their earnings. They incorporate gen AI in their cloud, plus they have smaller bets. Has long been a top holdings. Loves this stock.
Kim BoltonGreat company. Historically expensive with only 1-3% net interest margins. Going forward, hopefully greater efficiencies on e-commerce. Cloud and advertising are growing fast, and will become bigger parts of the whole business. Margin profile will improve over time, which will help it regain highs.
Will benefit from the interest in AI, as current partners in the cloud will get wind of the availability of AI models from AMZN.
Premium contentWall Street believes that Amazon lags in the gen AI race, and comments made at Collision did little to alter that. AWS CEO Adam Selipsky spoke in generalities about his company's AI efforts and plans, noting that it has been applying AI to its customers for many years as well to power Alexa. Amazon's gen AI will boast the same security features as AWS. That's all good, but nothing new.
Strong 1-year return of 18%, YTD of 49%. Trades at 2x sales. Compare that to NVDA at 40x, TSLA at 10x, META and GOOG at 5x. Upside is because it has 37% of US e-commerce. Focused on margins, not growth. Prime Video is a plus. Grocery business is growing. Lots of potential. No dividend.
(Analysts’ price target is $139.55)
Michael DecterChosen because of its long-term potential, not recent moves. New CEO is doing all the right things like cutting costs, which should boost free cashflow per share. Exposure to two of the greatest growth areas: e-commerce and cloud computing. Demands for AI and cloud computing will be incredible. Got ahead of itself, interest rates brought multiple compression, but growth will shine through. Sees $200 in a couple of years. No dividend.
(Analysts’ price target is $140.38)
Barry Schwartz
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Clear definite uptrend channel. Clear leader in the e-commerce space, with unparalleled scale. Advertising is very high margin. AWS cloud is growing well. Growing popularity of Amazon Prime can't be understated, very strong ecosystem. Still sees revenue growing 12-13% YOY for several years. Not a pricey name.