Stock price when the opinion was issued
He's been trimming. 12-month price target of $82, stock's banging up against that. He's still holding onto about 3.5%. Beat on top and bottom in February. Kept guidance, which many haven't. Operating margin still extremely strong. Incorporating generative AI tools. Trim, and look to get in around $73.50 and under $70.
It's the small/medium-sized Amazon for fulfillment. The CEO is doing a great job, but it's a hard stock to own, but long-term it will be fine.