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

[winston]

not vested

Amazon - Stock Analyst Research
Target Price* US 280.00
Recommendation ACCUMULATE

Amazon.com Inc. - Custom silicon a structural advantage

1Q26 revenue was in line with expectations, while 1Q26 Adjusted PATMI underperformed due to higher tax expense.

1Q26 Revenue/Adjusted PATMI were at 23%/18% of our FY26e forecasts.

The revenue growth is mainly pushed by AWS (+28% YoY), the fastest growth in 15 quarters and advertising (+24% YoY).

AMZN’s guidance for CAPEX spend in FY26e remains unchanged at US$200bn. Normalised PATMI was flat YoY due to higher tax expense.

We downgrade our recommendation from BUY to ACCUMULATE due to recent stock price movement, with an unchanged target price of US$280.

Our estimates remain unchanged, with a WACC of 5.6% and a terminal growth rate of 5%.

We think Amazon is well-positioned in AI, leveraging its full-stack capabilities, including custom chips (Trainium and Graviton), partnerships with OpenAI and Anthropic, and a unique dataset to drive ecosystem stickiness and capture long-term growth.

Source: Phillips

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

[winston]

not vested

Amazon.com, Inc. (AMZN.US) Opens Supply Chain Network; United Parcel Service, Inc. (UPS.US) and FedEx Corporation (FDX.US) Shares Plunge

According to foreign media reports, Amazon.com, Inc. (AMZN.US) has opened its supply chain network to other enterprises, a move that will place it in direct competition with United Parcel Service, Inc. (UPS.US) and FedEx Corporation (FDX.US).

The company has launched Amazon Supply Chain Services, allowing companies across industries including retail, healthcare and manufacturing to utilize its supply chain, storage and delivery capabilities for goods ranging from raw materials to finished products.

Procter & Gamble Company (The) (PG.US), 3M Company (MMM.US) and American Eagle Outfitters, Inc. (AEO.US) have already signed up for its supply chain services.

Amazon operates a fleet of more than 100 cargo aircraft, along with an extensive network of warehouses and distribution centers, potentially positioning it as a major player in the logistics industry and intensifying competition in pricing and delivery speed.

Shares of United Parcel Service and FedEx fell 10.5% and 9.1%, respectively, overnight.

Related News: CMBI Raises Amazon.com, Inc. (AMZN.US) TP to USD305 as AWS Growth Momentum Strengthens

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

[winston]

Just How Big a Problem Could Amazon’s Cash Burn Rate Be?

By Sam Quirke

Key Points

Amazon is burning $6 billion a month as it goes all in on the AI opportunity.

Based on recent price action, the market is increasingly accepting that this level of cash burn is no longer reckless, but strategic.

With AWS growth reaccelerating and analysts as bullish as ever, the risk/reward setup remains attractive despite overbought technicals.

Source: Market Beat

[winston]

not vested

7 Reasons to Buy Amazon Stock Right Now

by Jennifer Saibil

1. Triple-digit growth in AI
2. Triple-digit growth in chips business
3. Accelerating growth in AWS
4. Double-digit growth in e-commerce
5. Faster delivery speeds
6. Strong ad sales
7. Progress in Amazon Leo

Source: The Motley Fool

https://finance.yahoo.com/markets/stock ... 00166.html