Morgan Stanley analyst Brian Nowak maintains $Amazon (AMZN.US)$ with a buy rating, and adjusts the target price from $210 to $230.
According to TipRanks data, the analyst has a success rate of 60.4% and a total average return of 5.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Amazon (AMZN.US)$'s main analysts recently are as follows:
Following a stronger than anticipated Q3 EBIT and Q4 outlook, forecasts for FY25 and FY26 EBIT have been increased by 10% and 6% respectively. This adjustment comes with the expectation that a reduction in service costs will compensate for declining merchandise margins, which are influenced by a trend towards more affordable essential items.
Following Amazon.com's third-quarter report, it was noted that despite prevailing concerns regarding a potential dip in operating income guidance for the fourth quarter, the company exceeded profitability forecasts. The low-end forecast for the fourth quarter operating income, which was anticipated to be around the high-end expectation, was a particular highlight.
The recent increase in Amazon.com's third-quarter margins, which saw a record performance for AWS margins, has prompted a revised outlook. The international sector's solid performance, coupled with anticipated holiday season vigor as suggested by Amazon's guidance, has influenced this updated perspective. Projections for 2025 revenue and GAAP EPS have been adjusted upwards, reflecting a more optimistic forecast.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Brian Nowak維持$亞馬遜 (AMZN.US)$買入評級，並將目標價從210美元上調至230美元。
根據TipRanks數據顯示，該分析師近一年總勝率為60.4%，總平均回報率為5.9%。
此外，綜合報道，$亞馬遜 (AMZN.US)$近期主要分析師觀點如下：
繼第三季度息稅前利潤和第四季度展望強於預期之後，對25財年和26財年息稅前利潤的預測分別增長了10％和6％。此次調整的預期是，服務成本的降低將彌補商品利潤率的下降，而商品利潤率的下降受到越來越實惠的必需品趨勢的影響。
在亞馬遜發佈第三季度報告後，有人指出，儘管人們普遍擔心第四季度營業收入預期可能下降，但該公司的盈利能力仍超出了預期。對第四季度營業收入的低端預測尤其是一大亮點，預計將接近高端預期。
亞馬遜第三季度利潤率最近有所增加，AWS的利潤率創下了歷史新高，這促使前景進行了修正。國際行業的穩健表現，加上亞馬遜指導方針所暗示的預期假日季活力，影響了這一更新的視角。對2025年收入和GAAP每股收益的預測已向上調整，反映了更爲樂觀的預測。
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