Stock Amazon.com Inc. NASDAQ: Amzn On Tuesday, it closed just below $ 190, continuing to stabilize and consolidate after a sharp correction. Despite the fact that even more than 20% of February record maximumThe shares were approximately bounced 16% discount on a long minimum From the beginning of this month.
WITH Earnings Finding on Thursday to fall after the bell, Amazon will become one of the closest names in the market this week. The volatility calms downTechnology improves, and analysts were lined up during April to repeat their Bull positionThe field for the next 48 hours can determine whether the rally has real legs or the recent force was just a pause in a deeper trend.
Wall bull hull -Sustritis loud and clean
Analysts expressed their opinion on the eve of training Amazon Q1 reportAnd the consensus is almost a unanimous: this BuyThe field only last week of the company UBS Group And Oppenheimer Confirmed their bull ratings. This adds to the challenges from Goldman SachsIN Stifel NicolausAnd others at the beginning of this month, most of which set target prices significantly higher than current levels.
The goal is UBS stands out, calling $ 253, implying profit 30%+ By closing on Tuesday. Even Oppenheimer, who reduced its target to $ 220 in order to reflect tariff risks, remains firmly optimistic. In all directions, analysts refer to the Amazon scale, increasing efficiency and the growing presence of AI as key long -term drivers.
Waiting hard for the first quarter, despite the oncoming wind
According to the consensus, Wall Stest, it is expected that Amazon is expected Report on income in the amount of 155.1 billion dollars. USAby 8% compared to last year, and profit per share by about $ 1.36. Despite the problems, starting from the exchange of a foreign meeting to tariff failures, analysts, as a rule, expect substantial growth from both the retail and AWS.
Amazon Management has already noted 2.1 billion dollars. USA.As well as complex components from the first quarter of 2023, which included an additional day thanks to the leap year. There are also fears associated with tariffs, and some analysts suggest that the retail margin and average selling prices may be pressure on advance forward.
However, Amazon Director General Andy Jasi He recently noted that consumer behavior has not changed significantly and that most third -party sellers should transfer tariffs to customers. This comment, along with signs stabilization At the latest sessions, surprisingly stably invested in earnings.
All eyes on AWS and AI
One of the key questions for this quarter will be how Amazon Web Services (AWS) Acts and how much the growth of AI contributes to history. AWS remains the most profitable unit of Amazon, and it is expected that it will publish 17% compared to last year In the first quarter.
Investors will also look for updates about how Amazon positions itself in a wider Ah infrastructure of arms raceThe field since other technical giants are already reporting strong demand, Amazon is expected to strengthen its role as a key player in this space.
Risk: Macro is still hiding uncertainty
Despite the point of view, not everyone is convinced that the action is ready to break above. Morgan Stanley Still considers Amazon as The best choice But it noted the growing amount of the ambiguity of the macros related to business. Recently, they reduced some of their assessments, warning this appearance in the second half of 2024, remains muddy.
Wells Fargo He also noted that AWS suspended some international discussions for the leasing of data processing centersAlthough this is not yet considered a field as a red flag, it reflects a more measured approach in the near future.
Income report can be a catalyst for Amazon
Amazon can still be traded much lower than its maximums, but analysts are clear in its message: this action is traded much lower than all of it Price goals Ahead of an important update of income. With improvement of technical persons, consistently consistent superiorityand stable tourist winds, the current installation offers A convincing risk profileField
If the report on Thursday provides, as expected, or simply avoids negative surprises, a recent rebound can quickly accelerate. However, Amazon may need more time to work out a noise if the company releases Conservative leadership Or confirms Tariff margin pressureField
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