Needham Tus kws tshuaj ntsuam Laura Martin rov hais dua Yuav ntawm Amazon.com Inc (Nasdaq: AMZN) nrog rau $120 tus nqi phiaj.
Martin ntseeg tias AMZN tus qauv kev lag luam muaj teeb meem tsim los ntawm nws tus kheej.
Tus kws tshuaj ntsuam tau tuav FY22 cov nyiaj tau los kwv yees tas li ntawm $ 510 billion. Txawm li cas los xij, cov nqi yuav sawv cev ze li $ 500 nphom hauv FY22, yog li Cov Nyiaj Tau Los Ua Haujlwm rau 1 lab tus neeg ua haujlwm rau tag nrho lub xyoo ntawm kev ua haujlwm yuav yog kwv yees li $ 11 billion (2% kev ua haujlwm margin) hauv FY22.
Ntawm $ 510 billion ntawm cov nyiaj tau los txhua xyoo, AMZN muaj qhov ntsuas. Cov tub ua lag luam tseem xav kom AMZN ua kom pom tus nqi nce nqi zog hauv 2023 txij li kev txiav cov nqi tau txwv rau kev tsav tsheb nce nqi.
Rau 4Q22, tus kws tshuaj ntsuam kwv yees Tag Nrho Cov Muag Khoom ntawm $ 144.9 billion (nce 5% Y / Y) thiab EPS ntawm $ 0.13 (qis 91% Y / Y).
Martin kwv yees Kev Muag Khoom Muag ntawm $ 72.5 billion (nce 2% Y / Y) thiab Net Service Muag $ 72.4 billion (nce 10% Y / Y).
Tus kws tshuaj ntsuam pom AWS muag ntawm $ 21.3 billion (nce 20% Y / Y), cov nyiaj tau los tshaj tawm ntawm $ 10.7 billion (nce 10% Y / Y), thiab 3rd Party Muag cov nyiaj tau los ntawm $ 31.8 billion (nce 5% Y / Y).
Rau FY23, tus kws tshuaj ntsuam kwv yees Tag Nrho Cov Muag Khoom ntawm $ 564 billion (nce 11% Y / Y thiab 5% hauv qab tus kws tshuaj ntsuam qhov kwv yees yav dhau los) thiab EPS ntawm $ 1.85 (nce tshaj FY22E EPS poob ntawm $ 0.16 thiab 15% hauv qab tus kws tshuaj ntsuam qhov kwv yees yav dhau los).
FY24 Martin qhia txog kev kwv yees rau FY24 ntawm Tag Nrho Cov Muag Khoom ntawm $ 645.1 billion (nce 14% Y / Y) thiab EPS ntawm $ 2.92 (nce 58% Y / Y).
Nqe Nqis: AMZN shares pauv qis dua los ntawm 4.59% ntawm $ 82.79 ntawm daim tshev kawg hnub Thursday.
Qhov tseeb Ratings rau AMZN
Hnub | Tshaj tawm | Action | Los ntawm | Yuav |
|---|---|---|---|---|
ti 2022 | German Bank | Pib Kev Npam Ntawm | yuav | |
Feb 2022 | Tigress Nyiaj Txiag | Txij nkawm | yuav | |
Feb 2022 | credit Suisse | Txij nkawm | Txoj Kev Ua Txhaum |
Saib Ntau Cov Kev Ntsuas Ntsuas rau AMZN
Saib Qhov Ntsuam Kev Ntsuam Xyuas Cov Ntaus Tawm Tshiab
Saib ntxiv ntawm Benzinga
Tsis txhob nco lub sijhawm ceeb toom ntawm koj cov khoom lag luam - koom Lub Npe Lub Npe Pro dawb! Sim cov cuab yeej uas yuav pab koj nqis peev smarter, sai dua, thiab zoo dua.
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Tau qhov twg los: https://finance.yahoo.com/news/amazon-analyst-slashes-fy23-estimates-200248153.html