Wall Street analysts react to Amazon’s disappointing second-quarter earnings

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Wall Street analysts react to Amazon’s disappointing second-quarter earnings

CNBC2021-07-30

Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates. The tech giant reported $15.12 in ...

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koolgal
·2021-07-31
Is it time to buy Amazon? ?
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8
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- koolgalReplying toJQJQ:
  Agree
  2021-07-31
  Reply
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- JQJQReplying tokoolgal:
  totally same sentiment as yours!
  2021-07-31
  Reply
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- koolgal:
  Too expensive for me for now. Whats yours?
  2021-07-31
  Reply
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PDurai
·2021-07-31
Good
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2
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replaygoh
·2021-07-31
sure..
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1
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Zozo11
·2021-07-30
Go Amazon!!
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3
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ruinsaint
·2021-07-30
Amazon is gone. Let's buy BABA and TENCENTs
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5
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Meshaarias72
·2021-07-30
Like n comment pls
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5
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- tungleh:
  Commented
  2021-07-31
  Reply
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- hlw8888:
  ok
  2021-07-30
  Reply
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- Liha:
  Hooo
  2021-07-30
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Yogiman
·2021-07-30
Too expensive
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4
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我i168
·2021-07-30
$Amazon.com(AMZN)$...Earnings great, beat expectations, which is mostimportant. Revenue de-acceleration should be anticipated. Strange the analysts are not slapping their own backsides for doing a poor. Well ain’t theyalways create some exercises to excite the market? [Cool]
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Jrrr92
·2021-07-30
Good
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3
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Bry8950
·2021-07-30
Like
Reply
4
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JohnsonYeo
·2021-07-30
Wow
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2
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Alright
·2021-07-30
I’d buy Amazon stock when it dips
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6
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- Louisyeo:
  Wait 3k then buy. Market crash incoming
  2021-07-30
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- MMSimona:
  今天大盘好像不行
  2021-07-30
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boonk
·2021-07-30
Buy buy
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Fooyj898
·2021-07-30
Hi
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4
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SFern
·2021-07-30
Good
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2
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Onlyme
·2021-07-30
Like and comment please
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3
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- zhen130:
  Done
  2021-07-30
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- SFern:
  Good
  2021-07-30
  Reply
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- Alright:
  Ok
  2021-07-30
  Reply
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Jon1234
·2021-07-30
Gg
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3
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Jaslen
·2021-07-30
Like and comment please
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Fredsong88
·2021-07-30
?‍??‍??‍?
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Alfred1007
·2021-07-30
The investors is asking for more and more...
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- ngph:
  Hope AMZN stock price recovers soon
  2021-07-30
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That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":806490793,"gmtCreate":1627687053412,"gmtModify":1703494574050,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3559581955535845","idStr":"3559581955535845"},"htmlText":"Is it time to buy Amazon? ?","listText":"Is it time to buy Amazon? ?","text":"Is it time to buy Amazon? ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/806490793","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5386194,"gmtCreate":1627703687254,"gmtModify":1663231746634,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every 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yours!"},{"id":5384728,"gmtCreate":1627694660326,"gmtModify":1663231740929,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every 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yours?"},{"id":5384410,"gmtCreate":1627692811138,"gmtModify":1663231737143,"authorId":3581929836617050,"author":{"id":3581929836617050,"idStr":"3581929836617050","authorId":3581929836617050,"name":"JQJQ","avatar":"https://community-static.tradeup.com/news/845141bd57e8236ea8f40273531a9ea9","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a 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point?☺??"},{"id":5383974,"gmtCreate":1627690444015,"gmtModify":1663231735448,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every 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?"}],"langContent":"EN"},{"id":806406816,"gmtCreate":1627686679535,"gmtModify":1703494563021,"author":{"id":"4089866722725690","authorId":"4089866722725690","name":"PDurai","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4089866722725690","idStr":"4089866722725690"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806406816","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806520956,"gmtCreate":1627680937475,"gmtModify":1703494500396,"author":{"id":"3582963095283492","authorId":"3582963095283492","name":"replaygoh","avatar":"https://static.tigerbbs.com/d47b21291424a3d55039334a8de5cdb9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3582963095283492","idStr":"3582963095283492"},"htmlText":"sure..","listText":"sure..","text":"sure..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806520956","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806649146,"gmtCreate":1627654965085,"gmtModify":1703494246596,"author":{"id":"4088163140988980","authorId":"4088163140988980","name":"Zozo11","avatar":"https://static.tigerbbs.com/0df473163d25fbc30eac54735b287082","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4088163140988980","idStr":"4088163140988980"},"htmlText":"Go Amazon!!","listText":"Go Amazon!!","text":"Go Amazon!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806649146","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806694882,"gmtCreate":1627652692546,"gmtModify":1703494155016,"author":{"id":"3578884793164197","authorId":"3578884793164197","name":"ruinsaint","avatar":"https://static.tigerbbs.com/170c0065f06548455598ad952c84fac8","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3578884793164197","idStr":"3578884793164197"},"htmlText":"Amazon is gone. Let's buy BABA and TENCENTs&nbsp;","listText":"Amazon is gone. Let's buy BABA and TENCENTs&nbsp;","text":"Amazon is gone. Let's buy BABA and TENCENTs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806694882","repostId":1161272388,"repostType":2,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806607324,"gmtCreate":1627652349568,"gmtModify":1703494141208,"author":{"id":"3577781617271173","authorId":"3577781617271173","name":"Meshaarias72","avatar":"https://static.tigerbbs.com/c5282cda6a9d3948fc067b21adcb578c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577781617271173","idStr":"3577781617271173"},"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/806607324","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5382156,"gmtCreate":1627661456702,"gmtModify":1663231726944,"authorId":3581840130059040,"author":{"id":3581840130059040,"idStr":"3581840130059040","authorId":3581840130059040,"name":"tungleh","avatar":"https://static.itradeup.com/news/e7cd8f0c265e9dabe49dea7b97ffe6b9","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":806607324,"type":1,"supId":0,"prevId":0,"content":"Commented","text":"Commented","html":"Commented"},{"id":5381826,"gmtCreate":1627659477838,"gmtModify":1663231724042,"authorId":3561472805649521,"author":{"id":3561472805649521,"idStr":"3561472805649521","authorId":3561472805649521,"name":"hlw8888","avatar":"https://static.tigerbbs.com/2ac2fb959ae09e12e50b3a31148fe95a","vip":1,"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":806607324,"type":1,"supId":0,"prevId":0,"content":"<u>ok</u>","text":"<u>ok</u>","html":"<u>ok</u>"},{"id":5380433,"gmtCreate":1627652488781,"gmtModify":1663231719950,"authorId":3580021038510346,"author":{"id":3580021038510346,"idStr":"3580021038510346","authorId":3580021038510346,"name":"Liha","avatar":"https://static.tigerbbs.com/a4ba484754a4e8fc7a7c54ab52161218","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":806607324,"type":1,"supId":0,"prevId":0,"content":"Hooo","text":"Hooo","html":"Hooo"}],"langContent":"EN"},{"id":806845452,"gmtCreate":1627651505676,"gmtModify":1703494111007,"author":{"id":"4089547899638310","authorId":"4089547899638310","name":"Yogiman","avatar":"https://static.tigerbbs.com/9da3026816d2d7223cd50a9dd90b7476","vip":1,"crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4089547899638310","idStr":"4089547899638310"},"htmlText":"Too expensive","listText":"Too expensive","text":"Too expensive","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806845452","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806846193,"gmtCreate":1627651397512,"gmtModify":1703494107555,"author":{"id":"3563873670221480","authorId":"3563873670221480","name":"我i168","avatar":"https://static.tigerbbs.com/34b2d0551b5ab028c13ab35747c4df8c","vip":1,"crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3563873670221480","idStr":"3563873670221480"},"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>...Earnings great, beat expectations, which is mostimportant. Revenue de-acceleration should be anticipated. Strange the analysts are not slapping their own backsides for doing a poor. Well ain’t theyalways create some exercises to excite the market? [Cool]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMZN\">$Amazon.com(AMZN)$</a>...Earnings great, beat expectations, which is mostimportant. Revenue de-acceleration should be anticipated. Strange the analysts are not slapping their own backsides for doing a poor. Well ain’t theyalways create some exercises to excite the market? [Cool]&nbsp;","text":"$Amazon.com(AMZN)$...Earnings great, beat expectations, which is mostimportant. Revenue de-acceleration should be anticipated. Strange the analysts are not slapping their own backsides for doing a poor. Well ain’t theyalways create some exercises to excite the market? [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806846193","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806843690,"gmtCreate":1627651336010,"gmtModify":1703494102923,"author":{"id":"3561534918172425","authorId":"3561534918172425","name":"Jrrr92","avatar":"https://static.tigerbbs.com/3713f77c17599af04b8943281769ec65","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3561534918172425","idStr":"3561534918172425"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806843690","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806856967,"gmtCreate":1627650924559,"gmtModify":1703494092017,"author":{"id":"3579932836090058","authorId":"3579932836090058","name":"Bry8950","avatar":"https://static.tigerbbs.com/a9521192817425a7661a2344c9ae4687","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3579932836090058","idStr":"3579932836090058"},"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806856967","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806864516,"gmtCreate":1627650050735,"gmtModify":1703494067968,"author":{"id":"3581577540266884","authorId":"3581577540266884","name":"JohnsonYeo","avatar":"https://static.tigerbbs.com/7139a0ce522ecb24fe97876b7ccfa905","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581577540266884","idStr":"3581577540266884"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806864516","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806861774,"gmtCreate":1627649742598,"gmtModify":1703494060694,"author":{"id":"4087278718158970","authorId":"4087278718158970","name":"Alright","avatar":"https://static.tigerbbs.com/17b986a304be5031eab7c252ee5ea49f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4087278718158970","idStr":"4087278718158970"},"htmlText":"I’d&nbsp;buy Amazon stock when it dips","listText":"I’d&nbsp;buy Amazon stock when it dips","text":"I’d buy Amazon stock when it dips","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/806861774","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5379962,"gmtCreate":1627650078762,"gmtModify":1663231718738,"authorId":3567677840969285,"author":{"id":3567677840969285,"idStr":"3567677840969285","authorId":3567677840969285,"name":"Louisyeo","avatar":"https://static.tigerbbs.com/66bbc54ec9060c876ff06d2803119ada","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":806861774,"type":1,"supId":0,"prevId":0,"content":"Wait 3k then buy. Market crash incoming","text":"Wait 3k then buy. Market crash incoming","html":"Wait 3k then buy. Market crash incoming"},{"id":5380025,"gmtCreate":1627650487499,"gmtModify":1663231717146,"authorId":3568881705284127,"author":{"id":3568881705284127,"idStr":"3568881705284127","authorId":3568881705284127,"name":"MMSimona","avatar":"https://static.tigerbbs.com/84863575ef7ab84a3f4f2460f5f82f91","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":806861774,"type":1,"supId":0,"prevId":0,"content":"今天大盘好像不行","text":"今天大盘好像不行","html":"今天大盘好像不行"}],"langContent":"EN"},{"id":806885763,"gmtCreate":1627649305652,"gmtModify":1703494051136,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"boonk","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"htmlText":"Buy buy","listText":"Buy buy","text":"Buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806885763","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806881126,"gmtCreate":1627648924665,"gmtModify":1703494044523,"author":{"id":"3574287254233482","authorId":"3574287254233482","name":"Fooyj898","avatar":"https://static.tigerbbs.com/9399f17ac78fd691d7f162f56e392004","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3574287254233482","idStr":"3574287254233482"},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806881126","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806889743,"gmtCreate":1627648858682,"gmtModify":1703494042550,"author":{"id":"3582938826092533","authorId":"3582938826092533","name":"SFern","avatar":"https://static.tigerbbs.com/81a61c88544234a53cc63054a8f769b1","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3582938826092533","idStr":"3582938826092533"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806889743","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806810319,"gmtCreate":1627647899831,"gmtModify":1703494026874,"author":{"id":"3578395069533223","authorId":"3578395069533223","name":"Onlyme","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3578395069533223","idStr":"3578395069533223"},"htmlText":"Like and comment please","listText":"Like and comment please","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/806810319","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5380136,"gmtCreate":1627651315090,"gmtModify":1663231720640,"authorId":3570360623104656,"author":{"id":3570360623104656,"idStr":"3570360623104656","authorId":3570360623104656,"name":"zhen130","avatar":"https://static.tigerbbs.com/553509e2e649eaf0d39f267a7e6de1a1","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":806810319,"type":1,"supId":5379920,"prevId":0,"content":"<u>Done</u>","text":"<u>Done</u>","html":"<u>Done</u>"},{"id":5379805,"gmtCreate":1627648874060,"gmtModify":1663231717148,"authorId":3582938826092533,"author":{"id":3582938826092533,"idStr":"3582938826092533","authorId":3582938826092533,"name":"SFern","avatar":"https://static.tigerbbs.com/81a61c88544234a53cc63054a8f769b1","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":806810319,"type":1,"supId":0,"prevId":0,"content":"Good","text":"Good","html":"Good"},{"id":5379920,"gmtCreate":1627649717376,"gmtModify":1663231717148,"authorId":4087278718158970,"author":{"id":4087278718158970,"idStr":"4087278718158970","authorId":4087278718158970,"name":"Alright","avatar":"https://static.tigerbbs.com/17b986a304be5031eab7c252ee5ea49f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":806810319,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":806810031,"gmtCreate":1627647883323,"gmtModify":1703494026365,"author":{"id":"3573821645459947","authorId":"3573821645459947","name":"Jon1234","avatar":"https://static.tigerbbs.com/b8152ae43bb8b150654f871f2c6e1a34","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3573821645459947","idStr":"3573821645459947"},"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806810031","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806838011,"gmtCreate":1627647427333,"gmtModify":1703494017589,"author":{"id":"3579319144921544","authorId":"3579319144921544","name":"Jaslen","avatar":"https://static.tigerbbs.com/597ef08fd8f2bd857b8021d7044cd65a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3579319144921544","idStr":"3579319144921544"},"htmlText":"Like and comment please&nbsp;","listText":"Like and comment please&nbsp;","text":"Like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806838011","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806830319,"gmtCreate":1627647228831,"gmtModify":1703494012450,"author":{"id":"3586751613498957","authorId":"3586751613498957","name":"Fredsong88","avatar":"https://static.tigerbbs.com/92dbf78471c7e564830160ddf266f228","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3586751613498957","idStr":"3586751613498957"},"htmlText":"?‍??‍??‍?","listText":"?‍??‍??‍?","text":"?‍??‍??‍?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806830319","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":806894738,"gmtCreate":1627647142024,"gmtModify":1703494010793,"author":{"id":"3570656625926041","authorId":"3570656625926041","name":"Alfred1007","avatar":"https://static.tigerbbs.com/81d8406380cbc0525927f00a9510f2fa","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3570656625926041","idStr":"3570656625926041"},"htmlText":"The investors is asking for more and more...","listText":"The investors is asking for more and more...","text":"The investors is asking for more and more...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806894738","repostId":1161272388,"repostType":4,"repost":{"id":"1161272388","pubTimestamp":1627644776,"share":"https://ttm.financial/m/news/1161272388?lang=&edition=fundamental","pubTime":"2021-07-30 19:32","market":"us","language":"en","title":"Wall Street analysts react to Amazon’s disappointing second-quarter earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1161272388","media":"CNBC","summary":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.The tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.Following the report, Morgan Stanley’s Brian Nowak cut his price target for the stock","content":"<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street analysts react to Amazon’s disappointing second-quarter earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street analysts react to Amazon’s disappointing second-quarter earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 19:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.cnbc.com/2021/07/30/amazon-earnings-wall-street-analysts-react.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1161272388","content_text":"Amazon reported another massive quarter on Thursday, but it wasn’t enough to meet sky-high expectations, leading Wall Street analysts to scale back their estimates.\nThe tech giant reported $15.12 in earnings per share and $113.08 billion in revenue for its second quarter. That topped expectations of $12.30 in earnings but missed the projected $115.2 billion in revenue, according to analysts surveyed by Refinitiv.\nFollowing the report, Morgan Stanley’s Brian Nowak cut his price target for the stock to $4,300 per share from $4,500, citing the potential for some near-term weakness. However, Nowak did keep his overweight rating on the stock and said the long-term outlook was strong.\nAmazon closed Thursday at $3,599.92, off 0.8% for the session, and fell another 6.3% in premarket trading Friday.\n“AMZN’s slower than expected retail revenue growth and lower profitability (from surging investment) send estimates lower today. Over the long-term we see these investments leading to deeper core retail and AWS moats (why we remain bullish),” the Morgan Stanley note said.\nSimilarly, UBS analyst Michael Lasser lowered his price target on Amazon to $4,020 per share from $4,350 but reiterated his buy rating.\n“In the past, it’s been prudent to accumulate AMZN’s shares when they pull back in response to an investment cycle. We think it would be shrewd to do the same now. We are moderating our EPS [estimates] due to slightly lower NT rev assumptions & ongoing investments in fulfillment. But, these should payoff over the long-run,” the UBS note said.\nHere’s what analysts said about Amazon earnings:\nAtlantic Equities - Overweight, price target to $3,800 from $4,000\n\n “Q2 revenue missed and Q3 revenue and op profit guidance were below consensus as reopenings slowed Amazon’s sales growth more than anticipated, with the lower top line reducing leverage. On the flipside, AWS delivered an impressive acceleration and advertising topped expectations, and with both these key profit drivers remaining strong we continue to see attractive profit growth in 2022, albeit are reducing our projections slightly.”\n\nMizuho - Buy, price target to $4,100 from $4,400\n\n “With expectations being reset, we are lowering FY23 EBITDA by 6% to $130bn and PT from $4,400 to $4,100, but we feel 3Q21 revenue guidance could be conservative due to the return of back-to-school. We remain positive on AMZN long-term, and believe its valuation is attractive at 13x FY23 EBITDA compared to 30% CAGR.”\n\nBarclays - Overweight, price target to $4,130 from $4,300\n\n “AMZN reported revenue and OI that were 2% and 1% below consensus and guided 3Q below. This kind of miss is a rare occurrence for a high quality name like AMZN, but forecasting the back side of the pandemic surge is proving challenging for many companies, and despite the deceleration, AMZN continues to add prime members and gain e-commerce share. This print won’t derail the long-term bull case around AWS and retail, but likely means we are range bound for the next few months until a catalyst emerges.”\n\nBank of America - Buy, price target to $4,250 from $4,350\n\n “We think results suggest bigger slowdown in May/June Online retail spend than expected (negative read for eBay/Wayfair), while 3Q revenue guidance miss partially reflects Street not properly incorporating Prime Day shift impact on 3Q. ... . Amazon stock was down as much as 7% in AH trading, likely on the disappointing revenue guide and possibly AWS margins, but we think company remains in solid position in industry, with US retail growth above our industry sales.′\n\nEvercore ISI - Outperform, price target to $4,200 from $4,500\n\n “Our long term thesis is intact for Amazon. ... .Tactically, AMZN shares may well be range bound near-term as investors debate whether AMZN can recover to 20% reported Y/Y revenue growth in 2022 – we believe it can, given the size of its TAMs, its new growth initiatives, and its execution track record. Investors will also debate the potential ROI on Amazon’s latest investment cycle – i.e. its declining Operating Margins in H2:21.”\n\nCredit Suisse - Outperform, price target to $4,700 from $4,850\n\n “We maintain our Outperform rating for AMZN shares on the following points: 1) continued e-commerce segment operating margin expansion as Amazon grows into its larger infrastructure, 2) optionality for faster-than-expected FCF growth vis-à-vis its advertising segment, 3) upward bias to AWS revenue forecasts and likely more moderate deceleration path as suggested by ongoing capital intensity and rising performance obligations.”\n\nJPMorgan - Overweight, price target to $4,100 from $4,600\n\n “Slower growth & increased investments make the shares more challenging NT, but we expect revenue growth to normalize more around 20% next year & AMZN’s investments in fulfillment & logistics bode well for future growth, including for AMZL & MCF (multi-channel fulfillment).”\n\nJefferies- Buy, $4,200 price target\n\n “AMZN’s highest margin businesses accelerated once again in 2Q, while core-Retail decelerated from difficult comps and increased mobility. Despite 3Q revenue guidance coming in below consensus, our revised estimates imply core-Retail growth will remain above pre-pandemic levels on a 2-year basis.”\n\nJMP - Market outperform, $4,500 price target\n\n “We acknowledge the concern around decelerating growth as markets reopen and comps get tougher throughout the year. But we also believe that consumer behavior changes toward eCommerce due to the pandemic are lasting and that given the continued health of the consumer (at least domestically), Amazon remains among the best-positioned providers overall. We were encouraged with AWS and Amazon Advertising revenue reaccelerating in the quarter, trends that could continue, and we reiterate our Market Outperform rating and $4,500 price target.”\n\nKeyBanc - Overweight, $4,000 price target\n\n “Amazon.com will have been one of the strongest beneficiaries of COVID driven secular acceleration, but we believe reopening will drive lumpiness in growth rates. Nevertheless, Prime Member spending is still up y/y and overall competitive dynamics remain more favorable than pre-COVID. +37% AWS growth was strong and corporates focusing on growth investments should be a tailwind. We remain OW-rated given strong long-term share (and earnings) opportunities.”\n\nBaird - Outperform, $4,000 price target\n\n “We never like to see a miss, especially after shares outperformed since Q1, but it’s not shocking given choppy Q2 e-commerce checks (keep in mind results were in line with guidance.) What’s more notable, in our view, than the impact of mobility is that each of Amazon’s key (higher margin) services segments beat consensus expectations: AWS, 3P Services, Subscriptions, and Advertising. This is the quasi-recurring model we’ve highlighted as deserving of a higher multiple.”\n\nPiper Sandler - Overweight, price target to $3,904 from $4,000\n\n “Less positive, management noted online shopping behavior has changed with consumers comp-ing last year’s demand plus greater mobility. Management said to expect the pattern of difficult y/y revenue compares to continue for the next several quarters. Further, management alluded to the recent pullforward in demand requiring additional investment to catch up. ... .Essentially, while consumer demand has waned with the pandemic, investment remains elevated.”\n\nStifel - Buy, $4,400 price target\n\n “We now have better visibility into the 2H and estimates are adjusted better reflecting the new normal as we emerge from the pandemic. We believe the setup is attractive now that the shares are on the other side of the COVID comp reset. We would be buyers on the share decline stemming from tonight’s report and maintain our $4,400 price target.”\n\nCowen - Outperform, price target to $4,400 from $4,600\n\n “AMZN’s 2Q21 results were softer than expected, with rev 1.8% below consensus as higher consumer mobility impacted eCommerce demand, muting further acceleration at AWS and adv.; Op Income was also 1% below cons. Meanwhile, 3Q21 rev and Op Inc. guide were below cons. on tougher eCommerce comps & higher fulfillment costs.”\n\nTruist - Buy, price target to $3,800 from $4,000\n\n “2Q21 marks Amazon’s first earnings miss since the start of the pandemic, reflecting a mixed picture of softening demand within its Online Stores segment but sustained strength across AWS, 3P and advertising, which drove improved margins. While ecom demand may be normalizing with the re-opening, we still expect AMZN to put up mid-teens growth against a tough +40% in 2H20, with re-acceleration in FY22.”\n\nOppenheimer - Outperform, price target to $4,200 from $4,400\n\n “While reducing our target to $4,200 from $4,400 on expected slower 2H growth, we are maintaining our Outperform rating, given the prospects for secular gains ahead of AMZN. ... .While slowing in 2Q, growth in high margin segments continued to outpace growth in the overall business, leaving room for profitability upside in 2H.”\n\nGuggenheim - Buy, $4,200 price target\n\n “We continue to believe Amazon is very well positioned for the long term and reiterate our BUY rating and $4,200 price target. We would buy the weakness in the shares.While the company noted a moderation in its year-over-year growth rate during 2Q21 into the mid-teens and the company will continue to be up against difficult top-line comparisons in coming quarters, we continue to see a favorable backdrop for the company and the shares through the balance of 2021 as top-line growth should remain healthy, but decelerating.”\n\nTelsey - Outperform, $4,000 price target\n\n “We understand Amazon shares are likely to trade down, given soft 2Q21 results and a lower 3Q21 outlook. That said, we believe Amazon is executing at a high level and should continue to gain market share by leveraging its sticky customer base, small business relationships, and retail consolidation. The focus on newer businesses and initiatives—grocery, pharmacy, fashion, home, private brands, third-party, same-day/one-day delivery, and Amazon Logistics—is making Amazon more valuable.”\n\nBernstein - Outperform, price target to $4,000 from $4,200\n\n “At some point, when you’re 40% of US eCommerce and7-8% of US retail, it’s harder to create beta beyond overall retail trends. ... The revenue and EBIT guide were also lower than anticipated, reminding everyone that Amazon is still very much a retail-first business.”\n\nNeedham - Buy, $4,150 price target\n\n “AMZN is a services company, not a products company (our view) because Services revs reached 49% of 2Q revs, and we calculate that Services segment profit was $10.7B, which was 4x higher than Product profits in 2Q21. We expect Services revs to be larger than Product revs in 3Q21.”","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5379645,"gmtCreate":1627647643479,"gmtModify":1663231717732,"authorId":3581841475262844,"author":{"id":3581841475262844,"idStr":"3581841475262844","authorId":3581841475262844,"name":"ngph","avatar":"https://static.tigerbbs.com/184d156a6098c9891cc55260418562f6","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.25","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":806894738,"type":1,"supId":0,"prevId":0,"content":"Hope AMZN stock price recovers soon","text":"Hope AMZN stock price recovers soon","html":"Hope AMZN stock price recovers soon"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":166,"commentSize":26,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}