BUZZ-Street View: Brokerages positive on Amazon's cloud unit growth
Amazon.com AMZN.O missed analyst estimates for revenue growth in its cloud unit for the fourth quarter and forecast lower-than-expected revenue and profit for the first quarter
Shares down 2.8% to $232.07 premarket
CLOUD UNIT RAMP AMID EASING SUPPLY CONSTRAINTS
J.P.Morgan ("overweight", PT: $270) expects AI contribution to ramp through 2025 as supply constraints ease and AWS benefits from its full-stack approach
RBC Capital Markets ("outperform", PT: $265) expects high margin growth and network cost efficiencies in Amazon's cloud unit to help in earnings growth given its strong AI positioning with potential for easing capacity constraints later this year
D.A. Davidson ("buy", PT: $280) says Amazon Web Services is the best positioned of the three hyperscalers and it has caught up with and surpassed Azure in AI-related services
Canaccord Genuity ("buy", PT: $280) sees AMZN stock as a "core growth holding" given stable online commerce performance, and ongoing momentum across advertising and AWS
Pivotal Research Group ("buy", PT: $260) says heavy capex investment and accelerating AI adoption to help cloud revenue growth in H2 this year
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