Street View: Amazon's AI ambitions take center stage
Amazon's AMZN.O cloud revenue rose at fastest clip in nearly three years, helping it forecast quarterly sales above estimates
Shares up 12.22% at $250.02 premarket
LIGHTS, CAMERA, AD REVENUE!
MoffettNathanson ("buy," PT: $338) says Amazon’s core retail business is steady, and its advertising arm — especially with Prime Video ads — is outperforming expectations despite concerns about hitting a growth ceiling
Jefferies ("buy," PT: $275) views cloud backlog growth as key metric since it signals future demand, but Amazon’s $5 billion increase looks modest next to Google Cloud’s $49 billion jump
Piper Sandler ("overweight," PT: $300) says Amazon remains focused on cutting its cost to serve and nearing new phase of AI product development
Morningstar (fair value: $260) says AWS continues to benefit from shift back to porting new workloads to cloud, generative AI boom; trends are consistent with expectation that AWS is key long-term driver for Amazon, despite quarterly noise on precise segment performance
Amazon trade price vs target price
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