Episode Transcript
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Speaker 1 (00:00):
As of today, July twenty third, twenty twenty five, Amazon
stock is trading at two hundred twenty seven United States
dollars and forty seven cents, marking a slight daily loss
after touching the two hundred thirty mark this morning. The
current trading volume is in line with recent averages, reflecting
steady market engagement. As investors await Amazon's crucial earnings report
(00:23):
set for July thirtieth, There is a sense of anticipation
as the upcoming numbers will shape the short term direction
for one of the most watched stocks in global markets.
Recent weeks have seen a wave of analyst optimism. BMO
Capital has lifted its price target to two hundred seventy
United States dollars, crediting a strong outlook for Amazon web
services driven by rising demand for artificial intelligence solutions and
(00:48):
greater efficiency from Magentic technologies. Other major firms also boosted
their targets, with Scotibank now at two hundred seventy five,
Needham and City at two hundred sixty five, and jmps
D Securities going as high as two hundred and eighty five,
all maintaining or reiterating outperform and by ratings. The consensus
target across dozens of analysts currently stands near two hundred
(01:10):
and fifty one, which implies a potential upside of about
ten percent from present levels, and the most bullish analysts
foresee three hundred five within the coming twelve months. This
support is rooted in fundamentals. Amazon's latest forecasts suggest net
sales for the upcoming quarter will be between one hundred
fifty nine and one hundred sixty four billion United States dollars,
(01:34):
with revenue growth of up to eleven percent year over year.
Operating income is guided in a wide ban from thirteen
to seventeen and a half billion, reflecting some uncertainty in
the operating environment, but generally in line with analyst confidence.
As for business momentum, Amazon Web services and advertising remain
the main growth drivers, both expected to rise approximately seventeen
(01:57):
percent this year. Improvements in e commerce efficiency such as
expanded same day delivery, and ongoing investments in artificial intelligence,
including the consumer focused Alexa plus initiative, signal persistent innovation
and margin enhancement. Looking beyond the numbers, investors are closely
watching developments around possible regulatory scrutiny related to Amazon's international
(02:18):
technology infrastructure, as well as the fast evolving Project hyper
satellite ambitions. Overall, Amazon stock maintains broad institutional favor, with
the vast majority of analysts rating it as BY or
strong BY, despite only moderate share gains so far this
year and broader tech stock volatility. The next key event
is the earnings release, which will clarify whether Amazon can
(02:41):
meet or beat these high expectations and thus justify both
analyst confidence and a premium market valuation.