Amazon Faces Investment Cycle Risks on Supply Chain, AI -- Market Talk

Dow Jones

04/21

0809 ET - Investors are underestimating the Ebit pressures that Amazon will go through as a result of its investment cycle on supply chain, logistics and AI, among other bets, Raymond James analysts say in a research note. While there is a positive long-term potential from these investments, the analysts say they lack sufficient visibility in the investment levels/return on investment in 2025 and 2026. "Improving monetization momentum would make us more constructive, while higher-than-expected investments could make us more cautious." Raymond James lowers its recommendation on the stock to outperform from strong buy and cuts its target price to $195 a share from $275 a share previously. Shares fall 1.7% to $169.55 in pre-market trading. (sabela.ojea@wsj.com; @sabelaojeaguix)

(END) Dow Jones Newswires

April 21, 2025 08:09 ET (12:09 GMT)

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While there is a positive long-term potential from these investments, the analysts say they lack sufficient visibility in the investment levels/return on investment in 2025 and 2026. \"Improving monetization momentum would make us more constructive, while higher-than-expected investments could make us more cautious.\" Raymond James lowers its recommendation on the stock to outperform from strong buy and cuts its target price to $195 a share from $275 a share previously. Shares fall 1.7% to $169.55 in pre-market trading. 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While there is a positive long-term potential from these investments, the analysts say they lack sufficient visibility in the investment levels/return on investment in 2025 and 2026. \"Improving monetization momentum would make us more constructive, while higher-than-expected investments could make us more cautious.\" Raymond James lowers its recommendation on the stock to outperform from strong buy and cuts its target price to $195 a share from $275 a share previously. Shares fall 1.7% to $169.55 in pre-market trading. 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While there is a positive long-term potential from these investments, the analysts say they lack sufficient visibility in the investment levels/return on investment in 2025 and 2026. \"Improving monetization momentum would make us more constructive, while higher-than-expected investments could make us more cautious.\" Raymond James lowers its recommendation on the stock to outperform from strong buy and cuts its target price to $195 a share from $275 a share previously. Shares fall 1.7% to $169.55 in pre-market trading. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMZN":"亚马逊"},"translate_title":"亚马逊面临供应链、人工智能的投资周期风险——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1},"content_text":"0809 ET - Investors are underestimating the Ebit pressures that Amazon will go through as a result of its investment cycle on supply chain, logistics and AI, among other bets, Raymond James analysts say in a research note. While there is a positive long-term potential from these investments, the analysts say they lack sufficient visibility in the investment levels/return on investment in 2025 and 2026. \"Improving monetization momentum would make us more constructive, while higher-than-expected investments could make us more cautious.\" Raymond James lowers its recommendation on the stock to outperform from strong buy and cuts its target price to $195 a share from $275 a share previously. Shares fall 1.7% to $169.55 in pre-market trading. (sabela.ojea@wsj.com; @sabelaojeaguix) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 21, 2025 08:09 ET (12:09 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}