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Fun Fact: Amazon's AWS Contributes More Than 100% Of Its Total Operating Profit
Sunday, August 6, 2017 - 3:29pm | 407Amazon.com, Inc. (NASDAQ: AMZN)'s stock dipped below the psychologically important $1,000 per share milestone last week as investors continue to question the company's outlook after a notable earnings shortfall in its second-quarter report. Despite a 25 percent increase in sales during the...
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For Amazon Investors, Focus On The Bigger Picture
Friday, July 28, 2017 - 9:20am | 377There are two ways to approach Amazon.com, Inc. (NASDAQ: AMZN)'s stock after the company's second-quarter earnings report. On the one hand, a notable drop in quarterly profits and an outlook for heightened spending ahead foreshadows what could be expected in the near term. But on the other hand,...
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Netflix Wowed Investors With Its Earnings Report, Will Fellow 'FANG' Member Amazon Follow Suit?
Monday, July 24, 2017 - 10:09am | 429Netflix, Inc. (NASDAQ: NFLX)'s blowout quarter impressed both analysts and investors, but now all the attention will focus on the remaining "FANG" members yet to report their earnings, including Amazon.com, Inc. (NASDAQ: AMZN), which will report its second-quarter results Thursday....
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Amazon Might Be Playing 'Mind Games' With Investors
Monday, May 1, 2017 - 2:26pm | 447Bloomberg's Mark Barton posed a very interesting question to UBS's Eric Sheridan: Is Amazon.com, Inc. (NASDAQ: AMZN) playing "mind games" with investors? What 'Mind Games'? Barton highlighted a report from an analyst who noted Amazon earned $724 million in its recent...
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Do Wall Street And Investors Love Amazon A Little Too Much?
Friday, April 28, 2017 - 4:02pm | 419What's not to love about Amazon.com, Inc. (NASDAQ: AMZN)? =Consumers love its speedy delivery of millions of items. Investors love its growth profile and prospects of hitting a $1-trillion valuation. But what if investors are wrong in loving Amazon? This is a view that Gadfly's Shira Ovide...
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Amazon's Q1 Signals Competitive Pressures For AWS
Friday, April 28, 2017 - 8:49am | 368Amazon.com, Inc. (NASDAQ: AMZN)'s first-quarter results came in better than expected, which boosted shares higher by more than 3 percent. But not all among Wall Street were impressed with the report and the company's outlook. Trip Chowdhry of Global Equities Research commented in a research report...
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Should Investors Be Concerned That Amazon Didn't Disclose Prime Metrics?
Friday, February 3, 2017 - 5:49pm | 303Should investors be worried that Amazon.com, Inc. (NASDAQ: AMZN) didn't disclose the growth rate of Prime members in 2016? According to calculations conducted by Recode's Jason Del Rey, Amazon boasted at least 46 million Prime members this time last year. Fast forward to today and the...
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Amazon Already Peaked, At Least According To Trip Chowdhry
Friday, February 3, 2017 - 12:50pm | 320After a mind-boggling 48,000 percent return since the 1990s, Amazon.com, Inc. (NASDAQ: AMZN)'s stock has reached its peak, at least according to Trip Chowdhry of Global Equities Research. Chowdhry commented back in December of 2016 that Amazon's stock reached its peak. Also in December, Chowdhry...
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2 Keys To Satisfying Amazon Investor Appetite
Wednesday, February 1, 2017 - 4:16pm | 306RBC Capital Markets' Mark Mahaney was a guest on CNBC and explained why he believes Amazon.com, Inc. (NASDAQ: AMZN) stock has a 15 percent upside to $950. Mahaney started off by noting the Street's expectations for Amazon's margins in the March-ending quarter are probably overly...
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Why You Should Be Building An Amazon Position During This Pullback
Friday, October 28, 2016 - 1:29pm | 382Amazon.com, Inc. (NASDAQ: AMZN) was trading lower by nearly 4 percent Friday, which presents an ideal time for investors to buy the stock. Deutsche Bank's Ross Sandler argued in a report that now is a perfect time for investors to "selectively add to positions" although investors...
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Axiom's Victor Anthony: Amazon's 'Standout' Takeaway Is Its Retail Business
Friday, April 29, 2016 - 9:53am | 287Amazon.com, Inc. (NASDAQ: AMZN) wowed the investment community with its impressive Q1 earnings beat. While investors were focusing on Amazon's AWS segment, which demonstrated tremendous growth, Axiom Capital Management's Victor Anthony argued Amazon's "standout" takeaway...
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For Amazon, Expect 'Very Very Modest' Earnings Growth On 'Very Solid' Revenue Growth
Wednesday, April 27, 2016 - 9:02am | 310Michael Pachter of Wedbush Securities was a recent guest on CNBC to discuss Amazon.com, Inc. (NASDAQ: AMZN)'s upcoming earnings print, scheduled to be released after Thursday's market close. Pachter began the conversation by attempting to break down Amazon's growth. He suggested the retail...
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Portfolio Manager: Amazon's Q4 Miss Was A 'Small Setback And Not A Reason To Dump The Stock'
Friday, January 29, 2016 - 5:03pm | 451Walter Price, a portfolio manager at Allianz Global was a guest on CNBC's "Squawk On The Street" on Friday to discuss Amazon.com, Inc. (NASDAQ: AMZN)'s fourth-quarter results, which consisted of a large earnings miss. According to Price, Amazon may have had "too much of a good thing" in the...
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Investment Pro: Amazon's Investments In Logistics Are Not 'Fully Appreciated'
Friday, January 29, 2016 - 4:49pm | 289James Cakmak, an investment manager for Monnes, Crespi, Hardt Co. was a guest on CNBC to discuss Amazon.com, Inc. (NASDAQ: AMZN)'s fourth-quarter results and the subsequent decline in its stock. "Expectations are getting ahead of themselves," Cakmak said. "When you look at the quarter, the reason...
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Amazon Just Had Its Best Holiday Season Ever, S&P Capital IQ Analyst Says
Thursday, January 28, 2016 - 3:03pm | 317Amazon.com, Inc. (NASDAQ: AMZN) is on the doorstep of its fourth quarter earnings report and shares are rising hours before the data. Tuna Amobi of S&P Capital IQ was recently on CNBC discussing his thoughts on the e-commerce giant. "I'm expecting to hear very strong results,...