Buy the Dip in Amazon (AMZN) after Miss - Susquehanna

Deutsche Bank Sees Opportunity in Amazon (AMZN) Pullback

January 29, 2016 8:42 AM EST

Deutsche Bank maintained a Buy rating on Amazon.com (NASDAQ: AMZN) price target of $800. Shares declined after Amazon reported Q4 results. Analyst Ross Sandler thinks the pullback presents a buying opportunity.

"The pullback in AMZN shares should create a nice buying... More

FBA Pressures Amazon's (AMZN) Margins - Evercore ISI

January 29, 2016 7:34 AM EST

Evercore ISI analyst, Ken Sena, cut Amazon's (NASDAQ: AMZN) price target to $720 as Fulfillment By Amazon increases as a percentage of overall sales pressuring margins. No change to Buy rating.

Amazon's topline was shy of the Street consensus by ~3% and margins, particularly North America, missed with Consolidated Segment Operating Income below the Street by 10%,

CFO Olsavsky stated that Fulfillment By... More

Amazon (AMZN) Not Entering Another Long Term Investment Cycle - Mizuho

January 29, 2016 6:44 AM EST

Mizuho Securities analyst, Neil Doshi, thinks that despite profit coming in below expectations, Amazon (NASDAQ: AMZN) is not entering into another long term investment cycle. The profit shortfall comes from higher third-party FBA sales which required an investment in fulfillment but will become higher margin in time.

Revenue of $35.7b was slightly below consensus at $35.9b and... More

Amazon (AMZN) PT Trimmed to $725 at Macquarie

January 29, 2016 6:41 AM EST

Macquarie analyst Ben Schachter reiterated an Outperform rating but lowered his price target on Amazon.com (NASDAQ: AMZN) to $725.00 (from $760.00) following the Q4 miss.

Schachter commented, "Going into the AMZN call, the number one concern was the fear of a new investment cycle. Coming out of the call, some will see that fear being realized. However, this is a demand driven investment... More

No Problem at Amazon (AMZN) Despite In-Lineish Qtr, RBC Capital Says; PT to $715

January 29, 2016 6:32 AM EST

RBC Capital analyst Mark Mahaney reiterated an Outperform rating but lowered his price target on Amazon.com (NASDAQ: AMZN) to $715.00 (from $775.00) following "in-lineish" Q4 EPS. Mahaney doesn't think there is a problem at Amazon.

Heres why they dont see a fundamental... More

Amazon.com (AMZN) Misses on Top and Bottom Line for Q4

January 28, 2016 4:02 PM EST

Amazon.com (NASDAQ: AMZN) reported Q4 EPS of $1.00, $0.56 worse than the analyst estimate of $1.56. Revenue was $35.75 billion, with the consensus at $35.9 billion.

GUIDANCE:

First Quarter 2016 Guidance

Net sales are expected to be between $26.5 billion and $29.0 billion, or to grow... More