Deutsche Bank Sees Opportunity in Amazon (AMZN) Pullback

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

Worried analysts question Amazon's logistics plans

January 29, 2016 7:12 AM EST

By Mari Saito

SAN FRANCISCO (Reuters) - In the wake of Amazon.com Inc's disappointing financial results that sent shares plunging Thursday, analysts blamed rising costs to deliver goods, which increased to $4.5 billion in the quarter, up 24.4 percent from the same quarter last year.

And they sharply questioned the company's plans to continue to make heavy investments in logistics, even at the expense of profits.

They wondered why it was planning to buy more assets like trucks, and reportedly to lease jets, and worried it planned to... 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

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

January 29, 2016 6:36 AM EST

Susquehanna analyst Shyam Patil reiterated its Positive rating and $900 price target on Amazon.com (NASDAQ: AMZN) despite Q4 results that missed aggressive estimates, though came in ahead of guidance. The firm recommends clients buy the dip.

"Taking a step back, even... 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