Form 144 AMAZON COM INC Filed by: Selipsky Adam

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Evercore Keeps Amazon.com (AMZN) on Top Pick and TAC Lists Ahead of Earnings: 'Attractive Risk/Reward Set-Up'

October 24, 2023 8:13 AM EDT

Evercore ISI analyst Mark Mahaney reiterated an Outperform rating and $190.00 price target on Amazon.com (NASDAQ: AMZN).

The analyst comments "Our View: Based on intra-quarter data points and our model sensitivity analysis, we view the Streets Q3 Revenue (+11% Y/Y and +5% Q/Q), Operating Income (implying 5.3% margin) and AWS Revenue (+12.5% Y/Y and 4% Q/Q) estimates as... More

How big is the GPU IaaS opportunity for Alphabet (GOOGL) and Amazon (AMZN)?

October 23, 2023 1:46 PM EDT

In a note to clients this week, Morgan Stanley analysts assessed the potential size of the GPU IaaS opportunity for Alphabet (NASDAQ: GOOGL) and Amazon (NASDAQ: AMZN).

In the research note headed by analyst Brian Nowak, the investment bank said it believes GPU IaaS revenue could potentially be a meaningful driver of AWS (Amazon Web Services) and... More