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2021-04-29

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Amazon Earnings Will Be Fantastic. What That Means for the Stock.<blockquote>亚马逊的盈利将会非常出色。这对股票意味着什么。</blockquote>

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What That Means for the Stock.<blockquote>亚马逊的盈利将会非常出色。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169827391","media":"Barrons","summary":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stell","content":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of&nbsp; executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.<blockquote>自从这家电子商务和云计算巨头公布出色的第四季度业绩以来，亚马逊的股价几乎没有变化，但首席执行官杰夫·贝索斯 (Jeff Bezos) 将转任执行主席一职，亚马逊网络服务首席执行官安迪·贾西 (Andy Jassy) 将接任执行主席一职的消息给这一消息蒙上了阴影。</blockquote> The combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.<blockquote>这一悬而未决的变化，再加上经济重新开放将如何影响购物行为的不确定性，让一些投资者对该股的近期前景有些不安。</blockquote> They will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.<blockquote>他们将在周四收盘后重新审视形势，届时亚马逊（股票代码：AMZN）将公布三月份季度的业绩。亚马逊告诉投资者，预计营收为1000亿至1060亿美元，经营利润在30亿至65亿美元之间，与Covid-19相关的成本约为20亿美元。华尔街一致认为评级营收为 1045 亿美元，每股收益为 9.54 美元。</blockquote> The Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.<blockquote>华尔街还显然预计本季度的业绩将显示电子商务的持续强劲势头。根据FactSet的数据，华尔街分析师预计在线商店收入为515亿美元，同比增长41%，第三方销售额为217亿美元，同比增长50%。订阅收入预计为73亿美元，增长32%，实体店收入预计为43亿美元，下降8%。AWS 收入预计为 132 亿美元，增长 29%。</blockquote> One open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.<blockquote>一个悬而未决的问题是，随着该国部分地区开始恢复正常的经济活动，该公司将对 6 月份季度做出什么预测。华尔街预计 6 月份季度营收为 1,087 亿美元，每股利润为 10.81 美元。</blockquote> In an earnings preview note, Truist analyst Youssef Squali&nbsp;reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.<blockquote>Truist 分析师 Youssef Squali 在一份收益预览报告中重申了该股的买入评级，并将股价目标定为 3,750 美元。该股周二收于 3,417.43 美元，今年迄今上涨 4.9%。</blockquote> He expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”<blockquote>他预计收入将达到亚马逊预测范围的高端，并表示鉴于疫情缓慢消退，美国和国际上的电子商务需求仍然强劲。他写道，与业内人士的交谈以及Snap上周披露的强劲盈利对亚马逊的广告业务来说是个好兆头，亚马逊的广告业务被归为 “其他 ”一类。他还认为，市场继续低估了公司两大关键业务--电子商务和 AWS--的主导地位，以及公司 “在在线广告领域的新兴领导地位 ”的长期增长潜力。</blockquote> Stifel analyst Scott Devitt&nbsp;is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.<blockquote>Stifel 分析师 Scott Devitt 也同样乐观，重申了买入评级和 4,000 美元的目标价。他预计营收增长 40%，略高于华尔街的共识。“他在一份研究报告中写道：”与大流行病爆发以来的前一年相比，亚马逊将在很大程度上关注前景。</blockquote> “Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.<blockquote>“德维特说：”在后科维德环境下，亚马逊和整个电子商务领域的增长在很大程度上仍然不确定。“随着经济复苏，我们看到 Prime 新会员的强劲增长以及跨地域和品类的多元化将为零售业务提供支持，因此我们（6 月份季度）的收入预期领先于市场共识。”他还表示，AWS 和广告业务已做好复苏准备。</blockquote> Wedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce.&nbsp;<blockquote>Wedbush 分析师 Michael Pachter 同样维持跑赢大盘评级和 4,000 美元目标。他认为该公司的收入和经营利润将超出预期，这一优异表现得益于电子商务的市场份额增长。</blockquote> “We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”<blockquote>“他说：”我们相信，更稳定的经济、亚马逊许多市场继续实施就地避难订单、向超大型杂货市场的持续扩张以及出色的执行力可能会推动第一季度的强劲业绩。“此外，亚马逊药房（2 月 2 日推出）在美国的[潜在市场]约为 6000 亿美元，因此任何市场份额的增长都可能带来进一步的上涨空间。”</blockquote>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Earnings Will Be Fantastic. 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What That Means for the Stock.<blockquote>亚马逊的盈利将会非常出色。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-04-29 10:51\n\n</h4>\n</header>\n<article>\nStock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of&nbsp; executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.<blockquote>自从这家电子商务和云计算巨头公布出色的第四季度业绩以来，亚马逊的股价几乎没有变化，但首席执行官杰夫·贝索斯 (Jeff Bezos) 将转任执行主席一职，亚马逊网络服务首席执行官安迪·贾西 (Andy Jassy) 将接任执行主席一职的消息给这一消息蒙上了阴影。</blockquote> The combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.<blockquote>这一悬而未决的变化，再加上经济重新开放将如何影响购物行为的不确定性，让一些投资者对该股的近期前景有些不安。</blockquote> They will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.<blockquote>他们将在周四收盘后重新审视形势，届时亚马逊（股票代码：AMZN）将公布三月份季度的业绩。亚马逊告诉投资者，预计营收为1000亿至1060亿美元，经营利润在30亿至65亿美元之间，与Covid-19相关的成本约为20亿美元。华尔街一致认为评级营收为 1045 亿美元，每股收益为 9.54 美元。</blockquote> The Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.<blockquote>华尔街还显然预计本季度的业绩将显示电子商务的持续强劲势头。根据FactSet的数据，华尔街分析师预计在线商店收入为515亿美元，同比增长41%，第三方销售额为217亿美元，同比增长50%。订阅收入预计为73亿美元，增长32%，实体店收入预计为43亿美元，下降8%。AWS 收入预计为 132 亿美元，增长 29%。</blockquote> One open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.<blockquote>一个悬而未决的问题是，随着该国部分地区开始恢复正常的经济活动，该公司将对 6 月份季度做出什么预测。华尔街预计 6 月份季度营收为 1,087 亿美元，每股利润为 10.81 美元。</blockquote> In an earnings preview note, Truist analyst Youssef Squali&nbsp;reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.<blockquote>Truist 分析师 Youssef Squali 在一份收益预览报告中重申了该股的买入评级，并将股价目标定为 3,750 美元。该股周二收于 3,417.43 美元，今年迄今上涨 4.9%。</blockquote> He expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”<blockquote>他预计收入将达到亚马逊预测范围的高端，并表示鉴于疫情缓慢消退，美国和国际上的电子商务需求仍然强劲。他写道，与业内人士的交谈以及Snap上周披露的强劲盈利对亚马逊的广告业务来说是个好兆头，亚马逊的广告业务被归为 “其他 ”一类。他还认为，市场继续低估了公司两大关键业务--电子商务和 AWS--的主导地位，以及公司 “在在线广告领域的新兴领导地位 ”的长期增长潜力。</blockquote> Stifel analyst Scott Devitt&nbsp;is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.<blockquote>Stifel 分析师 Scott Devitt 也同样乐观，重申了买入评级和 4,000 美元的目标价。他预计营收增长 40%，略高于华尔街的共识。“他在一份研究报告中写道：”与大流行病爆发以来的前一年相比，亚马逊将在很大程度上关注前景。</blockquote> “Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.<blockquote>“德维特说：”在后科维德环境下，亚马逊和整个电子商务领域的增长在很大程度上仍然不确定。“随着经济复苏，我们看到 Prime 新会员的强劲增长以及跨地域和品类的多元化将为零售业务提供支持，因此我们（6 月份季度）的收入预期领先于市场共识。”他还表示，AWS 和广告业务已做好复苏准备。</blockquote> Wedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce.&nbsp;<blockquote>Wedbush 分析师 Michael Pachter 同样维持跑赢大盘评级和 4,000 美元目标。他认为该公司的收入和经营利润将超出预期，这一优异表现得益于电子商务的市场份额增长。</blockquote> “We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”<blockquote>“他说：”我们相信，更稳定的经济、亚马逊许多市场继续实施就地避难订单、向超大型杂货市场的持续扩张以及出色的执行力可能会推动第一季度的强劲业绩。“此外，亚马逊药房（2 月 2 日推出）在美国的[潜在市场]约为 6000 亿美元，因此任何市场份额的增长都可能带来进一步的上涨空间。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-is-likely-to-post-blowout-profits-the-question-is-what-follows-51619556363?mod=hp_LEADSUPP_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169827391","content_text":"Stock in Amazon.com has barely budged since the e-commerce and cloud- computing giant reported stellar fourth-quarter results that were overshadowed by the news that CEO Jeff Bezos will shift into the role of  executive chairman, with Amazon Web Services chief Andy Jassy taking over the top slot.\nThe combination of that pending change, along with uncertainty over how the reopening of the economy will affect shopping behavior, has some investors a little uneasy about the stock’s near-term prospects.\nThey will get a fresh look at the situation after the close of trading on Thursday, when Amazon (ticker: AMZN) posts its results for the March quarter. Amazon has told investors to expect revenue of $100 billion to $106 billion, with operating income of between $3 billion and $6.5 billion, and about $2 billion in costs related to Covid-19. The Wall Street consensus calls for revenue of $104.5 billion, with profits of $9.54 a share.\nThe Street also clearly expects the quarter’s results to show continued strength in e-commerce. According to FactSet, Wall Street analysts expect online-stores revenue of $51.5 billion, up 41% from a year ago, with third-party sales of $21.7 billion, up 50%. Subscription revenues are expected to be $7.3 billion, up 32%, while revenue from physical stores is expected to be $4.3 billion, down 8%. AWS revenues are projected at $13.2 billion, up 29%.\nOne open question is what forecasts the company will make for the June quarter as parts of the country begin to return to more normal economic activity. The Street is projecting June quarter revenue of $108.7 billion and profits of $10.81 a share.\nIn an earnings preview note, Truist analyst Youssef Squali reiterated a Buy rating on the stock and a target of $3,750 for the share price. The stock closed Tuesday at $3,417.43, up 4.9% year to date.\nHe expects revenue to come in at the high end of the range Amazon predicted, saying e-commerce demand has remained strong both in the U.S. and internationally, given that the pandemic has been slow to subside. Conversations with people in the industry and strong earning disclosed last week by Snap bode well for Amazon’s ad business, which is lumped into a category called “other,” he wrote. He also thinks the market continues to underestimate the long-term growth potential of the dominance of the company’s two key businesses—e-commerce and AWS—as well as the company’s “emerging leadership in online advertising.”\nStifel analyst Scott Devitt is similarly bullish, repeating a Buy rating and $4,000 target price. He sees 40% top-line growth, a little ahead of the Street consensus. “The focus on the report will largely center on the outlook as Amazon laps the difficult prior year compares from the onset of the pandemic,” he wrote in a research note.\n“Growth in a post-Covid environment remains largely uncertain for Amazon and across the e-commerce landscape,” Devitt said. “Our [June quarter] revenue estimates are ahead of consensus as we see tailwinds stemming from strong growth in new Prime members and diversification across geographies and categories supporting the retail business as economies recover.” He also said AWS and the ad business are well positioned for a recovery.\nWedbush analyst Michael Pachter likewise maintained an Outperform rating and $4,000 target. He thinks the company will post more revenue and operating income than it had forecast, an outperformance resulting from market-share gains in e-commerce. \n“We believe that a more stable economy, continued imposition of shelter-in-place orders in many of Amazon’s markets, continued expansion into the very large grocery segment, and outstanding execution likely drove strong results in Q1,” he said. “In addition, Amazon Pharmacy (launched February 2) represents a U.S. [addressable market] of around $600 billion, so any market share gains could provide further upside.”","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3964,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/109358390"}