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2021-06-17

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Amazon Stock Has Underperformed. Two Analysts Advise Buying Now.<blockquote>亚马逊股票表现不佳。两位分析师建议立即买入。</blockquote>

While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neu

Amazon Stock Has Underperformed. Two Analysts Advise Buying Now.<blockquote>亚马逊股票表现不佳。两位分析师建议立即买入。</blockquote>

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Two Analysts Advise Buying Now.<blockquote>亚马逊股票表现不佳。两位分析师建议立即买入。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124213234","media":"Barrons","summary":"While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neu","content":"While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neutral, up just 4% for the year to date, trailing the broad market by almost 10 percentage points. Some analysts believe the underperformance provides an opportunity for investors.<blockquote>尽管亚马逊最近几个季度取得了惊人的增长，但该股一直陷入中性，今年迄今仅上涨4%，落后大盘近10个百分点。一些分析师认为，表现不佳为投资者提供了机会。</blockquote> Jefferies analyst Brent Thill on Wednesday designated Amazon (ticker: AMZN) shares a Franchise Pick, repeating a Buy rating and target of $4,200 for the stock price. On Wednesday, Amazon shares were up 0.95%, to $3,415.25.<blockquote>杰富瑞(Jefferies)分析师布伦特·蒂尔(Brent Thill)周三指定亚马逊（股票代码：AMZN）股票为特许经营权选择，重申买入评级和4,200美元的股价目标。周三，亚马逊股价上涨0.95%，至3,415.25美元。</blockquote> He wrote in a research note that Amazon is likely to benefit from both increased e-commerce adoption and faster growth at higher-margin cloud and advertising businesses. The stock’s recent performance leaves it at a discount of about 10% discount to historical norms in terms of its multiple of forward earnings before interest, taxes, depreciation, and amortization, he noted.<blockquote>他在一份研究报告中写道，亚马逊可能会受益于电子商务采用率的增加以及利润率更高的云和广告业务的更快增长。他指出，该股最近的表现使其息税折旧摊销前远期收益倍数比历史正常水平低约10%。</blockquote> Although investors have shifted away from some of the pandemic-era winners, and concerns remain that e-commerce growth will slow as retail stores return to more normal operations, Thill said Amazon’s outlook is arguably better than ever.<blockquote>尽管投资者已经远离了一些大流行时代的赢家，并且仍然担心随着零售店恢复更正常的运营，电子商务增长将放缓，但蒂尔表示，亚马逊的前景可以说比以往任何时候都好。</blockquote> Behavioral changes resulting from the pandemic have led to a permanent increase in e-commerce adoption, Thill said. He also said growth at Amazon Web Services and in advertising will more than offset any near-term slowdown in the core retail business resulting from comparisons with high pandemic-era sales.<blockquote>蒂尔说，疫情带来的行为变化导致电子商务采用率永久增加。他还表示，亚马逊网络服务和广告的增长将足以抵消核心零售业务近期因与大流行时期的高销售额相比而放缓的影响。</blockquote> Thill said a proprietary survey of about 700 U.S. adults about their shopping habits found that 60% are spending more online since the pandemic began. And 63% of that group say they are continuing to do so even now that restrictions have been lifted. “Amazon is a clear standout,” he said, with 77% of consumers continuing to spend more on the site since restrictions were lifted.<blockquote>蒂尔表示，一项针对约700名美国成年人购物习惯的专有调查发现，自疫情开始以来，60%的人在网上消费增加了。63%的人表示，即使限制已经取消，他们仍在继续这样做。“亚马逊显然表现出色，”他说，自限制取消以来，77%的消费者继续在该网站上增加支出。</blockquote> In designating Amazon a Franchise Pick, Thill removed that status for Alphabet (GOOGL). He said that while he continues to like Alphabet shares, the 39% rally in the stock this year leaves it as a 10% premium to its historical average.<blockquote>在指定亚马逊为特许经营权时，蒂尔取消了Alphabet（GOOGL）的这一地位。他表示，虽然他仍然看好Alphabet股票，但该股今年上涨了39%，较历史平均水平溢价10%。</blockquote> Meanwhile, J.P. Morgan analyst Doug Anmuth on Wednesday did a deep dive on Amazon Prime, and reported that the service, priced at $119 a year, delivers about $1,000 a year of value. That includes not just free delivery of many products sold on Amazon, in some instances on the same day, but also Amazon Prime Video, Prime Music, and grocery delivery from both Amazon Fresh and Whole Foods.<blockquote>与此同时，摩根大通分析师道格·安穆斯(Doug Anmuth)周三对亚马逊Prime进行了深入研究，并报告称，这项每年定价为119美元的服务每年可提供约1,000美元的价值。这不仅包括亚马逊上销售的许多产品的免费送货，在某些情况下是在同一天，还包括亚马逊Prime Video、Prime Music以及亚马逊生鲜和全食超市的杂货送货。</blockquote> He noted that the company has been investing heavily in content for Amazon Prime, including the pending&nbsp;MGM acquisition&nbsp;and buying the rights to stream&nbsp;Thursday Night Football, while also expanding its podcast offerings on Amazon Music. The company has also added&nbsp;Amazon Key, a service for in-garage delivery in more than 5,000 U.S. cities.<blockquote>他指出，该公司一直在亚马逊Prime的内容上投入巨资，包括即将进行的米高梅收购和购买周四橄榄球之夜的转播权，同时还扩大了亚马逊音乐上的播客产品。该公司还增加了Amazon Key，这是一项在美国5000多个城市提供车库内送货服务。</blockquote> Anmuth said Amazon hasn’t increased the price of Prime since 2018, when it raised the rate to $119 a year, from $99. He thinks a price increase could come as early as the second half of 2021.<blockquote>Anmuth表示，亚马逊自2018年将Prime的价格从每年99美元提高到119美元以来就没有提高过。他认为价格最早可能在2021年下半年上涨。</blockquote> The number of Prime subscribers will rise to 237.5 million in 2021 from 200 million last year as more people overseas sign up, Anmuth predicted. He said Amazon could boost its international subscribers by more than 50 million in current markets and that there are many more markets the company could add over time. He estimates the 2021 subscriber count will include about 91.9 million in the U.S. and 145.6 million internationally.<blockquote>Anmuth预测，随着越来越多的海外用户注册，Prime用户数量将从去年的2亿增至2021年的2.375亿。他表示，亚马逊可以在当前市场将其国际用户增加超过5000万，并且随着时间的推移，该公司还可以增加更多市场。他估计，2021年的用户数量将包括美国约9190万用户和国际1.456亿用户。</blockquote> Anmuth repeated his Overweight rating and $4,600 price target on Amazon shares.<blockquote>Anmuth重申了他对亚马逊股票的跑赢大盘评级和4,600美元的目标价。</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 Stock Has Underperformed. 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Two Analysts Advise Buying Now.<blockquote>亚马逊股票表现不佳。两位分析师建议立即买入。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-06-17 08:02\n\n</h4>\n</header>\n<article>\nWhile Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neutral, up just 4% for the year to date, trailing the broad market by almost 10 percentage points. Some analysts believe the underperformance provides an opportunity for investors.<blockquote>尽管亚马逊最近几个季度取得了惊人的增长，但该股一直陷入中性，今年迄今仅上涨4%，落后大盘近10个百分点。一些分析师认为，表现不佳为投资者提供了机会。</blockquote> Jefferies analyst Brent Thill on Wednesday designated Amazon (ticker: AMZN) shares a Franchise Pick, repeating a Buy rating and target of $4,200 for the stock price. On Wednesday, Amazon shares were up 0.95%, to $3,415.25.<blockquote>杰富瑞(Jefferies)分析师布伦特·蒂尔(Brent Thill)周三指定亚马逊（股票代码：AMZN）股票为特许经营权选择，重申买入评级和4,200美元的股价目标。周三，亚马逊股价上涨0.95%，至3,415.25美元。</blockquote> He wrote in a research note that Amazon is likely to benefit from both increased e-commerce adoption and faster growth at higher-margin cloud and advertising businesses. The stock’s recent performance leaves it at a discount of about 10% discount to historical norms in terms of its multiple of forward earnings before interest, taxes, depreciation, and amortization, he noted.<blockquote>他在一份研究报告中写道，亚马逊可能会受益于电子商务采用率的增加以及利润率更高的云和广告业务的更快增长。他指出，该股最近的表现使其息税折旧摊销前远期收益倍数比历史正常水平低约10%。</blockquote> Although investors have shifted away from some of the pandemic-era winners, and concerns remain that e-commerce growth will slow as retail stores return to more normal operations, Thill said Amazon’s outlook is arguably better than ever.<blockquote>尽管投资者已经远离了一些大流行时代的赢家，并且仍然担心随着零售店恢复更正常的运营，电子商务增长将放缓，但蒂尔表示，亚马逊的前景可以说比以往任何时候都好。</blockquote> Behavioral changes resulting from the pandemic have led to a permanent increase in e-commerce adoption, Thill said. He also said growth at Amazon Web Services and in advertising will more than offset any near-term slowdown in the core retail business resulting from comparisons with high pandemic-era sales.<blockquote>蒂尔说，疫情带来的行为变化导致电子商务采用率永久增加。他还表示，亚马逊网络服务和广告的增长将足以抵消核心零售业务近期因与大流行时期的高销售额相比而放缓的影响。</blockquote> Thill said a proprietary survey of about 700 U.S. adults about their shopping habits found that 60% are spending more online since the pandemic began. And 63% of that group say they are continuing to do so even now that restrictions have been lifted. “Amazon is a clear standout,” he said, with 77% of consumers continuing to spend more on the site since restrictions were lifted.<blockquote>蒂尔表示，一项针对约700名美国成年人购物习惯的专有调查发现，自疫情开始以来，60%的人在网上消费增加了。63%的人表示，即使限制已经取消，他们仍在继续这样做。“亚马逊显然表现出色，”他说，自限制取消以来，77%的消费者继续在该网站上增加支出。</blockquote> In designating Amazon a Franchise Pick, Thill removed that status for Alphabet (GOOGL). He said that while he continues to like Alphabet shares, the 39% rally in the stock this year leaves it as a 10% premium to its historical average.<blockquote>在指定亚马逊为特许经营权时，蒂尔取消了Alphabet（GOOGL）的这一地位。他表示，虽然他仍然看好Alphabet股票，但该股今年上涨了39%，较历史平均水平溢价10%。</blockquote> Meanwhile, J.P. Morgan analyst Doug Anmuth on Wednesday did a deep dive on Amazon Prime, and reported that the service, priced at $119 a year, delivers about $1,000 a year of value. That includes not just free delivery of many products sold on Amazon, in some instances on the same day, but also Amazon Prime Video, Prime Music, and grocery delivery from both Amazon Fresh and Whole Foods.<blockquote>与此同时，摩根大通分析师道格·安穆斯(Doug Anmuth)周三对亚马逊Prime进行了深入研究，并报告称，这项每年定价为119美元的服务每年可提供约1,000美元的价值。这不仅包括亚马逊上销售的许多产品的免费送货，在某些情况下是在同一天，还包括亚马逊Prime Video、Prime Music以及亚马逊生鲜和全食超市的杂货送货。</blockquote> He noted that the company has been investing heavily in content for Amazon Prime, including the pending&nbsp;MGM acquisition&nbsp;and buying the rights to stream&nbsp;Thursday Night Football, while also expanding its podcast offerings on Amazon Music. The company has also added&nbsp;Amazon Key, a service for in-garage delivery in more than 5,000 U.S. cities.<blockquote>他指出，该公司一直在亚马逊Prime的内容上投入巨资，包括即将进行的米高梅收购和购买周四橄榄球之夜的转播权，同时还扩大了亚马逊音乐上的播客产品。该公司还增加了Amazon Key，这是一项在美国5000多个城市提供车库内送货服务。</blockquote> Anmuth said Amazon hasn’t increased the price of Prime since 2018, when it raised the rate to $119 a year, from $99. He thinks a price increase could come as early as the second half of 2021.<blockquote>Anmuth表示，亚马逊自2018年将Prime的价格从每年99美元提高到119美元以来就没有提高过。他认为价格最早可能在2021年下半年上涨。</blockquote> The number of Prime subscribers will rise to 237.5 million in 2021 from 200 million last year as more people overseas sign up, Anmuth predicted. He said Amazon could boost its international subscribers by more than 50 million in current markets and that there are many more markets the company could add over time. He estimates the 2021 subscriber count will include about 91.9 million in the U.S. and 145.6 million internationally.<blockquote>Anmuth预测，随着越来越多的海外用户注册，Prime用户数量将从去年的2亿增至2021年的2.375亿。他表示，亚马逊可以在当前市场将其国际用户增加超过5000万，并且随着时间的推移，该公司还可以增加更多市场。他估计，2021年的用户数量将包括美国约9190万用户和国际1.456亿用户。</blockquote> Anmuth repeated his Overweight rating and $4,600 price target on Amazon shares.<blockquote>Anmuth重申了他对亚马逊股票的跑赢大盘评级和4,600美元的目标价。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/amazon-stock-analysts-buy-now-51623858237?mod=hp_DAY_3\">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-stock-analysts-buy-now-51623858237?mod=hp_DAY_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124213234","content_text":"While Amazon.com has produced astonishing growth in recent quarters, the stock has been stuck in neutral, up just 4% for the year to date, trailing the broad market by almost 10 percentage points. Some analysts believe the underperformance provides an opportunity for investors.\nJefferies analyst Brent Thill on Wednesday designated Amazon (ticker: AMZN) shares a Franchise Pick, repeating a Buy rating and target of $4,200 for the stock price. On Wednesday, Amazon shares were up 0.95%, to $3,415.25.\nHe wrote in a research note that Amazon is likely to benefit from both increased e-commerce adoption and faster growth at higher-margin cloud and advertising businesses. The stock’s recent performance leaves it at a discount of about 10% discount to historical norms in terms of its multiple of forward earnings before interest, taxes, depreciation, and amortization, he noted.\nAlthough investors have shifted away from some of the pandemic-era winners, and concerns remain that e-commerce growth will slow as retail stores return to more normal operations, Thill said Amazon’s outlook is arguably better than ever.\nBehavioral changes resulting from the pandemic have led to a permanent increase in e-commerce adoption, Thill said. He also said growth at Amazon Web Services and in advertising will more than offset any near-term slowdown in the core retail business resulting from comparisons with high pandemic-era sales.\nThill said a proprietary survey of about 700 U.S. adults about their shopping habits found that 60% are spending more online since the pandemic began. And 63% of that group say they are continuing to do so even now that restrictions have been lifted. “Amazon is a clear standout,” he said, with 77% of consumers continuing to spend more on the site since restrictions were lifted.\nIn designating Amazon a Franchise Pick, Thill removed that status for Alphabet (GOOGL). He said that while he continues to like Alphabet shares, the 39% rally in the stock this year leaves it as a 10% premium to its historical average.\nMeanwhile, J.P. Morgan analyst Doug Anmuth on Wednesday did a deep dive on Amazon Prime, and reported that the service, priced at $119 a year, delivers about $1,000 a year of value. That includes not just free delivery of many products sold on Amazon, in some instances on the same day, but also Amazon Prime Video, Prime Music, and grocery delivery from both Amazon Fresh and Whole Foods.\nHe noted that the company has been investing heavily in content for Amazon Prime, including the pending MGM acquisition and buying the rights to stream Thursday Night Football, while also expanding its podcast offerings on Amazon Music. The company has also added Amazon Key, a service for in-garage delivery in more than 5,000 U.S. cities.\nAnmuth said Amazon hasn’t increased the price of Prime since 2018, when it raised the rate to $119 a year, from $99. He thinks a price increase could come as early as the second half of 2021.\nThe number of Prime subscribers will rise to 237.5 million in 2021 from 200 million last year as more people overseas sign up, Anmuth predicted. He said Amazon could boost its international subscribers by more than 50 million in current markets and that there are many more markets the company could add over time. He estimates the 2021 subscriber count will include about 91.9 million in the U.S. and 145.6 million internationally.\nAnmuth repeated his Overweight rating and $4,600 price target on Amazon shares.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3182,"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":9,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

Amazon Stock Has Underperformed. Two Analysts Advise Buying Now.<blockquote>亚马逊股票表现不佳。两位分析师建议立即买入。</blockquote>

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