Amazon sempre debole in pre apertura, seguo con curiosità andamento del prezzo nei prossimi giorni.
L'ultimo venerdi' di Novembre partirà il consueto Black Friday con code chilometriche e risse per entrare per primi nei vari punti vendita. Su buoni dati Amaz. potrebbe anche sorprendere positivamente....
RBC's Mark Mahaney remains Outperform on
Amazon (NASDAQ:AMZN) after yesterday's
earnings report, but lowers his price target to $2,500. Amazon beat the firm's Q3 revenue and operating income estimates, but missed on the Q4 revenue and operating income guidance. Mahaney: "We put more weight on the first."
Morgan Stanley (Overweight) says the Q4 guidance was lower than expected, but the firm's analysis shows one-day delivery efficiency dramatically improving in Q3. Morgan estimates about 25% of U.S. units went through one-day shipping in the quarter. The cost and complexity to compete with Amazon is rising, says the team. They do, however, trim the price target to $2,100.
JPMorgan is a buyer on the dip - "We'll take the trade-off of lighter profits for higher revenue - Amazon's earned it."
Goldman and Jefferies are of a similar mind, with both noting that Q3 tends to be shaky for The House of Bezos, thus providing good buying ops.
Amazon shares are down 6% pre-market to $1,674.