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UBS has lowered its price target for Amazon shares from $275 to $272 while maintaining a Buy recommendation, despite the stock's recent rise of 46.73% over six months. The adjustment follows Amazon's forecast of $100 billion in capital expenditures for 2025, exceeding previous estimates. Analysts remain optimistic about Amazon's long-term growth potential, particularly in cloud services and logistics, as the company prepares for its upcoming 10-K report, which will provide further insights into its financial health and investment strategies.
UBS has lowered its price target for Amazon to $272 while maintaining a Buy rating, despite the stock's recent momentum and a 46.73% gain over six months. The adjustment follows a revised capital expenditure forecast of $100 billion for 2025, up from $92 billion, reflecting Amazon's ongoing investments in AWS and fulfillment infrastructure. Analysts remain optimistic about Amazon's long-term growth potential, with several firms adjusting their price targets in response to the company's strategic initiatives.
Amazon plans to increase its capital expenditures to over USD 100 billion this year, seizing a "once-in-a-lifetime" opportunity in AI, following a USD 83 billion spend in 2024. Alphabet also announced a USD 75 billion investment in AI, exceeding market expectations. Revised forecasts indicate a 35% growth in capex from the Big 4 US tech firms, totaling USD 302 billion in 2025, up from a previous estimate of USD 280 billion, reflecting over 100% growth from USD 148 billion in 2023.
UBS has reduced its price target for Amazon from $275 to $272 following the company's quarterly results, while maintaining a "Buy" rating. Analyst Stephen Ju noted positive demand signals and highlighted Amazon's plans for increased investments in 2025.
Amazon.com, Inc. is a leading global online retailer, offering a diverse range of products including electronics, cultural items, and various services. The company's revenue is primarily generated from services (55.5%) and products (44.5%), with the majority of sales occurring in the United States (68.8%). Other significant markets include Germany, the United Kingdom, and Japan.
UBS has reduced its price target for Amazon from $275 to $272 following the company's quarterly results, while maintaining a "Buy" rating. Analyst Stephen Ju noted positive demand signals and highlighted Amazon's plans for increased investments in 2025. As of February 7, 2025, Amazon's stock was trading at approximately $229.17, reflecting a decline of nearly 4% on the day.
UBS has increased its capital expenditure forecasts for the Big 4 tech companies, expecting a 35% year-over-year growth in 2025, reaching $302 billion. This revision reflects strong demand for AI models and robust earnings guidance, despite concerns over low-cost models impacting spending. Analysts believe the recent stock corrections in AI compute firms like Nvidia and Broadcom are overdone, emphasizing that the AI market can support growth for all players.
UBS has increased its capital expenditure forecasts for the Big 4 tech companies, expecting a 35% year-over-year growth in 2025, up from a previous estimate of 25%. This adjustment reflects strong demand for AI models and robust earnings guidance, projecting total spending to reach $302 billion, significantly higher than $224 billion in 2024 and more than double the $148 billion spent in 2023. Despite potential volatility and tariff-related risks, UBS remains optimistic about AI adoption and the growth potential for industry leaders and AI hardware suppliers.
DeepSeek AI has partnered with Huawei's cloud-computing unit to offer its V3 and R1 AI models on Huawei-powered servers, providing a competitive price-to-performance ratio. Users can access these models through Huawei’s Ascend cloud service, with costs starting at approximately $0.14 for 1 million input tokens. The collaboration comes as DeepSeek's models gain traction in both the US and China, with support from major platforms like Microsoft Azure and Amazon Web Services.
Amazon's recent quarterly figures disappointed investors, leading to a post-trading share price drop. However, analysts remain optimistic, with 41 out of 42 maintaining buy recommendations and a price target of USD 261.61, indicating a potential 10% upside. A seasonal strong phase is expected from March to July, historically yielding an average gain of 25%.
Amazon.com, Inc.
Companies
| Symbol | AMZN |
| Name | Amazon.com, Inc. |
| Currency | USD |
| Sector | Consumer Discretionary |
| IndustryGroup | Retailing |
| Industry | Internet & Direct Marketing Retail |
| Market | NASDAQ Global Select |
| Country | United States |
| State | WA |
| City | Seattle |
| Zipcode | 98109-5210 |
| Website | http://www.amazon.com |
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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12:16 07.02.2025
analysts remain optimistic on amazon shares despite disappointing quarterly results
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