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Amazon Climbs 2% on Q1 Earnings

Amazon Climbs 2% on Q1 Earnings

亚马逊第一季度收益上涨2%
Benzinga ·  05/01 11:38

$Amazon (AMZN.US)$ shares are trading higher Wednesday after the company reported better-than-expected financial results for the first quarter. Multiple analysts also raised price targets on the stock following the print.

$亚马逊 (AMZN.US)$ 该公司公布的第一季度财务业绩好于预期后,周三股价上涨。公布后,多位分析师还提高了该股的目标股价。

  • Q1 Revenue: $143.3 billion, beat estimates of $142.497 billion

  • 第一季度收入:1433亿美元,超过预期的1424.97亿美元

  • Q1 EPS: 98 cents, beat estimates of 82 cents

  • 第一季度每股收益:98美分,超过预期的82美分

North American sales were up 12% year-over-year, while International sales climbed 10% year-over-year. Amazon Web Services sales were up 17% year-over-year. The company noted that AWS is now a $100-billion annual revenue run rate business.

北美销售额同比增长12%,而国际销售额同比增长10%。亚马逊网络服务的销售额同比增长了17%。该公司指出,AWS现在的年收入为1000亿美元。

Operating income came in at $15.3 billion in the first quarter. Operating cash flow increased 82% year-over-year to $99.1 billion. Free cash flow came was $50.1 billion over the trailing 12-month period.

第一季度的营业收入为153亿美元。运营现金流同比增长82%,达到991亿美元。在过去的12个月中,自由现金流为501亿美元。

"The combination of companies renewing their infrastructure modernization efforts and the appeal of AWS's AI capabilities is reaccelerating AWS's growth rate (now at a $100 billion annual revenue run rate); our Stores business continues to expand selection, provide everyday low prices, and accelerate delivery speed (setting another record on speed for Prime customers in Q1) while lowering our cost to serve; and, our Advertising efforts continue to benefit from the growth of our Stores and Prime Video businesses," said Andy Jassy, president and CEO of Amazon.

“各公司继续开展基础设施现代化工作,再加上AWS人工智能能力的吸引力,正在重新加速AWS的增长速度(目前年收入达到1000亿美元);我们的门店业务继续扩大选择范围,提供每日低价,加快交付速度(在第一季度为Prime客户再创速度纪录),同时降低我们的服务成本;而且,我们的广告工作继续受益于门店和Prime Video业务的增长,” 亚马逊总裁兼首席执行官安迪·贾西说。

"It's very early days in all of our businesses and we remain excited by how much more we can make customers' lives better and easier moving forward."

“现在我们所有业务还处于初期阶段,我们仍然对能够让客户的生活更美好、更轻松地向前迈进感到兴奋。”

Outlook: Amazon expects second-quarter net sales to be between $144 billion and $149 billion versus estimates of $150.1 billion. Operating income is expected to be between $10 billion and $14 billion in the second quarter.

展望:亚马逊预计第二季度净销售额将在1440亿美元至1490亿美元之间,而估计为1,501亿美元。预计第二季度的营业收入将在100亿至140亿美元之间。

Analyst Changes:

分析师变动:

  • Goldman Sachs analyst Eric Sheridan maintained Amazon with a Buy and raised the price target from $220 to $225.

  • 高盛分析师埃里克·谢里丹维持亚马逊的买入,并将目标股价从220美元上调至225美元。

  • Mizuho analyst James Lee maintained Amazon with a Buy and raised the price target from $230 to $240.

  • 瑞穗分析师詹姆斯·李维持亚马逊的买入态度,并将目标股价从230美元上调至240美元。

  • Raymond James analyst Josh Beck maintained Amazon with a Strong Buy and raised the price target from $200 to $205.

  • 雷蒙德·詹姆斯分析师乔什·贝克以强势买入维持亚马逊,并将目标股价从200美元上调至205美元。

  • Needham analyst Laura Martin reiterated Amazon with a Buy and maintained a $205 price target.

  • 尼德姆分析师劳拉·马丁重申了亚马逊的买入承诺,并维持了205美元的目标股价。

  • Evercore ISI Group analyst Mark Mahaney maintained Amazon.com with an Outperform and raised the price target from $220 to $225.

  • Evercore ISI集团分析师马克·马哈尼维持了亚马逊的跑赢大盘,并将目标股价从220美元上调至225美元。

  • Piper Sandler analyst Thomas Champion maintained Amazon.com with an Overweight and raised the price target from $205 to $220.

  • 派珀·桑德勒分析师托马斯·冠军维持亚马逊增持,并将目标股价从205美元上调至220美元。

  • Baird analyst Colin Sebastian maintained Amazon.com with an Outperform and raised the price target from $205 to $210.

  • 贝尔德分析师科林·塞巴斯蒂安维持了亚马逊的跑赢大盘,并将目标股价从205美元上调至210美元。

  • Morgan Stanley analyst Brian Nowak maintained Amazon with an Overweight and raised the price target from $215 to $220.

  • 摩根士丹利分析师布莱恩·诺瓦克维持亚马逊增持,并将目标股价从215美元上调至220美元。

  • Oppenheimer analyst Jason Helfstein maintained Amazon.com with an Outperform and raised the price target from $210 to $220.

  • 奥本海默分析师杰森·赫尔夫斯坦维持了亚马逊的跑赢大盘,并将目标股价从210美元上调至220美元。

  • Truist Securities analyst Youssef Squali maintained Amazon with a Buy and raised the price target from $216 to $220.

  • Truist Securities分析师优素福·斯夸利维持亚马逊的买入并将目标股价从216美元上调至220美元。

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