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Amazon Climbs 2% on Q1 Earnings

Amazon Climbs 2% on Q1 Earnings

亞馬遜第一季度收益上漲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.

$亞馬遜 (AMZN.US)$ 該公司公佈的第一季度財務業績好於預期後,週三股價上漲。公佈後,多位分析師還提高了該股的目標股價。

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

  • 第一季度收入:1433億美元,超過預期的1424.97億美元

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

  • 第一季度每股收益:98美分,超過預期的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.

北美銷售額同比增長12%,而國際銷售額同比增長10%。亞馬遜網絡服務的銷售額同比增長了17%。該公司指出,AWS現在的年收入爲1000億美元。

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.

第一季度的營業收入爲153億美元。運營現金流同比增長82%,達到991億美元。在過去的12個月中,自由現金流爲501億美元。

"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.

“各公司繼續開展基礎設施現代化工作,再加上AWS人工智能能力的吸引力,正在重新加速AWS的增長速度(目前年收入達到1000億美元);我們的門店業務繼續擴大選擇範圍,提供每日低價,加快交付速度(在第一季度爲Prime客戶再創速度紀錄),同時降低我們的服務成本;而且,我們的廣告工作繼續受益於門店和Prime Video業務的增長,” 亞馬遜總裁兼首席執行官安迪·賈西說。

"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."

“現在我們所有業務還處於初期階段,我們仍然對能夠讓客戶的生活更美好、更輕鬆地向前邁進感到興奮。”

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:亞馬遜預計第二季度淨銷售額將在1440億美元至1490億美元之間,而估計爲1,501億美元。預計第二季度的營業收入將在100億至140億美元之間。

Analyst Changes:

分析師變動:

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

  • 高盛分析師埃裏克·謝里丹維持亞馬遜的買入,並將目標股價從220美元上調至225美元。

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

  • 瑞穗分析師詹姆斯·李維持亞馬遜的買入態度,並將目標股價從230美元上調至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·詹姆斯分析師喬什·貝克以強勢買入維持亞馬遜,並將目標股價從200美元上調至205美元。

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

  • 尼德姆分析師勞拉·馬丁重申了亞馬遜的買入承諾,並維持了205美元的目標股價。

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

  • Evercore ISI集團分析師馬克·馬哈尼維持了亞馬遜的跑贏大盤,並將目標股價從220美元上調至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·桑德勒分析師托馬斯·冠軍維持亞馬遜增持,並將目標股價從205美元上調至220美元。

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

  • 貝爾德分析師科林·塞巴斯蒂安維持了亞馬遜的跑贏大盤,並將目標股價從205美元上調至210美元。

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

  • 摩根士丹利分析師布萊恩·諾瓦克維持亞馬遜增持,並將目標股價從215美元上調至220美元。

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

  • 奧本海默分析師傑森·赫爾夫斯坦維持了亞馬遜的跑贏大盤,並將目標股價從210美元上調至220美元。

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

  • Truist Securities分析師優素福·斯誇利維持亞馬遜的買入並將目標股價從216美元上調至220美元。

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