Here Are Top Analysts' Views on Amazon Stock (AMZN) Ahead of Q1 Earnings
Amazon (AMZN) stock has risen 7% over the past five trading sessions but is still down about 15% year to date. The e-commerce and cloud computing giant is scheduled to announce its first-quarter results on May 1. While several analysts acknowledge the near-term headwinds due to tariffs and macro uncertainties, they remain bullish on Amazon's long-term growth potential, thanks to its dominant position in e-commerce and cloud computing businesses, growing ad revenue, and artificial intelligence (AI)-related tailwinds.
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Wall Street expects Amazon to report Q1 2025 EPS (earnings per share) of $1.36, reflecting a year-over-year growth of 39%. Revenue is expected to grow by over 8% to $155.1 billion.
Analysts' Reviews Ahead of Amazon's Q1 Earnings
Heading into the Q1 results, Citi analyst Ronald Josey reiterated a Buy rating on Amazon stock with a price target of $225. Josey expects Amazon's Q1 results to be in line or slightly better than Citi's and consensus expectations. That said, the 5-star analyst stated that he is more focused on the second quarter and second-half visibility, when tariffs, exposure to China-based products and advertising, and AWS (Amazon Web Services) demand will likely have a greater impact on results. On AWS, Citi's checks and recent CIO (chief information officer) survey indicate that demand remains relatively healthy. Despite tariff and macro challenges, Josey said that Amazon remains a core Internet holding for Citi.
Similarly, Jefferies analyst Brent Thill reaffirmed a Buy rating on AMZN stock and lowered the price target to $240 from $250. The 5-star analyst highlighted that Jefferies recently reduced its revenue and EBIT estimates, with tariffs (especially on Chinese imports) posing near-term revenue and margin headwinds for Amazon's retail and advertising businesses. However, he believes that the high-margin AWS business could be a buffer against the company's overall margin compression. 'AWS remains the crown jewel,' said Thill.
Interestingly, Thill sees further upside in AWS from AI-driven demand and capacity expansion. Also, he believes that Amazon's ad business still has 'untapped potential,' as the company continues to monetize Prime Video and expand its DSP (demand-side platform) ad-tech product. Finally, CEO Andy Jassy's leadership and margin improvement initiatives also support Thill's bullish thesis. Overall, Thill believes that despite tariffs and ad budget pressures, Amazon's strong fundamentals, scale advantages, and high-margin growth engines justify a constructive view.
Recently, Bank of America analyst Justin Post reiterated a Buy rating on AMZN stock with a price target of $225. The analyst stated that AMZN's valuation is in focus as the P/E discount to Walmart (WMT) grows due to its higher China and lower grocery exposure. Notably, AMZN stock is valued at 23x 2026 GAAP P/E, a discount to WMT stock's multiple at 32x. Despite short-term uncertainties, the 5-star analyst continues to believe that Amazon is well-positioned for both AI growth and retail margin efficiencies.
Is Amazon Stock a Buy, Hold, or Sell?
Ahead of the Q1 results, Wall Street remains bullish on Amazon stock, with a Strong Buy consensus rating based on 45 Buys versus one Hold recommendation. The average AMZN stock price target of $246.70 implies 32.3% upside potential from current levels.
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