Latest news with #Amazon.comInc
Yahoo
3 days ago
- Business
- Yahoo
Amazon.com (AMZN) Turns Up the Heat in CTV Ad Wars With Fresh DSP Discounts
We recently published a list of . In this article, we are going to take a look at where Inc. (NASDAQ:AMZN) stands against other AI stocks on Wall Street's radar. On June 2, Citizens JMP analyst Nicholas Jones reiterated a 'Market Outperform' rating on Inc. (NASDAQ:AMZN) with a $250.00 price target. Discussing Amazon's aggressive push in advertising, the analysts discussed competitive strategies from both Amazon and Google, particularly in the demand-side platform (DSP) market. Comparing the two, they noted how Amazon is currently offering discounts on its DSP to attract marketers while Google is offering credits to advertisers who use its DV360 service for purchasing inventory on third-party Connected TV (CTV) apps. A customer entering an internet retail store, illustrating the convenience of online shopping. Even though Google and Amazon benefit from owning popular platforms such as YouTube and Prime Video that offer unique inventory, The Trade Desk is also a strong competitor, owing to strong relationships and deep integrations with brands and advertising agencies. With CTV advertising gaining momentum, the competition between companies is only expected to intensify even further. Despite the competition, analysts believe that Trade Desk's embedded position with key industry players is a major factor that could help it maintain its market share against the tech giants' efforts. All in all, investors will be keeping a close eye on Amazon as it navigates the dynamic digital advertising landscape and aims to capitalize on the opportunities within the DSP and CTV markets. Inc. (NASDAQ:AMZN) is an American technology company offering e-commerce, cloud computing, and other services, including digital streaming and artificial intelligence solutions. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
3 days ago
- Business
- Yahoo
Amazon.com (AMZN) Turns Up the Heat in CTV Ad Wars With Fresh DSP Discounts
We recently published a list of . In this article, we are going to take a look at where Inc. (NASDAQ:AMZN) stands against other AI stocks on Wall Street's radar. On June 2, Citizens JMP analyst Nicholas Jones reiterated a 'Market Outperform' rating on Inc. (NASDAQ:AMZN) with a $250.00 price target. Discussing Amazon's aggressive push in advertising, the analysts discussed competitive strategies from both Amazon and Google, particularly in the demand-side platform (DSP) market. Comparing the two, they noted how Amazon is currently offering discounts on its DSP to attract marketers while Google is offering credits to advertisers who use its DV360 service for purchasing inventory on third-party Connected TV (CTV) apps. A customer entering an internet retail store, illustrating the convenience of online shopping. Even though Google and Amazon benefit from owning popular platforms such as YouTube and Prime Video that offer unique inventory, The Trade Desk is also a strong competitor, owing to strong relationships and deep integrations with brands and advertising agencies. With CTV advertising gaining momentum, the competition between companies is only expected to intensify even further. Despite the competition, analysts believe that Trade Desk's embedded position with key industry players is a major factor that could help it maintain its market share against the tech giants' efforts. All in all, investors will be keeping a close eye on Amazon as it navigates the dynamic digital advertising landscape and aims to capitalize on the opportunities within the DSP and CTV markets. Inc. (NASDAQ:AMZN) is an American technology company offering e-commerce, cloud computing, and other services, including digital streaming and artificial intelligence solutions. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
3 days ago
- Business
- Yahoo
20 stocks primed for rapid growth while trading at half of Nvidia's valuation
When selecting investments, it is easy to get hung up on a particular metric, such as a dividend yield or a price ratio, but investors need to look deeper or they might miss opportunities. Inc. AMZN provides an example: Its stock has typically traded at a high price-to-earnings ratio. Investors tend to look at a stock's forward P/E ratio, which is the price divided by analysts' consensus estimate for earnings per share over the following 12 months. Over the past 10 years, Amazon's stock has traded at an average forward P/E of 79.5, while the S&P 500 SPX has traded at an average forward P/E of 18.7, according to FactSet. But Amazon's stock was up 855% for 10 years through Friday, while the S&P 500 returned 235% with dividends reinvested. My daughter's boyfriend, a guest in my home, offered to powerwash part of my house — then demanded money What on Earth is going on with the American consumer? My father-in-law has dementia and is moving in with us. Can we invoice him for a caregiver? 'The situation is extreme': I'm 65 and leaving my estate to only one grandchild. Can the others contest my will? 20 stocks primed for rapid growth while trading at half of Nvidia's valuation It turns out that for Amazon's management team, bottom-line earnings traditionally weren't a focus. The emphasis was on reinvesting most of the cash being generated to expand the business in multiple directions. So the Amazon story was about revenue growth, rather than EPS growth. And that brings us to Nvidia Corp. NVDA. Last week Laila Maidan looked into Nvidia's relatively high forward P/E and explained why the stock might still be considered a bargain for long-term investors, based on analysts' expectations for the company's revenue growth. Nvidia's stock traded at a forward P/E of 28.1 at Friday's close, while the S&P 500 traded at a weighted forward P/E of 21.4. It is not a surprise to see Nvidia trading at a P/E valuation that is 31% higher than that of the index. But based on consensus estimates among analysts polled by FactSet, Nvidia is expected to increase its sales per share at a compound annual growth rate of 41.7% through 2026, versus an expected sales-per-share CAGR of 5.5% for the S&P 500. All such estimates in this article are adjusted by FactSet to match calendar years; about 20% of companies in the S&P 500 have fiscal reporting periods that don't match the calendar. For Nvidia, investors pay a premium for the higher expected growth rate. And that sets the stage for a stock screen. Which companies trading at low P/E multiples are also expected to increase revenue quickly? For this screen we are looking at revenue growth projections — specifically sales per share. We are using the per-share numbers because they reflect expected dilution to a company's share count if it issues new shares to help fund an acquisition. Merging with a competitor will obviously make revenue increase. But if the share count rises significantly, sales per share will be lower. The per-share numbers help investors to understand whether or not a company might have overpaid for an acquisition. Starting with the S&P 500, we narrowed the list to companies trading at forward P/E ratios of 14 or less — half Nvidia's valuation. Actually, we rounded down, so the list was confined to stocks trading at a forward P/E of less than 14.5. Then we sorted the list by expected sales-per-share CAGR from calendar 2024 through 2026, based on consensus estimates among analysts polled by FactSet. Here are the 20 stocks in the S&P 500 with the highest expected sales-per-share CAGR through 2025 among those trading at a P/E of less than 14.5: Company Ticker Industry Forward P/E Expected sales-per-share CAGR from 2024 through 2026 Expand Energy Corp. EXE Integrated Oil 12.0 39.6% Super Micro Computer Inc. SMCI Computer Processing Hardware 14.1 31.9% EQT Corp. EQT Integrated Oil 13.6 26.0% Micron Technology Inc. MU Semiconductors 9.4 23.2% Coterra Energy Inc. CTRA Integrated Oil 8.3 21.2% First Solar Inc. FSLR Solar Power Equipment 8.7 20.5% Norwegian Cruise Line Holdings Ltd. NCLH Hotels/ Resorts/ Cruiselines 7.9 15.9% Incyte Corp. INCY Pharmaceuticals 10.7 15.5% Seagate Technology Holdings PLC STX Computer Peripherals 12.4 15.0% Gen Digital Inc. GEN Software 11.1 13.0% DaVita Inc. DVA Medical/ Nursing Services 11.6 12.0% Oneok Inc. OKE Oil & Gas Pipelines 14.2 11.8% Molina Healthcare Inc. MOH Managed Healthcare 11.7 11.8% Aptiv PLC APTV Electrical Products 9.0 10.9% UnitedHealth Group Inc. UNH Managed Healthcare 12.5 10.7% Elevance Health Inc. ELV Managed Healthcare 10.5 10.4% Dell Technologies Inc. Class C DELL Computer Processing Hardware 11.4 10.2% American International Group Inc. AIG Multi-Line Insurance 12.2 10.2% HCA Healthcare Inc. HCA Hospital/ Nursing Management 14.4 9.9% Ball Corp. BALL Containers/ Packaging 14.3 9.7% Source: FactSet You may need to scroll the table to see all of the data. It is a varied list. Super Micro Computer SMCI ranks second, with a 31.9% CAGR expected for sales per share through 2026. The stock soared last month after President Donald Trump announced investment agreements with Saudi Arabia to build data centers in the U.S., which lifted suppliers of related equipment. Read: Super Micro's stock keeps surging. Here's what might come next. It might surprise you to see UnitedHealth Group UNH on the list, in light of the company's numerous difficulties. These have included higher-than-expected costs in its Medicare Advantage business, reports of a government investigation into possible healthcare fraud and the departure of Chief Executive Andrew Witty. But with the stock having tumbled 40% this year through Friday, with dividends reinvested, analysts working for brokerage and research firms believe the worst is over, with 21 out of 29 analysts polled by FactSet rating UnitedHealth a buy or the equivalent. Only three of the analysts rate the stock a sell or the equivalent. Leaving the companies passing the screen in the same order, here is a summary of analysts' opinions about the stocks: Company Ticker Share buy ratings Share neutral ratings Share sell ratings May 30 price Consensus price target Implied 12-month upside potential Expand Energy Corp. EXE 90% 10% 0% $116.13 $128.45 11% Super Micro Computer Inc. SMCI 47% 41% 12% $40.02 $40.69 2% EQT Corp. EQT 72% 24% 4% $55.13 $60.63 10% Micron Technology Inc. MU 85% 12% 3% $94.46 $123.95 31% Coterra Energy Inc. CTRA 83% 17% 0% $24.31 $33.41 37% First Solar Inc. FSLR 78% 20% 2% $158.08 $202.43 28% Norwegian Cruise Line Holdings Ltd. NCLH 72% 28% 0% $17.65 $23.65 34% Incyte Corp. INCY 45% 52% 3% $65.06 $73.95 14% Seagate Technology Holdings PLC STX 59% 36% 5% $117.94 $119.88 2% Gen Digital Inc. GEN 45% 55% 0% $28.48 $31.83 12% DaVita Inc. DVA 9% 83% 8% $136.26 $167.14 23% ONEOK Inc. OKE 67% 33% 0% $80.84 $106.75 32% Molina Healthcare Inc. MOH 42% 47% 11% $305.04 $356.93 17% Aptiv PLC APTV 68% 23% 9% $66.81 $75.76 13% UnitedHealth Group Inc. UNH 73% 17% 10% $301.91 $376.05 25% Elevance Health Inc. ELV 75% 25% 0% $383.84 $491.94 28% Dell Technologies Inc. Class C DELL 81% 19% 0% $111.27 $136.52 23% American International Group Inc. AIG 55% 45% 0% $84.64 $90.88 7% HCA Healthcare Inc. HCA 59% 34% 7% $381.39 $387.95 2% Ball Corp. BALL 61% 33% 6% $53.58 $61.23 14% Source: FactSet Any stock screen has its limits and should only be used as a tool as part of your own research if you are selecting individual companies for investment. Click on the tickers for more about each company. Read: Tomi Kilgore's detailed guide to the information available on the MarketWatch quote page 'You never know what might happen': How do I make sure my son-in-law doesn't get his hands on my daughter's inheritance? Strategists forecast a sizzling summer for small-cap stocks 'I am getting very frustrated': My mother's adviser has not returned my calls. He manages $1 million. Is this normal? My life partner is 18 years my senior. He wants to leave his $4.5 million fortune to me — not his two kids. Do we tell them? 'I'm afraid to ask her': My stepmother won't show me my father's will. What now?
Deccan Herald
27-05-2025
- Automotive
- Deccan Herald
Modi must hold the line on food and fuel trade
By Andy dismantling its protectionist 'inspector raj,' to cutting duties on Tesla Inc cars, and treating Inc and Walmart Inc on a par with domestic retailers, India is under pressure on many fronts in its trade talks with the concessions in several of these areas will be beneficial to Indians, the sticking points will be food and ethanol blending in gasoline. New Delhi has, over the past quarter century, modelled its intercity transport network on America's by centering it on highways, rather than rail. To manage the pollution from cars and trucks, and to reduce dependence on imported fossil fuels, the government has mandated the addition of 20 per cent bio-ethanol in to go to India, but you're not going to sell in US without tariffs: President Trump to Apple. But the program has a politically important third goal: Enhancing local farm income with the creation of a market in agricultural surplus and byproducts. This is where trade interests will collide. American farmers are allowed to sell corn-based ethanol to India for industrial use, but not for blending in transport fuel. Washington views this as an unfair nontariff barrier. Prime Minister Narendra Modi's administration is reviewing a US request to lift the restrictions, Bloomberg News reported this month. .It's easy to see why prizing open the fast-growing market for ethanol mixing may be important to President Donald Trump. In theory at least, estimated annual demand of 10 billion liters (2.6 billion gallons) is big enough to absorb all of the corn grown in Indiana. A big win in agriculture will help the US president at a time when his trade war has all but closed off the opportunity to export sorghum from Kansas and Texas to China, where it is used in feedstock and to make Baijiu liquor. American corn, too, will need new buyers in Asia as Chinese demand is threatening to scuttle India's manufacturing ambitions. He has warned Apple Inc of a 25 per cent tariff if it assembles iPhones meant for sale in the US anywhere overseas. He has also damaged his friend Modi's strongman image at home by repeatedly claiming to have been the peacemaker who engineered the ceasefire between India and Pakistan in their recent hostilities. New Delhi has no option except to be conciliatory; it must at least reach a preliminary deal to avoid the 26 per cent reciprocal tariff ahead of its July 9 when it comes to food and fuel, the Modi government will have to proceed sources of biofuels range from maize — what Americans call corn — to broken rice, rotten potatoes, sugarcane and molasses. These first-generation sources of ethanol achieve 30 per cent to 40 per cent reduction in carbon emissions. Homegrown clean-tech firms are investing billions of dollars in second-generation bio-ethanol. Hyderabad-based AM Green has acquired a Finnish technology company to extract green fuel and chemicals from bamboo, grass and bagasse, the pulp of crushed sugarcane stalks. Blending gasoline with 2G ethanol can cut CO2 by 90 per cent. The bigger advantage is that these fuel sources don't compete with food. That isn't true of corn. Amid low global oil prices, there is no economic case for India to grow a new dependency on an imported fuel-mixer that will leave its own farmers earning less from crop residues. They will, in turn, want higher subsidies for their main produce. Politically, they're too important a constituency for their demand to be ignored. Farmers in the country's north are asking for legally guaranteed minimum prices. So far, the Modi administration has resisted the pressure, but caving in to Trump on ethanol could spawn fresh is also pushing New Delhi to allow genetically modified food, especially corn and soybean, its two biggest farm exports by volume. India allowed GM cotton in more than 20 years ago. But that's where it drew the line. Food security for 1.4 billion people is a strategic concern, and policymakers aren't keen to let multinational seed companies be in control. Even a locally developed variant of mustard, which received its environment clearance three years ago, is stuck in a legal limbo. Yet, here a concession may be in India's own interest. The population has already been exposed to modified soybean and canola seeds via imported edible oils. Besides, China, the second-largest seed market after the US, has already laid down a clear roadmap for GM crops. Farmers' organizations in India want to follow the same path. A boost to farm productivity may help lower urban factory workers' inflation expectations by making food prices less volatile. That will keep a tighter lid on manufacturing wages without any drop in living standards. Assembling iPhones in India could become more competitive — even with the threat of Trump's tariffs.
Yahoo
25-05-2025
- Business
- Yahoo
Truist Reiterates Buy on Amazon.com (AMZN) as Q2 Revenue Tracks Ahead
We recently published a list of . In this article, we are going to take a look at where Inc. (NASDAQ:AMZN) stands against other AI stocks on Wall Street's radar. Inc. (NASDAQ:AMZN) is an American technology company offering e-commerce, cloud computing, and other services, including digital streaming and artificial intelligence solutions. On May 23, Youssef Squali from Truist Financial maintained a 'Buy' rating on the stock. The firm said it is sticking with the e-commerce giant. 'Halfway through 2Q25, Amazon NA [North America] revenue looks to be tracking ahead of consensus. Our analysis of the Truist Card Data (through 5/19) indicates that Amazon's QTD US Revenue for 2Q25 is tracking $1-2B ahead of consensus expectations of ~$97B, implying a healthy 8-9% Y/Y growth, which is in line with growth in 1Q25, reflecting no notable impact from macro concerns.' A customer entering an internet retail store, illustrating the convenience of online shopping. Analysts on Wall Street currently have a consensus 'Buy' rating on the stock. The average price target of $235 implies a 16.9% upside, however, the Street-high target of $288 implies an upside of 43.29%. Overall, AMZN ranks 1st on our list of AI stocks on Wall Street's radar. While we acknowledge the potential of AMZN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AMZN and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
