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Yahoo
02-05-2025
- Business
- Yahoo
Here's what Wall Street is saying about Amazon ahead of earnings
Amazon (AMZN) is scheduled to report results for its first quarter of 2025 after the market close on Thursday, May 1, with a conference call scheduled for 5:00 pm ET. Here's what to watch for: Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. EXPECTATIONS: During the company's last earnings call, Amazon said it saw Q1 revenue $151.0B-$155.5B, and Q1 net sales between $151.0B and $155.5B, or to grow between 5% and 9% compared with the first quarter 2024. 'This guidance anticipates an unusually large, unfavorable impact of approximately $2.1B, or 150 basis points, from foreign exchange rates. Also, as a reminder, in the first quarter of 2024 the impact from Leap Year added approximately $1.5 billion in net sales,' the company stated. The company also said that operating income was expected to be between $14.0B and $18.0B, compared with $15.3 Bin first quarter 2024. 'This guidance assumes, among other things, that no additional business acquisitions, restructurings, or legal settlements are concluded,' Amazon added. Current consensus EPS and revenue forecasts for Amazon's first quarter stand at $1.37 and $155.13B, respectively, according to data from Yahoo Finance. The consensus EPS and revenue forecasts for Amazon's full year 2025 stand at $6.21 and $694.41B, respectively. CONFIDENT DESPITE UNCERTAINTY: In a research note ahead of earnings, BofA said that for Q1, it projects sales/EBIT of $155.5B/$17.8B. The firm thinks the consumer held up relatively well in Q1 despite tariff headlines. For AWS, BofA believes VA Street estimate for 17.4% year-over-year growth is achievable, with CEO Jassy indicating intra quarter that AI demand remains 'insatiable.' The firm recently lowered Q2 estimates to reflect macro uncertainty, partially offset by FX tailwinds. For the outlook, BofA expects Q2 sales guide of $154B-$160B, and for operating income, it expects $12.0B-$17.0B, below Street at $17.5B, as lower-end reflects tariff uncertainty and usual management. The firm acknowledges Q2 and second half of the year revenue uncertainty, but remains confident on Amazon's ability to take share in e-commerce, improve retail margins via headcount cuts, and benefit from Cloud AI demand. EARNINGS PRESSURES: Last week, Raymond James downgraded to Outperform from Strong Buy with a price target of $195, down from $275. Due to an 'uneven' macro environment, tariffs, and 'steepening investment intensity,' the Street is underestimating Amazon's earnings pressures in 2025 and 2026, the firm tells investors in a research note. Raymond downgraded the shares to Outperform pending greater investment and return on investment visibility. Regardless of tariff 'stickiness,' further supply chain and logistics diversification likely create a drag for Amazon given its China and rural U.S. demand-side platform exposures, contends the firm. Raymond James remains 'constructive' on the company's artificial intelligence prospects and long-term investments, but with rising earnings risk and limited monetization progress, it finds it more challenging for to stick with its Strong Buy rating. The firm now prefers shares of Meta Platforms (META), Uber (UBER), and MercadoLibre (MELI) to Amazon. RESULTS COULD BE BETTER THAN FEARED: Benchmark lowered the firm's price target on Buy-rated to $260 from $270. Amazon 'feels like they could be at the confluence of several warring headlines,' including substantial exposure to Chinese sellers, pricing pressure, questions around the sustainability of cloud growth and profitability, and the ongoing offset of incremental e-commerce share gains and improving operational efficiencies throughout the fulfilment ecosystem, says the firm, which made about a 5% operating income reduction to 2025 and 2026 ahead of earnings. However, given that seismic changes do not tend to happen overnight, even in uncertain economic environments, the firm thinks 'there is a decent chance results hang in better than feared.' TARGET CUTS AHEAD OF EARNINGS: Earlier this week, UBS lowered the firm's price target on Buy-rated to $253 from $272 ahead of the May 1 earnings report. The firm anticipates some level of tariff-driven demand destruction due to price elasticity, and says data from the Department of Commerce suggests goods Americans have purchased have anywhere from 55%-71% imported content across an array of categories, while food and beverage sit lower at 22%. UBS also assumes a deceleration trajectory for Amazon Web Services growth in 2025 below consensus, and that the level of capital intensity across both the e-commerce and AWS remains unchanged. Oppenheimer also lowered the firm's price target on to $220 from $260, while keeping an Outperform rating on the shares. Ahead of reporting Q1 results on Thursday, the firm is reducing its Amazon estimates to incorporate uncertainty around tariffs. Investors are highly uncertain as to the tariff impact on e-commerce, but Oppenheimer expects a greater impact on margins vs. revenue, to protect market share and customer experience. TARIFFS: Amazon is seeking major supplier discounts and setting tough terms to protect margins amid U.S. tariffs, following its playbook from President Donald Trump's first term, The Financial Times' Rafe Uddin reported. According to three vendor consultants who negotiate on behalf of multiple brands and suppliers, Amazon is seeking low double-digit price cuts from the sellers of goods ranging from homeware to consumer electronics. Amazon said: 'We're working with our broad, varied range of valued selling partners in our store to support them in adapting to the developing environment while maintaining low prices for customers.' SENTIMENT: Check out recent Media Buzz Sentiment on Amazon as measured by TipRanks. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on UBER: Disclaimer & DisclosureReport an Issue Looking for Exposure to ABNB Stock Ahead of Q1 Earnings? Try These Two ETFs Hertz (HTZ) Looks to Raise Cash amid $6B Debt Load and Ongoing Bankruptcy Battle Volkswagen, Uber launch partnership to deploy ID. Buzz AD vehicles on platform Lyft to begin dispatching taxis to cut down on wait times, Bloomberg says Wall St. Analysts Stunned by Bill Ackman's Daring Leap to Revive Hertz Stock (HTZ) Sign in to access your portfolio
Yahoo
11-03-2025
- Business
- Yahoo
Latest News In Cloud AI - CounterShadow: Revolutionizing Cybersecurity With Autonomous AI Solutions
CounterShadow has emerged in the cybersecurity sector, emphasizing autonomous threat investigation and response through advanced artificial intelligence. Co-founded by Jonathan Zulberg and Tony Massé, the company aims to ease the burden on security teams by automating processes in an industry plagued by overwhelming alert volumes and sophisticated AI-powered attacks. Their innovative platform addresses key challenges by applying AI to streamline threat investigation workflows, thus enhancing team capabilities and reducing operational burdens. With initial funding secured, CounterShadow plans to launch its first AI-powered product in Q2 2025, offering early access to select organizations to strengthen their security operations. Elsewhere in the market, was a standout up 11.1% and closing at IDR44,125.00. In the meantime, lagged, down 10.5% to end the day at $19.74, not far from its 52-week low. Apple's focus on expanding services and sustainability supports long-term profitability within its ecosystem. Click here to explore more about Apple's strategic initiatives and potential growth opportunities. Also, be sure to revisit our Market Insights article, "Cybersecurity in 2025: Higher Stakes, Bigger Opportunity," where we explored the critical intersection between AI advancements and cybersecurity, highlighting how AI's rapid deployment creates both new vulnerabilities and significant opportunities within this sector. ended the day at $380.16 down 3.3%, near its 52-week low. finished trading at $165.87 down 4.6%. Two days ago, a collaboration integrated Google's Photorealistic 3D Tiles into the ArcGIS suite, enhancing detailed visualizations for various applications. settled at $227.48 down 4.8%. Click this link to deep-dive into the 153 companies within our Cloud AI Stocks screener including Lite-On Technology, Adobe and Workday. Already own these companies? Link your portfolio to Simply Wall St and get alerts on any new warning signs to your stocks. Streamline your investment strategy with Simply Wall St's app for free and benefit from extensive research on stocks across all corners of the world. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sources: Simply Wall St "CounterShadow Emerges to Revolutionise Threat Investigation and Response" from CounterShadow on GlobeNewswire (published 10 March 2025) Companies discussed in this article include IDX:MLPT NasdaqGS:MSFT NasdaqGS:GOOGL NasdaqGS:AAPL and NasdaqGS:SAIL. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
TECHx
01-03-2025
- Business
- TECHx
Qualcomm and IBM Expand AI Collaboration for Edge and Cloud - TECHx Media Qualcomm and IBM Expand AI Collaboration for Edge and Cloud
Qualcomm and IBM Expand AI Collaboration for Edge and Cloud Ahead of Mobile World Congress (MWC) 2025, Qualcomm Technologies, Inc. and IBM (NYSE: IBM) have announced an expanded collaboration to drive enterprise-grade generative AI solutions across edge and cloud devices. This partnership focuses on enhancing AI immediacy, privacy, reliability, personalization, and energy efficiency while reducing costs for businesses deploying AI-powered applications. By integrating IBM's for generative AI solutions with Qualcomm's AI platforms, the collaboration will support IBM's Granite models through the Qualcomm® AI Inference Suite and Qualcomm® AI Hub. This initiative enables businesses to deploy AI solutions with robust governance, monitoring, and decision-making capabilities, ensuring secure and efficient AI operations across edge and cloud environments. Durga Malladi, Senior Vice President and General Manager, Technology Planning and Edge Solutions at Qualcomm Technologies, Inc., emphasized the significance of the partnership, stating that it allows businesses to leverage AI solutions that are fast, personalized, and supported by strong governance frameworks. Ritika Gunnar, General Manager, Data and AI at IBM, highlighted the benefits of optimizing IBM's and Granite models for Snapdragon and Qualcomm Dragonwing platforms, enabling businesses to harness the power of AI regardless of data location. Building on their CES announcement, Qualcomm and IBM will integrate IBM's Granite Guardian 8B and Granite 3.1 8B models on Snapdragon® 8 Elite reference design and the Qualcomm Dragonwing™ AI On-Prem Appliance Solution. These models provide end-to-end generative AI solutions at the edge, offering built-in guardrails for AI deployment, monitoring, and decision-making. Combining on-device inferencing, low power consumption, and privacy features with IBM's watsonx performance, this collaboration enhances AI security, efficiency, reliability, and governance. Qualcomm Technologies has optimized IBM Granite 3.1, IBM's third-generation flagship language model, for the Qualcomm AI Hub to help developers and businesses leverage AI at the edge. Additionally, the Qualcomm AI Hub and IBM watsonx collaboration will introduce governance and responsibility guardrails for on-device models through capabilities. Qualcomm's Cloud AI accelerators are now certified for Red Hat OpenShift, enabling large-scale deployment of IBM's AI software suite, including watsonx, on Qualcomm Cloud AI hardware. For more details on Qualcomm and IBM's AI innovations, visit Qualcomm Technologies' booth at MWC Barcelona (Booth #3E10, Hall 3, Fira Gran Via) or explore the Qualcomm Developer Blog.
