UBS: Raises Amazon's target price to $224, raises earnings forecast per share for 2024 to 2026

智通財經
2024.07.31 12:47
瑞銀髮表研報指出，亞馬遜將公佈次季業績，過去幾年市場焦點都主要放在公司的利潤率擴張，展望未來瑞銀預測亞馬遜將採取更進取的投資戰略方針，相信對 AWS 的資本開支將增加，並會加強投入於食品雜貨業務的拓展，以及衞星連網服務 Project Kuiper 的部署。 該行期望管理層會透露更多資本開支的細節，從而可預測 AWS 未來收入增長潛力。瑞銀維持對亞馬遜的 “買入” 評級，目標價從 217 美元上調至 224 美元，並將估值參數推前至 2025 年第三季至 2026 年第二季，並將 2024 至 2026 年每股盈利預測上調 4%、5% 及 5%。
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