What analysts are saying about Amazon after its post-earnings decline Aug. 01, 2025 6:52 AM ETAmazon.com, Inc. (AMZN) StockMSFT Amazon (NASDAQ:AMZN) was down8.0%in premarket trading on Friday after the e-commerce giant set operating income guidance slightly below expectations and missed the whisper number on Wall Street for Q2 AWS growth. Concerns on Amazon (NASDAQ:AMZN) keeping with AI rivals such as Microsoft (MSFT) have also crept into the discussion. However, analysts are out in force making the case that investors should buy the dip. Morgan Stanley kept Amazon (AMZN) slotted as a top pick. Analyst Brian Nowak noted that retail growth and profit improvements are shining and driving earnings. The firm expects Amazon's (AMZN) ability to match and ship more items to more people faster and in a more profitable manner will continue to improve. "We also expect robotics and automation to be a further driver of more durable FCF/transaction... with OBBBA a potential robotics accelerant," he advised. Wedbush Securities analyst Dan Ives said his team expects that there is some conservatism embedded in AMZN management's outlook since the company has outperformed the high end of its revenue and operating income guide for several consecutive quarters. "We continue to see multiple levers of sustainable margin improvement, including fulfillment optimization and the structural mix shift towards higher-margin AWS and advertising revenues," he wrote. Wedbush has an Outperform rating on Amazon (AMZN) and price target of $250. Jefferies analyst Brent Thrill also highlighted that Amazon (AMZN) generally takes a pragmatic approach to its profit outlook. He observed that Amazon (AMZN) has delivered an average operating income beat of 64% vs. the midpoint of the guidance range over the past 13 quarters. Jefferies kept its Buy rating on Amazon (AMZN) and price target of $265 in place. Evercore ISI analyst Mark Mahaney said the AWS backlog growth acceleration to 25% was a distinct positive for Amazon (AMZN), but the rest of the AWS results and commentary just did not address the market's concern that Amazon is "missing" the AI Cloud opportunity. However, Mahaney thinks the setup for AWS growth is in place and said supply constraints are incrementally being addressed. Amazon (AMZN) was kept as one of Evercore's top large-cap longs. Elite Trader Head Of Stock selection stonedinvestor said hahahahahahahahahahahahahahah-- I told you this bitch was going down!!! hahahahahahahahahahahahah.
Illumina raises 2025 revenue and EPS guidance as clinical demand strengthens and multiomics acquisition advances
Strong second quarter GDP growth numbers are "misleading," The size of the U.S. economy grew in the second quarter of this year by a lot —3%, annualized. That’s after itcontracted in the first quarterby 0.5%. But as is so often the case in economics and elsewhere, looks can be deceiving. Three percent GDP growth is pretty great. Pretty solid. It’s just that, as Thomas Ryan put it, “that figure is very misleading.” Ryan is a North America economist with Capital Economics. He said the 3% figure is “sort of driven by a quirk.” The quirk? Trade chaos. In the first quarter of 2025, companies across the economy binged on imports, stockpiling before tariffs hit. Then when tariffs hit, a lot of them stopped importing so much. “As a result of imports slumping, that’s boosted GDP quite strongly,” Ryan said. That’s how the math works when calculating GDP — imports are a negative, so less imports is a positive, and GDP grew. What does the economy look like if we take out the trade chaos? “Under the hood, it does look like there’s some cooling in the relatively solid growth we’ve experienced in 2023 and 2024,” said Jonathan Pingle, chief U.S. economist at UBS. If you want to look at the core of the economy, the beating heart of it all, you look at how much we consumers and businesses are all buying and investing. At the end of last year that was growing at a solid 3.4%. TY Sleeping Joe!!!!!!Then it slipped to 2.9%, awwwww then 1.9%, ohhhhhh and now 1.2%. .. yikes! “Absolute Nonsense”: New GDP Report Shows Radical Decline in Trump’s Economy.....
1.2% GDP now + Applying model results used by the Federal Reserve in the first trade war, Bloomberg Economics calculates the 12.8-percentage-point hike in the average tariff since Trump came back into office could cut US GDP by 1.8% and lift core prices by 1.1% over a period of two to three years. Hummmmmmmmmmmmmm
Here is my other Ai-ish stock not moving. More of a quantum bent I think/// Lumen price target raised by 50c at Raymond James, » 08:09 LUMN
Hamilton the raccoon came and visited last night in the pouring rain. What a trooper. I gave him a big piece of left over Tuna I brought up from NYC. He left me several small poops on the deck. There is a baby bunny on the property who lives down by Bacchus' grave. I like that. It is suddenly cold out.
Kind of mixed report but heavy short position. Watch for gummy.~~ ATEC Alphatec Holdings, Inc. $10.58-0.15(-1.40%)4:00 PM 07/31/25 NASDAQ |$USD |Pre-Market:$11.76+1.18(+11.15%)8:35 AM Alphatec GAAP EPS of -$0.27 misses by $0.08, revenue of $185.54M beats by $6.69M NewsYesterday, 4:16 PM Alphatec sees 20% revenue growth for 2025, projecting $734M amid adoption of procedural innovations