Cantor Fitzgerald analyst Deepak Mathivanan lowered the firm’s price target on Amazon.com (AMZN) to $250 from $260 and keeps an Overweight rating on the shares. Amazon beat Q4 revenue and EBIT expectations, driven by accelerating AWS growth and continued retail margin expansion from logistics efficiencies, but softer-than-expected Q1 EBIT guidance and a sharply higher FY26 capex outlook of $200B may reignite concerns around long-term return on invested capital despite the intact AWS and retail margin expansion story, the analyst tells investors in a research note.
Claim 30% Off TipRanks
Forget margin or options. Here's how the pros trade AMZNPublished first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on AMZN:
- Amazon: Accelerating AWS Growth and Record Retail Profitability Underpin Buy Rating and $315 Target
- Amazon: Near-Term Margin Pressures Mask Powerful AWS and AI-Driven Long-Term Upside
- Amazon: Buy Rating Backed by Strong Earnings and End-to-End AI Stack Leadership
- Amazon: Accelerating AWS and Retail Scale, Strategic Capex, and Undervalued AI Upside Support a Buy Rating
- Amazon: Reaccelerating AWS, Improving Retail Margins, and Strategic Investments Underpin Reiterated Buy Rating