Citi sees several synergies should Amazon buy TikTok U.S.

Citi believes there could be several synergies should Amazon.com (AMZN) succeed in its bid to acquire TikTok U.S. TikTok Shop, which generated ~$9B of U.S. gross merchandise volume in 2024, and TikTok’s strength across influencers could accelerate Amazon’s product discovery efforts, the analyst tells investors in a research note. The firm also sees multiple advertising benefits given TikTok’s 170M U.S. monthly active users who spend 70-plus minutes per day on the site. Citi recommends taking advantage of the post-tariff weakness in Amazon shares. The company is among the best positioned to benefit from long-term secular trends, Citi contends. It keeps a Buy rating on the shares with a $273 price target

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