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Amazon has the 'most attractive risk-reward skew' - Goldman Sachs

By Sam Boughedda In a research note on U.S. e-commerce stocks Friday, Goldman Sachs analysts told investors they see the most attractive risk-reward skew in Amazon...
Amazon has the 'most attractive risk-reward skew' - Goldman Sachs © Reuters. Amazon (AMZN) has the 'most attractive risk-reward skew' - Goldman Sachs
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By Sam Boughedda

In a research note on U.S. e-commerce stocks Friday, Goldman Sachs analysts told investors they see the most attractive risk-reward skew in Amazon (NASDAQ:AMZN).

However, they warned that the company's fiscal Q4 2022 EPS is critical for Amazon's management to "frame the multi-year pathway on a return to more normalized eCommerce margins as we move further from the demonstrable headwinds from the past 2 ½ years."

The analysts explained that Amazon continues to reflect the firm's "preference for: a) profitable and scaled players with higher growth profiles, b) resilient models supported by platform breadth, category diversification and more favorable end-market exposure, and c) our expectation of continued market share consolidation within eCommerce over time.

"We adjust our estimates in a number of ways to reflect our broader industry work and inject greater levels of conservatism in forward estimates: 1) lowering the growth profile for AWS (cloud computing) to +21% YoY growth in Q4 with further deceleration into 1H 2023; 2) continued modest assumptions for Int’l eCommerce growth (especially driven by European exposure); and 3) lowering our 2023 GAAP Operating Income assumptions to $22bn in 2023 and $31bn in 2024," the analysts write.

Goldman Sachs also notes that Amazon has seen positive trends in its unique visitors/viewers count in recent months.

Amazon shares are up 2% Friday.

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22-09-2023 17:28:08 (UTC+7)

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    EUR/USD 1.0638 ↑ Sell  
    GBP/USD 1.2238 ↑ Sell  
    USD/JPY 148.19 Buy  
    AUD/USD 0.6446 ↑ Buy  
    USD/CAD 1.3453 ↑ Sell  
    EUR/JPY 157.64 ↑ Sell  
    EUR/CHF 0.9642 Neutral  
    Gold 1,945.45 Neutral  
    Silver 23.953 Buy  
    Copper 3.7300 Neutral  
    Crude Oil WTI 90.72 ↑ Buy  
    Brent Oil 94.22 Buy  
    Natural Gas 2.643 Neutral  
    US Coffee C 155.47 ↑ Buy  
    Euro Stoxx 50 4,200.55 ↑ Sell  
    S&P 500 4,330.00 ↑ Sell  
    DAX 15,543.55 ↑ Sell  
    FTSE 100 7,725.73 Neutral  
    Hang Seng 18,085.00 ↑ Buy  
    Small Cap 2000 1,780.05 ↑ Sell  
    IBEX 35 9,527.62 ↑ Sell  
    BASF 43.200 ↑ Sell  
    Bayer 47.73 Sell  
    Allianz 233.15 ↑ Buy  
    Adidas 162.80 ↑ Sell  
    Lufthansa 8.038 ↑ Buy  
    Siemens AG 133.85 Neutral  
    Deutsche Bank AG 10.175 Neutral  
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