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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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23-03-2023 20:52:02 (UTC+7)

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    EUR/USD 1.0879 Neutral  
    GBP/USD 1.2311 ↑ Buy  
    USD/JPY 131.21 Neutral  
    AUD/USD 0.6707 Buy  
    USD/CAD 1.3655 Neutral  
    EUR/JPY 142.75 ↑ Sell  
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    Gold 1,983.30 ↑ Buy  
    Silver 23.163 ↑ Buy  
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    FTSE 100 7,510.04 ↑ Sell  
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    IBEX 35 8,992.81 Sell  
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    Lufthansa 9.880 Sell  
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    Deutsche Bank AG 9.550 ↑ Buy  
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