[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 71.9K followers Created: 2025-07-16 11:12:58 UTC Cantor Fitzgerald Maintains Overweight Rating on $AMZN, Raises PT to $XXX from $XXX Earnings Preview: "Amazon is likely to report 2Q25E results with revenues near the midpoint, but EBIT should come in ahead of prior guidance. US non-store retail sales were up +7% y/y in 2Q, a slight acceleration vs. 1Q – indicating favorable trends for AMZN’s NA retail growth. Meanwhile, AWS growth should come near +17% y/y in 2Q25E. The key focus will be on 3Q25E outlook. We expect revenue guide to bracket $175B and EBIT (at high-end) near $19B. While there are lingering uncertainties on trade, AMZN CEO recently noted that prices on the platform have remained relatively stable – which bodes well for 3Q25E EBIT guide. Additionally, we think AMZN has plenty of room to improve efficiency across various layers of its logistics network. AMZN shares have lagged the broader Mag-7 (ex-TSLA) group YTD, and sentiment appears mixed into the print. We like the risk/reward at current levels. We have increased our FY26E EBIT estimates by X% and reiterate our Overweight / Top pick rating. Our revised PT of $XXX is based on 30x FY26E EBIT (vs. $XXX previously)." Analyst: Deepak Mathivanan XXXXX engagements  **Related Topics** [amzn](/topic/amzn) [amazon web services](/topic/amazon-web-services) [gdp growth](/topic/gdp-growth) [$amzn](/topic/$amzn) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [Post Link](https://x.com/wallstengine/status/1945441525267382695)
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Wall St Engine @wallstengine on x 71.9K followers
Created: 2025-07-16 11:12:58 UTC
Cantor Fitzgerald Maintains Overweight Rating on $AMZN, Raises PT to $XXX from $XXX
Earnings Preview: "Amazon is likely to report 2Q25E results with revenues near the midpoint, but EBIT should come in ahead of prior guidance. US non-store retail sales were up +7% y/y in 2Q, a slight acceleration vs. 1Q – indicating favorable trends for AMZN’s NA retail growth. Meanwhile, AWS growth should come near +17% y/y in 2Q25E. The key focus will be on 3Q25E outlook. We expect revenue guide to bracket $175B and EBIT (at high-end) near $19B.
While there are lingering uncertainties on trade, AMZN CEO recently noted that prices on the platform have remained relatively stable – which bodes well for 3Q25E EBIT guide. Additionally, we think AMZN has plenty of room to improve efficiency across various layers of its logistics network. AMZN shares have lagged the broader Mag-7 (ex-TSLA) group YTD, and sentiment appears mixed into the print. We like the risk/reward at current levels.
We have increased our FY26E EBIT estimates by X% and reiterate our Overweight / Top pick rating. Our revised PT of $XXX is based on 30x FY26E EBIT (vs. $XXX previously)."
Analyst: Deepak Mathivanan
XXXXX engagements
Related Topics amzn amazon web services gdp growth $amzn stocks consumer cyclical