AI and the cloud in focus for Wall Street as analysts grow bullish ahead of earnings
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On Thursday, Amazon reports after a call of the fourth quarter earnings.
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Wall Street is designed for cloud demand and retail strength.
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The expectations are great for Amazon performance in 2025.
With Amazon Earnings in the corner, Wall Street investors expect solid results from the technology giant.
After the call on Thursday, the Titan of the Electronic Trade will be reported, and analysts are wisely about the end of the year’s year. The strong festive demand and the growth of advertising revenues are among positive drivers.
More Eye is the Amazon Cloud Counter Platform, which investors expect to be a major growth driver in both fourth quarter and 2025.
Here’s what hints before Amazon’s earnings.
The Bank of America says Amazon will most likely lead to a profit profit assessment after a strong fourth quarter due to a strong fourth quarter of a strong fourth quarter of $ 19.7 billion. The company sets $ 187 billion for quarterly sales, in line with Wall Street forecasts.
BOFA expects investors to be focused on AWS growth, AI scale, advertising revenue and 2025 expenditures. The cloud requirement must remain stable, while AI could remain a meaningful investor of the next year’s growth.
“Drivers include Amazon’s growing partnership with anthropogenic, new competitive AI (including NOVA models and low infrastructure costs at Trainium and Ramping GPU, as well as the launch of NVIDIA Blackwell chips and cloud products) said.
BofA buys a “buy” rating on the highway on Amazon and the purchase of $ 255 is higher than the current price.
Deutsche Bank is preparing for a winning victory, guided by the improvement of the US consumer background and increasing AI demand. AWS Migins and retail gross profit should also exceed the expectations of $ 21 billion for operating income by an operating yield by 7% of the agreement.
“Our trust in this worldview is notified of the widely based acceleration in a general general-demand, which is combined with a positive positive positive position of AI service AW SUIT,” said analysts. “For this purpose, we believe that at least half of the low hundreds of Q / Q may be added to the additional AI dollars.
The addition of these tails is that the company’s more and more optimized costs, strong advertising growth and better demanding festive demand.
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