The Zacks Analyst Blog Highlights Amazon, Microsoft, Alphabet and Salesforce

24.05.24 15:42 Uhr

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For Immediate ReleaseChicago, IL – May 24, 2024 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Amazon AMZN, Microsoft MSFT, Alphabet GOOGL and Salesforce CRM.Here are highlights from Thursday’s Analyst Blog:Amazon (AMZN) Boosts AWS Clientele with NinjaTech AI DealAmazon continues to ride on its robust cloud computing arm — Amazon Web Services ("AWS"). The solid customer momentum of AWS is driving the company's top line. Shares of Amazon have rallied 20.4% year to date, outperforming the S&P 500 index's growth of 12.7%.The latest partnership of a generative AI company called NinjaTech AI with AWS is a testament to the above-mentioned fact.The former launched the next-generation AI agent called Ninja, which has been trained using AWS's machine learning (ML) chips Trainium and Inferentia2 in order to make them powerful and useful.Apart from these next-generation chips, NinjaTech AI is leveraging Amazon SageMaker in a bid to make training of the underlined AI agents fast, flexible and affordable.With the help of AWS cloud solutions, Ninja is capable of saving time and money by implementing generative AI in everyday workflows.AWS's Portfolio Strength: A Key CatalystNinjaTech AI's latest move highlights the efficiency and reliability of AWS's innovative cloud products and services. Moreover, it has added strength to AWS's customer base.Both Trainium and Inferentia2 chips are designed to support the larger 70B variants of the latest popular open-source models like Llama 3. While Trainium chips help train Large Language Models at low costs by powering high-performance compute clusters on AWS, Inferentia2 chips enable models to generate inferences faster and at much lower costs.In addition to these chips, AWS recently introduced Amazon Bedrock innovations in order to bolster generative AI strength. These innovations include the latest custom model import capability and model evaluation capabilities, and Guardrails, which are designed to deliver easy, fast and secure ways to develop advanced generative AI applications and experiences.AWS also made its generative AI-powered assistant called Amazon Q generally available.AWS's growing efforts toward strengthening its portfolio offerings are likely to continue driving customer momentum. This, in turn, will continue to drive AWS's top-line growth in the near term and the long run.In first-quarter 2024, AWS sales (18% of the total sales) rose 17% year over year to $25.04 billion.Strengthening the AWS segment, in turn, will boost Amazon's overall financial performance.For second-quarter 2024, the Zacks Consensus Estimate for sales is pegged at $148.54 billion, indicating year-over-year growth of 10.5%.The same for earnings per share stands at $1.02, which indicates a year-over-year rise of 61.9%.Rising CompetitionAmazon's solidifying prospects in the promising cloud computing market are expected to continue providing a competitive advantage over its peers like Microsoft and Alphabet's Google, which are also gaining steam.Microsoft is continuously riding on strong momentum across its Intelligent Cloud business, driven by the solid adoption of Azure. Strength in Azure AI remains a positive. The company's strong efforts to power its cloud capabilities with generative AI are noteworthy. Also, growth in AI Copilot is contributing well to Microsoft's cloud business.Meanwhile, Google Cloud, which has turned out to be the key catalyst for Alphabet's growth, is gaining from the growing generative AI capabilities, increasing data centers, availability zones and cloud regions. The solid adoption of the Google Cloud Platform and Google Workspace remains a major positive.Zacks Rank & Stocks to ConsiderCurrently, Amazon carries a Zacks Rank #3 (Hold).A better-ranked stock in the broader technology sector is Salesforce, which carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.Shares of Salesforce have gained 8.3% in the year-to-date period. The long-term earnings growth rate for CRM is 17.45%.Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.0 average gain per year. Amazingly, they soared with average gains of +44.9%, +48.4% and +55.2% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                   Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.Where Will Stocks Go…If Biden Wins? If Trump Wins?The answers may surprise you.Since 1950, even after negative midterm years, the market has never had a lower presidential election year. With voters energized and engaged, the market has been almost unrelentingly bullish no matter which party wins!Now is the time to download Zacks' free Special Report with 5 stocks that offer extreme upside for both Democrats and Republicans…1. Medical manufacturer has gained +11,000% in the last 15 years.2. Rental company is absolutely crushing its sector.3. Energy powerhouse plans to grow its already large dividend by 25%.4. Aerospace and defense standout just landed a potentially $80 billion contract.5. Giant Chipmaker is building huge plants in the U.S. Hurry, Download Special Report FREE >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amazon.com, Inc. (AMZN): Free Stock Analysis Report Microsoft Corporation (MSFT): Free Stock Analysis Report Salesforce Inc. (CRM): Free Stock Analysis Report Alphabet Inc. (GOOGL): Free Stock Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Nachrichten zu Amazon

Analysen zu Amazon

DatumRatingAnalyst
18.06.2024Amazon OverweightJP Morgan Chase & Co.
13.06.2024Amazon BuyUBS AG
05.06.2024Amazon BuyJefferies & Company Inc.
01.05.2024Amazon OverweightJP Morgan Chase & Co.
01.05.2024Amazon BuyJefferies & Company Inc.
DatumRatingAnalyst
18.06.2024Amazon OverweightJP Morgan Chase & Co.
13.06.2024Amazon BuyUBS AG
05.06.2024Amazon BuyJefferies & Company Inc.
01.05.2024Amazon OverweightJP Morgan Chase & Co.
01.05.2024Amazon BuyJefferies & Company Inc.
DatumRatingAnalyst
26.09.2018Amazon HoldMorningstar
30.07.2018Amazon neutralJMP Securities LLC
13.06.2018Amazon HoldMorningstar
02.05.2018Amazon HoldMorningstar
02.02.2018Amazon neutralJMP Securities LLC
DatumRatingAnalyst
11.04.2017Whole Foods Market SellStandpoint Research
23.03.2017Whole Foods Market SellUBS AG
14.08.2015Whole Foods Market SellPivotal Research Group
04.02.2009Amazon.com sellStanford Financial Group, Inc.
26.11.2008Amazon.com ErsteinschätzungStanford Financial Group, Inc.

Um die Übersicht zu verbessern, haben Sie die Möglichkeit, die Analysen für Amazon nach folgenden Kriterien zu filtern.

Alle: Alle Empfehlungen

Buy: Kaufempfehlungen wie z.B. "kaufen" oder "buy"
Hold: Halten-Empfehlungen wie z.B. "halten" oder "neutral"
Sell: Verkaufsempfehlungn wie z.B. "verkaufen" oder "reduce"