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Amazon Q1 Preview: Watch The Capex And EBIT Margins Print [Seeking Alpha]
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm
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US:NASDAQ Investor Relations: abc.xyz/investor
consistent with its long-term market-leadership investment playbook, so I see it as strategically positive. AWS is ceding some cloud market share to Azure and Google Cloud, but absolute revenue growth and remaining performance obligations still point to a strong multi-year demand pipeline. AMZN's custom Trainium chips target superior price-performance, with strong customer adoption, which can structurally lift AWS EBIT margins by several hundred basis points over time. A rich 1-yr fwd AMZN P/E valuation versus peers introduces downside risk if execution disappoints or growth normalizes faster than expected. AMZN's chart shows a bullish engulfing breakout from prior resistance, following a Wyckoff-spring-like shakeout, suggesting potential for further total-return upside. Dzmitry Skazau/iStock via Getty Images Performance assessment Amazon.com, Inc. ( AMZN ) has lagged the broader market index slightly since my last update on the stock. So I think my Hold view has been
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