Amazon Could Be Worth $3 Trillion in Three Years, Analyst Says

Barrons2021-04-14

Amazon is going to get bigger—maybe a lot bigger. In a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three ...

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精彩评论

变胜龙
2021-04-14
变胜龙
To the Mars 🚀
Vilianty
2021-04-14
Vilianty
Amazing.
- Vilianty:
  like and comment
Huazai
2021-04-14
Huazai
Power up to $T
JimmyChua
2021-04-14
JimmyChua
Regulatory risks too

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He cautions that overall revenue growth will be a key driver of stock performance, and that the shares could be range-bound until moving past what he warns will be a tough June quarter comparison. But for the long haul, he’s all in.\nThe analyst asserts that Amazon Web Services is the company’s most valuable business, and one that is well-positioned for further strong growth. He thinks AWS could be worth $1.2 trillion in three years, as more corporate computing workloads shift to the cloud. (Barron’s notes there are only four companies with market caps higher than that: Amazon itself, Apple,Microsoft and Alphabet.)\nIn a finding that could surprise some investors, Thill thinksthe company’s advertising businesscould be worth more than $600 billion in three years. “As Amazon becomes an increasingly important channel for [consumer-packaged goods] companies, we believe a portion of their spending will shift toward search and product placement,” he writes. “In addition, we think Amazon has the opportunity to expand advertising further in international and new channels like Prime Video.”\nAs for the core retail business, the analyst estimates the value three years out at $1 trillion, about $700 billion of that for the third-party seller business. “[Amazon]Primeadoption and a broader shift to e-commerce have driven an acceleration in growth,” he writes. “We believe the length of the pandemic has served to engrain consumers’ increased reliance on e-commerce.”\nThill is careful to say that his sum-of-the-parts analysis is simply illustrative and doesn’t reflect his official price target. But he adds that viewing Amazon over a longer time period “helps provide perspective in the face of near-term disruptions/volatility from the pandemic.” He also thinks Amazon’s discount to its underlying asset value can narrow over time. 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He cautions that overall revenue growth will be a key driver of stock performance, and that the shares could be range-bound until moving past what he warns will be a tough June quarter comparison. But for the long haul, he’s all in.</p>\n<p>The analyst asserts that&nbsp;Amazon Web Services&nbsp;is the company’s most valuable business, and one that is well-positioned for further strong growth. He thinks AWS could be worth $1.2 trillion in three years, as more corporate computing workloads shift to the cloud. (<i>Barron’s</i>&nbsp;notes there are only four companies with market caps higher than that: Amazon itself, Apple,Microsoft&nbsp;and Alphabet.)</p>\n<p>In a finding that could surprise some investors, Thill thinksthe company’s advertising businesscould be worth more than $600 billion in three years. “As Amazon becomes an increasingly important channel for [consumer-packaged goods] companies, we believe a portion of their spending will shift toward search and product placement,” he writes. “In addition, we think Amazon has the opportunity to expand advertising further in international and new channels like Prime Video.”</p>\n<p>As for the core retail business, the analyst estimates the value three years out at $1 trillion, about $700 billion of that for the third-party seller business. “[Amazon]Primeadoption and a broader shift to e-commerce have driven an acceleration in growth,” he writes. “We believe the length of the pandemic has served to engrain consumers’ increased reliance on e-commerce.”</p>\n<p>Thill is careful to say that his sum-of-the-parts analysis is simply illustrative and doesn’t reflect his official price target. But he adds that viewing Amazon over a longer time period “helps provide perspective in the face of near-term disruptions/volatility from the pandemic.” He also thinks Amazon’s discount to its underlying asset value can narrow over time. And Thill points out that he is not including any value for its new healthcare business, which he notes is addressing a $350 billion U.S. market.</p>\n<p>Amazon closed Tuesday at $3400, up 0.6%.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Could Be Worth $3 Trillion in Three Years, Analyst Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Could Be Worth $3 Trillion in Three Years, Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 15:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon is going to get bigger—maybe a lot bigger.\nIn a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109659124","content_text":"Amazon is going to get bigger—maybe a lot bigger.\nIn a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three years, a potential 70% gain that would boost the company’s valuation to nearly $3 trillion.\nThill, who maintains a Buy rating on Amazon shares with a current price target of $4,000, notes that the stock has been stuck in neutral since last August, but thinks the stock will outperform again when the market gets clarity on the direction of the core retail business. He cautions that overall revenue growth will be a key driver of stock performance, and that the shares could be range-bound until moving past what he warns will be a tough June quarter comparison. But for the long haul, he’s all in.\nThe analyst asserts that Amazon Web Services is the company’s most valuable business, and one that is well-positioned for further strong growth. He thinks AWS could be worth $1.2 trillion in three years, as more corporate computing workloads shift to the cloud. (Barron’s notes there are only four companies with market caps higher than that: Amazon itself, Apple,Microsoft and Alphabet.)\nIn a finding that could surprise some investors, Thill thinksthe company’s advertising businesscould be worth more than $600 billion in three years. “As Amazon becomes an increasingly important channel for [consumer-packaged goods] companies, we believe a portion of their spending will shift toward search and product placement,” he writes. “In addition, we think Amazon has the opportunity to expand advertising further in international and new channels like Prime Video.”\nAs for the core retail business, the analyst estimates the value three years out at $1 trillion, about $700 billion of that for the third-party seller business. “[Amazon]Primeadoption and a broader shift to e-commerce have driven an acceleration in growth,” he writes. “We believe the length of the pandemic has served to engrain consumers’ increased reliance on e-commerce.”\nThill is careful to say that his sum-of-the-parts analysis is simply illustrative and doesn’t reflect his official price target. But he adds that viewing Amazon over a longer time period “helps provide perspective in the face of near-term disruptions/volatility from the pandemic.” He also thinks Amazon’s discount to its underlying asset value can narrow over time. And Thill points out that he is not including any value for its new healthcare business, which he notes is addressing a $350 billion U.S. market.\nAmazon closed Tuesday at $3400, up 0.6%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":344136878,"gmtCreate":1618385821094,"gmtModify":1634293319096,"author":{"id":"3571889549699411","authorId":"3571889549699411","name":"Vilianty","avatar":"https://static.tigerbbs.com/5108b9bca44d22aa3390fdceb93735cf","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3571889549699411","authorIdStr":"3571889549699411"},"htmlText":"Amazing.","listText":"Amazing.","text":"Amazing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/344136878","repostId":1109659124,"repostType":4,"repost":{"id":"1109659124","kind":"news","pubTimestamp":1618384743,"share":"https://www.laohu8.com/m/news/1109659124?lang=&edition=full","pubTime":"2021-04-14 15:19","market":"us","language":"en","title":"Amazon Could Be Worth $3 Trillion in Three Years, Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1109659124","media":"Barrons","summary":"Amazon is going to get bigger—maybe a lot bigger.\nIn a research note on Tuesday, Jefferies analyst B","content":"<p>Amazon is going to get bigger—maybe a lot bigger.</p>\n<p>In a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three years, a potential 70% gain that would boost the company’s valuation to nearly $3 trillion.</p>\n<p>Thill, who maintains a Buy rating on Amazon shares with a current price target of $4,000, notes that the stock has been stuck in neutral since last August, but thinks the stock will outperform again when the market gets clarity on the direction of the core retail business. He cautions that overall revenue growth will be a key driver of stock performance, and that the shares could be range-bound until moving past what he warns will be a tough June quarter comparison. But for the long haul, he’s all in.</p>\n<p>The analyst asserts that&nbsp;Amazon Web Services&nbsp;is the company’s most valuable business, and one that is well-positioned for further strong growth. He thinks AWS could be worth $1.2 trillion in three years, as more corporate computing workloads shift to the cloud. (<i>Barron’s</i>&nbsp;notes there are only four companies with market caps higher than that: Amazon itself, Apple,Microsoft&nbsp;and Alphabet.)</p>\n<p>In a finding that could surprise some investors, Thill thinksthe company’s advertising businesscould be worth more than $600 billion in three years. “As Amazon becomes an increasingly important channel for [consumer-packaged goods] companies, we believe a portion of their spending will shift toward search and product placement,” he writes. “In addition, we think Amazon has the opportunity to expand advertising further in international and new channels like Prime Video.”</p>\n<p>As for the core retail business, the analyst estimates the value three years out at $1 trillion, about $700 billion of that for the third-party seller business. “[Amazon]Primeadoption and a broader shift to e-commerce have driven an acceleration in growth,” he writes. “We believe the length of the pandemic has served to engrain consumers’ increased reliance on e-commerce.”</p>\n<p>Thill is careful to say that his sum-of-the-parts analysis is simply illustrative and doesn’t reflect his official price target. But he adds that viewing Amazon over a longer time period “helps provide perspective in the face of near-term disruptions/volatility from the pandemic.” He also thinks Amazon’s discount to its underlying asset value can narrow over time. And Thill points out that he is not including any value for its new healthcare business, which he notes is addressing a $350 billion U.S. market.</p>\n<p>Amazon closed Tuesday at $3400, up 0.6%.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Could Be Worth $3 Trillion in Three Years, Analyst Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Could Be Worth $3 Trillion in Three Years, Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 15:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon is going to get bigger—maybe a lot bigger.\nIn a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109659124","content_text":"Amazon is going to get bigger—maybe a lot bigger.\nIn a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three years, a potential 70% gain that would boost the company’s valuation to nearly $3 trillion.\nThill, who maintains a Buy rating on Amazon shares with a current price target of $4,000, notes that the stock has been stuck in neutral since last August, but thinks the stock will outperform again when the market gets clarity on the direction of the core retail business. He cautions that overall revenue growth will be a key driver of stock performance, and that the shares could be range-bound until moving past what he warns will be a tough June quarter comparison. But for the long haul, he’s all in.\nThe analyst asserts that Amazon Web Services is the company’s most valuable business, and one that is well-positioned for further strong growth. He thinks AWS could be worth $1.2 trillion in three years, as more corporate computing workloads shift to the cloud. (Barron’s notes there are only four companies with market caps higher than that: Amazon itself, Apple,Microsoft and Alphabet.)\nIn a finding that could surprise some investors, Thill thinksthe company’s advertising businesscould be worth more than $600 billion in three years. “As Amazon becomes an increasingly important channel for [consumer-packaged goods] companies, we believe a portion of their spending will shift toward search and product placement,” he writes. “In addition, we think Amazon has the opportunity to expand advertising further in international and new channels like Prime Video.”\nAs for the core retail business, the analyst estimates the value three years out at $1 trillion, about $700 billion of that for the third-party seller business. “[Amazon]Primeadoption and a broader shift to e-commerce have driven an acceleration in growth,” he writes. “We believe the length of the pandemic has served to engrain consumers’ increased reliance on e-commerce.”\nThill is careful to say that his sum-of-the-parts analysis is simply illustrative and doesn’t reflect his official price target. But he adds that viewing Amazon over a longer time period “helps provide perspective in the face of near-term disruptions/volatility from the pandemic.” He also thinks Amazon’s discount to its underlying asset value can narrow over time. And Thill points out that he is not including any value for its new healthcare business, which he notes is addressing a $350 billion U.S. market.\nAmazon closed Tuesday at $3400, up 0.6%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4032246,"gmtCreate":1618385833318,"gmtModify":1635739136490,"authorId":3571889549699411,"author":{"id":3571889549699411,"idStr":"3571889549699411","authorId":3571889549699411,"name":"Vilianty","avatar":"https://static.tigerbbs.com/5108b9bca44d22aa3390fdceb93735cf","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":344136878,"type":1,"supId":0,"prevId":0,"content":"like and <u>comment</u>","text":"like and <u>comment</u>","html":"like and <u>comment</u>"}],"langContent":"EN"},{"id":344136125,"gmtCreate":1618385782967,"gmtModify":1631888683568,"author":{"id":"3575368380492738","authorId":"3575368380492738","name":"Huazai","avatar":"https://static.tigerbbs.com/b49ee8932c56a165de373cdc1d186dc4","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3575368380492738","authorIdStr":"3575368380492738"},"htmlText":"Power up to $T","listText":"Power up to $T","text":"Power up to $T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344136125","repostId":1109659124,"repostType":4,"repost":{"id":"1109659124","kind":"news","pubTimestamp":1618384743,"share":"https://www.laohu8.com/m/news/1109659124?lang=&edition=full","pubTime":"2021-04-14 15:19","market":"us","language":"en","title":"Amazon Could Be Worth $3 Trillion in Three Years, Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1109659124","media":"Barrons","summary":"Amazon is going to get bigger—maybe a lot bigger.\nIn a research note on Tuesday, Jefferies analyst B","content":"<p>Amazon is going to get bigger—maybe a lot bigger.</p>\n<p>In a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three years, a potential 70% gain that would boost the company’s valuation to nearly $3 trillion.</p>\n<p>Thill, who maintains a Buy rating on Amazon shares with a current price target of $4,000, notes that the stock has been stuck in neutral since last August, but thinks the stock will outperform again when the market gets clarity on the direction of the core retail business. He cautions that overall revenue growth will be a key driver of stock performance, and that the shares could be range-bound until moving past what he warns will be a tough June quarter comparison. But for the long haul, he’s all in.</p>\n<p>The analyst asserts that&nbsp;Amazon Web Services&nbsp;is the company’s most valuable business, and one that is well-positioned for further strong growth. He thinks AWS could be worth $1.2 trillion in three years, as more corporate computing workloads shift to the cloud. (<i>Barron’s</i>&nbsp;notes there are only four companies with market caps higher than that: Amazon itself, Apple,Microsoft&nbsp;and Alphabet.)</p>\n<p>In a finding that could surprise some investors, Thill thinksthe company’s advertising businesscould be worth more than $600 billion in three years. “As Amazon becomes an increasingly important channel for [consumer-packaged goods] companies, we believe a portion of their spending will shift toward search and product placement,” he writes. “In addition, we think Amazon has the opportunity to expand advertising further in international and new channels like Prime Video.”</p>\n<p>As for the core retail business, the analyst estimates the value three years out at $1 trillion, about $700 billion of that for the third-party seller business. “[Amazon]Primeadoption and a broader shift to e-commerce have driven an acceleration in growth,” he writes. “We believe the length of the pandemic has served to engrain consumers’ increased reliance on e-commerce.”</p>\n<p>Thill is careful to say that his sum-of-the-parts analysis is simply illustrative and doesn’t reflect his official price target. But he adds that viewing Amazon over a longer time period “helps provide perspective in the face of near-term disruptions/volatility from the pandemic.” He also thinks Amazon’s discount to its underlying asset value can narrow over time. And Thill points out that he is not including any value for its new healthcare business, which he notes is addressing a $350 billion U.S. market.</p>\n<p>Amazon closed Tuesday at $3400, up 0.6%.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Could Be Worth $3 Trillion in Three Years, Analyst Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Could Be Worth $3 Trillion in Three Years, Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 15:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon is going to get bigger—maybe a lot bigger.\nIn a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109659124","content_text":"Amazon is going to get bigger—maybe a lot bigger.\nIn a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three years, a potential 70% gain that would boost the company’s valuation to nearly $3 trillion.\nThill, who maintains a Buy rating on Amazon shares with a current price target of $4,000, notes that the stock has been stuck in neutral since last August, but thinks the stock will outperform again when the market gets clarity on the direction of the core retail business. He cautions that overall revenue growth will be a key driver of stock performance, and that the shares could be range-bound until moving past what he warns will be a tough June quarter comparison. But for the long haul, he’s all in.\nThe analyst asserts that Amazon Web Services is the company’s most valuable business, and one that is well-positioned for further strong growth. He thinks AWS could be worth $1.2 trillion in three years, as more corporate computing workloads shift to the cloud. (Barron’s notes there are only four companies with market caps higher than that: Amazon itself, Apple,Microsoft and Alphabet.)\nIn a finding that could surprise some investors, Thill thinksthe company’s advertising businesscould be worth more than $600 billion in three years. “As Amazon becomes an increasingly important channel for [consumer-packaged goods] companies, we believe a portion of their spending will shift toward search and product placement,” he writes. “In addition, we think Amazon has the opportunity to expand advertising further in international and new channels like Prime Video.”\nAs for the core retail business, the analyst estimates the value three years out at $1 trillion, about $700 billion of that for the third-party seller business. “[Amazon]Primeadoption and a broader shift to e-commerce have driven an acceleration in growth,” he writes. “We believe the length of the pandemic has served to engrain consumers’ increased reliance on e-commerce.”\nThill is careful to say that his sum-of-the-parts analysis is simply illustrative and doesn’t reflect his official price target. But he adds that viewing Amazon over a longer time period “helps provide perspective in the face of near-term disruptions/volatility from the pandemic.” He also thinks Amazon’s discount to its underlying asset value can narrow over time. And Thill points out that he is not including any value for its new healthcare business, which he notes is addressing a $350 billion U.S. market.\nAmazon closed Tuesday at $3400, up 0.6%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":344133764,"gmtCreate":1618385480258,"gmtModify":1634293320401,"author":{"id":"3574984385549978","authorId":"3574984385549978","name":"JimmyChua","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574984385549978","authorIdStr":"3574984385549978"},"htmlText":"Regulatory risks too","listText":"Regulatory risks too","text":"Regulatory risks too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344133764","repostId":1109659124,"repostType":4,"repost":{"id":"1109659124","kind":"news","pubTimestamp":1618384743,"share":"https://www.laohu8.com/m/news/1109659124?lang=&edition=full","pubTime":"2021-04-14 15:19","market":"us","language":"en","title":"Amazon Could Be Worth $3 Trillion in Three Years, Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1109659124","media":"Barrons","summary":"Amazon is going to get bigger—maybe a lot bigger.\nIn a research note on Tuesday, Jefferies analyst B","content":"<p>Amazon is going to get bigger—maybe a lot bigger.</p>\n<p>In a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three years, a potential 70% gain that would boost the company’s valuation to nearly $3 trillion.</p>\n<p>Thill, who maintains a Buy rating on Amazon shares with a current price target of $4,000, notes that the stock has been stuck in neutral since last August, but thinks the stock will outperform again when the market gets clarity on the direction of the core retail business. He cautions that overall revenue growth will be a key driver of stock performance, and that the shares could be range-bound until moving past what he warns will be a tough June quarter comparison. But for the long haul, he’s all in.</p>\n<p>The analyst asserts that&nbsp;Amazon Web Services&nbsp;is the company’s most valuable business, and one that is well-positioned for further strong growth. He thinks AWS could be worth $1.2 trillion in three years, as more corporate computing workloads shift to the cloud. (<i>Barron’s</i>&nbsp;notes there are only four companies with market caps higher than that: Amazon itself, Apple,Microsoft&nbsp;and Alphabet.)</p>\n<p>In a finding that could surprise some investors, Thill thinksthe company’s advertising businesscould be worth more than $600 billion in three years. “As Amazon becomes an increasingly important channel for [consumer-packaged goods] companies, we believe a portion of their spending will shift toward search and product placement,” he writes. “In addition, we think Amazon has the opportunity to expand advertising further in international and new channels like Prime Video.”</p>\n<p>As for the core retail business, the analyst estimates the value three years out at $1 trillion, about $700 billion of that for the third-party seller business. “[Amazon]Primeadoption and a broader shift to e-commerce have driven an acceleration in growth,” he writes. “We believe the length of the pandemic has served to engrain consumers’ increased reliance on e-commerce.”</p>\n<p>Thill is careful to say that his sum-of-the-parts analysis is simply illustrative and doesn’t reflect his official price target. But he adds that viewing Amazon over a longer time period “helps provide perspective in the face of near-term disruptions/volatility from the pandemic.” He also thinks Amazon’s discount to its underlying asset value can narrow over time. And Thill points out that he is not including any value for its new healthcare business, which he notes is addressing a $350 billion U.S. market.</p>\n<p>Amazon closed Tuesday at $3400, up 0.6%.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Could Be Worth $3 Trillion in Three Years, Analyst Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Could Be Worth $3 Trillion in Three Years, Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-14 15:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon is going to get bigger—maybe a lot bigger.\nIn a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/amazon-could-be-worth-3-trillion-in-three-years-analyst-says-51618348040?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109659124","content_text":"Amazon is going to get bigger—maybe a lot bigger.\nIn a research note on Tuesday, Jefferies analyst Brent Thill lays out a case that Amazon (Ticker: AMZN) can reach $5,700 a share over the next three years, a potential 70% gain that would boost the company’s valuation to nearly $3 trillion.\nThill, who maintains a Buy rating on Amazon shares with a current price target of $4,000, notes that the stock has been stuck in neutral since last August, but thinks the stock will outperform again when the market gets clarity on the direction of the core retail business. He cautions that overall revenue growth will be a key driver of stock performance, and that the shares could be range-bound until moving past what he warns will be a tough June quarter comparison. But for the long haul, he’s all in.\nThe analyst asserts that Amazon Web Services is the company’s most valuable business, and one that is well-positioned for further strong growth. He thinks AWS could be worth $1.2 trillion in three years, as more corporate computing workloads shift to the cloud. (Barron’s notes there are only four companies with market caps higher than that: Amazon itself, Apple,Microsoft and Alphabet.)\nIn a finding that could surprise some investors, Thill thinksthe company’s advertising businesscould be worth more than $600 billion in three years. “As Amazon becomes an increasingly important channel for [consumer-packaged goods] companies, we believe a portion of their spending will shift toward search and product placement,” he writes. “In addition, we think Amazon has the opportunity to expand advertising further in international and new channels like Prime Video.”\nAs for the core retail business, the analyst estimates the value three years out at $1 trillion, about $700 billion of that for the third-party seller business. “[Amazon]Primeadoption and a broader shift to e-commerce have driven an acceleration in growth,” he writes. “We believe the length of the pandemic has served to engrain consumers’ increased reliance on e-commerce.”\nThill is careful to say that his sum-of-the-parts analysis is simply illustrative and doesn’t reflect his official price target. But he adds that viewing Amazon over a longer time period “helps provide perspective in the face of near-term disruptions/volatility from the pandemic.” He also thinks Amazon’s discount to its underlying asset value can narrow over time. And Thill points out that he is not including any value for its new healthcare business, which he notes is addressing a $350 billion U.S. market.\nAmazon closed Tuesday at $3400, up 0.6%.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":8,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1109659124"}