If they present products at tomorrow's Fall Hardware Show that could be monetized, then could see a bump in stock price. Probably no robot: 800 employees have been working on them for years.
POSSIBLE CATALYSTS
• Fall hardware show . . . 9/28 Noon ET
• Branded TV . . . releasing next month
• Logistics’ growth announcement??? – could take business from UPS, FedEx and USPS in the future
• Increase cost for Prime Advantage???- 2018 was last increase to $119 from $99
• Consolidating since Summer 2020
• Valuation – Trading @ 62X forward earnings is close to the cheapest Amazon has ever been
• Anti-Trust Action – breaking up AMZN would substantial increase share price based on SOTP’s valuation
• Department Stores, Healthcare, acquisitions, etc.????
HEADWINDS
• ER Oct 28th– could have reduction in op CF of $2B due to increases in CAP-X
• Rising labor costs
• Unionization battles$Amazon.com(AMZN)$
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