FINWIRES · TerminalLIVE
FINWIRES

バンク・オブ・アメリカは、アマゾンのクラウド事業の進歩が複数の面で顕著であり、AWSの成長が加速していると述べている。

By

-- バンク・オブ・アメリカ証券は木曜日のレポートで、Amazon.com（AMZN）のクラウド事業は、キャパシティの拡大、独自チップの開発、AI関連需要の高まりを背景に、複数の分野で勢いを増しており、特にAmazon Web Services（AWS）の成長が加速していると指摘した。 AWSの売上高は、AIワークロードとコアサービスの強い需要に加え、受注残高の増加とAI関連の大型契約の早期獲得により、第1四半期に前年同期比28%増に加速した。受注残高は前四半期比で約1億2000万ドル増加し、そのうち約1億ドルはAnthropic社からの第2四半期受注見込みである。また、Trainium社のチップ受注額は2250億ドルを超えた。 バンク・オブ・アメリカは、AWSの好調とプライムデーのタイミング効果を理由に、第2四半期の売上高予測を約1890億ドルから約1980億ドルに引き上げた。また、営業利益予測も従来の229億ドルから約239億ドルに引き上げた。 同投資会社は、長期的な見通しも上方修正した。アマゾンは、クラウド事業の好調な伸びと小売事業の業績改善を受け、2026年の売上高と営業利益の見通しを上方修正した。また、2027年の見通しも、売上高約9490億ドル、営業利益約1300億ドル、1株当たり利益9.92ドルに引き上げた。 バンク・オブ・アメリカは、アマゾン株の買い推奨を維持し、目標株価を298ドルから310ドルに引き上げた。 アマゾン株は木曜日の取引で1.3%下落した。

Price: $259.65, Change: $-3.39, Percent Change: -1.29%

Related Articles

Research

Research Alert: The Clorox Company Beats Estimates Driven By Household And International

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CLX reported Q3 FY 26 net sales of $1.67B, flat Y/Y with organic sales down 1%, while adj. EPS of $1.64 grew 13% and beat consensus by $0.10. Gross margin contracted 140 bps to 43.2% due to elevated manufacturing costs and unfavorable mix, though disciplined expense management supported earnings. Mixed segment performance showed Household and International delivering growth of 3% and 8%, respectively, while Lifestyle declined 9% on lower consumption and inventory adjustments. Management updated FY 26 guidance expecting net sales to decline ~6% with organic sales down ~9%, including a 7.5%-pt ERP headwind. Adj. EPS guidance of $5.45-$5.65 represents a 27%-29% decline, with gross margin expected to contract 250-300 bps from GOJO inventory step-up and elevated energy costs. The April 1 GOJO acquisition expands the health portfolio though near-term integration costs pressure results. We believe the completed $580M digital transformation positions CLX for long-term operational improvements despite macro headwinds.

$CLX
Research

Research Alert: Rivn: Q1 Eps Ahead Of Consensus; 2026 Guidance Unchanged

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Rivian (RIVN) posted Q1 adjusted EPS of -$0.55 vs. -$0.41, ahead of the -$0.60 consensus. Revenue rose 11% to $1.38B ($10M ahead of consensus) on a 20% increase in total vehicle sales to 10,365 units, augmented by a 49% Y/Y increase in software and services revenue to $473M. RIVN's gross margin contracted 800 bps to 8.6%, but was ahead of the 8.4% consensus. The quarter's financial results reflect the company's strategic pivot toward broader market accessibility with the R2, though at the cost of near-term profitability. RIVN maintained prior 2026 guidance for adjusted EBITDA, vehicle deliveries, and capex. The company ended Q1 with cash of $4.8B, down from $6.1B at year-end 2025. Shares are trading 1% higher in after-hours trading. RIVN's Q1 earnings were ahead of expectations, although cash burn remains a key concern, with free cash flow deteriorating, driven by increased operating expenses and working capital consumption. Execution risks remain high given challenging demand facing the broader EV industry.

$RiVN
Australia

Tanger Q1 Core FFO, Revenue Rise; 2026 Guidance Increased

Tanger (SKT) reported Q1 core funds from operations late Thursday of $0.59 per diluted share, up from $0.53 a year earlier.Analysts polled by FactSet expected $0.58.Revenue in the three months ended March 31 rose to $150.4 million from $135.4 million a year earlier.Analysts surveyed by FactSet expected $142.9 million.The company raised 2026 FFO guidance to $2.42 to $2.50 per diluted share from $2.41 to $2.49.Analysts polled by FactSet expect $2.47.Tanger shares fell 2.3% in after-hours trading.

$SKT