Amazon: A 'Blue Chip 2.0' Is Born
Portfolio Pulse from
Amazon, under CEO Andy Jassy, has shifted focus from growth to profitability, with a significant increase in operating income. Despite a sell-off due to cautious 2025 guidance, the company's core businesses remain strong, presenting a buying opportunity. Amazon's growth in advertising and subscriptions supports its 'Blue Chip 2.0' status.
February 07, 2025 | 5:30 pm
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Amazon has increased its operating income by 86% from 2023 to 2024, indicating a shift towards profitability. Despite a sell-off due to cautious 2025 guidance, the company's core businesses remain strong, suggesting a buying opportunity.
Amazon's significant increase in operating income and the strength of its core businesses, despite a sell-off due to cautious guidance, suggest that the market reaction may be an overreaction, presenting a buying opportunity.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100