3 secret advantages that can further strengthen Amazon’s shareholder

Amazon (Amzn) This year has been one of the strong shares of technology – and an analyst thinks that it can still be a lot of fuel in the tank.

In a new note, JPMorgan analyst was a “best idea” called “best idea” in Dug Anmuth Amazon and an increased radar as a robbon engineering and a service (LaA).

The company repeated its overweight rating and set the price goal of $ 240 per share with more than 20% of the current levels.

Amazon shares are growing in June, growing in about 14% month and S & P 500 (^ GSPC). Rally, investors’ ad advertisement and Amazon Web Services (AWS) comes as optimism about the cloud computing sections. During the first quarter of Amazon, AWS revenues increased by 17%, the revenue of the name increased by 19%. According to Yahoo Financial data, the Amazon Foundation currently maintains a strong consensus from more than two analysts.

JPMorgan notes that Amazon has changed the national model in a regional model and soothes the network of mass. This means that customer orders are more likely to reduce delivery distance and expenses from nearby warehouses.

This regionalization strategy helped Amazon Deliver more than 9 billion In the same day or next day packages in 2024, per record. The company’s section increased by 8% by increasing the growth of 3% increasing shipping costs.

Amazon plans to double the network of performance facilities in the same day – the most expensive buildings in the real estate trace – can further reduce delivery costs. JPMorgan notes that there are currently about 600 small packages, but they can reach up to 1000.

AI and automation progress can be a longer expense groom. Includes a generative AI for advanced robots that are potential technologies, delivery maps, advanced demand forecast and human language.

The JPMorgan notes that the next gene warehouses of Amazon, execution, sorting and last mile delivery, reduce the processing process to 25% and reduce the cost of the summit. Over time, Amazon is expected to retrieve its existing warehouses with these opportunities.

Outside of their e-commerce, Amazon is increasingly opening the logistics infrastructure into third-party merchants. This logistics-as-a-service model can be a large income driver that resembles the dominant platform by selling the server capacity of ASHS. The company already competes the size of the increase in the last mile delivery.