Selected stock price target news of the day - February 7th, 2025

By: Matthew Otto

Amazon Surpasses Q4 Earnings Expectations, Projects Lower Q1 2025 Revenue Guidance

Amazon.com reported its financial results posting earnings per share (EPS) of $1.86 for Q4, beating the consensus estimate of $1.47 by $0.39. Revenue for the quarter reached $187.8 billion, exceeding the consensus estimate of $187.33 billion.

Net sales increased 10% year-over-year, with North America sales rising by 10% to $115.6 billion and International sales up 8% to $43.4 billion, or 9% when excluding currency changes. Amazon Web Services (AWS) continued its performance, delivering a 19% sales increase to $28.8 billion. Operating income grew to $21.2 billion, up from $13.2 billion in Q4 2023, driven by AWS’s $10.6 billion contribution.

For the full year, net sales rose 11% to $638.0 billion. AWS led the growth with $107.6 billion in revenue, marking a 19% increase. Full-year operating income nearly doubled to $68.6 billion, driven by AWS’s $39.8 billion contribution. Net income for the year reached $59.2 billion, or $5.53 per diluted share, compared to $30.4 billion, or $2.90 per share, in 2023. Amazon also achieved a 36% increase in operating cash flow to $115.9 billion.

Looking ahead, Amazon projects Q1 2025 revenue between $151.0 billion and $155.5 billion, below the consensus estimate of $158.33 billion, partly due to a projected $2.1 billion foreign exchange impact. Operating income for the quarter is expected to range between $14.0 billion and $18.0 billion.

Analyst Price Target Increases Following Results

Needham analyst Laura Martin reiterated a Buy rating and a $250 price target.
Telsey Advisory Group analyst Joseph Feldman maintained an Outperform rating, with a $275 price target.
Goldman Sachs analyst Eric Sheridan reaffirmed a Buy rating and raised the price target from $240 to $255.
RBC Capital analyst Brad Erickson increased the price target from $255 to $265.
BofA Securities analyst Justin Post lifted the price target from $255 to $257.
DA Davidson analyst Gil Luria raised the price target from $235 to $280.

Which Analyst has the best track record to show on AMZN?

Analyst Barton Crockett (ROSENBLATT) currently has the highest performing score on AMZN with 11/11 (100%) price target fulfillment ratio. His price targets carry an average of $38.07 (19.23%) potential upside. Amazon.com stock price reaches these price targets on average within 137 days.

BILL Reports Strong Q2 Performance, Beats EPS and Revenue Estimates

BILL delivered financial results for its second fiscal quarter ending December 31, 2024. Total revenue reached $362.6 million, surpassing the consensus estimate of $359.53 million and marking a 14% year-over-year increase.

Core revenue, consisting of subscription and transaction fees, grew 16% to $319.6 million, with transaction fees rising 19% to $251.9 million. BILL reported an EPS of $0.56, beating analysts’ expectations by $0.10. Gross profit totaled $295.9 million, with an 81.6% gross margin, while non-GAAP gross profit came in at $308.9 million, representing an 85.2% gross margin. Also it reduced its operating loss to $21.7 million, compared to $67.7 million in the same period last year, while non-GAAP operating income surged 41.8% to $62.8 million.

BILL served 481,300 businesses and processed $84 billion in payment volume, up 13% year-over-year. BILL repurchased approximately 2.3 million shares for $200 million and retired $585 million in convertible senior notes. For Q3 2025, BILL projects EPS between $0.35 and $0.38, above the $0.34 consensus, and revenue between $352.5 million and $357.5 million, below the $360.4 million consensus.

Full-year fiscal 2025 guidance includes EPS in the range of $1.87 to $1.97, beating the consensus of $1.78, with total revenue expected to reach between $1.454 billion and $1.469 billion, aligning with the consensus estimate of $1.46 billion.

Analyst Reactions Following Q2 Results and Guidance Update

Needham analyst Scott Berg reiterates a Buy rating on BILL Holdings and maintains a $100 price target.
Piper Sandler analyst Clarke Jeffries reaffirms an Overweight rating while maintaining an $85 price target.
Wells Fargo analyst Andrew Bauch, however, lowers the price target to $57.
Citi analyst Andrew Schmidt trims the price target to $88 from $100 while maintaining his rating.
Mizuho analyst Siti Panigrahi reduces the price target to $70.
Keefe, Bruyette & Woods analyst Sanjay Sakhrani decreases the price target to $77 from $95.

Which Analyst has the best track record to show on BILL?

Analyst Peter Levine (EVERCORE) currently has the highest performing score on BILL with 4/4 (100%) price target fulfillment ratio. His price targets carry an average of $12.66 (26.74%) potential upside. BILL Holdings stock price reaches these price targets on average within 64 days.

e.l.f. Beauty Reports Q3 2024 Growth but Lowers Full-Year Guidance Amid Softer Sales Trends

e.l.f. Beauty posted Q3 2024 results, with net sales rising 31% year-over-year to $355.3 million, surpassing Wall Street’s expectation of $329.03 million. The increase was driven by performance in both retailer and e-commerce channels across the U.S. and international markets.

Gross margins improved by 40 basis points to 71%, supported by cost savings and favorable foreign exchange impacts. However, e.l.f. company reported a Q3 EPS of $0.74, missing analysts’ estimate of $0.77 by $0.03. Adjusted net income for the quarter was $43 million, translating to an adjusted EPS of $0.74, but GAAP net income declined to $17.3 million, or $0.30 per share, compared to $26.9 million, or $0.46 per share, a year earlier, due to higher SG&A expenses and increased foreign currency exchange losses.

For fiscal 2025 guidance, e.l.f. forecasts annual sales between $1.3 billion and $1.31 billion, below analysts’ expectations of $1.34 billion, and adjusted EPS of $3.27 to $3.32, compared to the consensus of $3.61.

Analysts Adjust Ratings and Targets Following Q3 Miss and Guidance

UBS analyst Peter Grom downgraded from Buy to Neutral and the price target from $158 to $74.
Morgan Stanley analyst Dara Mohsenian downgraded from Overweight to Equal-Weight and the price target from $153 to $70.
Truist Securities analyst Bill Chappell lowered the price target to $100.
Goldman Sachs analyst Patty Kanada reiterated a Buy rating and reduced the price target from $165 to $142.

Which Analyst has the best track record to show on ELF?

Analyst Dara Mohsenian (MORGAN STANLEY) currently has the highest performing score on ELF with 16/17 (94.12%) price target fulfillment ratio. Her price targets carry an average of $23.03 (17.72%) potential upside. e.l.f. Beauty stock price reaches these price targets on average within 59 days.