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**Amazon's Prime Video Opportunity Drives Evercore's Stock Target Hike**
**Amazon Stock Target Raised at Evercore on Prime Video Opportunity**
In a significant move, Evercore ISI has raised its price target for Amazon.com (NASDAQ:AMZN) shares from $225 to $240, while maintaining an Outperform rating. This update comes as Amazon continues to intensify its efforts in the Prime Video service, highlighting the platform's substantial content expansion and strategic move to increase advertising as a revenue stream.
Amazon's Prime Video has seen a notable boost with the addition of more NFL games, a WildCard Playoff game, 66 regular season NBA games in 2025, and exclusive broadcasting rights to the 2024 PPA World Championships. The company is aggressively monetizing this content via advertising, which has become a higher priority. According to Evercore ISI, channel checks indicate that Amazon has started to increase advertising loads on Prime Video in the second half of the year.
The firm has updated its Amazon Prime Video (APV) monetization analysis, projecting incremental revenue and profit scenarios from APV through advertising and subscriptions. Evercore estimates that APV could generate between $3 billion and $5.9 billion in total revenue in 2025, which would account for 3% to 9% incrementality to its FY24 Amazon ad revenue estimate of $56 billion. This potential increase in revenue is expected to accelerate ad revenue growth to 20% in 2025, following a 19% growth in 2024.
Moreover, the analysis forecasts that APV could generate between $1.8 billion and $3.3 billion in operating income in 2025, representing 3% to 5% incrementality to the projected total Amazon operating income of $61 billion for 2024. The report suggests that the ramp-up in APV monetization could be a driving force for continued operating margin expansion for Amazon into 2025 and beyond.
Amazon's financial health remains robust, with a market capitalization of $1.99 trillion and impressive revenue growth of 12.32% over the last twelve months as of Q2 2024. The company's ability to generate $290.34 billion in gross profit with a margin of 48.04% during the same period reflects its operational efficiency. Additionally, analysts predict the company will be profitable this year, backed by a history of profitability over the last twelve months and a high return over the last decade[4
In a significant move, Evercore ISI has raised its price target for Amazon.com (NASDAQ:AMZN) shares from $225 to $240, while maintaining an Outperform rating. This update comes as Amazon continues to intensify its efforts in the Prime Video service, highlighting the platform's substantial content expansion and strategic move to increase advertising as a revenue stream.
Amazon's Prime Video has seen a notable boost with the addition of more NFL games, a WildCard Playoff game, 66 regular season NBA games in 2025, and exclusive broadcasting rights to the 2024 PPA World Championships. The company is aggressively monetizing this content via advertising, which has become a higher priority. According to Evercore ISI, channel checks indicate that Amazon has started to increase advertising loads on Prime Video in the second half of the year.
The firm has updated its Amazon Prime Video (APV) monetization analysis, projecting incremental revenue and profit scenarios from APV through advertising and subscriptions. Evercore estimates that APV could generate between $3 billion and $5.9 billion in total revenue in 2025, which would account for 3% to 9% incrementality to its FY24 Amazon ad revenue estimate of $56 billion. This potential increase in revenue is expected to accelerate ad revenue growth to 20% in 2025, following a 19% growth in 2024.
Moreover, the analysis forecasts that APV could generate between $1.8 billion and $3.3 billion in operating income in 2025, representing 3% to 5% incrementality to the projected total Amazon operating income of $61 billion for 2024. The report suggests that the ramp-up in APV monetization could be a driving force for continued operating margin expansion for Amazon into 2025 and beyond.
Amazon's financial health remains robust, with a market capitalization of $1.99 trillion and impressive revenue growth of 12.32% over the last twelve months as of Q2 2024. The company's ability to generate $290.34 billion in gross profit with a margin of 48.04% during the same period reflects its operational efficiency. Additionally, analysts predict the company will be profitable this year, backed by a history of profitability over the last twelve months and a high return over the last decade[4
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By Quiet. Please**Amazon Stock Target Raised at Evercore on Prime Video Opportunity**
In a significant move, Evercore ISI has raised its price target for Amazon.com (NASDAQ:AMZN) shares from $225 to $240, while maintaining an Outperform rating. This update comes as Amazon continues to intensify its efforts in the Prime Video service, highlighting the platform's substantial content expansion and strategic move to increase advertising as a revenue stream.
Amazon's Prime Video has seen a notable boost with the addition of more NFL games, a WildCard Playoff game, 66 regular season NBA games in 2025, and exclusive broadcasting rights to the 2024 PPA World Championships. The company is aggressively monetizing this content via advertising, which has become a higher priority. According to Evercore ISI, channel checks indicate that Amazon has started to increase advertising loads on Prime Video in the second half of the year.
The firm has updated its Amazon Prime Video (APV) monetization analysis, projecting incremental revenue and profit scenarios from APV through advertising and subscriptions. Evercore estimates that APV could generate between $3 billion and $5.9 billion in total revenue in 2025, which would account for 3% to 9% incrementality to its FY24 Amazon ad revenue estimate of $56 billion. This potential increase in revenue is expected to accelerate ad revenue growth to 20% in 2025, following a 19% growth in 2024.
Moreover, the analysis forecasts that APV could generate between $1.8 billion and $3.3 billion in operating income in 2025, representing 3% to 5% incrementality to the projected total Amazon operating income of $61 billion for 2024. The report suggests that the ramp-up in APV monetization could be a driving force for continued operating margin expansion for Amazon into 2025 and beyond.
Amazon's financial health remains robust, with a market capitalization of $1.99 trillion and impressive revenue growth of 12.32% over the last twelve months as of Q2 2024. The company's ability to generate $290.34 billion in gross profit with a margin of 48.04% during the same period reflects its operational efficiency. Additionally, analysts predict the company will be profitable this year, backed by a history of profitability over the last twelve months and a high return over the last decade[4
In a significant move, Evercore ISI has raised its price target for Amazon.com (NASDAQ:AMZN) shares from $225 to $240, while maintaining an Outperform rating. This update comes as Amazon continues to intensify its efforts in the Prime Video service, highlighting the platform's substantial content expansion and strategic move to increase advertising as a revenue stream.
Amazon's Prime Video has seen a notable boost with the addition of more NFL games, a WildCard Playoff game, 66 regular season NBA games in 2025, and exclusive broadcasting rights to the 2024 PPA World Championships. The company is aggressively monetizing this content via advertising, which has become a higher priority. According to Evercore ISI, channel checks indicate that Amazon has started to increase advertising loads on Prime Video in the second half of the year.
The firm has updated its Amazon Prime Video (APV) monetization analysis, projecting incremental revenue and profit scenarios from APV through advertising and subscriptions. Evercore estimates that APV could generate between $3 billion and $5.9 billion in total revenue in 2025, which would account for 3% to 9% incrementality to its FY24 Amazon ad revenue estimate of $56 billion. This potential increase in revenue is expected to accelerate ad revenue growth to 20% in 2025, following a 19% growth in 2024.
Moreover, the analysis forecasts that APV could generate between $1.8 billion and $3.3 billion in operating income in 2025, representing 3% to 5% incrementality to the projected total Amazon operating income of $61 billion for 2024. The report suggests that the ramp-up in APV monetization could be a driving force for continued operating margin expansion for Amazon into 2025 and beyond.
Amazon's financial health remains robust, with a market capitalization of $1.99 trillion and impressive revenue growth of 12.32% over the last twelve months as of Q2 2024. The company's ability to generate $290.34 billion in gross profit with a margin of 48.04% during the same period reflects its operational efficiency. Additionally, analysts predict the company will be profitable this year, backed by a history of profitability over the last twelve months and a high return over the last decade[4