--- title: "In \"Major Banks,\" China International Capital Corporation: Amazon's fourth-quarter performance exceeded expectations, and the long-term growth visibility of AWS has improved" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/275540047.md" description: "CICC released a report stating that Amazon's Q4 performance for the fiscal year 2025 exceeded expectations, with total revenue increasing by 14% year-on-year to $213.4 billion, operating profit rising by 18% to $25 billion, and net profit growing by 6% to $21.2 billion. Benefiting from the strong performance of its cloud computing business AWS, revenue for 2026 is expected to be revised up by 1.7% to $812.9 billion, and net profit is expected to be revised up by 8.1% to $96.3 billion, maintaining an \"outperform\" rating with a target price of $280" datetime: "2026-02-11T01:56:17.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/275540047.md) - [en](https://longbridge.com/en/news/275540047.md) - [zh-HK](https://longbridge.com/zh-HK/news/275540047.md) --- > 支持的语言: [English](https://longbridge.com/en/news/275540047.md) | [繁體中文](https://longbridge.com/zh-HK/news/275540047.md) # In "Major Banks," China International Capital Corporation: Amazon's fourth-quarter performance exceeded expectations, and the long-term growth visibility of AWS has improved CICC published a report stating that Amazon (AMZN.US) is expected to announce its Q4 fiscal year 2025 results, with total revenue projected to grow 14% year-on-year to $213.4 billion. The market consensus expects a year-on-year growth of 13% to $211.4 billion, while CICC anticipates a year-on-year growth of 13% to $212.2 billion. Operating profit is expected to grow 18% year-on-year to $25 billion, with the market consensus expecting a 17% year-on-year growth to $24.7 billion. CICC expects a year-on-year growth of 6% to $22.4 billion. Net profit is projected to grow 6% year-on-year to $21.2 billion, matching the market consensus of $21.2 billion, while CICC expects it to be $20 billion, corresponding to a diluted earnings per share of $1.95, with the market consensus at $1.97, and CICC expecting $1.83. Benefiting from the better-than-expected performance of its cloud computing business AWS, the company's revenue and profit exceeded both market and CICC expectations. CICC believes that the medium to long-term growth visibility of AWS has improved, and Amazon's cloud supply is expected to continue to be released. They slightly raised Amazon's 2026 revenue forecast by 1.7% to $812.9 billion and introduced a 2027 revenue forecast of $890.2 billion. Considering that the company is still continuously improving internal efficiency, they raised the 2026 net profit forecast by 8.1% to $96.3 billion and introduced a 2027 net profit forecast of $115.3 billion. They maintain an "outperform the industry" rating and a target price of $280 ### 相关股票 - [Global X Cloud Computing ETF (CLOU.US)](https://longbridge.com/zh-CN/quote/CLOU.US.md) - [Roundhill AMZN WeeklyPay ETF (AMZW.US)](https://longbridge.com/zh-CN/quote/AMZW.US.md) - [GraniteShares 2x Long AMZN Daily ETF (AMZZ.US)](https://longbridge.com/zh-CN/quote/AMZZ.US.md) - [Amazon (AMZN.US)](https://longbridge.com/zh-CN/quote/AMZN.US.md) - [Direxion Daily AMZN Bull 2X Shares (AMZU.US)](https://longbridge.com/zh-CN/quote/AMZU.US.md) ## 相关资讯与研究 - [AWS introducing a new UK customer addendum](https://longbridge.com/zh-CN/news/281226104.md) - [Should You Chase the Amazon-Driven Rally in Globalstar Stock Today?](https://longbridge.com/zh-CN/news/281573463.md) - [Amazon.com, Inc. $AMZN Stake Increased by NorthCrest Asset Manangement LLC](https://longbridge.com/zh-CN/news/280758277.md) - [Amazon's satellite business gets another win as it seeks to challenge Musk's Starlink](https://longbridge.com/zh-CN/news/281201680.md) - [K-Buddhism: "AI Sage", Can an AI awaken to its Original Nature? | AMZN Stock News](https://longbridge.com/zh-CN/news/281059138.md)