AST SpaceMobile Shares Soar Once More: What’s Driving the Surge Against SpaceX?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
0mins
Should l Buy AMZN?
Source: Barron's
- Stock Performance: AST SpaceMobile's stock experienced an increase early Friday, building on gains from the previous day.
- Investor Sentiment: There is growing excitement among investors regarding the company's potential expansion into the defense sector.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise
44 Analyst Rating
41 Buy
3 Hold
0 Sell
Strong Buy
Current: 204.790
Low
175.00
Averages
280.01
High
325.00
Current: 204.790
Low
175.00
Averages
280.01
High
325.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Profitability Metrics: Amazon's forward P/E ratio stands at approximately 25x, with expected EPS growth of 25% and net margins of 10.8%, all surpassing industry averages, highlighting its robust profitability in the AI infrastructure sector.
- Strategic Investment Opportunity: By selling the March 20, 2026 $200 put option, investors can potentially acquire Amazon shares at a net price of $192.97 if the stock closes below $200, offering a 3.64% discount and a maximum reward of $703 per contract, showcasing a risk-managed investment strategy.
See More
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- Strong Sales Growth: Costco's net sales for the four-week retail month of January 2026 rose 9.3% year-over-year to $21.3 billion, demonstrating the company's robust performance in the retail market and bolstering investor confidence in its future growth prospects.
- Rapid Membership Fee Growth: In the first quarter of fiscal 2025, Costco's membership fees increased by 14% year-over-year, indicating the company's success in maintaining customer loyalty and diversifying revenue streams, which further solidifies its market position.
- Outstanding E-commerce Performance: Costco's digital sales surged by 34.4% in January, and even after adjusting for gasoline and foreign exchange, the growth remained at 33.1%, showcasing the company's strong competitiveness in the e-commerce sector and alleviating concerns about potential threats from Amazon.
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- Digital Sales Performance: The company's digitally enabled sales surged 34.4% in January, with an adjusted growth rate of 33.1% when excluding gasoline and foreign exchange impacts, indicating rapid expansion in e-commerce and enhancing its competitive resilience.
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- Funding and Reservations: Slate Auto has secured over $111 million in Series A funding from investors including Jeff Bezos and other notable figures, while confirming 150,000 reservations, indicating strong market demand for their electric pickup.
- Product Features and Market Positioning: The base model of the electric pickup offers a 150-mile range and a 1,400-pound payload capacity, with a unique personalization approach allowing customers to select desired features, enhancing its competitive edge in the market.
- Industry Challenges and Opportunities: While Slate Auto shows significant growth potential in the EV market, President Trump's recent decision to rescind the fuel content factor from CAFE standards may reduce the attractiveness of EVs to manufacturers, adding uncertainty to the industry.
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- Data Center CPU Procurement: This deal marks a significant advancement for Nvidia in the data center CPU market, as Meta, despite developing its own chips, has chosen Nvidia as the backbone of its AI infrastructure, indicating its pursuit of high-performance products.
- Market Competition Landscape: Meta's move alleviates investor concerns about Nvidia losing market share, demonstrating that even amidst a diversified supply chain, Nvidia remains the preferred supplier in the AI space, boosting market optimism regarding Nvidia's upcoming chip launches.
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