Walmart Stock Slides As Amazon's Grocery Delivery Expansion Heats Up Price War And Challenges Margins

Written by Emily J. Thompson, Senior Investment Analyst

AMZN+9.58%

TGT-0.22%

WMT-1.03%

Source: Benzinga

Updated: Aug 13 2025

5mins

Source: Benzinga

Amazon Expands Grocery Delivery: Amazon has broadened its grocery delivery service to all customers in over 3,500 cities, previously limited to Prime members, which pressures competitors like Walmart by leveraging its scale for market share.
Walmart's Employee Discount Update: Walmart has expanded its employee discount to include nearly all grocery purchases, aiming to compete more effectively with rivals like Target and Whole Foods amidst rising food prices.

AMZN.O

$244.220+28.402%Past 6 months

Line

Candle

YTD

Intellectia

Analyst Views on AMZN

Wall Street analysts forecast AMZN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMZN is 267.30 USD with a low forecast of 230.00 USD and a high forecast of 300.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

44 Analyst Rating

44 Buy

0 Hold

0 Sell

Strong Buy

Current: 222.860

Low

230.00

Averages

267.30

High

300.00

Current: 222.860

Low

230.00

Averages

267.30

High

300.00

Oppenheimer

Outperform

maintain

$245 -> $290

2025-10-31

New

Reason

Oppenheimer

Price Target

$245 -> $290

2025-10-31

New

maintain

Outperform

Reason

Oppenheimer raised the firm's price target on Amazon.com to $290 from $245 and keeps an Outperform rating on the shares following quarterly results. The firm notes AWS Q3 revenue growth accelerated to +20% year-over-year vs. Q2's +17% and "gaining momentum." AWS commentary was more bullish than in Q2, with most of the call focused on cloud, AI and chips.

Baird

Colin Sebastian

maintain

$244 -> $285

2025-10-31

New

Reason

Baird

Colin Sebastian

Price Target

$244 -> $285

2025-10-31

New

maintain

Reason

Baird analyst Colin Sebastian raised the firm's price target on Amazon.com to $285 from $244 and keeps an Outperform rating on the shares. The firm updated its model following results and said 20% AWS growth changes the narrative.

Benchmark

Buy

maintain

$260 -> $295

2025-10-31

New

Reason

Benchmark

Price Target

$260 -> $295

2025-10-31

New

maintain

Buy

Reason

Benchmark raised the firm's price target on Amazon.com to $295 from $260 and keeps a Buy rating on the shares. With AWS growth reaccelerating and operating income margins resuming their upward trajectory, the firm says it has to "imagine that the sentiment pendulum will have swung back in the other direction for the next few quarters."

DA Davidson

Buy

maintain

$265 -> $300

2025-10-31

New

Reason

DA Davidson

Price Target

$265 -> $300

2025-10-31

New

maintain

Buy

Reason

DA Davidson raised the firm's price target on Amazon.com to $300 from $265 and keeps a Buy rating on the shares. The company's strong Q3 earnings were primarily underscored by a notable reacceleration in Amazon Web Services that beat expectations as it also marked the first quarter since 2022 that AWS grew over 20% Y/Y, with management noting they're seeing strength across core hyperscaler services and AI-services and are focused on adding additional compute capacity onto AWS in the near future, the analyst tells investors in a research note.

See All Ratings

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

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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.