Amazon.com Inc. (AMZN  ) is preparing to reshape its delivery strategy as it reassesses its reliance on the U.S. Postal Service ahead of a key contract deadline. Amazon Plans Major Shift Away From USPS

The company has started reducing the number of packages it hands off to USPS and aims to cut that volume by at least two-thirds before its current contract expires in October. The move comes as Amazon participates in a competitive bidding process for last-mile delivery services introduced by the Postal Service, the Wall Street Journal reported on Tuesday, citing people familiar with the situation.

Potential Impact On USPS And Delivery Network

USPS handled more than 1 billion Amazon packages last year, accounting for about 15% of its total U.S. parcel volume and playing a key role in supporting its network amid ongoing financial losses. While Amazon is expanding its own delivery capabilities, USPS remains important for reaching rural areas, where it handles 30% to 40% of Amazon's shipments.

Faster Delivery Push And Analyst Outlook

Alongside these changes, Amazon is expanding 1-hour and 3-hour delivery options to drive more frequent purchases, now offering over 90,000 items for rapid delivery in many areas. Bank of America Securities analyst Justin Post maintained a Buy rating with a $275 price forecast, citing continued market share gains, strong seller engagement, and the role of faster delivery, AI tools, and advertising in supporting Amazon's growth.

Technical Analysis

Amazon is trading 2.5% above its 20-day SMA, but 4.9% below its 100-day SMA, showing short-term stabilization while the intermediate trend still needs repair. Shares are up 11.61% over the past 12 months and are currently positioned closer to their 52-week highs than lows.

The RSI is at 52.07, which keeps momentum in neutral territory rather than stretched in either direction. The MACD is at -1.8393, while the signal line is at -2.8866, a bullish configuration that suggests downside pressure is easing, even though the MACD remains below zero.

The combination of neutral RSI (around 50) and bullish MACD suggests mixed momentum.

  • Key Resistance: $220.50
  • Key Support: $202.50
Earnings & Analyst Outlook

Looking further out, the next major catalyst for the stock arrives with the April 30, 2026 (estimated) earnings report.

  • EPS Estimate: $1.66 (Up from $1.59 YoY)
  • Revenue Estimate: $177.20 Billion (Up from $155.70 Billion YoY)
  • Valuation: P/E of 30.0x (Indicates premium valuation relative to peers)
Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $287.76. Recent analyst moves include:

  • Needham: Buy (Maintains Target to $265.00) (March 17)
  • Wells Fargo: Overweight (Lowers Target to $304.00) (February 23)
  • Citigroup: Buy (Lowers Target to $265.00) (February 9)
AMZN Price Action: Amazon.com shares were up 0.38% at $216.01 during premarket trading on Wednesday, according to Benzinga Pro data.