Amazon Analyst Sees Robotics Unlocking Billions In Savings

Analysts from BofA Securities highlighted Amazon.com, Inc. AMZN as an industry leader in AI and robotics in a note released Monday.

The firm sees advanced robotics driving up to $16 billion in annual savings by 2032 and raised its price target on Amazon stock. 

What To Know: 

BofA Securities analysts highlighted Amazon's rapidly expanding robotics capabilities, with over 750,000 robots now assisting in 75% of customer orders. 

Amazon introduced eight new robots in May 2025 focused on delivery station efficiencies and BofA maintained that the company is still early in its robotics efficiency cycle. 

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Key Takeaways: 

• Automation at Amazon is expanding beyond fulfillment centers to delivery stations and last-mile delivery. This includes investments in autonomous drones with a goal to deliver 500 million packages annually via drones by 2030, potentially saving 40% on those deliveries. 

• Amazon's new 12th Generation automated fulfillment centers, which feature 10 times more robots, are projected to deliver a 25% improvement in peak period costs, with a multi-year ramp-up planned for both new and retrofitted facilities. 

• BofA estimated that adoption of advanced robotics and AI could drive $16 billion in annual savings by 2032, adding 1.6 percentage points to Amazon's long-term retail margin. 

• BoA Securities analyst Justin Post reiterated a Buy rating on Amazon stock and raised its price objective from $230 to $248. The firm cited further strengthening of Amazon's competitive moat and improving profitability through continued investments in AI and robotics.

AMZN Stock Price Action: Amazon shares were up 0.07% at $205.16 on Monday and have climbed 8% over the past month, according to data from Benzinga Pro. 

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