Symbotic Inc. (SYM) Stock: Price, Forecast & Analyst Target
Symbotic Inc. (SYM) — MoonshotScore 52/100 (Fair band), calculated Oct 5, 2026. Price $42.85 (-1.00%), as of the Oct 5, 2026 trading session; market cap $27.5B. Expected results Nov 23, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 15.75× (market value Oct 5, 2026; cash Jun 27, 2026) · expected results Nov 23, 2026
Symbotic Inc. · SYM · NASDAQ · Industrials · Industrial - Machinery
Research dated 2026-09-12: Symbotic builds robotic warehouse automation for wholesale and retail operators, combining machinery, software and operating services around the Symbotic System. The business behaves more like a systems integrator than a recurring software vendor: systems sales dominate, while services and support remain small. The shareholder question is whether continued system growth can produce durable profit and cash conversion before the valuation outruns execution.
Price as of Oct 5, 2026
Key Statistics
MoonshotScore v2 · Symbotic (SYM)
FairWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
An expensive valuation, though quality is only middling. Business Quality: Average; Financial Safety: Okay; Valuation: Rich; Growth Durability: Growing; Momentum: Slipping.
Enterprise value relative to EBITDA is the main valuation drag relative to sector peers.
- quarterly revenue $721M (Q3 FY2026, quarter ended Jun 2026)
- EPS beat 2 of 8
- Altman Z 7.46 · Piotroski F 6
Holding back: a rich price, weak price trend
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 53 | Fair | |
| 53 | Fair | |
| 53 | Fair | |
| 53 | Fair | |
| 51 | Fair | |
| 51 | Fair |
The score was 52 in the stored Oct 4, 2026 snapshot and remains 52 in the current publication computed Oct 5, 2026 (0). This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $42.85 | |
| Change on the day | -1.00% | |
| 52-week range | $37.68 – $87.88 | |
| Market capitalisation | $27.5B | |
| Price / earnings (trailing) | 451.77 | |
| Shares traded on the day | 667.6K | |
| Beta (volatility vs the S&P 500) | 1.94 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · below the recorded estimate
- · Earnings call · management outlook
- · Earnings results · below the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
For the fourth quarter of fiscal 2026, we expect revenue between $700 million and $780 million and adjusted EBITDA between $100 million and $105 million With that, we now welcome your questions.
Izilda Martins · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Symbotic (SYM): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 28, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the SYM film — every key number, told as a short cinematic story
~2 min · open the film
What is Symbotic (SYM), and what does it report?
Short answer · as of
The Symbotic System automates warehouse workflows, inventory control and product handling for wholesale and retail customers.
Research dated 2026-09-12.
The Symbotic System automates warehouse workflows, inventory control and product handling for wholesale and retail customers. Robotics and software work as an integrated operating system rather than as standalone machinery.
Reported revenue overwhelmingly measures systems sales. Operation services and software maintenance contribute much less, so top-line movement reflects demand for large automation systems far more than subscription adoption or aftermarket support.
That revenue shape matters more than the industrial machinery label. Symbotic sells a technology-intensive warehouse platform, but its current economics remain tied chiefly to delivering systems rather than collecting recurring software fees.
What do the latest results show for Symbotic (SYM)?
Short answer · as of
The most recent reported quarter, Q3 FY2026, carried revenue of $721M.
Research dated 2026-09-12.
Revenue, gross profit, operating profit and net income all advanced in the latest reported quarter. Revenue cleared consensus while earnings fell short of consensus, separating continued sales progress from what the market expected at the bottom line.
Higher sales arrived alongside lower research and administrative spending, producing a sharp expansion in operating profit. The longer annual record also shows rapid revenue growth accompanied by narrowing losses, although the quarterly path has not been smooth.
Operating cash flow swung sharply negative after successive positive periods. Income-statement improvement therefore has not yet become dependable cash conversion.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $720.84M Jun 27, 2026
- Latest quarter · R&D
- $43.78M Jun 27, 2026
- Latest quarter · SG&A
- $84.23M Jun 27, 2026
- Latest quarter · FMP standardized operating result
- $32.90M Jun 27, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 27, 2026 | $720.84M | $43.78M | $84.23M | $32.90M |
| Mar 28, 2026 | $676.48M | $51.28M | $92.57M | $6.10M |
| Dec 27, 2025 | $629.99M | $43.01M | $81.22M | $9.20M |
| Sep 27, 2025 | $618.46M | $58.73M | $83.64M | −$15.25M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $720.84M Aug 5, 2026
- Latest report · revenue estimate
- $715.03M Aug 5, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 5, 2026
- Latest report · EPS vs estimate
- Below estimate Aug 5, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 5, 2026 | $720.84M | $715.03M | $0.0900 | $0.1311 |
| May 6, 2026 | $676.48M | $662.65M | $0.0855 | $0.1167 |
| Feb 4, 2026 | $629.99M | $622.58M | $0.1246 | $0.0765 |
| Nov 24, 2025 | $618.46M | $604.00M | $0.5300 | $0.0637 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q3 FY2026 | $721M | $12M | $0.09 (diluted) |
| Q2 FY2026 | $676M | $2M | $0.01 (diluted) |
| Q1 FY2026 | $630M | $3M | $0.02 (diluted) |
| Q4 FY2025 | $618M | -$4M | -$0.03 (diluted) |
What are the financial strengths and risks for Symbotic (SYM)?
Short answer
Cash and short-term investments were $1.75B at the Jun 27, 2026 balance-sheet date. Operating cash flow was −$147.30M for the quarter ended Jun 27, 2026, meaning operations used cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Cash, short-term investments and longer-term investments give Symbotic substantial liquidity, while reported debt is absent. Liquidity ratios also indicate that current resources exceed current obligations.
Cash generation is much less settled than the balance-sheet headline suggests. Operating cash flow has moved between large inflows and outflows, and cash declined in the latest period after a strong buildup. Because systems supply nearly all revenue, weakness there would encounter only a small cushion from services and support.
Valuation is the sharper financial risk. Cash represents a modest portion of market value, while trailing operating and net margins remain thin; the share price therefore presumes far more earnings power than current operations produce.
Data-derived red flags
- Negative return on equity (-1.1%) — the business is not currently generating profit on shareholder capital.
- Inconsistent delivery — missed Wall Street EPS estimates in 5 of the last 8 reported quarters.
- Rich valuation — a P/E of 451.77 runs well above the Industrials sector’s ~29.50x, leaving little room for a miss.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- −$147.30M Jun 27, 2026
- Previous quarter · operating cash flow
- $261.34M Mar 28, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 27, 2026 | −$147.30M | −$17.33M |
| Mar 28, 2026 | $261.34M | −$43.37M |
| Dec 27, 2025 | $191.54M | −$2.05M |
| Sep 27, 2025 | $530.68M | −$36.25M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Symbotic (SYM)?
Short answer · as of
The next earnings report is expected on Nov 23, 2026.
Research dated 2026-09-12.
Management has set revenue and adjusted earnings bands for the forthcoming quarter. The useful test is whether sales remain within that range while reported operating profit stays positive; adjusted earnings alone would not establish that progression.
Cash conversion deserves equal attention. A healthier result would pair continued sales growth with a reversal of the recent operating cash outflow and stabilization of cash and short-term investments.
Longer-range consensus assumes continued revenue and earnings expansion. Progress toward that expectation should appear in systems sales, operating margins and cash generation, not merely in a higher revenue estimate.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
For the fourth quarter of fiscal 2026, we expect revenue between $700 million and $780 million and adjusted EBITDA between $100 million and $105 million With that, we now welcome your questions.
Izilda Martins ·
How does Symbotic compare with its peers?
Short answer
Symbotic's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
Symbotic sits between conventional machinery and recurring software. Robotics, software and warehouse execution are delivered as an integrated system, while operation services and maintenance remain part of the customer relationship without yet driving much revenue.
That structure produces a distinctive financial profile: rapid sales expansion, barely positive trailing margins, volatile operating cash flow, substantial liquidity and no reported debt. Comparisons based only on industrial sales growth or software valuation multiples miss important parts of the economics.
Maintained analyst stances range from bullish to bearish, reflecting disagreement over how quickly system growth can become durable earnings and cash flow.
| Company | Price | Market value | Score |
|---|---|---|---|
| $1288.05 Oct 5, 2026 | $60.9B | 92 5-pillar Oct 5, 2026 | |
| $78.90 Oct 5, 2026 | $12.8B | 91 5-pillar Oct 5, 2026 | |
| $334.67 Oct 5, 2026 | $18.6B | 83 5-pillar Oct 5, 2026 | |
| $252.75 Oct 5, 2026 | $57.7B | 80 5-pillar Oct 5, 2026 | |
| $456.08 Oct 5, 2026 | $50.6B | 79 5-pillar Oct 5, 2026 | |
| $236.58 Oct 5, 2026 | $17.2B | 78 5-pillar Oct 5, 2026 | |
| $362.89 Oct 5, 2026 | $35.8B | 70 5-pillar Oct 5, 2026 | |
| $191.54 Oct 5, 2026 | $25.6B | 69 5-pillar Oct 5, 2026 | |
| $524.83 Oct 5, 2026 | $73.0B | 68 5-pillar Oct 5, 2026 | |
| $78.33 Oct 5, 2026 | $30.8B | 66 5-pillar Oct 5, 2026 | |
| $65.92 Oct 5, 2026 | $24.4B | 65 5-pillar Oct 5, 2026 | |
| $102.58 Oct 5, 2026 | $23.8B | 65 5-pillar Oct 5, 2026 | |
| Symbotic (SYM) — this page | $42.85 | $27.5B | 52 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $51.00 – $70.00
- Consensus target
- $60.33
- Median target
- $60.00
Consensus record · Captured .
Measured against a quoted price of $42.85 (as of Oct 5, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 10, 2026
- Transactions
- 99
- Identified insiders
- 13
- Purchases
- 0
- Sales
- 30
- Other transactions
- 69
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 91.0% Period end Jun 30, 2026
- Previous quarter · ownership
- 90.2% Prior to period end Jun 30, 2026
- Reporting holders
- 452 Period end Jun 30, 2026
- Previous quarter · holders
- 444 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Softbank Group Corp. | 39,825,312 |
| Walmart INC. | 15,000,000 |
| Baillie Gifford & Co | 12,263,759 |
| Vanguard Portfolio Management LLC | 4,295,652 |
| Morgan Stanley | 3,867,532 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Symbotic (SYM)?
Symbotic Industrials Stock: Key Questions Answered
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What does the Symbotic System automate for wholesale and retail operators?
The platform combines robotics and software to streamline warehouse handling, productivity and inventory control. Customers are buying an integrated automation system rather than an isolated machine or software license.
Why do Symbotic Systems sales matter more than software maintenance?
Systems supply nearly all reported revenue, while operation services and software maintenance remain comparatively small. A change in systems demand therefore has much greater financial impact than movement in the recurring lines.
Can Symbotic post an operating profit while consuming operating cash?
The latest reported quarter did exactly that: operating profit strengthened while operating cash flow turned sharply negative. Profitability and cash conversion must therefore be monitored as separate tests of execution.
What would confirm that Symbotic’s latest profit improvement is durable?
Continued revenue within management’s outlook, positive reported operating profit and a recovery in operating cash flow would reinforce the improvement. Stable liquidity alongside those results would make the case more persuasive.
What is the SYM stock price today?
The last price recorded on this page for Symbotic Inc. (SYM) is $42.85, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the SYM price target?
The analyst consensus price target for Symbotic Inc. (SYM) is $60.33 (range $51.00 to $70.00, median $60.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (85 figures)
The 85 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Izilda Martins (Aug 5, 2026): For the fourth quarter of fiscal 2026, we expect revenue between $700 million and $780 million and adjusted EBITDA between $100 million and $105 million With that, we now welcome your questions. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | Wilmington, MA | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "200 Research Drive, Wilmington, MA, 01887, US". |
FMP — 73 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 23, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $42.85 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T18:24:43.487Z. | |
px.change | Change on the day | -1.00% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $27.5B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T18:24:35.000Z. Captured from FMP at 2026-10-05T18:24:42.505Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.4334 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q3 FY2026 | $721M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.pe | Price / earnings (trailing) | 451.77 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 667.6K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.94 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Richard Cohen | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 2,000 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $251.91M, net result −$122.31M; FY2022 revenue $593.31M, net result −$79.00M; FY2023 revenue $1.18B, net result −$23.87M; FY2024 revenue $1.79B, net result −$13.49M; FY2025 revenue $2.25B, net result −$16.94M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Systems $2.12B · Operation Services $105.30M · Software Maintenance And Support $29.60M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 21.6% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-27.revenue_k | Revenue — period end 2026-06-27 | $720.84M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-27.rd_k | R&D — period end 2026-06-27 | $43.78M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-27.sga_k | SG&A — period end 2026-06-27 | $84.23M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-27.operating_result_k | FMP standardized operating result — period end 2026-06-27 | $32.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.revenue_k | Revenue — period end 2026-03-28 | $676.48M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.rd_k | R&D — period end 2026-03-28 | $51.28M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.sga_k | SG&A — period end 2026-03-28 | $92.57M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-28.operating_result_k | FMP standardized operating result — period end 2026-03-28 | $6.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.revenue_k | Revenue — period end 2025-12-27 | $629.99M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.rd_k | R&D — period end 2025-12-27 | $43.01M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.sga_k | SG&A — period end 2025-12-27 | $81.22M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-27.operating_result_k | FMP standardized operating result — period end 2025-12-27 | $9.20M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.revenue_k | Revenue — period end 2025-09-27 | $618.46M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.rd_k | R&D — period end 2025-09-27 | $58.73M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.sga_k | SG&A — period end 2025-09-27 | $83.64M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-27.operating_result_k | FMP standardized operating result — period end 2025-09-27 | −$15.25M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-05.revenue_actual | Revenue · reported — report date 2026-08-05 | $720.84M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.revenue_estimated | Revenue · estimate — report date 2026-08-05 | $715.03M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_actual | EPS · reported — report date 2026-08-05 | $0.0900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_estimated | EPS · estimate — report date 2026-08-05 | $0.1311 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.revenue_actual | Revenue · reported — report date 2026-05-06 | $676.48M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.revenue_estimated | Revenue · estimate — report date 2026-05-06 | $662.65M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.eps_actual | EPS · reported — report date 2026-05-06 | $0.0855 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-05-06.eps_estimated | EPS · estimate — report date 2026-05-06 | $0.1167 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.revenue_actual | Revenue · reported — report date 2026-02-04 | $629.99M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.revenue_estimated | Revenue · estimate — report date 2026-02-04 | $622.58M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.eps_actual | EPS · reported — report date 2026-02-04 | $0.1246 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-04.eps_estimated | EPS · estimate — report date 2026-02-04 | $0.0765 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-24.revenue_actual | Revenue · reported — report date 2025-11-24 | $618.46M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-24.revenue_estimated | Revenue · estimate — report date 2025-11-24 | $604.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-24.eps_actual | EPS · reported — report date 2025-11-24 | $0.5300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-11-24.eps_estimated | EPS · estimate — report date 2025-11-24 | $0.0637 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q3 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $1.75B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | −$147.30M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-27. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $140.47M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $25.83M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 7.82× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-27.operating_cash_flow_m | Operating cash flow — period end 2026-06-27 | −$147.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-28.operating_cash_flow_m | Operating cash flow — period end 2026-03-28 | $261.34M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-27.capex_m | Capital expenditure (reported) — period end 2026-06-27 | −$17.33M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-28.capex_m | Capital expenditure (reported) — period end 2026-03-28 | −$43.37M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-27.operating_cash_flow_m | Operating cash flow — period end 2025-12-27 | $191.54M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-27.capex_m | Capital expenditure (reported) — period end 2025-12-27 | −$2.05M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-27.operating_cash_flow_m | Operating cash flow — period end 2025-09-27 | $530.68M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-27.capex_m | Capital expenditure (reported) — period end 2025-09-27 | −$36.25M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $51.00 – $70.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $60.33 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $60.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 99 transactions · 0 purchases, 30 sales, 69 other transactions · 13 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 10, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 91.0% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 90.2% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 452 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 444 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Softbank Group Corp. — shares in provider snapshot | 39,825,312 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Walmart INC. — shares in provider snapshot | 15,000,000 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Baillie Gifford & Co — shares in provider snapshot | 12,263,759 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 4,295,652 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Morgan Stanley — shares in provider snapshot | 3,867,532 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 4 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 2 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-21 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 7.46 · Piotroski F 6 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-03 · Expired observation | |
px.range52 | 52-week range | $37.68 – $87.88 | UNRECORDED | Stored company-profile observation — Captured 2026-10-05 | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE -1.1% · ROA -0.1% · current ratio 1.45 · earnings yield -0.1% · free-cash-flow yield 2.6% | — | UNRECORDED | Stored key metrics — Date unknown |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 15.75× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $1.75B at Jun 27, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-05. Balance-sheet reference date: 2026-06-27. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-08-05.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($720.84M) with the recorded estimate ($715.03M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-05.eps_actual.comparison | Latest report · EPS vs estimate | Below estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.0900) with the recorded estimate ($0.1311) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 3 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 52 of 100 · Fair · pillars 45 / 59 / 20 / 60 / 34 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.valuation_driver | Recorded valuation score driver | Enterprise value relative to EBITDA is the main valuation drag relative to sector peers. | OURS | Stock Expert AI MoonshotScore v2 engine · stored factor contributions | |
ours.moonshot_change | MoonshotScore movement | 52 (stored snapshot Oct 4, 2026) → 52 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-27. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-27.revenue_k,fin.q_table.depth.2026-06-27.rd_k,fin.q_table.depth.2026-06-27.sga_k,fin.q_table.depth.2026-06-27.operating_result_k,fin.q_table.depth.2026-03-28.revenue_k,fin.q_table.depth.2026-03-28.rd_k,fin.q_table.depth.2026-03-28.sga_k,fin.q_table.depth.2026-03-28.operating_result_k,fin.q_table.depth.2025-12-27.revenue_k,fin.q_table.depth.2025-12-27.rd_k,fin.q_table.depth.2025-12-27.sga_k,fin.q_table.depth.2025-12-27.operating_result_k,fin.q_table.depth.2025-09-27.revenue_k,fin.q_table.depth.2025-09-27.rd_k,fin.q_table.depth.2025-09-27.sga_k,fin.q_table.depth.2025-09-27.operating_result_k. - Earnings-history note. Source series as of 2026-08-05. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-05.revenue_actual,earn.history.depth.2026-08-05.revenue_estimated,earn.history.depth.2026-08-05.revenue_actual.comparison,earn.history.depth.2026-08-05.eps_actual.comparison,earn.history.depth.2026-08-05.eps_actual,earn.history.depth.2026-08-05.eps_estimated,earn.history.depth.2026-05-06.revenue_actual,earn.history.depth.2026-05-06.revenue_estimated,earn.history.depth.2026-05-06.eps_actual,earn.history.depth.2026-05-06.eps_estimated,earn.history.depth.2026-02-04.revenue_actual,earn.history.depth.2026-02-04.revenue_estimated,earn.history.depth.2026-02-04.eps_actual,earn.history.depth.2026-02-04.eps_estimated,earn.history.depth.2025-11-24.revenue_actual,earn.history.depth.2025-11-24.revenue_estimated,earn.history.depth.2025-11-24.eps_actual,earn.history.depth.2025-11-24.eps_estimated. - Cash-flow note. Source series as of 2026-06-27. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-27.operating_cash_flow_m,fin.opcf.depth.2026-03-28.operating_cash_flow_m,fin.opcf.depth.2026-06-27.capex_m,fin.opcf.depth.2026-03-28.capex_m,fin.opcf.depth.2025-12-27.operating_cash_flow_m,fin.opcf.depth.2025-12-27.capex_m,fin.opcf.depth.2025-09-27.operating_cash_flow_m,fin.opcf.depth.2025-09-27.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Symbotic Inc. is a company specializing in automation solutions, offering cutting-edge robotics and technology designed to boost operational efficiency for wholesale and retail businesses across the United States. They provide a comprehensive automated warehousing solution called The Symbotic System, which is engineered to lower expenditures, increase productivity, and streamline inventory control. The firm's headquarters are situated in Wilmington, Massachusetts. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Systems: $2.12B; Operation Services: $105.30M; Software Maintenance And Support: $29.60M | 2025-09-27 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-09-27 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Trailing twelve-month ratio set | Quick ratio: 1.23; Current ratio: 1.33; Net margin: 0.5%; Gross margin: 21.6%; Operating margin: 1.2%; Return on assets: 0.4%; Return on equity: 2.2% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Sector / industry (provider taxonomy) | Industrials / Industrial - Machinery The company's SEC filings classify it under SIC 3569 — General Industrial Machinery & Equipment, NEC. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-05 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash, investments and debt | Total debt: $0; Liquidity basis: cash and short-term investments; Total liabilities: $2.39B; Cash and short-term investments: $1.75B; Cash and investments: $1.89B; Long-term investments: $140.47M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $1.89B; Cash and short-term investments: $1.75B; Long-term investments: $140.50M; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-27 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-27 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-06-27; Cash basis: cash and short-term investments; Net cash: $1.75B; Total debt: $0; Cash and investments: $1.75B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-27 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Management outlook — dated call excerpts | Captured record · 1 entry
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-08-05 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Next earnings report | Date: 2026-11-23; EPS estimate: $0.16 per share; Revenue estimate: $775.63M The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Analyst actions, most recent per firm | Captured record · 10 entries
One row per firm — the firm's most recent action in our feed. Other data vendors may carry firms ours does not. | 2026-09-08 | FMP | Financial Modeling Prep (FMP) analyst grades |
Data provided for informational purposes only.