Symbotic (SYM)

• Market cap: $2.18B
• 1 day: 3.36%
• 5 days: -0.88%
• 1 month: -13.70%
• 3 months: -39.08%
• 6 months: -31.18%
• Year to date: -17.93%
• 1 year: -48.87%
• 5 years: 97.85%
• 10 years: 97.85%
• Sector: Industrials
• Industry: Specialty Industrial Machinery

About: Symbotic Inc is an automation technology company that develops technologies to improve operating efficiencies in modern warehouses. The group develops, commercializes, and deploys end-to-end technology solutions that dramatically improve supply chain operations. Th company also automates the processing of pallets and cases in large warehouses or distribution centers for some of the retail and wholesale companies in the world. The company operates in two geographical regions the United States and Canada. Key revenue is generated from the United States.

Employees: 1,650

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

67% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 5 (+2) [Q4]

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

14% more capital invested

Capital invested by funds: $2.13B [Q3] → $2.43B (+$299M) [Q4]

12.14% more ownership

Funds ownership: 84.22% [Q3] → 96.36% (+12.14%) [Q4]

3% more funds holding

Funds holding: 210 [Q3] → 217 (+7) [Q4]

5% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 61

26% less call options, than puts

Call options by funds: $67.6M | Put options by funds: $91.3M

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $10 51% downside
• Avg. target: $30 47% upside
• High target: $60 196% upside

6 analyst ratings

• positive: 3 50%
• neutral: 2 33%
• negative: 1 17%

Citigroup Andrew Kaplowitz 11% 1-year accuracy 10 / 88 met price target	43% upside $29	Buy Maintained	14 Apr 2025
Goldman Sachs Mark Delaney 38% 1-year accuracy 14 / 37 met price target	11% downside $18	Neutral Maintained	10 Apr 2025
BWS Financial Hamed Khorsand 45% 1-year accuracy 82 / 184 met price target	51% downside $10	Sell Reiterated	2 Apr 2025
UBS Chris Snyder 20% 1-year accuracy 4 / 20 met price target	48% upside $30	Neutral Maintained	25 Feb 2025
Needham James Ricchiuti 13% 1-year accuracy 15 / 115 met price target	58% upside $32	Buy Maintained	6 Feb 2025