SYMBOTIC INC.
At today's price, SYMBOTIC INC. (SYM) is priced for an above-average set of expectations. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Symbotic automates warehouses with fleets of autonomous robots and has $22.7 billion of contracted backlog against $2.5 billion of trailing revenue, with 70 systems deployed and revenue growing 23% in the March quarter. [Source: Q2 FY2026 earnings release, May 2026] • The concentration is the risk: the business is built around Walmart, whose relationship extends from a Master Automation Agreement to equity ownership, and whose spending decisions can reshape any quarter; the 10-K discloses a $2
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399 institutional managers reported holding SYM in 13F filings for the quarter ended 2026-03-31. Together they hold about 19% of the company; the top 10 hold 15%. 70 opened new positions that quarter. Held by Baillie Gifford, Vanguard Group, Morgan Stanley, among others. On the short side, 16.2M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (7.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at SYM over the trailing three years: 2023: 1 buy totaling $500.00M. 15 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SYM's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-06 | -11.9% | +52.3% |
| 2023-08-03 | +36.6% | -45.1% |
| 2024-02-09 | -24.9% | -9.0% |
| 2024-05-08 | +13.1% | -24.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SYM's latest 8-K filings: 2026-05-06 (items 2.02, 7.01, 9.01); 2026-03-09 (items 5.07); 2026-02-04 (items 2.02, 7.01, 9.01); 2026-01-16 (items 8.01, 9.01); 2025-12-08 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.