Symbotic Inc.

SYM
Robotics
$40.63vs prev close-1.20(-2.87%)
$38.1952W Range$87.88
5% from low
+1.68 (+4.18%)Past 1M
Price
ARK Trade PatternPREMIUM
1M Trades
-
No trades in 1M
1M net buy
$0
0 shares
Portfolio Weight
0.25%
1M +0.03%p
Holding ETFs
1 ETFs
ARKQ

Price Effect (Sell)

Shares decreased, but price appreciation increased portfolio weight.

Shares -3.6% · Market value +0.8% · Weight +0.03%p

Trade Intensity
No trades in 1M
Trade Log
DateActionETFSharesCloseEst. total
26.02.25BUYARKQ58,301$56.14$3.3M
26.02.24BUYARKQ15,519$56.30$873.7K
26.02.23BUYARKQ37,105$54.35$2.0M
25.12.05BUYARKQ57,551$59.70$3.4M
25.12.02SELLARKQ6,370$66.95$426.5K
25.12.01SELLARKQ73,157$85.30$6.2M
25.08.07BUYARKQ36,878$54.21$2.0M
25.04.30BUYARKQ1,968$21.58$42.5K
25.04.29BUYARKQ100$21.98$2.2K
25.04.28BUYARKQ24,286$22.00$534.3K
25.04.25BUYARKQ8,140$21.93$178.5K
25.04.22BUYARKQ3,871$20.28$78.5K
25.02.20BUYARKQ7,611$26.09$198.6K
25.02.19BUYARKQ86,058$26.76$2.3M
25.02.06BUYARKQ95,850$25.99$2.5M
02.25BUY
58,301
ARKQClose$56.14Est. total$3.3M
02.24BUY
15,519
ARKQClose$56.30Est. total$873.7K
02.23BUY
37,105
ARKQClose$54.35Est. total$2.0M
12.05BUY
57,551
ARKQClose$59.70Est. total$3.4M
12.02SELL
6,370
ARKQClose$66.95Est. total$426.5K
12.01SELL
73,157
ARKQClose$85.30Est. total$6.2M
08.07BUY
36,878
ARKQClose$54.21Est. total$2.0M
04.30BUY
1,968
ARKQClose$21.58Est. total$42.5K
04.29BUY
100
ARKQClose$21.98Est. total$2.2K
04.28BUY
24,286
ARKQClose$22.00Est. total$534.3K
04.25BUY
8,140
ARKQClose$21.93Est. total$178.5K
04.22BUY
3,871
ARKQClose$20.28Est. total$78.5K
02.20BUY
7,611
ARKQClose$26.09Est. total$198.6K
02.19BUY
86,058
ARKQClose$26.76Est. total$2.3M
02.06BUY
95,850
ARKQClose$25.99Est. total$2.5M
1 / 2

Prices estimated from market closing prices on trade dates. Actual execution prices may differ. This is not investment advice.

Stock Timeline
Institutional Holders
2 Holding · 0 Sold · Q4 2025

Based on ARK ETF real-time + 13F quarterly filings

Cathie WoodARK Invest
LIVE
Shares
657,440
Portfolio Weight
0.25%
in ETF 1.56%
Est. Value
$31M
30D Net
$0
Ray DalioBridgewater Associates
Increased
Shares
82,555
Portfolio Weight
0.02%
Est. Value
$5M
vs Prev Quarter
+6% (78K→83K)

13F data may be delayed up to 90 days.

Market Context

Analyst Consensus

※ Analyst opinions are for reference only and do not constitute investment advice. Each securities firm may have different opinions.

Analyst recommendation distribution18
Overall Opinion
Buy
Strong Buy
1
Buy
9
Hold
5
Sell
2
Strong Sell
1
Analyst Targets
avg.
$64.32
vs Current +53.8% upside
Current$41.83
Low ~ High$42.00 ~ $85.00
Firm
Position
Price Target
Upside / Downside
Close Price
Action
Date
Needham
Buy
$75.00
+79.30%
Maintain
2026-08-06
Goldman Sachs
Sell
$45.00
+7.58%
Maintain
2026-05-26
DA Davidson
Buy
$70.00
+67.34%
Maintain
2026-05-11
DA Davidson
Buy
$70.00
+67.34%
Upgrade
2026-04-15
Barclays
Underweight
$44.00
+5.19%
Maintain
2026-03-16
1 / 4
Avg Target
$64.32
vs Current +53.8% upside
Buy
18 analysts
Strong Buy 1Buy 9Hold 5Sell 2Strong Sell 1
Low $42.00
Current $41.83
High $85.00
FirmPositionTargetUpsideCloseActionDate
NeedhamBuy$75.00+79.30%Maintain26.08.06
Goldman SachsSell$45.00+7.58%Maintain26.05.26
DA DavidsonBuy$70.00+67.34%Maintain26.05.11
DA DavidsonBuy$70.00+67.34%Upgrade26.04.15
BarclaysUnderweight$44.00+5.19%Maintain26.03.16
1 / 4

Price Information

Previous Close$41.46
Open$42.00
Day Range$41.58 - $42.75
52-Week Range$38.19 - $87.88
1-Year Change-8.55%

Trading Volume

Volume2,217,005
Avg Volume (3mo)2,099,780

Valuation

Market Cap25.3B
Book Value$5.40
Shares Outstanding129,873,381

Financials

Revenue (TTM)2.6B
Net Income8.2M
EPS$0.04
EBITDA56.5M

Profitability

P/E Ratio1045.75
P/B Ratio7.74
Return on Equity (ROE)4.39%
Return on Assets (ROA)0.32%
Profit Margin0.31%
EV/EBITDA73.18
Beta1.96

Dividend

Dividend Rate-
Dividend Yield-

Technical

RSI(14)39.10
Company Overview

Symbotic Inc. is an automation technology company that develops systems to enhance operating efficiencies in modern warehouses. Their core products automate the processing of pallets, cases, and individual items, thereby improving operations at the front end of the supply chain.

P/B
7.74
High valuation
ROE
4.4%
Low return
Beta
1.96
High volatility
RSI(14)
39.1
Neutral zone

AI-generated summary. Not investment advice.

Recent News

Mymoneywood cross-analyzes and curates publicly available SEC 13F-HR filing data. We do not provide investment advice and do not recommend buying or selling any specific securities.

Past performance does not guarantee future results. All investment decisions and responsibilities rest with the user.

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