Reading SYM? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track SYM free→Reading SYM? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track SYM free→NASDAQIndustrialsSpecialty Industrial MachinerySnapshot 2026-06-15
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is neutral. Earnings quality cannot be assessed since the company is unprofitable. Management's recent track record has been fairly steady. Risk is high, and the sector backdrop is a headwind. Peer multiples imply a price about 41% below where it trades (it looks expensive on this basis); the read is expensive, growth-justified. This assessment is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 5 valuation methods, at three horizons. Current price $41.72. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $42 SYM trades at 37× p/e — 1.5× the 24× p/e peer median. The market is re-rating it beyond its own range; our $29 fair value is medium-confidence here. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The market is pricing in roughly 42% near-term growth, in line with our forecast of about 34%. This describes what's priced in, not a forecast of the move.
Only expensive valuation — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 57% of the time over the next year (vs 64% for the rest of the cohort, n=4882).
Over the trailing year it converted -114.37x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity.
4 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 60% for the rest of the cohort, n=1113).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.13 → $0.13 (+1.4% / 30d). 6 raised, 3 cut, 9 covering analysts.
0 upgrades, 0 downgrades / 30d, 1 maintained. 50% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$284.
How much price usually moves either way.
On a bad day, this stock has moved -$798.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $5,276.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: The earnings report will show if the company can improve its loss-making status. Investors will look for signs of recovery.
Confirms one read:Q2 earnings show a reduction in losses compared to the previous quarter.
Confirms the other:Q2 earnings report shows bigger losses than last quarter.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for SYM yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition On May 6, 2026, Symbotic Inc. (the “Company”) issued a press release announcing its financial results and other information for the fiscal quarter ended March 28, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for any purpose, including for the purposes…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
A side-by-side read on sector standing, valuation, and risk versus Industrial Machinery & Supplies & Components.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
SYM Symbotic Inc | Typical Show detailsSector percentile: 40 of 100 | expensive | high |
PH Parker Hannifin | Above typical Show detailsSector percentile: 78 of 100 | full | moderate |
ITW Illinois Tool Works | Above typical Show detailsSector percentile: 89 of 100 | fair | moderate |
GWW W. W. Grainger | Above typical Show detailsSector percentile: 77 of 100 | full | moderate |
DOV Dover Corporation | Typical Show detailsSector percentile: 63 of 100 | fair | low |
Not investment advice. As of 2026-06-15.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on revenue growth supported by rising deployments and expanding profitability.
Stated in 4 of last 4 quarters. Revenue grew from $592.1M in 2025-Q3 to $676.5M in 2026-Q2, indicating a positive trajectory. Management's guidance for Q3 2026 is $700M to $720M, showing continued focus on growth through deployments.
“Symbotic expects revenue of $700 million to $720 million.”
“Symbotic expects revenue of $650 million to $670 million.”
“Symbotic expects revenue of $610 million to $630 million.”
“Symbotic expects revenue of $590 million to $610 million.”
Aim to expand profitability with a focus on adjusted EBITDA growth.
Stated in 4 of last 4 quarters. Adjusted EBITDA guidance has increased from $45M-$49M in 2025-Q3 to $80M-$85M in 2026-Q2, reflecting management's focus on expanding profitability. The trajectory shows consistent growth in EBITDA expectations.
“Symbotic expects adjusted EBITDA of $80 million to $85 million.”
Enhance cash flow from operations to support business growth and stability.
Stated in 3 of last 3 quarters. Cash from operations improved from $191.5M in 2026-Q1 to $261.3M in 2026-Q2, indicating progress in enhancing operational cash flow. This improvement supports the company's growth and stability objectives.
Why it matters: If the industrial sector's revenue growth speeds up, it could help Symbotic. This would signal a better market environment.
Confirms:Sector revenue growth increases back toward 10% year over year.
Disproves:Sector revenue growth continues to slow below 5% year over year.
Results of Operations and Financial Condition On February 4, 2026, Symbotic Inc. (the “Company”) issued a press release announcing its financial results and other information for the fiscal quarter ended December 27, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for any purpose, including for the…
Results of Operations and Financial Condition On November 24, 2025, Symbotic Inc. (the “Company”) issued a press release announcing its financial results and other information for the fiscal quarter and year ended September 27, 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. The information furnished pursuant to this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for any purpose, includi…
Other Events. On December 8, 2025, the previously announced sale in an underwritten offering (the “Offering”) of 11,500,000 shares of Class A common stock, par value $0.0001 per share (the “Shares”) of Symbotic Inc. (the “Company”), consisting of 8,000,000 Shares sold by the Company, which included the exercise in full of the underwriters’ option to purchase 1,500,000 additional Shares, and 3,500,000 Shares sold by the selling securityholders (the “Selling Securityholders”) named in the Under…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On August 26, 2025, the Board of Directors (the “Board”) of Symbotic Inc. (the “Company”) approved an increase in the size of the Board from eight to nine members, effective August 26, 2025, and appointed Andrew Ross to the Board, effective August 26, 2025. Mr. Ross, 58, has served as President of Parker-Hannifin Corporation, a global leader in mot…
“Symbotic expects adjusted EBITDA of $70 million to $75 million.”
“Symbotic expects adjusted EBITDA of $49 million to $53 million.”
“Symbotic expects adjusted EBITDA of $45 million to $49 million.”
“Cash from operations improved to $261.3 million.”
“Cash from operations was $191.5 million.”
“Cash from operations was $530.7 million.”