Symbotic Stock Analysis

SYM Stock  USD 48.05  1.59  3.20%   
The main objective of Symbotic stock analysis is to determine its intrinsic value, which is an estimate of what Symbotic is worth, separate from its market price. There are two main types of Symbotic's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Symbotic's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Symbotic's stock to identify patterns and trends that may indicate its future price movements.
The Symbotic stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Symbotic is usually not traded on Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day. Symbotic Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Symbotic's ongoing operational relationships across important fundamental and technical indicators.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Symbotic. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide.

Symbotic Stock Analysis Notes

About 28.0% of the company outstanding shares are owned by corporate insiders. The company recorded a loss per share of 0.37. Symbotic had not issued any dividends in recent years. The entity had a split on the 1st of December 2004. Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. Symbotic is traded on NASDAQ Exchange in the United States. To find out more about Symbotic contact Richard Cohen at 978 284 2800 or learn more at

Symbotic Quarterly Total Revenue

391.89 Million

Symbotic Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Symbotic's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Symbotic or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Symbotic is way too risky over 90 days horizon
Symbotic appears to be risky and price may revert if volatility continues
Symbotic has high likelihood to experience some financial distress in the next 2 years
The company reported the last year's revenue of 1.18 B. Reported Net Loss for the year was (207.89 M) with profit before taxes, overhead, and interest of 99.65 M.
About 61.0% of the company shares are owned by institutional investors
Latest headline from Driehaus Capital Management LLC Invests 11.48 Million in Symbotic Inc. - MarketBeat

Symbotic Upcoming and Recent Events

Earnings reports are used by Symbotic to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Symbotic previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
29th of January 2024
Upcoming Quarterly Report
6th of May 2024
Next Financial Report
31st of December 2023
Next Fiscal Quarter End
18th of November 2024
Next Fiscal Year End
30th of September 2023
Last Quarter Report
30th of September 2023
Last Financial Announcement

Symbotic Largest EPS Surprises

Earnings surprises can significantly impact Symbotic's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Fiscal Date
Estimated EPS
Reported EPS
View All Earnings Estimates

Symbotic SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Symbotic prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Symbotic investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Symbotic specific information freely available to individual and institutional investors to make a timely investment decision.
20th of November 2023
Financial Statements and Exhibits. Results of Operations and Financial Condition
2nd of October 2023
Financial Statements and Exhibits. Regulation FD Disclosure. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
31st of July 2023
Financial Statements and Exhibits. Results of Operations and Financial Condition
25th of July 2023
Unclassified Corporate Event
24th of July 2023
Financial Statements and Exhibits. Regulation FD Disclosure. Unregistered Sales of Equity Securities. Entry into a Material Definitive Agreement
7th of June 2023
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
1st of May 2023
Financial Statements and Exhibits. Results of Operations and Financial Condition
11th of April 2023
Unclassified Corporate Event

Symbotic Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Symbotic is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Symbotic backward and forwards among themselves. Symbotic's institutional investor refers to the entity that pools money to purchase Symbotic's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
First Trust Advisors L.p.2023-09-30
354.4 K
Tcw Group Inc2023-09-30
344.1 K
Wagonhound Investments, Lp2023-09-30
293 K
Blackrock Inc2023-09-30
282.8 K
Driehaus Capital Management Llc2023-09-30
277.1 K
S Squared Technology, Llc2023-09-30
260 K
Legal & General Group Plc2023-09-30
257.1 K
Geode Capital Management, Llc2023-09-30
219.8 K
Frontier Capital Management Co Inc2023-09-30
214.9 K
Softbank Group Corp2023-09-30
22 M
Svf Sponsor Iii (de) Llc2023-09-30
9.1 M
Note, although Symbotic's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Symbotic Market Capitalization

The company currently falls under 'Large-Cap' category with a total capitalization of 31.61 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Symbotic's market, we take the total number of its shares issued and multiply it by Symbotic's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Symbotic Profitablity

Symbotic's profitability indicators refer to fundamental financial ratios that showcase Symbotic's ability to generate income relative to its revenue or operating costs. If, let's say, Symbotic is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Symbotic's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Symbotic's profitability requires more research than a typical breakdown of Symbotic's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of (0.02) %, which means that it does not effectively control expenditures or properly executes on its pricing strategies. This is way below average. In the same way, it shows Net Operating Margin of (0.1) %, which entails that for every $100 of revenue, it lost $0.1.
Last ReportedProjected for 2023
Return on Average Assets(0.0117)(0.0126)
Return on Average Equity 0.0126  0.0125 
Return on Invested Capital 0.0279  0.0277 
Return on Sales(1.04)(1.07)

Management Efficiency

Symbotic has Return on Asset of (0.1512) % which means that on every $100 spent on assets, it lost $0.1512. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (6.2785) %, meaning that it generated no profit with money invested by stockholders. Symbotic's management efficiency ratios could be used to measure how well Symbotic manages its routine affairs as well as how well it operates its assets and liabilities. As of the 7th of December 2023, Return on Average Assets is likely to drop to -0.01. In addition to that, Return on Average Equity is likely to drop to 0.0125. At this time, Symbotic's Total Assets are very stable as compared to the past year. As of the 7th of December 2023, Current Assets is likely to grow to about 345 M, while Return on Average Assets are likely to drop (0.0126).
Last ReportedProjected for 2023
Book Value per Share(173.23)(186.91)
Enterprise Value over EBIT(57.60)(62.15)
Enterprise Value over EBITDA 89.23  96.27 
Price to Book Value(0.36)(0.37)
Tangible Assets Book Value per Share 43.47  35.50 
Enterprise Value400.7 M454.4 M
Tangible Asset Value279.4 M365.8 M
The analysis of Symbotic's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Symbotic's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Symbotic Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.

Technical Drivers

As of the 7th of December, Symbotic has the Risk Adjusted Performance of 0.0681, semi deviation of 4.43, and Coefficient Of Variation of 1299.83. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Symbotic, as well as the relationship between them. In other words, you can use this information to find out if the company will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We have analyzed and interpolated nineteen technical drivers for Symbotic, which can be compared to its competition. Please validate Symbotic standard deviation, value at risk, as well as the relationship between the Value At Risk and kurtosis to decide if Symbotic is priced more or less accurately, providing market reflects its prevalent price of 48.05 per share. Given that Symbotic has jensen alpha of 0.5217, we advise you to double-check Symbotic's current market performance to make sure the company can sustain itself at a future point.

Symbotic Price Movement Analysis

Execute Study
The output start index for this execution was nine with a total number of output elements of fifty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Symbotic middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Symbotic. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Symbotic Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Symbotic insiders, such as employees or executives, is commonly permitted as long as it does not rely on Symbotic's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Symbotic insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Symbotic Predictive Daily Indicators

Symbotic intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Symbotic stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Symbotic Forecast Models

Symbotic's time-series forecasting models are one of many Symbotic's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Symbotic's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Symbotic Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Symbotic prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Symbotic shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Symbotic. By using and applying Symbotic Stock analysis, traders can create a robust methodology for identifying Symbotic entry and exit points for their positions.
Last ReportedProjected for 2023
EBITDA Margin 0.018  0.0194 
Gross Margin 0.041  0.0443 
Profit Margin(1.29)(1.40)

Current Symbotic Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Symbotic analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Symbotic analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
Symbotic current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Symbotic analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Symbotic stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Symbotic, talking to its executives and customers, or listening to Symbotic conference calls.
Symbotic Analyst Advice Details

Symbotic Stock Analysis Indicators

Symbotic stock analysis indicators help investors evaluate how Symbotic stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Symbotic shares will generate the highest return on investment. By understating and applying Symbotic stock analysis, traders can identify Symbotic position entry and exit signals to maximize returns.
Begin Period Cash Flow353.5 M
Total Stockholder Equity82 K
Total Liab1.1 B
Property Plant And Equipment Net34.5 M
Cash And Short Term Investments545.5 M
Net Invested Capital82 K
Cash258.8 M
50 Day M A39.095
Total Current LiabilitiesB
Forward Price Earnings769.2308
Investments-299.5 M
Stock Based Compensation154.2 M
Common Stock Shares Outstanding64.3 M
Tax Provision-4.6 M
Free Cash Flow209.5 M
Operating Income-223.2 M
Other Current Assets85.2 M
Accounts Payable109.9 M
Net Debt-258.8 M
Depreciation11.3 M
Other Operating Expenses1.4 B
Non Current Assets Total58.9 M
Liabilities And Stockholders Equity1.1 B
Non Currrent Assets Other24.2 M
When determining whether Symbotic is a strong investment it is important to analyze Symbotic's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Symbotic's future performance. For an informed investment choice regarding Symbotic Stock, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Symbotic. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
To learn how to invest in Symbotic Stock, please use our How to Invest in Symbotic guide.
You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.

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Is Symbotic's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Symbotic. If investors know Symbotic will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Symbotic listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
Revenue Per Share
Quarterly Revenue Growth
Return On Assets
Return On Equity
The market value of Symbotic is measured differently than its book value, which is the value of Symbotic that is recorded on the company's balance sheet. Investors also form their own opinion of Symbotic's value that differs from its market value or its book value, called intrinsic value, which is Symbotic's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Symbotic's market value can be influenced by many factors that don't directly affect Symbotic's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Symbotic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Symbotic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Symbotic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.