Stock analysis, trade plans, and proprietary indicators by Trend Edge.
Trend Edge rates SYM Bullish with a Setup Score of 52, net conviction 27, actionability 100. How the Setup Score works →
| Total Setup Score | 52 |
|---|---|
| Directional Bias | Bullish |
| Net Conviction | 27 |
| Actionability | 100 (in range) |
Symbotic Inc., an automation technology company, develops technologies to enhance operating efficiencies in modern warehouses. The company automates the processing of pallets, cases, and individual items in warehouses. Its systems enhance operations at the front end of the supply chain. The company is headquartered in Wilmington, Massachusetts. Read full Trend Edge analysis →
| Current Price | $40.41 |
|---|---|
| Market Cap | $25.10B |
| Float | 114.0M |
| Shares Outstanding | 129.9M |
| P/E (Forward) | 232.56 |
| P/E (TTM) | 1,036.50 |
| Price/Sales (TTM) | 9.49 |
| vs. Analyst Target | +59.2% to analyst PT |
| Profit Margin | 0.31% |
| Operating Margin (TTM) | 4.59% |
| Revenue (TTM) | $2.65B |
| Dividend Rate | None |
| Analyst Target Price | $64.32 (19 analysts) |
| Year | Revenue | Net Income | Gross Profit | EBITDA |
|---|---|---|---|---|
| 2020 | $92.1M | -$110M | -$18.9M | -$105M |
| 2021 | $252M | -$122M | $10.4M | -$118M |
| 2022 | $593M | -$79.0M | $99.6M | -$133M |
| 2023 | $1.18B | -$23.9M | $210M | -$190M |
| 2024 | $1.79B | -$13.5M | $279M | -$60.1M |
| 2025 | $2.25B | -$16.9M | $423M | -$48.5M |
| Quarter | Revenue | Net Income |
|---|---|---|
| Sep 2025 | $618M | -$3.6M |
| Dec 2025 | $630M | $2.6M |
| Mar 2026 | $676M | $2.0M |
| Jun 2026 | $721M | $62.3M |
| Insider Ownership | 13.6% |
|---|---|
| Institutional Ownership | 79.0% |
| Short Float | 13.5% |
| % of All Funds Holding | 4.72% |
| Number of Funds Holding | 415 |
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
| Timeframe | SMA | Value | Trend Context |
|---|---|---|---|
| Weekly | 10-Week SMA | $41.72 | Near-term / short-term trend |
| Weekly | 40-Week SMA | $52.41 | Medium-term trend |
| Weekly | 80-Week SMA | $46.96 | Cyclical trend (business cycle) |
| Weekly | 200-Week SMA | $38.05 | Secular trend (multi-year) |
| Monthly | 10-Month SMA | $53.95 | Near-term monthly trend |
| Monthly | 20-Month SMA | $46.86 | Medium-term monthly trend |
| Monthly | 40-Month SMA | $41.99 | Secular monthly trend |
Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
| Price Level | Type | Volume Ratio | Age |
|---|---|---|---|
| $59.00 | resistance | 1.15x | 2 months ago |
| $82.00 | resistance | 1.65x | 7 months ago |
| $38.60 | support | 1.36x | 12 months ago |
| $28.60 | support | 1.03x | 13 months ago |
| $19.00 | support | 1.33x | 22 months ago |
| Timeframe | Avg Return | Median | Win Rate | Best | Worst |
|---|---|---|---|---|---|
| Gap | 0.11% | 0.00% | 40.91% | 32.47% | -25.62% |
| 1 Day | 0.75% | -0.10% | 45.45% | 40.15% | -23.57% |
| 1 Week | 1.48% | 0.05% | 50.00% | 48.87% | -35.67% |
| 2 Weeks | -4.20% | -2.91% | 31.82% | 33.58% | -39.04% |
| 1 Month | -3.64% | -0.60% | 47.62% | 45.83% | -45.72% |
Next earnings: October 24, 2026 (59 days away)
Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).
| Day | Avg Return | Win Rate | Samples |
|---|---|---|---|
| Monday | 1.01% | 52.7% | 256 |
| Tuesday | 0.25% | 47.7% | 283 |
| Wednesday | 0.37% | 45.0% | 282 |
| Thursday | -0.19% | 46.9% | 275 |
| Friday | -0.01% | 43.6% | 275 |
Institutional holder breakdown coming soon.
Total institutional ownership: 79.0%
Total insider ownership: 13.6%
Founder-led management: Rick Cohen (Chairman of the Board, President & CEO)
| Total Filings | 56 |
|---|---|
| Net Value | -$16.7M |
| Net Shares Change | -18,410,997 |
| % of Float | -16.1% |
| C-Suite Filings | 25 |
| Clusters Detected | 11 |
| Name | Title | Net Value | Filings | Activity |
|---|---|---|---|---|
| SOFTBANK GROUP CORP. | -$282M | 1 | 1 sell | |
| SVF Sponsor III (DE) LLC | -$282M | 1 | 1 sell | |
| Ford Rollin L. | -$3.5M | 1 | 1 sell | |
| KRASNOW TODD | -$2.8M | 2 | 3 sell | |
| Martins Izilda P | Chief Financial Officer | -$1.1M | 1 | N/A |
| Ladensohn David A | -$1.0M | 1 | 1 sell | |
| Kuffner James | Chief Technology Officer | -$766,695.06 | 1 | N/A |
| Alexander Brian Daniel | SVP, Commercial | -$367,953.608 | 1 | N/A |
| Period | Filings | Insiders | Net Value | Seniority |
|---|---|---|---|---|
| 2025-10-08 – 2025-10-17 | 4 | 3 | -$3.0M | 1 C-suite |
| 2025-10-27 – 2025-11-06 | 4 | 3 | -$1.4M | 3 C-suite |
| 2025-11-19 – 2025-12-01 | 3 | 3 | -$1.5M | 2 C-suite |
| 2025-12-05 – 2025-12-17 | 4 | 4 | -$373M | 1 C-suite |
| 2026-01-27 – 2026-02-04 | 4 | 3 | -$5.7M | 2 C-suite |
| 2026-03-11 – 2026-03-13 | 3 | 3 | -$460,309.776 | |
| 2026-04-03 – 2026-04-08 | 3 | 3 | -$500,402.109 | 1 C-suite |
| 2026-04-27 – 2026-05-06 | 7 | 6 | -$4.5M | 5 C-suite |
| 2026-05-29 – 2026-06-03 | 4 | 4 | -$564M | |
| 2026-07-06 – 2026-07-08 | 3 | 3 | -$580,325.365 | 1 C-suite |
| 2026-07-27 – 2026-08-05 | 7 | 7 | -$2.9M | 5 C-suite |
| Date | Insider | Title | Net Value | Price After |
|---|---|---|---|---|
| 2026-05-29 | SOFTBANK GROUP CORP. | -$282M | Transaction at $50.41, now -19.8% | |
| 2026-05-27 | KRASNOW TODD | -$1.4M | Transaction at $52.92, now -23.6% | |
| 2026-08-05 | Martins Izilda P | Chief Financial Officer | -$1.1M | Transaction at $40.80, now -1.0% |
| 2026-07-27 | Kuffner James | Chief Technology Officer | -$766,695.06 | Transaction at $40.38, now +0.1% |
| 2026-07-27 | Freve Maria G | Reporting Person's title is VP, Controller and Chief Accounting Officer | -$90,394.154 | Transaction at $40.28, now +0.3% |
| 2026-07-27 | Alexander Brian Daniel | SVP, Commercial | -$367,953.608 | Transaction at $40.30, now +0.3% |
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Symbotic Inc (SYM) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
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Get the full AI Consult analysis for SYM on Trend Edge →