BI Asset Management Fondsmaeglerselskab A S Makes New $5.17 Million Investment in Symbotic Inc. $SYM

BI Asset Management Fondsmaeglerselskab A S acquired a new position in Symbotic Inc. (NASDAQ:SYM) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 95,872 shares of the company’s stock, valued at approximately $5,168,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the company. IAG Wealth Partners LLC acquired a new position in shares of Symbotic in the 2nd quarter worth approximately $32,000. Gables Capital Management Inc. acquired a new stake in shares of Symbotic during the second quarter worth $39,000. NewEdge Advisors LLC raised its stake in Symbotic by 81.5% during the second quarter. NewEdge Advisors LLC now owns 1,276 shares of the company’s stock worth $50,000 after buying an additional 573 shares during the last quarter. KBC Group NV acquired a new position in Symbotic in the second quarter valued at $66,000. Finally, Hollencrest Capital Management acquired a new position in Symbotic in the third quarter valued at $108,000.

Wall Street Analyst Weigh In

A number of analysts have weighed in on SYM shares. Northcoast Research downgraded Symbotic from a “buy” rating to a “neutral” rating in a report on Tuesday, November 25th. Northland Securities set a $73.00 target price on Symbotic in a research note on Thursday. TD Cowen reiterated a “buy” rating on shares of Symbotic in a report on Wednesday, December 3rd. DA Davidson restated a “neutral” rating and set a $47.00 price target on shares of Symbotic in a report on Tuesday, November 25th. Finally, Oppenheimer reaffirmed an “outperform” rating and set a $83.00 price objective on shares of Symbotic in a research report on Tuesday, November 25th. Six research analysts have rated the stock with a Buy rating, six have issued a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, Symbotic presently has a consensus rating of “Hold” and a consensus price target of $57.36.

Symbotic Stock Performance

Shares of NASDAQ:SYM opened at $59.74 on Friday. The business’s 50 day simple moving average is $62.41 and its two-hundred day simple moving average is $60.29. The firm has a market cap of $35.34 billion, a P/E ratio of -597.34, a PEG ratio of 15.26 and a beta of 2.13. Symbotic Inc. has a 52-week low of $16.32 and a 52-week high of $87.88.

Symbotic (NASDAQ:SYM) last released its quarterly earnings data on Wednesday, February 4th. The company reported $0.02 EPS for the quarter, missing the consensus estimate of $0.08 by ($0.06). Symbotic had a negative net margin of 0.45% and a negative return on equity of 1.88%. The firm had revenue of $629.99 million for the quarter, compared to the consensus estimate of $622.58 million. During the same quarter in the prior year, the firm earned ($0.03) EPS. The company’s revenue was up 29.4% compared to the same quarter last year. On average, equities analysts forecast that Symbotic Inc. will post 0.13 earnings per share for the current fiscal year.

Insider Activity

In other Symbotic news, major shareholder Group Corp. Softbank sold 3,500,000 shares of the firm’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $53.21, for a total value of $186,235,000.00. Following the transaction, the insider directly owned 5,590,000 shares of the company’s stock, valued at approximately $297,443,900. This trade represents a 38.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider William M. Boyd III sold 15,000 shares of Symbotic stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $69.00, for a total transaction of $1,035,000.00. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 7,145,878 shares of company stock valued at $381,770,290. 8.16% of the stock is currently owned by insiders.

More Symbotic News

Here are the key news stories impacting Symbotic this week:

• Positive Sentiment: Q1 financial beat and GAAP profit — Symbotic reported roughly $630M revenue (+29% YoY) and turned GAAP profitable (net income reported), showing a big jump in adjusted EBITDA and operational leverage that supports a bullish re-rating. Read More.
• Positive Sentiment: Raised near‑term guidance — management set Q2 revenue at $650M–$670M, above consensus, reinforcing the narrative of sustained top‑line momentum and near‑term upside. Read More.
• Positive Sentiment: Analyst support — Needham bumped its price target to $75 and reiterated a buy, adding incremental buy‑side pressure after the quarter. Read More.
• Neutral Sentiment: Operational details and backlog — management highlighted faster install‑to‑acceptance timelines, strong software gross margins (~73%) and a multi‑billion backlog that underpins deployment-driven revenue, supporting the long‑term thesis but dependent on execution. Read More.
• Neutral Sentiment: Broad coverage and transcripts — multiple call transcripts and write‑ups give detail on execution priorities (capacity, AI/software leverage) that investors should review to assess cadence of future installs. Read More.
• Negative Sentiment: Insider selling and concentration risk — a director disclosed sales (4,000 shares) and the business still has high customer concentration (Walmart and a few large customers), which elevates execution and client‑risk if deployments slow. Read More.
• Negative Sentiment: EPS/communication noise and valuation — some outlets flagged EPS reporting/mix (GAAP vs. adjusted) that created short‑term confusion, and the shares still trade at a premium with a wide range of analyst targets, leaving the stock exposed to sentiment swings. Read More.

Symbotic Company Profile

Symbotic Inc (NASDAQ: SYM) is a provider of advanced warehouse automation and robotics systems designed to improve throughput, space utilization and labor productivity in distribution centers and fulfillment operations. The company develops integrated hardware and software solutions that automate the storage, retrieval, sorting and palletizing of goods, positioning itself as a systems integrator for material handling challenges faced by large-scale retailers, wholesalers and third-party logistics providers.

Products and services typically include autonomous robotic vehicles and shuttle systems, automated storage-and-retrieval equipment, robotic picking and palletizing cells, conveyors and sortation, together with control and management software that coordinates fleet operations and inventory flow.