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Basic Stats
The Factor Analysis chart (below right) shows a view of Symbotic Inc. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 6.43 MM |
| Earnings Date | |
| EPS (TTM) | -17.04 |
| Dividend Yield | |
| Ex-Dividend Date | |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.08 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | |
| Beta | |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | |
| ROE | |
| ROIC | |
| CROIC | |
| OCROIC | |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | |
| Profitability | |
| Quality Score | |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | |
| Analyst Sentiment | |
| Fund Sentiment | |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 3.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Symbotic Inc.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2025-07-16 | Oppenheimer | Outperform | Outperform | Maintains |
| 2025-04-10 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2025-04-02 | BWS Financial | Sell | Sell | Reiterate |
| 2025-07-08 | Northland Capital Markets | Outperform | Outperform | Maintains |
| 2025-02-25 | UBS | Neutral | Neutral | Maintains |
| 2025-02-06 | Needham | Buy | Buy | Maintains |
| 2025-02-06 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2025-02-06 | Cantor Fitzgerald | Overweight | Overweight | Reiterate |
| 2025-02-06 | Raymond James | Outperform | Market Perform | Downgrade |
| 2025-01-23 | Cantor Fitzgerald | Overweight | Overweight | Reiterate |
| 2025-01-21 | BWS Financial | Sell | Sell | Maintains |
| 2025-01-17 | Northland Capital Markets | Outperform | Outperform | Maintains |
| 2025-01-17 | Needham | Buy | Buy | Reiterate |
| 2025-01-15 | Oppenheimer | Outperform | Initiate | |
| 2025-01-13 | Citigroup | Buy | Reiterate | |
| 2025-01-08 | DA Davidson | Neutral | Buy | Upgrade |
| 2025-01-03 | UBS | Neutral | Neutral | Maintains |
| 2024-12-04 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2024-11-27 | Needham | Buy | Buy | Maintains |
| 2024-11-27 | Keybanc | Overweight | Sector Weight | Downgrade |
| 2024-11-27 | DA Davidson | Buy | Neutral | Downgrade |
| 2024-11-26 | TD Cowen | Buy | Buy | Maintains |
| 2024-11-25 | DA Davidson | Buy | Buy | Maintains |
| 2024-11-19 | DA Davidson | Buy | Buy | Maintains |
| 2024-11-19 | BWS Financial | Sell | Sell | Maintains |
| 2024-11-19 | Northland Capital Markets | Outperform | Outperform | Maintains |
| 2024-11-19 | Cantor Fitzgerald | Overweight | Overweight | Reiterate |
| 2024-11-19 | Needham | Buy | Buy | Maintains |
| 2024-11-19 | Keybanc | Overweight | Overweight | Maintains |
| 2024-10-11 | Cantor Fitzgerald | Overweight | Overweight | Reiterate |
| 2024-10-11 | BWS Financial | Sell | Sell | Maintains |
| 2024-09-27 | BWS Financial | Sell | Sell | Maintains |
| 2024-07-31 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2024-07-31 | Baird | Outperform | Outperform | Maintains |
| 2024-07-30 | Citigroup | Buy | Buy | Maintains |
| 2024-07-30 | Northland Capital Markets | Outperform | Outperform | Maintains |
| 2024-07-30 | TD Cowen | Buy | Buy | Maintains |
| 2024-07-30 | BWS Financial | Sell | Sell | Maintains |
| 2024-07-30 | Keybanc | Overweight | Overweight | Maintains |
| 2024-07-30 | Deutsche Bank | Buy | Buy | Maintains |
| 2024-07-30 | Craig-Hallum | Buy | Buy | Maintains |
| 2024-07-30 | Cantor Fitzgerald | Overweight | Overweight | Reiterate |
| 2024-07-30 | Needham | Buy | Buy | Maintains |
| 2024-07-23 | Vertical Research | Hold | Initiate | |
| 2024-07-22 | BWS Financial | Sell | Initiate | |
| 2024-07-10 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2024-05-08 | Craig-Hallum | Buy | Buy | Maintains |
| 2024-05-07 | Deutsche Bank | Buy | Buy | Maintains |
| 2024-05-07 | Needham | Buy | Buy | Reiterate |
| 2024-05-07 | Baird | Outperform | Outperform | Maintains |
| 2024-04-10 | Northland Capital Markets | Outperform | Outperform | Maintains |
| 2024-02-07 | DA Davidson | Neutral | Buy | Upgrade |
| 2024-02-06 | Baird | Outperform | Outperform | Maintains |
| 2024-02-06 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2024-02-06 | Cantor Fitzgerald | Overweight | Overweight | Reiterate |
| 2024-02-06 | Needham | Buy | Buy | Maintains |
| 2024-02-06 | Keybanc | Overweight | Overweight | Maintains |
| 2023-11-22 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2023-11-21 | Cantor Fitzgerald | Overweight | Overweight | Reiterate |
| 2023-11-21 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2023-11-21 | Needham | Buy | Buy | Reiterate |
| 2023-11-21 | Keybanc | Overweight | Overweight | Maintains |
| 2023-10-03 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2023-10-03 | Keybanc | Overweight | Initiate | |
| 2023-09-05 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2023-08-07 | TD Cowen | Outperform | Outperform | Maintains |
| 2023-08-02 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2023-08-02 | Citigroup | Buy | Buy | Maintains |
| 2023-08-01 | Craig-Hallum | Buy | Buy | Maintains |
| 2023-08-01 | DA Davidson | Buy | Neutral | Downgrade |
| 2023-08-01 | William Blair | Outperform | Market Perform | Downgrade |
| 2023-08-01 | Raymond James | Outperform | Outperform | Maintains |
| 2023-07-31 | Needham | Buy | Buy | Maintains |
| 2023-07-25 | Northland Capital Markets | Outperform | Outperform | Maintains |
| 2023-07-25 | Craig-Hallum | Buy | Buy | Maintains |
| 2023-07-25 | Needham | Buy | Buy | Maintains |
| 2023-07-11 | Citigroup | Buy | Buy | Maintains |
| 2023-06-29 | UBS | Buy | Neutral | Downgrade |
| 2023-05-24 | DA Davidson | Buy | Buy | Maintains |
| 2023-05-24 | Goldman Sachs | Neutral | Neutral | Maintains |
| 2023-05-24 | Needham | Buy | Buy | Maintains |
| 2023-05-22 | Deutsche Bank | Buy | Buy | Maintains |
| 2023-05-22 | William Blair | Outperform | Reiterate | |
| 2023-05-22 | Northland Capital Markets | Outperform | Outperform | Maintains |
| 2023-05-22 | Baird | Outperform | Outperform | Maintains |
| 2023-05-03 | TD Cowen | Outperform | Maintains | |
| 2023-05-03 | DA Davidson | Buy | Maintains | |
| 2023-05-03 | Baird | Outperform | Maintains | |
| 2023-05-02 | Northland Capital Markets | Outperform | Maintains | |
| 2023-05-02 | Needham | Buy | Maintains | |
| 2023-05-02 | Raymond James | Outperform | Maintains | |
| 2023-04-20 | Cantor Fitzgerald | Overweight | Maintains | |
| 2023-04-17 | Craig-Hallum | Buy | Initiate | |
| 2023-04-10 | Citigroup | Buy | Maintains | |
| 2023-03-24 | Needham | Buy | Maintains | |
| 2023-01-31 | Goldman Sachs | Neutral | Maintains | |
| 2023-01-31 | Needham | Buy | Maintains | |
| 2022-11-23 | Goldman Sachs | Neutral | Maintains | |
| 2022-11-22 | Needham | Buy | Maintains | |
| 2022-11-22 | Citigroup | Buy | Maintains | |
| 2022-10-11 | Goldman Sachs | Neutral | Maintains | |
| 2022-09-19 | UBS | Buy | Initiate | |
| 2022-08-02 | Deutsche Bank | Buy | Maintains | |
| 2022-08-02 | Raymond James | Outperform | Maintains | |
| 2022-08-02 | Baird | Outperform | Maintains | |
| 2022-08-02 | Needham | Buy | Maintains | |
| 2022-07-25 | Goldman Sachs | Neutral | Initiate | |
| 2022-07-21 | Cantor Fitzgerald | Overweight | Initiate | |
| 2022-07-05 | Needham | Buy | Initiate | |
| 2022-07-05 | Raymond James | Outperform | Initiate | |
| 2022-07-01 | Citigroup | Buy | Initiate | |
| 2022-06-23 | Baird | Outperform | Initiate | |
| 2022-06-23 | Deutsche Bank | Buy | Initiate | |
| 2022-06-21 | Cowen & Co. | Outperform | Initiate | |
| 2025-08-07 | Needham | Buy | Buy | Maintains |
| 2025-04-14 | Citigroup | Buy | Buy | Maintains |
| 2025-08-07 | Oppenheimer | Outperform | Outperform | Maintains |
| 2025-06-25 | Arete Research | Buy | Initiate | |
| 2025-08-25 | DA Davidson | Buy | Neutral | Downgrade |
