Warehouse Automation Stock Just Quietly Outpaced Nvidia and Palantir by 98%

While everyone’s watching Nvidia (+36% YTD) and Palantir (+114% YTD) flex their AI muscles, there’s a darker horse that’s been absolutely printing money: Symbotic (SYM) — up 134% this year and still climbing.

Here’s the thing: Symbotic isn’t building chips or selling data analytics. It’s solving the unglamorous but insanely profitable problem of warehouse automation. With e-commerce demanding faster fulfillment, Symbotic’s AI-powered robots are turning warehouses into efficiency machines.

The numbers are nasty:

• FY2025 Q4 revenue: $618M (+9% YoY), beat guidance by $14M
• Adjusted EBITDA: $49M (+17%)
• Operating systems deployed: 48 (nearly 2x vs. fiscal 2024)
• Backlog: $22.5B — basically a roadmap for the next few years

Management’s forward guidance for FY2026 Q1:

• Revenue: $620M (vs. Wall Street’s $612M expected)
• EBITDA: $51M

Oppenheimer slapped an $83 price target on it — that’s ~50% upside from Monday’s close. Analyst Colin Rusch noted faster-than-expected system deployments and margin expansion as the catalyst.

Trading at <3x sales with 24% expected annual revenue growth over 5 years? For a company just hitting profitability consistently, that’s not hype — that’s value. The warehouse automation wave is just getting started, and Symbotic’s got first-mover advantage.