Symbotic’s (SYM) Bullish Thesis Intact as TD Cowen Highlights Major Customer Acquisition, Deployment Acceleration Despite High Valuation

Group 1 - Symbotic Inc. is recognized as one of the best stocks for the next decade, with TD Cowen raising its price target to $75 from $50 while maintaining a Buy rating [1] - The company achieved a revenue increase of 26% in FY2025, with FQ4 revenue rising 7.23% year-over-year to $618.46 million, despite reporting a net loss of $19 million in the quarter [2] - A significant milestone in FQ4 was the signing of Medline, marking Symbotic's entry into the healthcare vertical, and the company is nearing completion of its first GreenBox site in Atlanta [3] Group 2 - For FQ1 2026, Symbotic issued revenue guidance between $610 and $630 million, indicating growth of 25% to 29%, although management noted that revenue growth may be less pronounced in H1 2026 due to transitions to next-gen storage designs [3] - The company develops automation technologies aimed at enhancing operating efficiencies in modern warehouses [4]