Why AI Robotics Stock Symbotic Surged 64% to All-Time Highs This Week

The Motley Fool · 11/28/2025 17:51

Key Points

  • Demand for Symbotic's robotics automation systems remains strong.

  • Symbotic just signed its first customer in healthcare, a company that's also about to launch an IPO.

  • Symbotic's backlog currently stands at 10x annual sales.

Shares of Symbotic (NASDAQ: SYM) rocketed 63.8% higher at their peak during this week through Friday noon, hitting all-time highs of $87.88 per share on Nov. 26.

Symbotic announced numbers for the fiscal year ended Sept. 27, 2025 this week, and its revenue continues to grow at a solid pace. However, that wasn't the only reason its stock price catapulted higher. The maker of artificial-intelligence (AI) robotic systems for warehouse automation secured a new client, unlocking significant growth opportunities.

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Robotic arms carrying boxes in a warehouse.

Image source: Getty Images.

Strong demand for automation

Symbotic reported 9% higher revenue for its fourth quarter, but its full-year revenue surged 26% to nearly $2.3 billion. Symbotic revealed two other numbers that sent the stock into a tizzy.

First, the number of Symbotic's robotic systems in operation nearly double to 48 during the year, signifying strong growth. Second, Symbotic ended the year with a backlog of $22.5 billion. That's massive, representing almost 10 times its revenue from the last fiscal year.

Symbotic builds automated systems for warehouse and distribution centers. Walmart (NYSE: WMT) is the largest customer. The two companies have been working together since 2015 and have a strong commercial relationship. As part of their recent agreement, Walmart will finance Symbotic to build new micro-fulfillment systems for online pickup and delivery.

Why Symbotic stock could become unstoppable

So far, Symbotic has primarily catered to the retail sector, but it just announced its foray into a new vertical, healthcare, having signed Medline as a new customer last quarter.

That is the biggest reason why Symbotic stock surged this week, as its entry into healthcare opens up a massive new market for the company and could also attract attention from other industries such as electronics. Medline is the largest private distributor of medical supplies and is planning to go public soon via an initial public offering (IPO).

Given its growing backlog and growth prospects, I wouldn't be surprised to see Symbotic stock vault to new highs in the coming years.

Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Symbotic and Walmart. The Motley Fool has a disclosure policy.