AI's Next Leg Might Be Bigger Than Anyone Thinks — and These 2 Stocks Are Quietly Positioning for It

The cooldown period for the broad basket of AI stocks, especially the semiconductors, appears to have ended, thanks in part to the rise of agents and powerful frontier models like Anthropic's Claude Mythos.

24/7 Wall Street • May 12, 2026

From Hold To Buy: The Case For Symbotic's Upgrade

Symbotic's diversification efforts, including the Fox Robotics acquisition and the Exol JV, aim to reduce customer concentration with Walmart and to penetrate new verticals such as perishables. SYM's Next Gen Storage should increase the company's long-term gross margins to +30%. Accelerating deployment velocity and cross-selling Fox's customer base position SYM as a full-site automation provider with higher-margin SaaS and services revenue.

Seeking Alpha • May 12, 2026

Symbotic Stock Declines 15.5% Since Q2 Earnings Release

SYM beats fiscal Q2 estimates with 23% revenue growth and margin expansion, but shares slide 15.5% after the earnings release.

Zacks Investment Research • May 12, 2026

AMADY vs. SYM: Which Stock Should Value Investors Buy Now?

Investors with an interest in Technology Services stocks have likely encountered both Amadeus IT Group SA Unsponsored ADR (AMADY) and Symbotic Inc. (SYM). But which of these two stocks presents investors with the better value opportunity right now?

Zacks Investment Research • May 11, 2026

Symbotic Inc. (SYM) Q2 2026 Earnings Call Transcript

Symbotic Inc. (SYM) Q2 2026 Earnings Call Transcript

Seeking Alpha • May 7, 2026

Symbotic Reports Second Quarter Fiscal Year 2026 Results

WILMINGTON, Mass., May 06, 2026 (GLOBE NEWSWIRE) -- Symbotic Inc. (Nasdaq: SYM), a leader in A.I.-enabled robotics technology for the supply chain, announced financial results for its second quarter of fiscal year 2026, which ended on March 28, 2026. Symbotic reported revenue of $676 million, up 23% year-over-year, and net income of $9 million, compared with a net loss of $10 million in the second quarter of fiscal year 2025. Adjusted EBITDA1 reached $78 million, more than double the $35 million in the second quarter of fiscal year 2025.

GlobeNewsWire • May 6, 2026

Symbotic Inc. (SYM) Tops Q2 Earnings and Revenue Estimates

Symbotic Inc. (SYM) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to a loss of $0.04 per share a year ago.

Zacks Investment Research • May 6, 2026

SYMBOTIC INC (SYM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for SYMBOTIC INC (SYM) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • May 7, 2026

Nyobolt Closes Series C Round at $1B Valuation, to Power the Rise of Autonomous Machines, Physical AI Applications and AI Data Centers

CAMBRIDGE, England--(BUSINESS WIRE)--Nyobolt, a pioneer in ultra-fast, high-power, energy technology, today announced it has raised $60 million in funding to accelerate its development pipeline and bring its power performance solutions to the autonomous machines that need them most. The round was led by Symbotic (NASDAQ: SYM), a leader in AI-enabled robotics technology for the supply chain, with participation from IQ Capital, Latitude (Phoenix Court), Scania Invest and CBMM. The raise follows a.

Business Wire • May 6, 2026

Symbotic Gears Up to Report Q2 Earnings: What's in the Cards?

SYM heads into Q2 earnings with strong revenue growth expectations, fueled by deployments, the Fox Robotics acquisition and rising systems demand.

Zacks Investment Research • May 4, 2026