Amazon's Warehouse Robot Army Keeps Growing. Is Symbotic Still the Best Way to Play It?

Amazon has deployed over 1 million warehouse robots since 2012, and the global warehouse automation market is expected to grow to $59.5 billion by 2030. Symbotic, a smaller robotics company trading around $40, surged 150% in 2025 but has dropped over 30% in 2026 after missing earnings expectations. Despite high customer concentration risk with Walmart (85% of revenue), the long-term outlook for warehouse automation remains promising.