Robotics stocks are publicly traded companies with a major focus on robotics. Robots have captivated our imaginations since modern robotics emerged in the 1950s, but the industry has moved well beyond science fiction. Today, robotics automates redundant tasks across manufacturing, healthcare, logistics, and agriculture, freeing people for higher-value work. And breakthroughs in generative AI have accelerated adoption faster than most expected.
The numbers reflect it. GlobalData forecasts the robotics sector will grow from $76 billion in 2023 to $218 billion by 2030, a 14% compound annual growth rate. For investors, that trajectory is hard to ignore.
Top robotics stocks to consider
Robotic processes are already part of daily life. E-commerce warehouses rely on intelligent machines to fulfill orders. Smart home devices manage our schedules. Chatbots handle customer service.
But some of the most compelling robotics opportunities are less visible. Here are eight stocks worth a closer look.
| Name and ticker | Market cap | Dividend yield | Industry |
|---|---|---|---|
| Nvidia (NASDAQ:NVDA) | $4.2 trillion | 0.02% | Semiconductors and Semiconductor Equipment |
| Intuitive Surgical (NASDAQ:ISRG) | $163.7 billion | 0.00% | Healthcare Equipment and Supplies |
| Tesla (NASDAQ:TSLA) | $1.4 trillion | 0.00% | Automobiles |
| Rockwell Automation (NYSE:ROK) | $40.3 billion | 1.50% | Electrical Equipment |
| Zebra Technologies (NASDAQ:ZBRA) | $10.3 billion | 0.00% | Electronic Equipment, Instruments and Components |
| Teradyne (NASDAQ:TER) | $46.4 billion | 0.17% | Semiconductors and Semiconductor Equipment |
| Deere & Company (NYSE:DE) | $152.2 billion | 1.44% | Machinery |
| UiPath (NYSE:PATH) | $5.8 billion | 0.00% | Software |
1. Nvidia
NASDAQ: NVDA
Key Data Points
Semiconductors are the basic building blocks of all technology. Nvidia (NVDA +1.47%) has risen to become a leader in this area, and its advanced circuitry designs are enabling all sorts of high-end computing processes -- robots included.
Nvidia's GPUs (graphics processing units) are accelerating how quickly computing units can crunch data, especially in data centers. However, Nvidia chips also power everything from personal computers to small IoT devices to robotics in factories. For a complex system such as a robot, fast computing time is a necessity.
One example of Nvidia's work is embodied in its aptly named "Jetson" lineup of modules. Powered by artificial intelligence (AI) and machine learning, Jetson devices are used in applications spanning industrial and manufacturing machinery, healthcare devices, and self-driving vehicles. The company's three-computer solution to robotics enables robots to see, learn, and perceive their surroundings to make real-time decisions.
With its advanced capabilities on the hardware and software fronts, Nvidia is a top play in robotics for the long term, helping its customers unlock AI's power. Nvidia CEO Jensen Huang believes robotics represents the company's second-biggest growth opportunity after AI. In January 2026, Nvidia released new physical AI models for next-generation robots. Its new technologies speed workflows throughout the entire robot development lifecycle, driving increased robot adoption.
Semiconductor
2. Intuitive Surgical
NASDAQ: ISRG
Key Data Points
Intuitive Surgical (ISRG +1.34%) is a pioneer of robotic-assisted surgery. Its da Vinci system made its commercial debut in 2000 and has since expanded across the globe. Intuitive Surgical's robots help surgeons and their teams execute more precise procedures, greatly improving patient outcomes and recovery times.
More than two decades later, Intuitive Surgical is still in growth mode. The vast majority of surgeries performed every day are done without robotic assistance, so there's no shortage of opportunities to develop new da Vinci capabilities (as well as new robotic surgery devices, like the AI-powered Ion) to expand the range of procedures. Once one of Intuitive's systems is installed, the business model generates ongoing revenue from disposable instrument sales, services, and support.
This applied use of robotics technology and an ongoing revenue stream once a da Vinci robot is installed make Intuitive Surgical one of the best long-term bets in healthcare technology.
3. Tesla
NASDAQ: TSLA
Key Data Points
Tesla is a leader in developing and deploying robotics. Robotic technology plays a key role in manufacturing its electric vehicles. The company's vehicles themselves are becoming more autonomous through its self-driving technology. The company also launched a robotaxi service (Cybercab) in Austin, Texas, that it eventually plans to roll out to more cities.
Beyond cars, Tesla has a bold robotics ambition. The company developed a humanoid robot (Optumus) that it aims to mass-produce. In 2026, Tesla stopped producing its Model S sedan and Model X crossover to free up factory space and turn its Fremont, CA, factory into an Optimus robot plant. It plans to start selling its Optumus robots to the public by the end of 2027. CEO Elon Musk believes that Optiums could eventually make Tesla a $25 trillion company, with 80% of its value coming from robots.
4. Rockwell Automation
NYSE: ROK
Key Data Points
Rockwell Automation (ROK +3.23%) is a leader in industrial-grade technology. Its systems, components, and software help manufacturers develop smarter and more efficient machines. Rockwell's services and equipment serve a wide range of industries, including energy and chemical producers, food and beverage companies, and automakers.
The industries Rockwell helps have been around for a long time and aren't secular growth stories anymore. However, Rockwell is a leader in highly profitable robotics and related IT services.
The company is using software developed by Nvidia to bring AI to its Otto autonomous mobile robots used in manufacturing facilities. In October 2025, Rockwell's first Otto autonomous mobile robot rolled off the production line, marking a milestone in the company's robotics strategy.
In November 2025, Rockwell unveiled plans to build a new manufacturing facility. It will feature advanced automation, robotics, and digital systems to showcase the company's leadership in industrial automation.
5. Zebra Technologies
NASDAQ: ZBRA
Key Data Points
Zebra Technologies (ZBRA +0.07%) is a longtime player in the automation space. The firm develops mobile computing devices to help employees work more efficiently. Retail and warehousing, healthcare, and banking are just a few of the places where Zebra's robotic-enhanced computers help workers organize and automate their workflows.
While the company announced plans to wind down its autonomous mobile robot division in late 2025, Zebra remains focused on digitalizing and automating frontline workflows.
Machine Learning
6. Teradyne
NASDAQ: TER
Key Data Points
Teradyne (TER +6.49%) is a developer of industrial equipment that automates repetitive tasks, primarily in the semiconductor industry. In manufacturing electronic devices, testing the products to ensure they work correctly is one of the most repetitive and time-intensive tasks.
Teradyne's robotics help free people from this activity, speed up testing and verification times, and increase the accuracy of device testing before a product is delivered.
This robotics company is also a top partner of automotive, aerospace, and defense companies. It owns Universal Robots (UR) and Mobile Industrial Robots (MiR), two businesses it acquired in recent years. Universal Robots is known for devices like robotic arms used in manufacturing, and MiR for its self-driving bots used in warehouses.
Although it's a behind-the-scenes play on automation, all sorts of everyday devices, mission-critical machinery, and tech services (such as 5G mobile networks) benefit from Teradyne's work. The company is constantly improving its robotic equipment. In December 2025, Teradyne announced plans to expand its global robotics presence by opening a new U.S. operations hub in 2026.
7. John Deere
NYSE: DE
Key Data Points
Iconic farm machinery company John Deere (DE +1.50%) is investing heavily in automation technology. It aims to build smarter, more precise, and more productive farm machines and construction equipment.
In 2021, it acquired Bear Flag Robotics for $250 million to accelerate the development of autonomous farm technology. It also bought SparkAI in 2023, which helps robots resolve problems in real time, and Guss Automation in 2025, a leader in crop automation. These deals and other investments have enabled John Deere to build a leading automation platform. It sells fully automated tractors, sprayers, dump trucks, and self-driving mowers for commercial landscapers.
The company has emerged as an early leader in helping the agriculture and mining industries automate. That's opening the door to an incremental addressable market opportunity of more than $150 billion for the machinery company.
8. UiPath
NYSE: PATH
Key Data Points
Benefits and risks of investing in robotics stocks
Investing in the robotics sector has its share of benefits and drawbacks. Some of the positives include:
- Growth potential: Demand for robotics is growing briskly. For example, global demand for factory robots could double over the next 10 years, according to a report by the International Federation of Robotics.
- AI play: AI will play an important role in the future of robotics, making the sector another way to invest in the AI megatrend.
- Diverse options: The robotics industry is broad, offering investors many options. For example, there are companies focused on using robotics in healthcare, agriculture, and industrial automation.
On the other hand, there are some risks to investing in robotics stocks, including:
- Limited pure plays: Many of the largest robotics players are foreign or private companies. Meanwhile, others involved in the sector have more diversified operations. This limits pure play investment options.
- Competition: There's a lot of competition in the sector, which might put the brakes on the robotics industry's profitability and growth.
- High costs: Developing robots is expensive, which could slow their future adoption.
What to look for in robotics stocks
When evaluating robotics stocks, focus on four things:
- Financial strength to fund the heavy R&D required by robotics
- Clear competitive advantages over rivals
- A well-defined robotics strategy
- Meaningful growth potential tied specifically to the robotics business.
Companies that check all four boxes are rare, which is part of what makes the best robotics stocks so valuable.
How to Invest in Robotics Stocks
Here's a step-by-step guide on how to invest in robotics stocks:
- Open your brokerage app: Log in to your brokerage account where you handle your investments.
- Search for the stock: Enter the ticker or company name into the search bar to bring up the stock's trading page.
- Decide how many shares to buy: Consider your investment goals and how much of your portfolio you want to allocate to this stock.
- Select order type: Choose between a market order to buy at the current price or a limit order to specify the maximum price you're willing to pay.
- Submit your order: Confirm the details and submit your buy order.
- Review your purchase: Check your portfolio to ensure your order was filled as expected and adjust your investment strategy accordingly.
Robotic stocks vs. robotic ETFs
Investors can choose between individual robotics stocks or a robotics-focused ETF. Notable options include the First Trust Nasdaq AI and Robotics ETF (ROBT), the Robo Global Robotics and Automation Index ETF (ROBO), the Global X Robotics and Artificial Intelligence ETF (BOTZ), and the ARK Autonomous Technology and Robotics ETF (ARKQ).
Individual stocks offer more upside but carry the risk of picking the wrong company even if the overall sector performs well. ETFs reduce that stock-specific risk but cap your upside compared to a top-performing individual name. The right choice depends on how much research you're willing to do and how much single-stock volatility you can stomach.
What is the outlook for the robotics industry?
The future for the robotics industry is very promising. Robotics has the potential to revolutionize several industries, including manufacturing, healthcare, logistics, and agriculture. It can help companies in these industries save time, reduce costs, and increase productivity.
According to a McKinsey estimate, the general-purpose robotics market could reach a staggering $370 billion by 2040, with 50% of that value coming from China.
AI could play a key role in accelerating robotics adoption. The technology can make robots more autonomous, enabling them to perform more tasks without human intervention. For example, AI-powered robots are giving rise to "dark factories" or "lights-out manufacturing," as companies build fully automated facilities that can operate in complete darkness without human presence.
The expected growth of the robotics industry should benefit the top robotics stocks.
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About the Author
Matt DiLallo has positions in Amazon, Intuitive Surgical, Shopify, and Tesla and has the following options: long January 2028 $520 calls on Intuitive Surgical, short January 2028 $530 calls on Intuitive Surgical, and short March 2026 $160 calls on Shopify. The Motley Fool has positions in and recommends Amazon, Deere & Company , Intuitive Surgical, Nvidia, Shopify, Tesla, UiPath, and Zebra Technologies. The Motley Fool recommends Rockwell Automation and Teradyne and recommends the following options: long January 2028 $520 calls on Intuitive Surgical and short January 2028 $530 calls on Intuitive Surgical. The Motley Fool has a disclosure policy.
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