In this article, we talk about the 11 best robotics stocks to buy right now.
The rapid development of AI technology has expanded growth opportunities for robotics companies. Physical AI, or artificial intelligence capable of perceiving and acting in the real world, is becoming a popular narrative in the tech community, as this type of AI is advanced enough to control robots, sensors, and other machines.
Speaking of physical AI, an analyst team at Barclays projected a trillion-dollar market for this technology by 2035. Zornitsa Todorova, the head of Thematic FICC Research at Barclays, said in a February 18 interview on Bloomberg that this projected valuation for physical AI includes key robotics categories such as autonomous vehicles, humanoid robots, advanced automation, and drones.
Todorova also predicted that the “decade of the robot” will commence in the late 2020s or early 2030s, with growth and adoption of robotics and physical AI likely to unfold in stages rather than all at once. “I can see how autonomous vehicles could lead the trend and set the stage. In fact, nearly half of the estimate of the market growth comes from autonomous vehicles,” she said, adding that the market for autonomous vehicles will likely reach about $500 billion by 2045, citing the segment’s clear head-start of a decade-long active development process.
With that said, here is the list of the 11 best robotics stocks to buy right now.
Our Methodology
We first sifted through the largest stock holdings of the top five robotics-focused ETFs to compile a list of the top robotics stocks. Then, we ranked the stocks by the number of hedge funds holding them as of the fourth quarter of 2025. We then limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
11. Arista Networks Inc. (NYSE:ANET)
Number of Hedge Fund Holders: 91
Arista Networks Inc. (NYSE:ANET) is among the 11 best robotics stocks to buy right now.
On March 3, Arista Networks (NYSE:ANET) CEO Jayshree Ullal said her company is expected to reach $11 billion in revenue this year, up from $9 billion last year, marking the first time that the cloud networking company reaches the eight-digit revenue mark. Speaking at the Morgan Stanley Technology, Media & Telecom Conference, the Arista Networks (NYSE:ANET) CEO also estimated that the company’s total addressable market has doubled from $60 billion to $105 billion.
During the conference, Ullal noted that Arista Networks (NYSE:ANET) is experiencing an increase in its customer base, which is expected to drive higher spending. The company also anticipates having 1 to 2 new customers contributing to 10% of its revenue this year, while sustaining its margins through hardware and software differentiation. In addition, the company said that it is investing in chips, silicon, and memory to mitigate what it anticipates as a two-year memory shortage that will affect its customers.
Arista Networks Inc. (NYSE:ANET) is a company that develops, markets, and sells cloud networking solutions, including network applications and Gigabit Ethernet switching and routing platforms.
10. Intel Corp. (NASDAQ:INTC)
Number of Hedge Fund Holders: 96
Intel Corp. (NASDAQ:INTC) is among the 11 best robotics stocks to buy right now. On March 4, Intel Corp. (NASDAQ:INTC) CFO Dave Zinsner shared that the company is targeting break-even margins for its foundry business by 2027, driven by external customer engagements and new process technologies. Speaking at the Morgan Stanley Technology, Media & Telecom Conference, Zinsner shared that Intel Corp. (NASDAQ:INTC)’s foundry business, which provides end-to-end semiconductor manufacturing services such as design, fabrication, packaging, and testing for external users, is expected to have a meaningful improvement in margins for 2026 compared to last year.
At the conference, Zinsner added that Intel Corp. (NASDAQ:INTC) is aiming to set gross margins for its foundry business at around 40% on its path to break even by 2027. However, the executive pointed out that these earnings projections may change if the company decides to notch external achievements for the foundry business, noting that these adjustments may end up harming the unit’s profitability in the near term but could mean extra revenue opportunities in the long run. Zinsner also shared that Intel Corp. (NASDAQ:INTC) is developing a multi-year capital expenditure plan aligned with CPU demand and foundry opportunities.
Intel Corp. (NASDAQ:INTC) designs, manufactures, and sells computer products and technologies, including computers, networking components, data storage, and communications platforms, as well as full-stack solutions created from the foundry industry ecosystem.
