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.
9. Intuitive Surgical Inc. (NASDAQ:ISRG)
Number of Hedge Fund Holders: 109
Intuitive Surgical Inc. (NASDAQ:ISRG) is among the 11 best robotics stocks to buy right now.
On March 2, Intuitive Surgical (NASDAQ:ISRG) said that it completed its acquisition of the Southern Europe distribution businesses for its da Vinci and Ion systems. These businesses were operated by ab medica, Abex, Excelencia Robótica, and their affiliates. The transaction enables Intuitive to operate directly in Italy, Spain, Portugal, Malta, San Marino, and associated territories. The company previously relied on these distributors to sell its robotic surgical systems in these markets.
Approximately 250 employees from the acquired distribution businesses joined Intuitive’s European commercial and marketing organization. The business operations are now integrated under Senior Vice President and General Manager Dirk Barten. As of December 31, 2025, there were more than 470 da Vinci surgical systems installed across Italy, Spain, and Portugal. The Ion endoluminal system was recently launched in Italy and Spain.
The da Vinci surgical systems are designed for minimally invasive surgery and provide surgeons with high-definition 3D vision and specialized instrumentation. The systems include miniaturized surgical cameras and wristed instruments.
Intuitive Surgical Inc. (NASDAQ:ISRG) provides robotic-assisted surgical solutions and invasive care.
8. Oracle Corp. (NYSE:ORCL)
Number of Hedge Fund Holders: 111
Oracle Corp. (NYSE:ORCL) is among the 11 best robotics stocks to buy right now.
On March 6, analysts at TD Cowen lowered the price target on Oracle Corp. (NYSE:ORCL) to $250 from $350 while maintaining the stock’s Buy rating. The lower price target on Oracle Corp. (NYSE:ORCL) reflects the analysts’ new projections of a 27x multiple from the projected earnings per share of $7.26 for calendar year 2027. The firm also expects revenue growth to inflect from approximately 12% in constant currency in the first half of fiscal 2026 to over 18% in the second half. Operating income growth is projected to accelerate from approximately 10% in the first half to roughly 20% in the second half.
In its report, TD Cowen noted that it expects Oracle Corp. (NYSE:ORCL) to report a strong fiscal third quarter, driven by Oracle Cloud Infrastructure’s growth accelerating to approximately 80% in constant currency, up from roughly 65% in the second quarter. The analysts project growth could reach approximately 100% in the fiscal fourth quarter as additional capacity continues to come online. TD Cowen also cited enterprise checks, data center checks indicating accelerated builds in Texas, and new financing developments as encouraging factors for the stock.
Oracle Corporation (NYSE:ORCL) provides information technology-related products and services to enterprises through its main business segments: Cloud and License, Hardware, and Services. The company is based in Austin, Texas, and was founded in June 1977.
7. Tesla Inc. (NASDAQ:TSLA)
Number of Hedge Fund Holders: 137
Tesla Inc. (NASDAQ:TSLA) is among the 11 best robotics stocks to buy right now.
On March 4, data from the transport research firm New Automotive indicated that U.K. sales of Tesla Inc. (NASDAQ:TSLA) fell sharply in February. The organization noted that Tesla Inc. (NASDAQ:TSLA) sold 2,208 vehicles in February, down 45.2% from a year earlier. Meanwhile, Chinese electric car rival BYD saw its sales rose 40.9% year-over-year to 968 units, indicating that while Tesla still has the lead, its advantage is weakening as its rivals are catching up. Tesla’s February sales also fell in Italy, Denmark, and Sweden, pointing to broader challenges in Europe.
While Tesla Inc. (NASDAQ:TSLA)’s delivery patterns are typically volatile, year-to-date figures are down 5%, meaning the decline is likely to draw scrutiny, according to New Automotive, which added that the U.S. electric car maker’s position in the U.K. has weakened amid intensifying competition from Chinese brands such as BYD and SAIC-owned MG, as its ageing model line-up struggles to keep pace.
Tesla Inc. (NASDAQ:TSLA) engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems.
6. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 169
Apple Inc. (NASDAQ:AAPL) is among the 11 best robotics stocks to buy right now.
On March 4, Apple Inc. (NASDAQ:AAPL) unveiled the MacBook Neo, a lower-priced addition to its laptop lineup starting at $599, as it looks to broaden its reach in a price-sensitive PC market while rivals face tighter supply of memory chips. A lower-priced laptop marks one of Apple’s most aggressive entry points into the PC market in years. The new MacBook will be powered by the A18 Pro chip, the same processor that debuted in the company’s iPhone 16 Pro models in 2024. In addition, the tech giant launched a $599 iPhone 17e with higher base storage, while refreshing its MacBook Air and Pro lineup with new M5 chips and standard configurations with larger memory.
Apple Inc. (NASDAQ:AAPL) has a history of selling its MacBook at a lower-than-usual price point, specifically when it introduced a special $699 MacBook Air exclusive for Walmart using its M1 chip, which originally debuted in 2020, after it retired other models with that chip. Nonetheless, the launch of MacBook Neo marks a more direct attempt by Apple Inc. (NASDAQ:AAPL) to compete with Google-powered Chromebooks and lower-end Windows devices, while also broadening its reach among students and first-time buyers.
Apple Inc. (NASDAQ:AAPL) engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables, and accessories, and other varieties of related services.
5. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders: 202
Broadcom Inc. (NASDAQ:AVGO) is among the 11 best robotics stocks to buy right now.
On March 6, DA Davidson raised its price target on Broadcom Inc. (NASDAQ:AVGO) to $375 from $335 while maintaining a Neutral rating on the shares. The firm cited Broadcom’s first-quarter results, which beat consensus estimates by 0.1%, as a factor for setting a higher price target. Broadcom Inc. (NASDAQ:AVGO) attributed the performance to a compute-constrained environment that positions it favorably for the short to medium term. The semiconductor giant’s revenue surged 25% year-over-year to $68.3 billion, while maintaining an impressive gross profit margin of 77%.
DA Davidson noted that Broadcom Inc. (NASDAQ:AVGO) communicated a planned roadmap for a 2027 deployment of almost 10 gigawatts of compute, which the firm viewed as a testament to the company’s internal competencies and its position as the leading accelerator alternative to NVIDIA. The analyst also noted that the new price target is based on its projections of a 29-times CY2026 EPS estimate.
Broadcom Inc. (NASDAQ:AVGO) is a global technology company that designs, develops, and supplies semiconductors and infrastructure software solutions.
4. Meta Platforms Inc (NASDAQ:META)
Number of Hedge Fund Holders: 256
Meta Platforms Inc (NASDAQ:META) is among the 11 best robotics stocks to buy right now.
On March 5, analysts at Arete downgraded their rating on Meta Platforms Inc (NASDAQ:META) to Neutral from Buy, while also lowering the price target on the social media giant’s stock to $676 from $732. In its research report, Arete noted its worries that Meta’s heavy investment in AI infrastructure may begin to weigh on profitability, even as the company pushes aggressively into the technology.
According to the firm, Meta’s spending trajectory is rising quickly while revenue growth is not keeping pace, a trend that could pressure margins. Notably, the company previously said it expects to spend between $115 billion and $135 billion in 2026, significantly higher than the $72.2 billion in capital expenditure in 2025, factoring into Arete’s concerns about the stock.
Meta Platforms Inc (NASDAQ:META) appears to be falling behind peers as companies like Alphabet and Amazon command a large share of third-party demand for their cloud services, according to Arete, which also noted that the company’s efforts to pour significant resources into AI-related development and infrastructure have yielded limited financial returns so far.
Meta Platforms Inc (NASDAQ:META) engages in the development of social media applications to help people connect and share, find communities, and grow businesses, as well as augmented, mixed, and virtual reality-related consumer hardware, software, and content.
3. NVIDIA Corp. (NASDAQ:NVDA)
Number of Hedge Fund Holders: 264
NVIDIA Corp. (NASDAQ:NVDA) is among the 11 best robotics stocks to buy right now.
On March 6, Bloomberg News reported that officials at the US Commerce Department have written draft regulations that would restrict AI chip shipments to anywhere in the world without American approval, giving Washington broad control over whether other countries can build facilities for training and running AI models, and under what conditions, in a move that will potentially affect the capacity of chipmakers like NVIDIA Corp. (NASDAQ:NVDA) to sell its products worldwide.
The proposed regulations would potentially require companies to seek U.S. permission for virtually all exports of AI accelerators from NVIDIA Corp. (NASDAQ:NVDA) and other chip manufacturers, thereby expanding current restrictions that affect around 40 countries globally. President Donald Trump’s team had said repeatedly that they want the world to use American AI, and the draft rules aren’t meant to function as an export ban on NVIDIA Corp. (NASDAQ:NVDA). Rather, the regulation would set up the U.S. government as gatekeeper for the AI industry, compelling foreign companies to seek the permission of the U.S. Commerce Department to buy AI chips.
NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.
2. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 288
Alphabet Inc. (NASDAQ:GOOGL) is among the 11 best robotics stocks to buy right now. On March 4, Alphabet Inc. (NASDAQ:GOOGL)-owned Google said it would expand billing options and cut developer fees on Android, in a major policy overhaul that helped resolve its long-running dispute with Epic Games and bring back the popular game Fortnite to the company’s app store worldwide. The company said that it would now enable mobile app developers to use their own billing systems alongside Google Play’s, and allow them to direct users to their own websites for purchases, adding that its users can now more easily download and install third-party app stores on their Android devices.
The sweeping changes to Alphabet Inc. (NASDAQ:GOOGL)-owned Google’s app store practices are aimed at boosting competition and expanding choices for developers and consumers. They also address the key concerns raised by Epic Games’ 2020 antitrust lawsuit, which was subsequently settled in November 2025, in which the gaming platform accused Google of illegally monopolizing the way users access apps and make in-app purchases on Android devices.
Alphabet Inc. (NASDAQ:GOOGL) is a holding company that operates Google services, including search engines, ad platforms, Internet browsers, devices, mapping software, app stores, video streaming, and more. The company also offers cloud infrastructure and platform services, collaboration tools, and other services for enterprise customers.
1. Amazon.com Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 381
Amazon.com Inc. (NASDAQ:AMZN) is among the 11 best robotics stocks to buy right now. On March 6, Amazon.com Inc. (NASDAQ:AMZN) said that it will continue to make Anthropic’s AI technology available to its cloud customers, excluding work involving the U.S. Department of Defense. The government agency recently labeled the company a “supply chain risk,” while President Donald Trump asked federal agencies to stop using Anthropic’s technology. Amazon.com Inc. (NASDAQ:AMZN) invested $8 billion in Anthropic, which found itself in hot water with the U.S. government after it refused the DOD’s request to let it operate the company’s technology in all lawful use cases without limitation.
Meanwhile, on March 4, Amazon.com Inc. (NASDAQ:AMZN) confirmed that it laid off 100 white-collar jobs across its robotics unit, continuing a trend of job cuts for the online retailing giant. The company had already laid off about 30,000 employees since October 2025, when its first round of layoffs affected 14,000 white-collar employees, followed by 16,000 jobs in January. The layoffs represented nearly 10% of white-collar workers, though the bulk of the company’s 1.5 million workers are hourly staff, particularly in warehouses known as fulfillment centers.
Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. Its online and offline stores offer both in-house and third-party products, while its Amazon Web Services (AWS) division runs one of the world’s largest data center networks.
While we acknowledge the potential of AMZN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AMZN and that has 100x upside potential, check out our report about the cheapest AI stock.
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