In this article, we will list the 5 Best Small Cap Robotics Stocks to Buy According to Analysts. Please visit 8 Best Small Cap Robotics Stocks to Buy According to Analysts if you would like to see the extended list and the methodology behind it.
5. Palladyne AI Corp (NASDAQ:PDYN)
Market Cap: $305.2 Million
Number of Hedge Fund Holders: 18
Upside Potential: 54.80%
Palladyne AI Corp (NASDAQ:PDYN) is one of the best small cap robotics stocks to buy according to analysts. Palladyne stock is up about 30% year-to-date, and most analysts on the Street expect the stock to rise more.
On May 7, Jefferies cut its price target on Palladyne AI Corp (NASDAQ:PDYN) shares to $7 from $8 but kept its Hold rating on the stock. The revised price target still indicates a decent upside potential.
Jefferies nodded to Palladyne’s strong Q1 2026 results, particularly mentioning progress in customer proof points with the company’s SwarmOS platform. However, Jefferies told investors that you “must crawl before you walk.”
The SwarmOS is an autonomy software platform that enables multiple autonomous drones and robots to work together as a coordinated team. It can be used in defense and other applications. During Q1, Palladyne had several SwarmOS demonstrations.
Palladyne’s Q1 results showed revenue increased 107% YoY to $3.5 million. However, the company’s operating loss widened to $11.9 million from $6.9 million a year ago amid continued investment in defense and commercial programs.
The company exited Q1 with a backlog of $17 million, up from $13.5 million at the end of 2025. The management said the expanding backlog provides good visibility into the revenue growth ahead. The company expects to convert the majority of the backlog into revenue in the next 12-18 months.
Based in Salt Lake City, Utah, Palladyne AI Corp (NASDAQ:PDYN) is deeply involved in the robotics business. It was founded in 1983, and for most of its years in business, it developed robots. In 2023, it discontinued the hardware business and shifted its business to developing AI software for robotic applications. Its software enables robots and drones to learn and act autonomously.
4. Serve Robotics Inc (NASDAQ:SERV)
Market Cap: $740.8 Million
Number of Hedge Fund Holders: 13
Upside Potential: 102.51%
Serve Robotics Inc (NASDAQ:SERV) is one of the best small cap robotics stocks to buy according to analysts.
While Serve Robotics stock has only gone up a modest 17% over the past year, the Street sees it exploding over 100% from its current level.
On May 7, Serve Robotics Inc (NASDAQ:SERV) reported Q1 2026 results that showed strong revenue growth and a company in a solid financial position. Revenue of $3 million increased 238% sequentially and 578% YoY, with the company recording growth across all its business lines. The company closed Q1 with $197.4 million in liquidity.
Serve Robotics has built a fleet of around 2,000 robots. Now it’s transitioning from fleet expansion to productivity. According to CFO Brian Read, the focus now is on increasing revenue per robot.
During Q1, Serve Robotics acquired Diligent Robotics to expand into the hospital robotics space and diversify beyond its last-mile delivery market. The company also expanded its operating footprint in Q1, reaching 44 cities across 14 states.
The robust topline growth came as Serve Robotics works to diversify its business and expand its recurring revenue base. Following the strong Q1 performance, the company reaffirmed its full-year 2026 revenue guidance of $26 million.
Serve Robotics Inc (NASDAQ:SERV) makes and operates delivery robots. These include AI-powered, autonomous sidewalk robots used for last-mile deliveries of food, goods, and other items in urban environments. Serve Robotics was originally a unit of the ride-hailing giant Uber before its spinoff in 2021.
3. Richtech Robotics Inc (NASDAQ:RR)
Market Cap: $614.9 Million
Number of Hedge Fund Holders: 12
Upside Potential: 118.18%
Richtech Robotics Inc (NASDAQ:RR) is one of the best small cap robotics stocks to buy according to analysts. Richtech Robotics stock is up more than 30% over the past month, and the Street says it could more than double in the next 12 months.
On May 7, Richtech Robotics Inc (NASDAQ:RR) said that it will demonstrate the capabilities of its AI-driven service robots at the National Restaurant Association Show in Chicago. The show is scheduled to run from May 16 to May 19.
Richtech will use the event to showcase its ADAM robot preparing noodles with toppings. From there, the company’s Matradee Plus delivery robot will take the noodles to attendees to sample.
The Chicago restaurant show will give Richtech a platform to demonstrate how its robots could be used in the food service industry to handle everything from food preparation to delivery. The company has a robots-as-a-service business model.
Richtech is gearing up to showcase its service robots to the restaurant industry after it recently struck a deal to sell its robots in Europe. On April 8, the company said that Netherlands-based NewConsultancy will distribute its products across Europe. NewConsultancy offers ICT solutions to enterprises of all sizes in Europe, so Richtech said it brings regional technical expertise to the partnership.
Richtech Robotics Inc (NASDAQ:RR) makes AI-driven service robots that can handle various tasks. Its portfolio includes robots that can perform tasks like food delivery, drink preparation, and floor cleaning. Richtech Robotics helps customers in hospitality, healthcare, and cleaning industries to address labor shortages and improve operational efficiency.
2. Accuray Inc (NASDAQ:ARAY)
Market Cap: $56.8 Million
Number of Hedge Fund Holders: 16
Upside Potential: 319.29%
Accuray Inc (NASDAQ:ARAY) is one of the best small cap robotics stocks to buy according to analysts. The March quarter results that Accuray Inc (NASDAQ:ARAY) reported on May 6 showed the company’s revenue decreased, and the loss widened. The company revealed problems in its Middle East market, citing geopolitical uncertainties. It said the Middle East crisis delayed product shipments and service deliveries.
However, the management reported that the transformation plan launched in December 2025 is progressing well, even exceeding expectations.
Revenue came in at $104.8 million, reflecting a decrease of 7% from the year-ago period. Product sales dropped the sharpest at 13% YoY to $49.7 million. Service revenue declined 1% to $55.1 million. The company posted a net loss of $11.8 million, translating to a loss of $0.09 per share. That compared to a net loss of $1.3 million or $0.01 per share a year ago.
On the bright side, Accuray Inc (NASDAQ:ARAY) said its transformation plan delivered around $10 million in cost and margin improvements in the March quarter (fiscal Q3 2026). It said that puts it on track to exceed its fiscal 2026 target of $12 million. This plan entails reorganization, outsourcing, and cost-cutting, including through workforce optimization.
Accuray Inc (NASDAQ:ARAY) is a medical robotics company. It has developed a robotic radiosurgery system for non-invasive tumor treatment. This AI-driven system, called the CyberKnife System, has a highly maneuverable robotic arm that delivers radiation treatment with high precision and efficiently. It has the ability to adapt to patient movements in real-time.
1. Knightscope Inc (NASDAQ:KSCP)
Market Cap: $50.5 Million
Number of Hedge Fund Holders: NA
Upside Potential: 394.62%
Knightscope Inc (NASDAQ:KSCP) is one of the best small cap robotics stocks to buy according to analysts. Street forecasts show the Knightscope stock could explode more than 390% in the next 12 months.
Knightscope Inc (NASDAQ:KSCP) has teamed up with Carnegie Mellon University on a robotics education program. On April 15, the company announced that it will fund educational course projects at Carnegie Mellon’s School of Computer Science over a 5-year period.
They’re targeting five course projects in that period, and these will be focused on the application of robotics in national security, public safety, and physical security. As part of this collaboration, Knightscope will give the university access to its national security lab at its headquarters.
Commenting on the partnership, Knightscope CEO William Santana Li noted Carnegie Mellon University’s contribution to defining modern robotics. The executive further said their projects with the university can help strengthen America’s position in autonomy, security, and public safety.
Knightscope has Carnegie Mellon graduates working with it on an AI feature for its upcoming K7 Autonomous Security Robot.
Knightscope didn’t disclose how much it will pump into the university projects. But the company has recently revealed an improving cash position. It had $20.6 million in cash at the end of 2025, up from $11.1 million at the end of 2024.
On November 13, 2025, Knightscope Inc. unveiled its K7 Autonomous Security Robot, designed for large outdoor perimeter protection. Built to patrol vast areas 24/7, the K7 combines off‑road capability with Knightscope’s AI‑powered detection, deterrence, and reporting technologies, extending security beyond traditional cameras or guards.
CEO William Santana Li described it as the “next frontier in autonomous physical security,” aimed at safeguarding critical infrastructure, logistics yards, industrial complexes, and defense sites. Knightscope has opened an early access program and waitlist, with limited production expected to begin in the second half of 2026, marking a bold step in its mission to build America’s first autonomous security force.
Knightscope Inc (NASDAQ:KSCP) provides AI-driven autonomous security robots. These self-driving robots are equipped with monitoring cameras. They can patrol malls, parking lots, and other public spaces to enhance public safety.
While we acknowledge the potential of KSCP to grow, 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 KSCP and that has 100x upside potential, check out our report about the cheapest AI stock.
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