In this article, we will be taking a look at the 7 Most Promising Robotics Stocks According to Wall Street Analysts.
The global robotics industry has officially entered its “breakthrough era.” According to ABI research, as of late 2025, the global market valuation has climbed to $50 billion, a staggering 11% increase from 2024.
In the United States, the robotics industry is increasingly driven by nearshoring initiatives and supply chain resilience as manufacturers accelerate their automation efforts. The U.S. industrial robot market is projected to reach approximately $3.7–$3.8 billion in 2025, with annual installations remaining in the low-to-mid 30,000 unit range. While China continues to dominate global robot deployment, the U.S. has become a key center for advanced robotics and physical AI development. In 2025, strong investor interest was reflected in major funding rounds for Apptronik and Figure AI, underscoring growing confidence in embodied intelligence systems.
Looking toward 2026, the industry is bracing for the “humanoid pilot” phase. Major retailers and automotive giants, including BMW and Amazon, have already begun integrating bipedal robots into their logistical workflows. Unlike previous years’ prototypes, the 2026 generation of robots will feature neuromorphic chips, processors that mimic the human brain’s structure to drastically reduce energy consumption while performing complex tasks, such as “lights-out” warehouse picking.
Experts from the International Federation of Robotics (IFR) anticipate that by 2028, the global installation of industrial robots will surpass 700,000 units annually. The U.S. and global robotics industry is increasingly embracing the Robot-as-a-Service (RaaS) model, which lets companies subscribe to robotic solutions rather than make large upfront purchases. This approach is projected to drive significant market growth through 2030, lowering barriers to automation for small and medium enterprises.
As we move into 2026, the conversation will shift toward how quickly U.S. companies and infrastructure adapt to integrating robots and AI into hybrid workplaces, blending human labor with automated systems.
With that said, let’s now look at the most promising robotic stocks.
Our Methodology
For our methodology, we began by filtering for stocks that are either pure-play robotics companies or companies that have exposure to robotics, with an upside potential greater than 10% and a year-to-date return of at least 10% as of December 26. From this filtered set, we selected seven stocks with the highest upside potential. These stocks were then ranked in ascending order based on their upside potential.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
Here is our list of the 7 most promising robotics stocks according to Wall Street analysts.
7. Emerson Electric Co. (NYSE:EMR)
Price Target Upside: 13.48%
Year-to-Date Return: 11.07%
Emerson Electric Co. (NYSE:EMR) stands seventh on our list among the most promising stocks.
TheFly reported on December 15 that Evercore ISI initiated coverage on EMR with an Outperform rating and a $170 price target. Analyst Alexander Virgo cited the company’s higher-quality portfolio following its recent strategic transformation.
Evercore noted that EMR’s increasing exposure to automation and software solutions positions the company for stronger growth cycles and supports above-average free cash flow generation over time. The firm also highlighted Emerson Electric Co. (NYSE:EMR)’s significant 600–700 basis point expansion in gross and EBITA margins, attributing the improvement to enhanced pricing power, productivity gains, and a richer software mix. According to Evercore ISI, these factors should help provide greater earnings resilience across economic cycles.
In contrast, on December 10, 2025, Jefferies downgraded EMR from Buy to Hold and maintained its $145 price target. Analyst Saree Boroditsky cited a more balanced risk-reward profile following the company’s multi-year portfolio transformation, including the completion of the AspenTech acquisition and the recent introduction of longer-term financial targets.
Emerson Electric Co. (NYSE:EMR) is a global industrial technology and software company headquartered in St. Louis, Missouri, with a long history of providing automation, control systems, and smart devices to a wide range of industries. While EMR does not manufacture industrial robots directly, it plays a critical enabling role in robotics and advanced automation.
6. QUALCOMM Incorporated (NASDAQ:QCOM)
Price Target Upside: 14.41%
Year-to-Date Return: 13.78%
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the most promising stocks.
TheFly reported on December 18 that QCOM announced the completion of its $2.4 billion acquisition of Alphawave Semi, a global leader in high-speed wired connectivity. The deal closed approximately one quarter ahead of schedule, marking a significant milestone in Qualcomm’s infrastructure strategy. As part of the merger, Tony Pialis, the co-founder and former CEO of Alphawave Semi, has been appointed to lead Qualcomm’s newly expanded data center business.
On December 16, 2025, Cantor Fitzgerald analyst C.J. Muse maintained a Neutral rating on QCOM but significantly raised the price target by $35, moving it from $170 to $185. This adjustment reflects the firm’s increasing confidence in the company’s ability to capitalize on AI-driven demand across compute, networking, and memory segments.
The Alphawave acquisition is expected to integrate seamlessly with QUALCOMM Incorporated (NASDAQ:QCOM)’s proprietary Oryon CPU and Hexagon NPU architectures. By securing Alphawave’s high-speed SerDes (Serializer-Deserializer) and chiplet technology, QCOM is positioning itself to provide the core infrastructure for next-generation AI data centers.
QUALCOMM Incorporated (NASDAQ:QCOM) is a global semiconductor and technology leader headquartered in San Diego, California. The company designs high-performance chips, AI processors, and connectivity solutions for mobile, automotive, IoT, and industrial applications. While not a traditional robotics manufacturer, QCOM plays a key role in robotics through its Robotics RB platforms, which enable autonomous robots, drones, and smart machines with edge AI, sensor fusion, and real-time 5G connectivity.
