8 Most Promising Robotics Stocks Now

In this piece, we will discuss the 8 Most Promising Robotics Stocks Now.

The robotics boom is no longer a distant prediction. Robotics adoption is accelerating across industries, driven by advances in artificial intelligence, automation, and sensing technologies. As companies invest in greater efficiency and autonomy, investors are increasingly looking for stocks that could benefit from these long-term trends.

On June 3, 2026, CNBC reported that SoftBank CEO Masayoshi Son identified physical AI and robotics as the space most likely to produce the next trillion-dollar company. That same week, Zornitza Todorova, head of thematic FICC research at Barclays, told CNBC’s Squawk Box Europe that the humanoid robotics market, currently worth just $2 to $3 billion, is on track to reach $200 billion by 2035, calling this “the decade of the robot.”

The forecasts are already accelerating. On June 24, 2026, CNBC reported that Morgan Stanley had sharply upgraded its China humanoid shipment forecast for the second time this year, now projecting 50,000 units shipped in 2026, nearly double its prior estimate of 28,000 and more than triple its January projection of 14,000. The investment bank estimates China’s humanoid robot market will hit $2 billion this year and scale to $15 billion by 2030.

China remains the dominant force in the robotics market. Barclays’ report noted that China installs roughly half of all industrial robots globally and accounted for 85% of humanoid robot installations last year, producing machines at nearly half the cost of Western competitors. Wedbush Securities’ Dan Ives told CNBC on June 3 that China is “right now the clear leader,” with the U.S. in “catch-up mode.”

Scaling the technology remains a formidable challenge. Reuters Breakingviews reported on June 11 that Unitree Robotics, the world’s largest humanoid maker by sales last year, saw first-quarter adjusted net profit fall 53% year-over-year even as sales rose 68%, with the company attributing the squeeze to rising R&D costs and price cuts as new rivals crowd in.

The IPO pipeline reinforces that point: at least 46 robotics companies are queued for listings in Hong Kong alone, and China has over 450,000 registered companies in the sector, according to state media. With technology still maturing, and even advanced models currently lacking the dexterity for basic tasks outside controlled environments, and competition intensifying across the board, the path from promise to profit remains anything but straightforward.

With that industry overview in mind, here are the most promising robotics stocks now.

Our Methodology

For this article, we screened U.S.-listed robotics stocks from various ETFs, focusing on companies that build robots, supply components for robotic systems, offer robotics-as-a-service solutions, or develop AI and software platforms for autonomous applications. We then evaluated each stock’s upside potential and hedge fund ownership in Q1 2026, ranking the final list by upside potential (street-high). To assess hedge fund sentiment, we relied on Insider Monkey’s hedge fund database, which tracks over 1,000 elite hedge fund managers and their holdings as of Q1 2026.

Note: All data sourced on June 24, 2026.

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. Insider Monkey’s quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 599.2% since May 2014, beating its benchmark by 372 percentage points (see more details here).

8. PROCEPT BioRobotics Corporation (NASDAQ:PRCT)

Number of Hedge Fund Holders: 28

Upside Potential: 147.60%

With significant hedge fund interest and strong upside, PROCEPT BioRobotics Corporation (NASDAQ:PRCT) is one of the most promising robotics stocks.

PROCEPT BioRobotics Corporation is building a clinical case for Aquablation that could redefine its addressable market, with two major prostate cancer study milestones drawing fresh analyst attention to the stock.

On May 28, 2026, PROCEPT BioRobotics Corporation announced two milestones in its WATER IV prostate cancer clinical program.

PROCEPT BioRobotics Corporation completed enrollment in the WATER IV RP study, a randomized trial comparing Aquablation therapy to radical prostatectomy in 280 patients, the only FDA randomized study of its kind. Primary endpoint results are expected to be presented at the American Urological Association Annual Meeting in spring 2027.

Alongside that, PROCEPT BioRobotics Corporation received FDA Investigational Device Exemption (IDE) approval for a second protocol, WATER IV AS, which will enroll up to 333 patients globally to evaluate Aquablation therapy versus active surveillance in men with Grade Group 1 and 2 prostate cancer. Patients in both studies will be followed for ten years, with assessments covering disease control and quality-of-life outcomes, including urinary, sexual, and overall function.

That clinical progress drew a bullish response from Wall Street.

On June 24, 2026, Evercore ISI analyst Vijay Kumar initiated coverage of PROCEPT BioRobotics Corporation with an “Outperform” rating and a $30 price target. Kumar cited Aquablation as having the best clinical evidence in the space and argued that a positive WATER IV trial outcome over the next 12 months could expand the total addressable market into prostate cancer while supporting multiple expansion for the stock.

Procept BioRobotics Corporation is a commercial-stage surgical robotics company that develops transformative solutions in urology in the U.S. and internationally.

7. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 275

Upside Potential: 150.00%

Given its significant hedge fund backing and attractive upside potential, NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising robotics stocks.

NVIDIA Corporation is extending its physical AI ambitions on two fronts simultaneously, pushing deeper into industrial robotics safety while advancing its push into agentic life sciences.

On June 23, 2026, NVIDIA Corporation announced the NVIDIA BioNeMo Agent Toolkit, a platform that equips AI agents with domain-specific life sciences tools spanning protein structure prediction, molecular docking, generative chemistry, genomic analysis, and biomarker discovery.

The toolkit draws on more than a decade of NVIDIA life sciences libraries and is powered by NIM microservices, Parabricks, NeMo, and Nemotron technologies. More than 50 companies are already using it, including Anthropic, OpenAI, Lilly, and Natera, with collaborations also spanning scientific data platforms, lab automation companies, and AI-native biology firms.

NVIDIA Corporation said the toolkit can compress virtual screening timelines from days to minutes and has already delivered 2x faster performance for protein design models like RosettaFold3 through a collaboration with the University of Washington’s Institute for Protein Design.

A day earlier, NVIDIA Corporation announced NVIDIA Halos for Robotics, described as the industry’s first full-stack safety system for robotics and physical AI, drawing on more than 18,600 years of engineering experience in autonomous vehicle safety development. The system spans AI compute, safety software, sensor data, and an ANAB-accredited inspection lab for functional and AI safety certification.

Agility, whose humanoid robot Digit operates in facilities for Amazon, GXO, Schaeffler, and Motor Manufacturing Canada, is the first company to integrate NVIDIA Halos for Robotics into its safety architecture.

NVIDIA Corporation 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.

6. Stereotaxis, Inc. (NYSEAMERICAN:STXS)

Number of Hedge Fund Holders: 10

Upside Potential: 185.70%

Given its significant hedge fund backing and attractive upside potential, Stereotaxis, Inc. (NYSEAMERICAN:STXS) is one of the most promising robotics stocks.

Stereotaxis, Inc. is navigating a pivotal product transition, with fresh regulatory wins and a transformational acquisition reshaping its commercial runway, even as near-term results reflect the costs of that transition.

Last month, Stereotaxis, Inc. reported first-quarter 2026 results, with revenue of $6.3 million, down from $7.5 million in the prior year period. System revenue came in at $1.3 million and recurring revenue at $5.0 million, compared to $2.0 million and $5.5 million, respectively, in Q1 2025. The company said recurring revenue remains pressured by the wind-down of its legacy Johnson & Johnson catheter relationship, with new proprietary catheters still contributing modestly.

Meanwhile, gross margin for the quarter was 60%, with recurring revenue gross margin at 66% and system gross margin at 39%. Operating loss was $6.0 million, and net loss was $5.9 million, while adjusted operating loss, excluding non-cash charges, was $2.9 million. Stereotaxis, Inc. ended the quarter with $14.6 million in cash and no debt, and noted that demand for its MAGiC cardiac ablation catheter far exceeds current supply, with manufacturing targeted to reach 500 catheters per month by year-end.

Citizens maintained its “Market Outperform” rating on Stereotaxis, Inc. with a $4.00 price target, with analyst Daniel Stauder pointing to a compelling razor/razor blade ecosystem as a driver of sustainable growth.

The firm views Stereotaxis, Inc. as a unique microcap worth owning, citing developing tailwinds for system adoption and improved procedural utilization through 2026 and into 2027. Citizens’ $4.00 target is based on an EV/revenue multiple of roughly 6x to 7x applied to its 2027 total sales estimate of $53 million, a premium multiple the firm considers reasonable given an expected approximately 30% top-line growth profile.

Stereotaxis, Inc. designs, manufactures, and markets robotic systems, instruments, and information systems for the interventional laboratory. Its primary products are the Genesis RMN System, the Odyssey Solution, and other related devices.

5. Ondas Inc. (NASDAQ:ONDS)

Number of Hedge Fund Holders: 34

Upside Potential: 193.10%

With significant hedge fund interest and strong upside, Ondas Inc. (NASDAQ:ONDS) is one of the most promising robotics stocks.

Ondas Inc. is making a major move to position itself at the intersection of autonomous systems and critical infrastructure intelligence, striking a deal that would significantly expand its revenue base and recurring revenue profile.

On June 18, 2026, Ondas Inc. announced a definitive agreement to acquire Cyberhawk, a global leader in drone-based infrastructure inspection, visual data management, and AI-enabled analytics serving utility, energy, and industrial customers.

The transaction is valued at approximately $125 million, with roughly 95% funded in cash; certain Cyberhawk leadership members elected to roll approximately $5 million of proceeds into Ondas Inc. common stock, subject to a one-year lock-up. The deal is expected to close in the third quarter of 2026, pending regulatory approvals and customary closing conditions.

Cyberhawk brings considerable scale to Ondas Inc.. The company is expected to generate more than $45 million in revenue during its fiscal year ending March 2027, with approximately 95% of that coming from recurring multi-year contracts and software subscriptions, and a backlog of $95 million across utility, renewable energy, and energy infrastructure markets.

Ondas Inc. said EBITDA margins, currently in the high single digits, are expected to grow to 25% or more by 2030. Cyberhawk has inspected more than 500,000 infrastructure assets and accumulated over 232 terabytes of proprietary inspection data, which Ondas Inc. intends to leverage for AI-driven analytics through Cyberhawk’s cloud-native iHawk platform.

By combining Cyberhawk’s infrastructure intelligence capabilities with its own autonomous systems and mission automation technologies, Ondas Inc. believes the combined platform will serve converging defense, security, and critical infrastructure markets.

Ondas Inc. provides private wireless solutions and autonomous aerial and ground robot intelligence for the defense, security, and industrial markets.

4. Richtech Robotics Inc. (NASDAQ:RR)

Number of Hedge Fund Holders: 17

Upside Potential: 197.00%

Given its significant hedge fund backing and attractive upside potential, Richtech Robotics Inc. (NASDAQ:RR) is one of the most promising robotics stocks.

Richtech Robotics Inc. is advancing on two fronts at once, putting its humanoid robot in front of a global audience while laying down the physical infrastructure to scale its AI and robotics operations.

On June 18, 2026, Richtech Robotics Inc. launched a live, 24/7 interactive streaming platform built around ADAM, the company’s AI-powered humanoid robot. The platform lets users worldwide chat with ADAM in real time, ask questions, and observe how the robot responds dynamically to human interaction. The company developed ADAM on the NVIDIA Isaac open robotics platform, powered by NVIDIA Jetson Thor for onboard compute.

Richtech Robotics Inc. positioned the initiative as a showcase for its broader portfolio of AI-driven automation solutions across hospitality, automotive, and manufacturing environments.

That announcement followed the completion of a significant infrastructure move.

Richtech Robotics Inc. closed the acquisition of a 79,325 square-foot warehouse facility in Las Vegas, Nevada, on May 29, 2026, for approximately $21.2 million, first announced on April 1, 2026. The company said the facility will support GPU-enabled computing, robotics data collection, and World Action Model training, with room for future compute expansion. Richtech Robotics expects initial data center operations at the site to begin in fall 2026, with the company’s expanded headquarters occupying roughly 20,000 square feet of the building by year-end.

Richtech Robotics Inc. 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.

3. AeroVironment, Inc. (NASDAQ:AVAV)

Number of Hedge Fund Holders: 37

Upside Potential: 201.90%

With significant hedge fund interest and strong upside, AeroVironment, Inc. (NASDAQ:AVAV) is one of the most promising robotics stocks.

AeroVironment, Inc. is expanding its ground robotics portfolio at a moment when the stock is under serious pressure, with analysts still seeing substantial long-term value despite a sharp selloff.

On June 14, 2026, AeroVironment, Inc. launched the TOM 50 RE, a compact backpackable uncrewed ground vehicle (UGV) developed by its wholly owned subsidiary Telerob, unveiled at Eurosatory 2026 in Paris.

Weighing under 10 kilograms and operable by a single soldier, the company designed the system for explosive ordnance disposal, reconnaissance, and operational support in GPS-denied and complex urban terrain. The TOM 50 RE features a tracked design with stair-climbing capability, four integrated infrared cameras for 360-degree situational awareness, onboard SLAM mapping, and a modular payload interface, with up to five hours of endurance and support for payloads up to five kilograms. AeroVironment, Inc. said the system can also serve as a mobile communications relay when operating alongside its telemax EVO ground robots.

The product launch comes as AeroVironment, Inc.’s stock hit a 52-week low of $141.73 on June 24, 2026, down more than 40% year-to-date and roughly 60% since a stop-work order on the SCAR program.

On June 23, 2026, BTIG analyst Andre Madrid cut the firm’s price target on AeroVironment, Inc. to $205 from $330, keeping a “Buy” rating, citing the SCAR program loss, slower award cadence, and margin pressure in the company’s Space, Cyber, and Directed Energy segment.

Despite that, AeroVironment, Inc. still commands a street-high price target of $400, with 90% of covering analysts remaining confident on the shares.

AeroVironment, Inc. designs and manufactures unmanned aerial vehicles, ground robotic systems, and loitering munitions.

2. Mobileye Global Inc. (NASDAQ:MBLY)

Number of Hedge Fund Holders: 37

Upside Potential: 240.10%

Given its significant hedge fund backing and attractive upside potential, Mobileye Global Inc. (NASDAQ:MBLY) is one of the most promising robotics stocks.

Mobileye Global Inc. is expanding beyond supplying autonomous driving technology to operating its own robotaxi service.

On June 16, 2026, Mobileye Global Inc. announced plans to launch its own ride-hailing service in the United States, putting the company in direct competition with some of its own customers, including Waymo, Zoox, and Tesla. The company plans to deploy roughly 100 robotaxis in a major U.S. city in 2027, with ambitions to scale that fleet to approximately 17,000 vehicles over the following five years. Mobileye Global said the initiative will combine Mobileye Drive, its self-driving system, with the digital infrastructure of its Moovit subsidiary, which provides urban mobility data, trip-planning tools, and a global passenger network. The company added that the move does not alter its supply commitments to existing customers.

Parth Talsania, CEO of Equisights Research, stated:

“The pressure point is whether Mobileye can keep data boundaries, customer economics and ⁠engineering focus clearly separated.”

That announcement was followed on June 22, 2026, by Innoviz Technologies, highlighting its role as a LiDAR supplier for the Mobileye Drive platform. Mobileye Global Inc.’s Drive configuration integrates nine InnovizTwo LiDARs per vehicle, covering long-range and short-to-mid-range sensing for full 360-degree coverage, representing a potential opportunity of more than 150,000 units as the fleet scales.

The recent analyst call, however, was cautious. Last month, Jefferies analyst Vanessa Jeffriess initiated coverage of Mobileye Global Inc. with an “Underperform” rating and an $8 price target, arguing that the company’s growth from the shift to higher-autonomy systems is already reflected in consensus estimates, and that its medium- to long-term outlook depends on highly uncertain outcomes.

Mobileye Global Inc. develops advanced driver assistance systems (ADAS) and autonomous driving (AV) technologies. It delivers end-to-end solutions comprising Base ADAS, Cloud-Enhanced ADAS, and Surround ADAS. It also offers safety features, including collision warning, lane departure warnings, headway monitoring, speed limit indicator, blind spot detection, and more. At the start of this year, the company expanded into the robotics space, announcing the acquisition of Mentee Robotics Ltd., an AI-first humanoid robotics company with a third-generation, vertically integrated humanoid robot.

1. Serve Robotics Inc. (NASDAQ:SERV)

Number of Hedge Fund Holders: 14

Upside Potential: 305.60%

With significant hedge fund interest and strong upside, Serve Robotics Inc. (NASDAQ:SERV) is one of the most promising robotics stocks.

Serve Robotics Inc.’s sidewalk robots have spent years proving themselves on food delivery runs, and now the company is putting that same fleet to work in an entirely new category.

On June 2, 2026, Serve Robotics Inc. announced a commercial pilot partnership with NoScrubs, an on-demand laundry service operating across seven major U.S. metros. The pilot, launching this week in select Los Angeles neighborhoods, will use Serve’s existing fleet of autonomous sidewalk robots to handle NoScrubs laundry deliveries. The company noted that laundry pickups and returns typically fall outside food delivery’s mealtime peaks, meaning the partnership helps fill underutilized hours for robots already on the road. Serve operates approximately 2,000 robots nationwide, including 500 in Los Angeles, and views laundry as an early step into additional verticals, including dry cleaning, retail, pharmacy, and grocery.

That expansion builds on a strong first quarter. Serve Robotics Inc. reported Q1 2026 revenue of $3.0 million on May 7, 2026, up 238% sequentially and 578% year-over-year, with software services accounting for roughly one-third of the mix. The company reaffirmed its full-year 2026 revenue guidance of approximately $26 million and maintained a liquidity position of $197.4 million as of March 31, 2026.

Meanwhile, analyst views remain split. In mid-May, Freedom Broker downgraded Serve Robotics Inc. to “Hold” from “Buy,” keeping its price target at $18, citing heightened dilution and execution risk, while Ladenburg’s Jeffrey Cohen raised the firm’s price target to $16.60 from $15 and maintained a “Buy” rating following Q1 results. Earlier, Wedbush Securities maintained an “Outperform” rating with a $22 price target, calling Serve’s 2026 capex guidance of $25 million, well below expectations, a “major positive,” and noting the company entered 2026 well-positioned for autonomous deployments across multiple revenue streams, as demonstrated by its recent partnership expansion into laundry delivery.

Serve Robotics Inc. is a maker of AI-powered low-emission robotic carriers that help in sidewalk food delivery in public places. Their self-driving delivery robots make the delivery process highly economical and efficient for consumer convenience.

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