In this article, we will discuss the 9 Best Robotics Stocks to Buy as Amazon Deploys 1 Million Robots.
The global robotics sector is experiencing an unprecedented boom amid the robust commoditization of hardware and the rapid maturation of physical artificial intelligence and foundation models. The convergence of machine learning and robotics hardware that allows systems to perceive, adapt, and learn in unstructured environments is increasingly driving growth.
Consequently, the robotics sector is growing at a record 34% year over year and is expected to reach $38 billion in 2026, according to the Robotics Center. The growth comes as the American robotics industry enters a decisive acceleration phase across various industries, from surgical systems to defense autonomy, collaborative robotics, and elder care.
Amazon is one company spearheading the robotics revolution. The company has deployed over 1 million robots as its facilities’ automation approaches new milestones. Some 75% of the company’s global deliveries are assisted by robots, enabling it to improve productivity.
The number of packages Amazon ships per employee has increased to 3,870 from 175 in 2015, attributed to productivity gains from robotics. While robots allow the company to supplant some employees and slow hiring, it still employs close to 1.56 million humans.
Given that the robotics industry is growing quickly and has a high ceiling, this translates into high-risk, high-reward opportunities for patient investors. With that in mind, let’s take a look at some of the best robotic stocks to buy that are well-positioned to deliver long-term investor returns.
Our Methodology
For this list, we screened for robotics and automation companies. We further trimmed the list to focus on robotics and automation companies with a short % float of less than 15% as of June 25 and are popular among elite hedge funds in Q1 2026. Finally, we ranked the stocks in ascending order based on the number of hedge funds that hold stakes in them.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research shows 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).
Best Robotics Stocks to Buy as Amazon Deploys 1 Million Robots
9. Oceaneering International, Inc. (NYSE:OII)
Short Percentage of Float: 7.28%
Number of Hedge Fund Holders: 28
Oceaneering International Inc. (NYSE:OII) is one of the best robotics stocks to buy. On June 25, Oceaneering International Inc. (NYSE:OII) priced a private offering of $500 million in senior notes due 2034. The notes bear an interest rate of 6.875% and are poised to mature on July 15, 2034.
The company is to use net proceeds from the offering to finance the purchase of any and all of its 6% notes due 2028. Part of the net proceeds will also finance general corporate purposes, which could include the repayment, redemption, and repurchase of outstanding debt.
Earlier on May 21, Oceaneering International Inc. (NYSE:OII) secured an integrated offshore installation contract for the West Delta Deep Marine gas field development project in Egypt. The contract is expected to generate significant revenue in 2026 as Oceaneering International provides integrated solutions to support the transportation, offshore installation, and commissioning of a refurbished subsea umbilical. The company will also provide remotely operated vehicles (ROVs) and survey services to support offshore operations.
Oceaneering International, Inc. (NYSE:OII) is a global technology company that provides engineered services, products, and robotic solutions. Operating out of Houston, Texas, they specialize in solving complex operational challenges in hostile environments, ranging from deep-sea offshore energy fields to outer space.
8. Ambarella, Inc. (NASDAQ:AMBA)
Short Percentage of Float: 6.12%
Number of Hedge Fund Holders: 35
Ambarella, Inc. (NASDAQ:AMBA) is one of the best robotics stocks to buy. On May 29, Rosenblatt reiterated a Buy rating on Ambarella (NASDAQ:AMBA) with a $120 price target. The firm remains bullish as the use of AI models at the network edge is increasingly fueling demand for the company’s CV SoC platforms.
The company has already inked a 10-year deal with Hanwha Group for multiple AI SoC platforms. The agreement paves the way for the sourcing and co-development of Ambarella edge AI technology across Hanwha product lines and industries. The agreement has the potential to generate $800 million in potential revenues.
The agreement comes as Ambarella’s 5nm, 4nm, and soon-to-be-2nm AI SoC technology is poised for energy-efficient, high-performance applications. They are also well-suited for edge applications, from robotics to telematics.
Meanwhile, on June 17, Northland reiterated an Outperform rating on Ambarella and a $101 price target, impressed by the company’s prospects in artificial intelligence applications.
Ambarella, Inc. (NASDAQ:AMBA) designs low-power semiconductors and software for “edge” AI and computer vision. Their specialized chips process high-resolution video and sensor data in real-time on devices, enabling them to understand their surroundings without relying on the cloud.
7. Zebra Technologies Corporation (NASDAQ:ZBRA)
Short Percentage of Float: 10.09%
Number of Hedge Fund Holders: 36
Zebra Technologies Corporation (NASDAQ:ZBRA) is one of the best robotics stocks to buy. On June 22 at Automate 2026, Zebra Technologies Corporation (NASDAQ:ZBRA) unveiled its new CV70 CXP machine vision camera. The high-performance solution is tailored for customers looking to implement high-speed, high-resolution applications.
The CV70 CXP machine vision camera is designed to accelerate demanding tasks such as small-part inspection and semiconductor inspection. The solution works with the company’s Aurora software, frame grabbers, and vision controllers to help customers overcome the biggest operational challenges. Consequently, users will have a complete vision solution and a fully tested, validated system that can address the most challenging machine vision needs.
The unveiling of the solution comes when manufacturing leaders are increasingly focused on digital transformation. Zebra Technologies has set out to provide the foundation for intelligent operations by designing hardware, software, and automation solutions that help manufacturers achieve actionable visibility.
Zebra Technologies Corporation (NASDAQ:ZBRA) designs hardware, software, and automation solutions for “frontline” workers. They are a global market leader in smart data capture, supplying industries like retail, healthcare, manufacturing, and logistics with tools to track assets and digitize daily workflows.
6. Rockwell Automation, Inc. (NYSE:ROK)
Short Percentage of Float: 3.38%
Number of Hedge Fund Holders: 60
Rockwell Automation, Inc (NYSE:ROK) is one of the best robotics stocks to buy. On June 22, Rockwell Automation, Inc (NYSE:ROK) unveiled FactoryTalk Orchestration software, a solution for coordinating material flow and production processes.
FactoryTalk Orchestration software is part of Rockwell Automation’s push to connect automated equipment with enterprise and plant systems to coordinate operations. Its edge stems from its ability to standardize connectivity across the portfolio. Its development aims to capitalize on manufacturers seeking automation and robotics solutions that can coordinate operations.
Therefore, Rockwell Automation expects FactoryTalk Orchestration software to help manufacturers move from fragmented automation toward a more connected, autonomous operation. By unifying operations, manufacturers will enjoy improved throughput, reduce bottlenecks, and respond faster to disruptions and changing demand.
Meanwhile, Britain’s Cranswick Plc, a leading manufacturer of premium gourmet foods, has commissioned Rockwell Automation’s Autonox robotics to enable end-of-line pick-and-place. The system is designed to enable automated packaging and, therefore, support more connected production lines.
Rockwell Automation, Inc. (NYSE:ROK) is the world’s largest pure-play company dedicated to industrial automation and digital transformation. They design hardware, software, and services to help manufacturers and industrial businesses make their production processes more efficient, connected, and sustainable.
While we acknowledge the potential of ROK 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 ROK and that has 100x upside potential, check out our report about the cheapest AI stock.
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