Fanuc Corp. (OTC:FANUY) is one of the best pure-play robotics stocks to buy now.
Fanuc Corp. (OTC:FANUY) is among the best pure-play robotics stocks to buy now. The company consistently ranks among the world’s top manufacturers of industrial robots and boasts the largest range of robots and collaborative robots (cobots).
Recent developments suggest FANUC is positioning itself for the next phase of robotics innovation driven by artificial intelligence. According to an official release from March 16, 2026, the company announced that it is accelerating the deployment of “physical AI” in industrial robotics through a strategic collaboration with NVIDIA Corp. (NASDAQ:NVDA).
Under this collaboration, FANUC will empower its extensive robot portfolio and ROBOGUIDE simulation software with NVIDIA’s AI infrastructure technologies, including NVIDIA Jetson edge modules, cloud/edge AI infrastructure, NVIDIA Isaac Sim open robotic simulation framework, and NVIDIA Omniverse libraries. The initiative appears to aim to make robotic deployment faster and more intelligent. The company further highlighted:
“This approach empowers manufacturers to create photorealistic digital twins of their factories, train robots virtually, and deploy them with unprecedented speed and flexibility.”
Photo by Andrea De Santis on Unsplash
Notably, at the end of January, Fanuc Corp. (OTC:FANUY) had reported a strong customer response to its collaboration with NVIDIA on an open platform across its robotics range.
On the street, sentiment also appears constructive. On March 9, it was reported that Macquarie raised its price target for FANUC to JPY 7,500, implying over 22% upside, although we couldn’t source sufficient information to determine the factors behind the increase.
The company’s financial mix also highlights the importance of robotics to the broader story. For the first nine months of FY 2026 (FY ends in March), the Robotics division generated around JPY269 billion in sales, which accounted for 43% of the company’s total sales. That contribution is up from around 41% in the comparable nine-month period and in full-year 2025.
Baird Chautauqua International and Global Growth Funds’ Q4 2025 investor letter noted FANUC as the top contributor to its performance in the quarter. The fund stated:
“Fanuc reported September quarter results that beat consensus estimates, raising full-year operating profit guidance by 10% on demand recovery and improved utilization rates. Robot orders were particularly strong, up 38% y/y, driven by reshoring-related automation demand in North America, European automation investments, and new energy vehicle spending in China. Furthermore, at an international robot show in December, Fanuc showcased significant advancements in AI-enabled robotics, with commercialization that may arrive in the coming years.”
Fanuc Corp. (OTC:FANUY) is a Japanese group of companies that provides automation products and services, including robotics and computer numerical control (CNC) systems. Founded in 1958, FANUC is an acronym for Fuji Automatic Numerical Control.
While we acknowledge the risk and potential of FANUY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than FANUY and that has 10,000% upside potential, check out our report about this cheapest AI stock.
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