In this article, we will discuss: Jim Cramer’s Hottest Robotics and Physical AI Stock Picks. For more stocks, you can head to Jim Cramer’s Hottest Robotics and Physical AI Stock Picks: Top 5 Stocks.
In a discussion with Bloomberg at Citi’s flagship EMEA tech conference, Jarad Cannon, Chief Technology Officer of Humanoid, discussed how humanoid robots would move from lab-based robots to real commercial uses. Along with the surge in interest surrounding AI, robots and humanoids have also started to become a regular feature of market discussion. CEOs of Tesla and NVIDIA have repeatedly touted these systems, with Elon Musk going as far as to claim that the future of his firm will be in robots and not in electric vehicles.
Commenting on the timeline of humanoid robots, Cannon, whose firm demonstrated a multi-robot coordination system powered with NVIDIA’s products earlier this month, commented that he thinks “we’re gonna see real commercial uses starting later this year and going into next year for these systems in industrial spaces.” He added that a key feature of robots that can drive commercial popularity is their ability to perform multiple tasks. “The AI systems are general enough to be able to learn these tasks,” said Cannon. “Not just a single task, but multiple tasks inside these facilities, which really is what unlocks the commercial viability of them,” he added.
Our Methodology
To make our list of Jim Cramer’s hottest robotics stock picks, we made a list of robotics and physical AI stocks that he was optimistic about in 2025. Then, their performance since the comments were made was calculated, and the stocks were ranked accordingly. Additionally, the number of hedge fund investors back then was also mentioned. Finally, the number of investors as of the fourth quarter of 2025 was also mentioned for additional context.
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 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. SoundHound AI, Inc. (NASDAQ:SOUN)
Number of Hedge Fund Holdings in Q3 2024: 11
Number of Hedge Fund Holdings in Q4 2025: 22
Performance Since Cramer’s Remarks: -61%
Date/Month of Cramer’s Remarks: February 5th, 2025
SoundHound AI, Inc. (NASDAQ:SOUN) is a physical AI company that operates in the sector by providing conversational voice technology used in products such as cars and kiosks. Its shares are down by 31% over the past year and by 61% since Cramer discussed them on Mad Money. However, during this period, SoundHound AI, Inc. (NASDAQ:SOUN)’s stock has also experienced its fair share of highs. For instance, it closed a whopping 26% higher on August 8th after the firm reported its second-quarter earnings report. The results saw SoundHound AI, Inc. (NASDAQ:SOUN) post $42.7 million in revenue to mark a 217% growth. The firm’s loss per share was $0.03. Analysts, on the other hand, had penciled in $32.5 million in revenue and $0.05 in loss per share. Yet, soon after Cramer’s remarks, the shares had closed 28% lower in February after an SEC filing revealed that AI giant NVIDIA had completely sold all of its stake in the firm. Here’s what Cramer said about SoundHound AI, Inc. (NASDAQ:SOUN) in February 2025:
“I was talking about this with Jeff Marks today. It’s very funny you mentioned that because Soundhound is a stock that my friend Dan Ives likes and I, I don’t like to go against Dan. I think he’s terrific, but I think the stock is a little elevated.”
9. Ambarella, Inc. (NASDAQ:AMBA)
Number of Hedge Fund Holdings in Q2 2025: 38
Number of Hedge Fund Holdings in Q4 2025: 37
Performance Since Cramer’s Remarks: -40.7%
Date/Month of Cramer’s Remarks: September 22nd, 2025
Ambarella, Inc. (NASDAQ:AMBA) is a semiconductor company that provides chips that are used in devices such as robots and autonomous vehicles. Its shares are flat over the past year and down by 40% since Cramer discussed them in September. One notable dip in Ambarella, Inc. (NASDAQ:AMBA)’s shares came on November 26th when they closed 18.8% lower. On the 26th, the firm reported its third-quarter earnings and posted $106.5 million in revenue and $0.27 in earnings per share. The results beat analyst estimates of $104 million and $0.21. Additionally, the results also showed that Ambarella, Inc. (NASDAQ:AMBA)’s gross margin dropped by one percentage point to 59.6%. Earlier this year, on January 6th, the shares closed 4.6% higher after the firm announced its CV7 Edge AI chip. They also closed 14.9% lower on February 27th, soon after Ambarella, Inc. (NASDAQ:AMBA)’s fourth quarter earnings. Here’s what Cramer had said about the firm in September 2025:
“You know, it’s been around for a long time. It’s finally make, getting there, but I think it reflects all the good news already. I’m going to have to say no to that one.”
8. UiPath, Inc. (NYSE:PATH)
Number of Hedge Fund Holdings in Q2 2025: 42
Number of Hedge Fund Holdings in Q4 2025: 45
Performance Since Cramer’s Remarks: -35%
Date/Month of Cramer’s Remarks: October 10th, 2025
UiPath, Inc. (NYSE:PATH) is a robotic process automation firm that provides software robots to automate processes and operations. Its shares are up by 1.5% over the past year, but they are down by 35% since Cramer discussed them in October on Mad Money. However, UiPath, Inc. (NYSE:PATH)’s shares surged by 32% in early October before his remarks. Among the news reports that hit the wires during this time period was a press release on September 30th, which saw the firm announce partnerships with Microsoft, NVIDIA, OpenAI, and other technology giants. Its shares also closed a strong 24% higher on December 4th. The surge came after UiPath, Inc. (NYSE:PATH) reported its third quarter earnings report, which saw the firm post $411 million in revenue and $0.16 in adjusted earnings per share. The results beat analyst estimates of $392 million and $0.15. However, earlier this month on the 12th, UiPath, Inc. (NYSE:PATH)’s stock closed 8% lower as the firm reported its fourth quarter earnings. The results saw its revenue and earnings beat analyst estimates but miss fiscal 2027 revenue guidance. Here’s what Cramer had said about UiPath, Inc. (NYSE:PATH) on October 10th:
“I’ll tell you the truth… It just had such a big move. I can’t recommend it. It just, just soared. It’s not for me.”
7. Symbotic Inc. (NASDAQ:SYM)
Number of Hedge Fund Holdings in Q1 2025: 18
Number of Hedge Fund Holdings in Q4 2025: 38
Performance Since Cramer’s Remarks: -0.86%
Date/Month of Cramer’s Remarks: August 11th, 2025
Symbotic Inc. (NASDAQ:SYM) is a robotics firm primarily focused on meeting the needs of the warehousing industry. Its shares are up by 136% over the past year and are slightly down since Cramer discussed them in August on Mad Money. One major movement in Symbotic Inc. (NASDAQ:SYM)’s stock occurred in November when it closed 39% higher on the 25th. The jump came after the firm reported its fiscal fourth quarter and full-year 2025 earnings report. The results saw Symbotic Inc. (NASDAQ:SYM) post $618 million in revenue and $0.03 cents in loss per share to beat the Street revenue estimate and meet the loss per share estimate. Following the results, several analysts discussed Symbotic Inc. (NASDAQ:SYM) and increased the share price target. However, the stock closed a whopping 21% lower on December 2nd, on the day that investment bank Goldman Sachs downgraded the stock to Sell from Neutral and set a $47 share price target. Cramer was well aware of Symbotic Inc. (NASDAQ:SYM)’s speculative nature in August as he remarked:
“If you’re thinking long term and if you fully understand the risks and try to understand that short position, the concentration with Walmart, you got my blessing to speculate on this one. Just keep in mind, you’re speculating. Here’s the bottom line: Symbotic’s a cool company, and if you’re comfortable speculating, then you can put a small position on here and potentially buy more on weakness. But overall, I think there are more straightforward ways to speculate this market, but it is cool, I’m not denying that.”
6. Rockwell Automation Inc. (NYSE:ROK)
Number of Hedge Fund Holdings in Q1 2025: 46
Number of Hedge Fund Holdings in Q4 2025: 53
Performance Since Cramer’s Remarks: 9%
Date/Month of Cramer’s Remarks: June 11th, 2025
Rockwell Automation Inc. (NYSE:ROK) is an industrial automation and robotics company that caters to the needs of the manufacturing industry. Its shares are up by 32% over the past year and by 9% since Cramer discussed the firm on Mad Money. While the CNBC TV host was cautiously optimistic about the firm in June, in his earlier comments in January, he had advised viewers to wait before earnings if they wanted to buy. Rockwell Automation Inc. (NYSE:ROK)’s shares closed 5% lower on February 5th, 2026. On that day, the firm reported its fiscal first quarter earnings with its revenue of $2.1 billion and adjusted earnings per share of $2.75 beating estimates of $2.08 billion and $2.48. However, according to media reports, the weakness in the stock following the earnings report was due to Rockwell Automation Inc. (NYSE:ROK)’s cash flow, as the firm’s operating cash flow dipped to $234 million from $364 million, while free cash flow dipped to $170 million from $293 million. Here’s what Cramer had said about the firm in June 2025:
“Still, generally speaking, if we see a huge wave of reshoring, thanks to this one, wow, it’s going to be a winner… Slowly, Rockwell Automation is building back what I regard as being some aberration on Wall Street… At the end of the day, while I still have some scar tissue from this one after multiple failures over the past years, I see enough good things happening here to justify going forward. I think it’s a good one.
Here’s the bottom line: Big picture, Rockwell Automation, it’s a winner from tariffs that force companies to move their manufacturing back to the United States. Matter of fact, it’s the way to play reshoring without losing a fortune. These companies have to rely on Rockwell Automation. But I would not stick my neck out for the thesis if the fundamentals weren’t already on the mend. Fortunately, Rockwell’s going in the right direction, and this trade war, I’m calling simply the icing on the cake.”
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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