10 Robotics stocks to watch in 2025

Read on to discover which companies are leading the automation revolution and which robotics stocks investors should watch in 2025.

Check out this list of the best robotics stocks

Data as of 5 February 2025. Source: Stake, Google Finance.

*The list of stocks mentioned is ranked by market capitalisation. When deciding what companies to feature, we analyse the company's financials, recent news, advancement in their timeline, and whether or not they are actively traded on Stake. Serve Robotics return is since IPO on 18 April 2024.

Dive into these robotics companies in 2025

1. Tesla, Inc. ($TSLA)

Tesla is best known as an electric vehicle maker, but the company is also actively pursuing the development of advanced robotics. A prototype of ‘Optimus,’ Tesla’s general-purpose humanoid robot, was first unveiled in 2022. Recently, CEO Elon Musk claimed that Optimus could one day be Tesla's most valuable asset, even ahead of the company’s EVs. 

However, Optimus has also drawn criticism from analysts who think Tesla’s robots are overhyped. At a 2024 investor event, reports indicated that human operators were controlling Optimus, raising questions about how advanced Tesla’s robotic technology really is.

🚘 Related: Top EV stocks list featuring Tesla→

2. Intuitive Surgical Inc ($ISRG)

Intuitive Surgical is a medical technology company focused on creating advanced surgical robots to support minimally invasive procedures. The company’s flagship da Vinci Surgical System has been a compelling success, with more than 7,500 platforms installed worldwide and over 11 million surgeries completed to date.[1]

In 2024, Intuitive received FDA approval for its da Vinci 5 system, the company’s most advanced platform yet. However, Intuitive is also facing increasing scrutiny, both in terms of patient outcomes and its continued market dominance of robotic surgery technology. Sales have grown by 13% annualised over the past five years, a trend that analysts expect to continue. 

3. Texas Instruments Corp ($TXN)

Texas Instruments isn’t a traditional robotics stock, as the company doesn’t make autonomous machines itself. However, Texas Instruments is a significant player in the semiconductor industry, especially for the type of analogue chips frequently used in robotics applications.

As a result, Texas Instruments could be poised to benefit from a surge in robotics use across the economy.

In the context of robotics, the investment thesis for Texas Instruments is similar to Nvidia’s relationship with AI.

While the company’s sales have a five-year annualised growth rate of just 1.7%, analysts expect a 9.5% revenue jump in 2025.

4. Boston Scientific Corp ($BSX)

Boston Scientific is a medical technology company aiming to compete with market leader Intuitive Surgical in the rapidly developing field of medical robotics. While the company is most well-known for traditional medical technologies, such as developing advanced stents, it has been actively developing robotic capabilities in fields like urology and cardiology.

Boston Scientific is notable for pursuing advanced tech through an aggressive acquisitions strategy, having purchased Lumenis in 2021 and Axonics in 2024.

This stock might be a good fit for investors looking to back a disruptive play to Intuitive Surgical’s dominance, supported by profitable legacy operations.

Boston Scientific has seen a five-year annualised sales growth rate of 8.9%, with a further 13% jump expected this year.

🆚 Compare ISRG vs BSX→

5. ABB Group ($ABBNY)

ABB is a Swedish-Swiss electrical engineering company active in industrial robotics. The company is particularly notable for being a market leader in high-precision autonomous machinery, such as its line of IRB robotic arms. 

ABB has been investing significant capital to expand its robotics production, including opening new factories in both China and the United States. The company’s electrification business segment is also likely to benefit from the global energy transition.

While ABB is primarily listed in Switzerland, shares trade over-the-counter in the United States. Although the company’s sales have grown modestly, net income has climbed more than 20% annualised over the past five years thanks to growth in high-margin segments.

6. Rockwell Automation Inc ($ROK)

Similar to ABB, Rockwell Automation is an industrial automation company, focused on deploying robots in factories and other commercial contexts. While ABB has a wider global footprint, Rockwell is a market leader in North America. 

Rockwell is particularly notable for serving a wide variety of end markets, including EV manufacturers, food & beverage makers, and chemical companies. This natural diversification means that Rockwell’s fortunes aren’t tied to one industry in particular.

Rockwell’s five-year annualised sales growth rate has been 4.3%, although analysts expect a slight slowdown this year. The company has been making notable investments in technology development, recently opening an advanced R&D lab in the Czech Republic.

7. Teradyne ($TER)

Teradyne, a Massachusetts-based company, is most well-known for providing testing equipment for industrial machinery. However, Teradyne also has an in-house robotics division focused on developing ‘cobots,’ which work alongside human workers to enhance efficiency and production.

Like Texas Instruments, Teradyne’s testing division could benefit from robotics growth by serving the industry as a whole. Meanwhile, their cobot approach could help companies leverage the benefits of both humans and machines. Teradyne’s sales have grown a modest 4% annualised recently, although analysts are forecasting a 14.9% jump in 2025.

8. UiPath Inc ($PATH)

While many of the companies in this article focus on physical robotics, UiPath takes a different approach, offering customers the ability to automate software processes. This ‘digital robot’ idea is seeing increased interest thanks to growth in agentic AI solutions.

That being said, UiPath’s stock has declined in recent years, and the company has consistently struggled to turn a profit. As the business world increasingly looks to automate routine processes, however, the stock’s correction could provide an entry point for long-term investors.

9. Serve Robotics Inc ($SERV)

Serve Robotics builds and deploys autonomous delivery robots that can independently navigate sidewalks and city streets. Founded in 2017, Serve is still an early-stage company, although the firm went public in April 2024.

Serve’s robots could be a cheaper and more emissions-friendly way to achieve last-mile delivery for food, groceries, and other essentials.

Notably, Serve recently signed an agreement with Uber Eats ($UBER), one of the largest food-delivery apps in the world. On the back of this deal, Serve said the company plans to manufacture 2,000 robots in 2025.[2]

10. iRobot Corp ($IRBT)

iRobot is a company focused on the burgeoning consumer robotics market, creating devices that can autonomously complete an array of household tasks. The company’s most well-known and best-selling device is the Roomba vacuum cleaner.

Amazon attempted to acquire iRobot in 2022, although the deal eventually fell apart due to antitrust scrutiny in the EU. That failed acquisition led to a decline in iRobot’s stock price, and shares have continued to struggle in the past year.

Still, the company could be a good fit for robotics investors looking to back a company focused on applications beyond industrial automation.

What robotic ETFs are available to invest in?

There are a range of Wall Street-listed ETFs focused on robotics and automation technology, but two stand out:

• Global X Robotics and Artificial Intelligence ETF ($BOTZ): This ETF features some overlap with tech indexes due to a complementary AI focus, with top holdings of Nvidia, Intuitive Surgical, and ABB. BOTZ has $2.5b under management and an expense ratio of 0.68%. 

• ROBO Global Robotics & Automation Index ETF ($ROBO): The ROBO fund tracks an alternate index with a broader scope that invests along the robotics value chain. The ETF’s top holdings include Harmonic Drive, Hiwin Technologies, and Fanuc Corp. ROBO has an AUM of $1b and an expense ratio of 0.95%.

For investors interested in ASX-listed ETFs, consider $ROBO from Global X or $RBTZ from Betashares.

Which robotics company is leading the industry?

In robotics, there isn’t a single industry leader to speak of, largely because this market is made up of distinct subsectors.

Intuitive Surgical ($ISRG), for instance, is the market leader in medical robotics, but iRobot ($IRBT) offers superior consumer robotics. Similarly, while ABB ($ABBNY) has impressive industrial automotive technology, the company would struggle to rival Serve ($SERV) in terms of food delivery robotics.

What is the future outlook of the robotics industry?

The outlook for robotics appears quite strong, with forecasts for the industry frequently topping 15% CAGR in the coming years.

For submarkets like collaborative robotics, growth estimates are as high as 35% annualised through 2030.[3] 

What’s more, emerging technology like AI could enhance the effectiveness of autonomous machinery, providing a further industry tailwind. Still, this doesn’t mean that every robotics company will be successful – investors need to be mindful of which companies have market-leading technology and compete in high-margin sectors.

Disclaimer

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Article sources

[1] New Robotic Platforms in General Surgery

[2] Serve Robotics debuts faster, larger robots for Uber Eats deal

[3] Future of Robotics Size, Share, Industry Report