Top 9 robotics stocks to watch in 2026

Robotics as an investing category reaches further than factory production lines. The nine stocks here come from four sectors – Healthcare, Technology, Industrials and Consumer Discretionary – and include companies building surgical robot platforms, like Intuitive Surgical ($ISRG), alongside software-based automation tools, like UiPath ($PATH).

How we built this list: We selected these companies based on their industry and ordered them by market capitalisation. Prices are updated daily, and the list and supporting content are reviewed roughly every quarter. All data is sourced from Stake. This list isn't a recommendation and isn't ordered by suitability.

Past performance is not a reliable indicator of future performance.

Source: Stake market data. Figures in US$. Data updated as of 5 October 2026.

✅ Learn more: Are these the 10 best U.S. data centre stocks to invest in?→

Looking to invest in Robotics stocks?

Sign up in minutes and get razor-sharp access to Wall St, where you can explore Robotics stocks and more.

Open an account

1. Tesla ($TSLA)

Tesla (TSLA) share price over the last year: started at US$453.25, ended at US$378.73, a change of −16.4%. Range over the period: high US$489.88, low US$298.32. Source: Stake market data. Past performance is not a reliable indicator of future performance.

Price: US$378.73 · Daily: 2.2% · Market cap: US$1.46T · Sector: Consumer Discretionary · Industry: Cars & Auto Parts

Tesla, Inc. ($TSLA) designs and manufactures five consumer electric vehicle models – the Model 3, Model Y, Model S, Model X and Cybertruck. The company also builds battery storage products, including Powerwall for home use and Megapack at utility scale. The automotive segment extends beyond vehicle sales into used cars, insurance, supercharging and service revenue. Sales of automotive regulatory credits also sit within that segment.

A second segment covers energy generation and storage, including solar system installation and leasing. Elon Musk serves as CEO, and $TSLA employs 134,785 people across its design, manufacturing and services operations.

2. Texas Instruments ($TXN)

Texas Instruments (TXN) share price over the last year: started at US$181.81, ended at US$294.90, a change of +62.2%. Range over the period: high US$332.28, low US$153.33. Source: Stake market data. Past performance is not a reliable indicator of future performance.

Price: US$294.90 · Daily: 0.4% · Market cap: US$268.31B · Sector: Technology · Industry: Semiconductors

Semiconductors for managing power sit at the core of what Texas Instruments Incorporated ($TXN) makes. Its Analog segment converts, distributes, stores and measures electrical energy inside electronic systems. Signal Chain products within that segment – motor drives, amplifiers, data converters and sensing components – are among the building blocks that appear in robotics and industrial automation hardware.

$TXN's Embedded Processing segment produces chips designed to handle specific tasks, with each chip tunable for different balances of performance, power draw and cost. That adaptability makes the segment applicable across a wide range of electronic applications. CEO Haviv Ilan leads a workforce of around 33,000 people across the company's design and manufacturing operations.

3. Thermo Fisher ($TMO)

Thermo Fisher (TMO) share price over the last year: started at US$543.95, ended at US$676.76, a change of +24.4%. Range over the period: high US$679.61, low US$438.34. Source: Stake market data. Past performance is not a reliable indicator of future performance.

Price: US$676.76 · Daily: 3.4% · Market cap: US$242.11B · Sector: Healthcare · Industry: Healthcare Equipment

Behind the instruments, reagents and consumables that life sciences laboratories depend on is Thermo Fisher Scientific ($TMO). Its segments cover biological research tools, analytical instruments, specialty diagnostics and lab products – and $TMO says its Laboratory Products and Biopharma Services arm covers virtually everything a lab needs.

Purification and filtration technologies sit alongside the core diagnostics and research offering. Chief executive Marc Casper leads a workforce of around 125,000 people.

4. Danaher ($DHR)

Danaher (DHR) share price over the last year: started at US$211.71, ended at US$221.21, a change of +4.5%. Range over the period: high US$242.05, low US$161.91. Source: Stake market data. Past performance is not a reliable indicator of future performance.

Price: US$221.21 · Daily: 3.3% · Market cap: US$150.48B · Sector: Healthcare · Industry: Healthcare Equipment

Danaher Corporation ($DHR) makes the instruments, consumables and software used across biological research, drug manufacturing and clinical diagnostics. Its Biotechnology segment supplies the bioprocessing equipment and materials that underpin the production of biological medicines. The Life Sciences arm covers tools for studying DNA, RNA, proteins and cells, while the Diagnostics segment serves clinical labs and acute care settings with instruments and patient monitoring solutions. Rainer Blair leads the company, which employs around 58,000 people across these three segments.

5. Intuitive Surgical ($ISRG)

Intuitive Surgical (ISRG) share price over the last year: started at US$449.69, ended at US$406.48, a change of −9.6%. Range over the period: high US$592.85, low US$332.02. Source: Stake market data. Past performance is not a reliable indicator of future performance.

Price: US$406.48 · Daily: 3.7% · Market cap: US$138.47B · Sector: Healthcare · Industry: Healthcare Equipment

Intuitive Surgical ($ISRG) builds robotic systems designed to assist surgeons performing minimally invasive procedures. Its da Vinci surgical system puts a surgeon at a console controlling a patient-side cart, with a high-performance vision system connecting the two – intended for use across general, urologic, gynecologic, cardiothoracic, and head and neck surgery.

The company's other platform, the Ion endoluminal system, is a flexible, catheter-based tool designed for minimally invasive lung biopsies. That extends $ISRG's reach beyond the operating theatre into diagnostic procedures, with David Rosa leading a workforce of 17,021 people developing and manufacturing both platforms.

6. Boston Scientific ($BSX)

Boston Scientific (BSX) share price over the last year: started at US$96.70, ended at US$42.40, a change of −56.2%. Range over the period: high US$104.98, low US$42.40. Source: Stake market data. Past performance is not a reliable indicator of future performance.

Price: US$42.40 · Daily: -0.5% · Market cap: US$61.74B · Sector: Healthcare · Industry: Healthcare Equipment

Boston Scientific ($BSX) builds and sells medical devices across two broad areas: cardiovascular care and what it calls MedSurg – a grouping that covers endoscopy, urology and neuromodulation. The cardiovascular side includes tools for interventional cardiology, heart rhythm management and a product called Watchman, which is a device used to reduce stroke risk in certain patients.

The MedSurg arm is where the robotics angle is most visible. $BSX develops less-invasive technologies for diagnosing and treating gastrointestinal conditions, alongside devices for urological issues ranging from kidney stones to prostate cancer. Its neuromodulation business focuses on devices intended to manage chronic pain and neurological movement disorders. Across both segments, the company employs around 59,000 people globally under chief executive Mike Mahoney.

7. Teradyne ($TER)

Teradyne (TER) share price over the last year: started at US$147.87, ended at US$444.53, a change of +200.6%. Range over the period: high US$483.84, low US$132.08. Source: Stake market data. Past performance is not a reliable indicator of future performance.

Price: US$444.53 · Daily: -1.0% · Market cap: US$70.20B · Sector: Technology · Industry: Semiconductors

Teradyne ($TER) builds the equipment that tests chips before they reach the devices people actually use – its Semiconductor Test segment designs and manufactures systems that put semiconductors, storage components and full system-level hardware through their paces. That sits alongside a Robotics segment producing collaborative robotic arms and autonomous mobile robots, plus a Product Test division covering circuit-board inspection, wireless test systems, silicon photonics testing and defence and aerospace instrumentation.

Gregory Smith leads a team of 6,600 people across these three businesses. The common thread is automated verification – whether that's confirming a chip works at scale or checking a finished circuit board before it ships.

8. Rockwell Automation ($ROK)

Rockwell Automation (ROK) share price over the last year: started at US$348.57, ended at US$455.18, a change of +30.6%. Range over the period: high US$495.08, low US$333.75. Source: Stake market data. Past performance is not a reliable indicator of future performance.

Price: US$455.18 · Daily: 0.2% · Market cap: US$50.45B · Sector: Industrials · Industry: Machinery & Vehicles

Rockwell Automation ($ROK) builds the hardware and software that runs factory floors. Its 26,000 employees work across three business areas: Intelligent Devices, which covers power control, motion control, safety and sensing components; Software & Control, which ties production automation platforms together with both hardware and software; and Lifecycle Services, which handles consulting, cybersecurity strategy and ongoing connected services.

The thread running through all three segments is what the company calls the Connected Enterprise – the idea of merging information technology with operational technology so that production systems and business systems talk to each other. CEO Blake Moret has positioned $ROK around this convergence, pushing deeper into software and digital transformation alongside its traditional industrial components business.

9. UiPath ($PATH)

UiPath (PATH) share price over the last year: started at US$14.52, ended at US$13.16, a change of −9.4%. Range over the period: high US$19.29, low US$9.38. Source: Stake market data. Past performance is not a reliable indicator of future performance.

Price: US$13.16 · Daily: 0.3% · Market cap: US$6.84B · Sector: Technology · Industry: Software & IT

UiPath ($PATH) builds software that automates the repetitive, rules-based tasks that eat up time inside large organisations. Its robotic process automation (RPA) technology works by mimicking what a person does on a screen – logging into applications, filling in forms, reading emails – without needing humans to do it manually each time.

The company has since moved beyond RPA into what it describes as agentic automation, where AI agents don't just follow a fixed script but can reason through and optimise complex business processes on their own. The UiPath Platform ties together user interface automation, API integrations and AI-based document understanding in a single workflow, so enterprises can build end-to-end automations across very different systems.

Under chief executive Daniel Dines, $PATH employs around 3,981 people and sells primarily to enterprise customers rather than individual consumers. The product essentially sits inside large companies' operations, handling the kind of back-office work that would otherwise require significant manual effort at scale.

➡️ Top 10 defence stocks to watch in 2026→

Common questions

How do I invest in robotics stocks in New Zealand?

Every stock in this list trades on a U.S. exchange, so you'd access them through a share trading platform that covers U.S. markets. You search by ticker, place your order in USD, and the shares settle in your account. Some platforms also offer robotics-themed ETFs, which hold a basket of companies across the theme rather than a single name.

What are the key risks of robotics stocks?

Some of the key risks include competitive pressure and technology disruption – robotics is a fast-moving field where a company's approach can be overtaken by a rival or a newer method. Regulatory requirements add another layer, particularly for surgical systems and medical devices, which need a regulator's sign-off before they can reach market. Revenue tied to a specific end market like healthcare or industrial manufacturing can amplify the impact of downturns in those industries. For NZ investors, movements between the NZD and USD affect what U.S. shares cost to buy and what proceeds are worth when you sell.

What types of robotics exposure does this list cover?

The companies here approach robotics from quite different directions. Some have it as a direct focus – surgical robotic systems, collaborative robotic arms and autonomous mobile robots, or software that automates repetitive digital workflows. Others concentrate on industrial automation and the technology that connects hardware and software across production environments. A few operate in adjacent fields like semiconductors, life sciences instruments or medical devices, where robotics may intersect with their work without being the stated core of what they do.

More resources

✅ Top drone stocks to watch right now [2025]→

Disclaimer

Past performance is not a reliable indicator of future performance. When you invest, your capital is at risk. You should consider your own investment objectives, financial situation, and particular needs before making an investment decision. The value of your investments can go down as well as up and you may receive back less than your original investment. As always, do your own research and consider seeking appropriate financial advice before investing.

This is not personal financial advice nor a recommendation to invest in the securities listed. Any advice provided by Stake is of general nature only and does not take into account your specific circumstances. Trading and volume data from the Stake investing platform is for reference purposes only, the investment choices of others may not be appropriate for your needs and is not a reliable indicator of performance.

Please refer to hellostake.com/pricing for the fees that apply. When you trade securities priced in another currency, currency conversion fees may apply and movements in the exchange rate may affect your returns.

Stake Desk

The freshest market insights

This article combines AI and human review from our analysts to bring you accurate, informative investing content at speed. For questions or suggestions, contact stakedesk@stake.com.au.