Top 8 AI Robotics Stocks for 2025 Investment

The fusion of artificial intelligence (AI) and robotics has moved beyond science fiction, rapidly reshaping industries and automating tasks once considered solely human domains. Since the dawn of modern robotics in the 1950s, the concept of intelligent machines has evolved dramatically. Today, advancements like generative AI are accelerating the integration of automation, enhancing efficiency rather than simply replacing human workers. This synergy is driving significant market growth, with forecasts suggesting the global robotics industry could surge from $76 billion in 2023 to $218 billion by 2030, representing a 14% compound annual growth rate according to GlobalData. For investors, identifying promising Ai Robotics Stocks could unlock substantial long-term opportunities.

Robot hand interacting with futuristic digital interface screen, symbolizing AI in automation

Robotic processes are already integral to daily life, from warehouse automation at e-commerce giants like Amazon (NASDAQ:AMZN) and Shopify (NYSE:SHOP) to smart devices managing our homes and chatbots assisting online navigation. While some applications are visible, many operate behind the scenes. Understanding which companies are leading this technological wave is key. Here are eight Ai Robotics Stocks to consider for your investment portfolio.

Exploring Leading AI Robotics Stocks for Your Portfolio

1. Nvidia (NASDAQ:NVDA)

Semiconductors are the bedrock of modern technology, and Nvidia stands as a dominant force, particularly in AI. Its advanced graphics processing units (GPUs) are crucial for accelerating data processing, especially within data centers powering complex AI models. Beyond data centers, Nvidia’s chips energize everything from personal computers and IoT devices to sophisticated factory robots and autonomous vehicles. Fast computation is essential for robotics, and Nvidia’s “Jetson” modules, equipped with AI and machine learning software, exemplify this. These systems are deployed in industrial machinery, healthcare devices, and self-driving car platforms like Orin and the upcoming Thor. By providing both cutting-edge hardware and enabling software, Nvidia is a cornerstone investment for exposure to the AI-driven robotics revolution.

2. Intuitive Surgical (NASDAQ:ISRG)

Intuitive Surgical pioneered the field of robotic-assisted surgery with its da Vinci system, first introduced commercially in 2000. These systems empower surgical teams to perform procedures with greater precision, leading to improved patient outcomes and faster recovery times. Despite its two-decade history, Intuitive Surgical continues to grow. The majority of surgeries worldwide are still performed traditionally, presenting vast opportunities for expanding da Vinci’s applications and developing new robotic platforms like Ion. The company’s business model thrives on recurring revenue from disposable instruments and ongoing service contracts once a system is installed, making it a compelling long-term investment in healthcare technology and surgical robotics.

3. ABB (OTC:ABBN.Y)

As one of Europe’s largest industrial conglomerates, ABB is a global leader in providing industrial equipment and automation solutions. Its portfolio spans next-generation energy infrastructure, manufacturing tools, and crucially, robotics. ABB specializes in robotic arms and controllers used to automate tasks across diverse manufacturing sectors, from automotive production to pharmaceuticals. Furthermore, ABB offers sophisticated software suites enabling customers to manage their robotic fleets, optimize automated operations, and even visualize processes using augmented reality (AR). This comprehensive approach to industrial automation makes ABB a significant player in the robotics landscape.

4. Rockwell Automation (NYSE:ROK)

Rockwell Automation excels in providing industrial-grade technology, encompassing systems, components, and software designed to help manufacturers build smarter, more efficient operations. Serving established sectors like energy, chemicals, food and beverage, and automotive manufacturing, Rockwell focuses on enhancing productivity through automation. While these industries may not be high-growth sectors themselves, Rockwell’s expertise lies in delivering highly profitable robotics and related IT services. The company has demonstrated consistent growth in profitability (measured by free cash flow) over the past decade. As its partners increasingly seek automation solutions, Rockwell is well-positioned to benefit, potentially rewarding shareholders through dividends and share repurchases.

5. Zebra Technologies (NASDAQ:ZBRA)

Zebra Technologies has long been a key player in the automation space, developing mobile computing devices that empower employees to work more efficiently. Its solutions are widely used in retail, warehousing, healthcare, and banking, helping workers organize workflows and automate tasks. Zebra offers a diverse product range, including custom handheld devices for workplace data delivery, barcode scanners enhanced with machine vision and AI for process automation, and interactive kiosks designed to streamline customer experiences. Despite its established presence, Zebra maintains a growth trajectory as businesses across various sectors increasingly rely on its robotics-powered solutions to enhance workforce productivity.

6. Teradyne (NASDAQ:TER)

Teradyne specializes in developing industrial equipment that automates repetitive tasks, particularly within the semiconductor industry. Testing electronic devices during manufacturing is a time-consuming but critical process. Teradyne’s robotics automate this function, accelerating testing times, improving accuracy, and freeing up human workers. Beyond semiconductors, Teradyne serves the automotive, aerospace, and defense industries. Through its acquisitions of Universal Robots, known for collaborative robotic arms used in manufacturing, and Mobile Industrial Robots (MiR), a leader in autonomous mobile bots for logistics, Teradyne has broadened its automation capabilities. Though operating behind the scenes, Teradyne’s technology is vital for ensuring the quality of everyday devices and mission-critical systems, making it a key name in industrial automation.

7. PTC (NASDAQ:PTC)

PTC operates largely out of the public eye but plays a crucial role in industrial technology. The company provides an augmented reality (AR) and industrial Internet of Things (IoT) platform, alongside computer-aided design (CAD) software. While PTC doesn’t manufacture robots itself, its software products are instrumental in connecting and coordinating machines and human workers within organizations. This technology helps businesses unlock the full potential of their robotic investments by extending human capabilities and automating workflows. By enabling digital transformation across diverse manufacturing and production sectors, PTC offers investors exposure to the software side of the robotics ecosystem.

8. UiPath (NYSE:PATH)

Not all robots operate in the physical world. UiPath is a leader in Robotic Process Automation (RPA), developing software bots designed to execute virtual tasks on computers and within cloud systems. These bots act as virtual assistants, trained to handle repetitive office tasks like data collection, form entry, compliance checks, and customer relationship management. Research suggests a significant portion of tasks in manufacturing (60%), financial services (43%), and healthcare (36%) can be automated using software like UiPath’s. The company is pushing the boundaries with innovations like agentic automation, which combines AI agents, robots, human workers, and models to collaboratively complete complex tasks, freeing up human potential for higher-value work. UiPath is at the forefront of leveraging AI for enterprise automation.

Invest in Robotics for the Long Term

Driven by innovations in semiconductors and software, particularly AI, robots are being integrated into the global economy at an unprecedented rate. This technological evolution promises to transform organizational operations and enhance global efficiency. Investing in ai robotics stocks taps into this long-term trend.

However, patience is required. Robotics is an evolving field, and stock performance can fluctuate. Careful research and a long-term perspective are essential. For investors willing to navigate this dynamic sector, the potential rewards from companies successfully leveraging AI and robotics technology could be substantial over time.

John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Matt DiLallo has positions in Amazon, Intuitive Surgical, and Shopify and has the following options: short March 2025 $170 calls on Shopify. The Motley Fool has positions in and recommends Abb, Amazon, Intuitive Surgical, Nvidia, Rockwell Automation, Shopify, UiPath, and Zebra Technologies. The Motley Fool recommends PTC and Teradyne. The Motley Fool has a disclosure policy.