3 Stocks to Capitalize on the Robotics Revolution

Every groundbreaking technology begins as an idea or a theory. Yet, its real-world impact is not always clear from the start. 

Think about the Internet. Everyone knew it was going to be a big deal. 

But no one could have predicted how deeply integrated into the fabric of our daily lives it would become … Especially once everyone started carrying a smartphone and the internet’s impact exponentially increased. 

Now, consider AI. The potential is undeniable, but what's next?

I believe that what smartphones did for the Internet, robotics will do for AI. 

Already, AI can be used for all sorts of things — from automating tasks to finding superior stock picks and beyond. But currently, we primarily engage with AI through our devices. With robotics, AI’s impact will be amplified and felt in tangible ways.

This convergence between AI and robots will create massive investment opportunities. Keep reading to learn more about the next stage in the AI bull market — and 3 stocks poised to benefit from this exciting trend. 

The Next Phase of the AI Bull Market: Robotics 

We can look to the past for clues about the future of AI. 

With the internet, the gold rush belonged to those who laid the tracks — the Ciscos, building the infrastructure, or companies like AOL which provided connectivity. 

With AI, there is a parallel in Nvidia (NVDA) or OpenAI. They are the architects of the platform, the ones who provide the raw material for innovation. 

But as with the internet, the best opportunities are rarely made in the initial boom. Fortunes are made by those who understand the deeper currents, the second and third-order effects.

Ironically, the internet’s initial beneficiaries ended up only taking a small piece of the pie. The real titans emerged later. 

They weren't just selling shovels; they were crafting experiences, connecting people, and creating entirely new markets. Think of Amazon (AMZN), not just selling books online, but reinventing retail. Think of Google (GOOGL), not just indexing the web, but organizing the world's information.  

They weren't just reacting to the technology. They were anticipating its potential and building the future. This brings us to the next act in the AI secular bull market: Robotics. 

AI provides the brains, robotics offers the body. Robotics has the potential to take AI into the physical world. Like how the Internet only realized its full potential, once smartphones became ubiquitous.

With robotics, AI’s impact on the world will become more tangible and immediate, like a force multiplier. AI-implanted robots will perform tasks, solve problems, and create new possibilities that are yet to be imagined.   

The convergence of AI and robotics is more than just a trend. It’s a transformation. The potential is vast, and the implications are profound. Below are 3 stocks that are poised to capitalize on this trend:

1. Intuitive Surgical (NASDAQ: ISRG)

Intuitive Surgical (ISRG) doesn’t just make robotic devices that help doctors perform surgeries — it stands poised to harness the transformative power of artificial intelligence. 

Currently, the company has data generated from more than 10 million procedures done by its robots which will generate an abundance of AI-driven insights. 

In a previous article, we discussed DeepSeek and why cheaper artificial intelligence means that companies with distribution and data are positioned to outperform. ISRG has both. 

It’s also a dominant player in a major industry whose total addressable market (TAM) will continually grow due to ongoing innovations and applications and an aging population. Precedence Research estimates the global surgical robotics market size at $12.5 billion in 2025, yet forecasts suggest it could reach $45.9 billion USD by 2034 — a CAGR of 15.6% from 2025 to 2034.

Our quant ratings model agrees that ISRG is one to watch. With an overall B (Buy) Zen Rating, it’s in a class of stocks that have produced an annual return of 19.8% since 2003. There’s also strength in the market niche — currently, the Medical Industry is rated a B by the Zen Ratings. 

To see ISRG’s areas of strength, you can simply turn to the 7 Component Grades within the overall Zen Rating. 

For Financials, ISRG is rated a B — not surprising given its high rates of return on investment, strong cash position, and lack of debt. The company also had a huge beat in its Q4 earnings report. 

Despite an overall C Sentiment rating, ISRG enjoys strong support from Wall Street analysts, with 8 Strong Buy ratings, 3 Buy ratings, and 1 Hold rating among the analysts we track. 

And let’s not ignore recent performance — ISRG is up over 50% in the past year, yet the max forecast suggests it could see close to 20% more upside in the year ahead. 

2. UiPath (NYSE: PATH)

As an end-to-end platform enabling customers to build and manage automations, UiPath (PATH)  stands at the intersection of artificial intelligence and robotic process automation (RPA). 

Its AI-driven software could enhance physical robots' decision-making capabilities, enabling them to adapt to changing environments, optimize workflows, and collaborate more effectively with humans in manufacturing, logistics, and healthcare settings. 

With over 10,000 customers worldwide, UiPath has amassed a wealth of data and use cases that fuel its AI-driven insights, positioning it as a leader in the intelligent automation space. The company is offering AI tools on its platform, which allows clients to apply AI automation without extensive investment or expertise. 

Currently, PATH is a leading player in the robotic process automation market, which is forecast to grow at a 19% CAGR over the next decade. 

Recent growth has been driven by its comprehensive Business Automation Platform, which includes features like UiPath Studio for building automations, and AI-enhanced robots that can analyze data, make informed decisions, and solve complex problems autonomously. 

This positions UiPath to capitalize on the growing demand for automation solutions across various industries.

PATH is also rated a B (Buy) by the Zen Ratings. It’s part of the Software Industry which is rated an A by the Zen Ratings. 

In addition to this, PATH has a B for Growth which is consistent with analysts’ expectations of double-digit revenue and earnings growth. 

3. Qualcomm (NASDAQ: QCOM)

Qualcomm (QCOM) is not just a semiconductor giant nor the driving force behind the development, launch, and expansion of 5G. It's also been quietly positioning itself at the forefront of the robotics revolution. 

QCOM also has a proven track record of enabling — and capitalizing on — major market developments. With 5G, Qualcomm created the breakthrough technologies that transformed how the world connects, computes, and communicates. For investors seeking exposure to robotics, Qualcomm offers a unique entry point through its advanced chipsets and AI capabilities that power and connect the next generation of intelligent machines.

The company's Qualcomm AI Engine and 5G capabilities are being integrated into robotics solutions, enabling the creation of smarter, more autonomous robots. 

This strategic focus on edge AI and high-speed connectivity positions Qualcomm to become a key player in the robotics ecosystem, potentially unlocking significant value for shareholders as the market expands. Real-world applications of Qualcomm's technology in robotics are already emerging. Examples include delivery robots, seamless fleet management for industrial spaces, and real-time data processing for manufacturing and logistics. 

From a financial perspective, Qualcomm presents an intriguing proposition for value and growth investors alike. The company's dominant position in the wireless technology market provides a stable revenue base, while its expansion into areas like robotics and AI offers significant growth potential. 

Our quant ratings model is also bullish on QCOM as the stock has an overall B (Buy) Zen Rating, indicating it’s a stock with market-beating potential. 

QCOM also has strong Component Grades including an A for Value and Financials. This is consistent with its attractive valuation and strong balance sheet which features a strong cash position, healthy debt-to-equity ratio, and solid earnings and revenue growth. It is also highlighted by its forward P/E of 14 and earnings growth rate of 15%.

The stock also has a B for Sentiment. Among the 15 analysts we track, 6 rate it a Strong Buy, 2 have it rated as a Buy, and 8 have a Hold rating. A mere 1 out of 15 Wall Street analysts have a sell or Strong Sell rating on the stock. See the ratings here

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