Most people think of Tesla as the robot company. I believe Amazon is the one to watch, and it already has a huge head start.
For me this is an industrial story. Robots for consumers are still a long way off, but Amazon is already showing how effective robots can be on the job.
The biggest risk is the familiar trap of overpromising and underdelivering. Companies have very different game plans for robots, so keep evaluating them as those plans play out.
Filings scatter these 13 companies over 10 industries with no single one holding more than 4, making this one of the most fragmented themes we track.
3 of these also earn a place on the AI list, worth knowing before treating the two as separate bets.
The Robotics & Automation group at a glance
Where these companies are filed
The 13 members report under 10 different industries, which is exactly why no standard sector view groups them:
Specialty Industrial Machinery4
Auto Manufacturers1
Communication Equipment1
Electronic Components1
Internet Retail1
Medical Instruments & Supplies1
Scientific & Technical Instruments1
Semiconductor Equipment & Materials1
Semiconductors1
Software - Infrastructure1
What kind of businesses these are
Average pillar scores across the 13 scored members, against every stock the model scores:
Pillar
Robotics & Automation
Market
Read
Quality
66.6
57.7
8.9 above
Growth
78.9
58.0
20.9 above
Value
39.2
38.4
in line
Pillars run 0–100, and Value is judged against sector peers.
Scores run evenly across the group, from NVDA at 86.5 down to OUST at 21.4, the median landing mid-pack at 57.7. A theme is a thesis, not a quality filter — membership says a company is exposed to Robotics & Automation, and the score says what the model makes of the business.
Where analysts are moving on Robotics & Automation
Across the 12 Robotics & Automation names with a reading, the median forward earnings estimate is rising — +5.2% over 90 days, ahead of the market (+0.5%). The split is one-sided: 11 of the 12 moving up against 1 down.
Estimates implied by price ÷ forward P/E, captured together each trading day since June 2026, and outside the Bull Rankings score. 12 of 13 members carry a reading; the rest have no forward P/E to imply one from, which is normal for loss-makers. How this is measured, across the market →
Common questions
What counts as a Robotics & Automation stock?
Robotics is a bet on AI stepping into the physical world, in robots that do real, useful work. The companies are hand-picked by Bartholomew Chupka Jr., the site's founder, from the stocks in our US coverage.
How are the best Robotics & Automation stocks ranked?
Each name is scored on the Bull Rankings quality-growth model — one 0–100 score blending business quality, growth, and valuation — the same score used everywhere on the site.
Are analysts raising or cutting Robotics & Automation earnings estimates?
Across the 12 Robotics & Automation names with a reading, the median forward earnings estimate is rising — +5.2% over 90 days, ahead of the market (+0.5%). The split is one-sided: 11 of the 12 moving up against 1 down. Estimates are implied by price divided by forward P/E, captured together each trading day so only a changed forecast moves the figure, and they sit outside the Bull Rankings score.
How often is the ranking updated?
The universe is re-scored every trading day after the US market close, so the ranking reflects the latest fundamentals and prices.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.