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3 Robotics Stocks at the Heart of the Robotics Revolution
Written by Chris Markoch. Published 8/21/2025.
Key Points
- Intuitive Surgical, Symbotic, and UiPath showcase how AI accelerates robotics adoption across healthcare, logistics, and enterprise software.
- Robotics stocks may offer investors exposure to AI-driven growth at more attractive valuations than crowded semiconductor and hyperscaler trades.
- Each company highlights distinct opportunities: ISRG’s defensive healthcare moat, SYM’s industrial automation growth, and PATH’s scalable software model.
Investors have been eyeing robotics firms for decades, and now artificial intelligence (AI) is expanding the field beyond basic automation—bringing new levels of precision, flexibility, and adaptability.
While many investors target AI infrastructure through hyperscalers like Meta Platforms and Microsoft or semiconductor leaders such as NVIDIA, robotics stocks offer exposure to the next wave of AI via companies with strong moats and large total addressable markets (TAMs).
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Although these names may appear "cheaper" than pure AI plays, they carry unique risks. Here are three robotics stocks—each addressing a distinct growth area—that merit consideration.
Specialized Exposure with Defensive Qualities
Surgical robotics is among the most compelling long-term applications, and Intuitive Surgical Inc. (NASDAQ: ISRG) is widely recognized as the pioneer in this space.
The company's da Vinci surgical system boasts over 11,000 installs worldwide, and its services business generates annual recurring revenue (ARR) that now exceeds 80% of total sales—offering visibility beyond one-time system purchases.
AI integration into the da Vinci platform equips surgeons with enhanced vision, precision and training tools designed to shorten procedures and improve outcomes.
Despite blowout results, ISRG shares are off 8.6% in 2025 and roughly 7% since the report—driven not just by slower international growth but by a valuation near 74× forward earnings.
That multiple is rich for a tech name, and eye-popping for a medical device company, relative to its historical average. Yet with a consensus analyst price target of $565.95, shares imply over 25% upside.
Warehouse Robotics Powering the Supply Chain Revolution
Symbotic Inc. (NASDAQ: SYM) offers exposure to robotics' hardware side, building autonomous systems that transform warehouses into AI-powered logistics hubs.
Backed by Walmart—both a major customer and investor—Symbotic has a real-world platform to scale across retail and logistics.
Its fleet of robots stores, retrieves and organizes goods faster and more accurately than human labor—an edge in today's labor-constrained environment.
As the installed base grows, the model should generate recurring revenue akin to software-as-a-service (SaaS). However, significant capital expenditures have kept Symbotic unprofitable, contributing to high short interest—over 29% as of this writing.
Following its latest report—where revenue beat estimates but EPS missed (–$0.05 vs. $0.03 expected)—SYM has attracted two analyst downgrades. Risk-tolerant investors may look past these headwinds for long-term secular growth.
Bringing AI Into the Office
Robotics spans hardware and software. On the software side, UiPath Inc. (NYSE: PATH) leads in robotic process automation (RPA), extending robotics beyond physical tasks.
UiPath's software "bots" automate repetitive digital workflows—invoice processing, compliance, HR—and now leverage generative AI to power adaptive, intelligent (agentic) processes rather than fixed, rules-based routines.
With a 108% dollar-based net retention rate, UiPath enjoys strong customer loyalty, but tighter corporate budgets have made new customer acquisition more expensive. A rebound could come if the economy accelerates, potentially aided by rate cuts later in the year.
High acquisition costs and intensifying competition pose key risks for PATH shares. Yet, technical indicators suggest potential oversold conditions.
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