Robotics Stocks in 2026: How to Invest in Robots and Humanoids (Updated Weekly)
- The four tiers of the robotics trade, sorted by how much robotics revenue actually exists
- Live prices on the twelve names the category is searched on, refreshed weekly
- What the filings say about revenue, cash and share count, including the two names trading below their own net cash and the one carrying a going concern warning
- The names that are not really robotics companies, said plainly, and why they still show up on every list
- The private humanoid names (Figure, Boston Dynamics, Unitree, Agility) and the one that is actually buyable today
Robotics stopped being a factory story in 2026. Humanoids left the demo reel, warehouse automation started printing real revenue, and every AI chip pitch grew a robotics slide. The money followed: the phrase "robotics stocks" now gets searched more than it has in a decade.
The problem is that almost every list you will find answers a different question than the one you are asking. It names companies that talk about robotics rather than companies that sell robots, and it does not distinguish between a business with 11,710 surgical systems installed and a business with fourteen months of cash left. Those are not the same risk, and they should not sit in the same paragraph.
So this page sorts by a single test: how much of this company's revenue actually comes from robots today? Everything else follows from the answer.
The Four Tiers of the Robotics Trade
Work down from real revenue to pure story. Where a name lands tells you more about how it will trade than any price target will.
Robots Are the Business
Robotics is essentially the entire revenue base, and the revenue is large and growing. This is the only tier where the robotics thesis and the income statement are the same thing.
ISRG · SYM
Real Robots, Small Numbers
Genuine robot makers whose revenue is measured in single-digit millions per quarter against much larger losses. Read the balance sheet before the product page.
SERV · RR · KSCP
Picks and Shovels
Sells the brains, the eyes and the test rigs to whoever builds the robot. Robotics is a slice of a bigger business, which caps the upside and cushions the downside.
NVDA · TER · CGNX · OUST
Autonomy, Not Robots
Self-driving and humanoid programs inside companies that earn their money elsewhere. The robotics line is an option on the future, not a revenue line today.
TSLA · WRD
Robotics Stocks: The Twelve Tickers That Carry the Category
Prices below refresh automatically every week. Everything else on this page comes from company filings and is dated, because in a sector moving this fast a number without a date is worthless.
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ISRGIntuitive Surgical$360.46▲ +2.04% todayMKT CAP $129.14BP/E 40.552W $329-604◎ BEST PLAY: Covered call / debit spread · 30-45 DTEThe one name where robotics is essentially the whole business. Q2 2026 revenue $2.89B (+19%), 11,710 da Vinci systems installed (+12% YoY), and about 60% of quarterly revenue is recurring instruments and accessories. FY26 guidance calls for 13.5% to 15.5% procedure growth. Priced accordingly at roughly 40x trailing earnings.
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SYMSymbotic$41.10▼ -3.57% todayMKT CAP $24.88BP/E 1027.552W $38-88◎ BEST PLAY: Defined-risk debit spread · 30-45 DTE
Warehouse case-handling robots plus the software that runs them. Q3 FY2026 revenue $720.8M (+21.7%) with GAAP net income now positive and Q4 guided to $760M to $780M. The risk is not growth, it is concentration: Walmart drives the substantial majority of backlog and revenue.
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SERVServe Robotics$4.42▼ -5.05% todayMKT CAP $383MP/E N/A52W $4-19◎ BEST PLAY: Defined risk only, small size · 21-30 DTE
Genuine sidewalk delivery robots, tiny numbers. Q2 2026 revenue $3.238M against a $113M six-month loss, a full-year guidance cut of about 60%, and the loss of both anchor demand partners. Holds roughly $240M in cash and securities with no debt against an enterprise value near $163M.
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RRRichtech Robotics$1.62▼ -2.99% todayMKT CAP $365MP/E 23.152W $1-7◎ BEST PLAY: Defined risk only, small size · 30-45 DTE
Service robots with a balance sheet that dominates the story: about $339.6M in cash and short-term investments against a market cap near $387M. Fiscal Q3 2026 revenue was $1.373M against a nine-month net loss of $20.4M, and it issued 23,656,685 shares for cash in nine months.
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KSCPKnightscope$1.41▼ -0.70% todayMKT CAP $33MP/E N/A52W $1-8◎ BEST PLAY: Shares only, not optionable · n/a DTE
Autonomous security robots, and the only name here whose filing carries an explicit going concern warning: $8.2M of cash against $23.1M of first-half operating burn, funded by an ATM. Revenue tripled YoY to a record $9.0M and gross margin flipped positive for the first time.
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NVDANVIDIA$218.36▼ -2.37% todayMKT CAP $5.27TP/E 28.252W $164-237◎ BEST PLAY: Covered call / debit spread · 30-45 DTE
The brain supplier, not a robot maker. Sells Jetson AGX Thor modules and the Isaac software stack to whoever builds the robot. Q2 FY2027 revenue $96.2B (+106%) with Data Center at $89.0B, so robotics is a strategic option inside an AI datacenter business. Deepest options chain here.
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TERTeradyne$370.19▼ -3.52% todayMKT CAP $57.88BP/E 50.852W $110-488◎ BEST PLAY: Debit spread · 30-45 DTE
Owns Universal Robots, but robotics is 7.5% of it: $100M of $1,329M in Q2 2026. Semiconductor Test at $1,122M is 84% and is what actually moves the stock, which doubled company revenue YoY on AI test demand. Debt free with buybacks running.
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CGNXCognex$61.69▼ -0.29% todayMKT CAP $10.38BP/E 59.352W $35-73◎ BEST PLAY: Covered call / debit spread · 30-45 DTE
Machine vision and barcode reading, the sensing layer that makes vision-guided robotics work. Q2 2026 revenue $291.3M (+16.9%), FY26 guidance of $1.13B to $1.15B, and eight straight quarters of margin expansion. The least dramatic name on the board, which is the point.
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OUSTOuster$35.23▼ -2.79% todayMKT CAP $2.54BP/E N/A52W $16-64◎ BEST PLAY: Debit spread, expect slippage · 30-45 DTE
Sells the eyes, not the robot: lidar and 3D perception sensors across four verticals, of which robotics is one. Q2 2026 revenue $54.6M (+55.8%) at 49% gross margin, still losing about $18M a quarter and trading near 12x sales.
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TSLATesla$363.56▼ -1.16% todayMKT CAP $1.44TP/E 346.252W $297-499◎ BEST PLAY: Defined-risk debit spread · 30-45 DTE
Optimus is why TSLA appears on robotics lists, and the filings show no robotics revenue: it is not broken out or disclosed as a segment. Roughly 1,000 to 1,200 units run internally with zero external sales. Q2 2026 revenue $28.2B (+26%) but operating margin fell to 1.4%.
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WRDWeRide$5.70▼ -2.15% todayMKT CAP $1.87BP/E N/A52W $5-13◎ BEST PLAY: Defined risk only, small size · 30-45 DTE
Pure autonomous mobility: L4 robotaxis, robobuses and robosweepers across more than 60 cities. Q2 2026 revenue RMB231.7M (about US$34.2M, +82.2%) at a record 37.5% gross margin, against an operating loss near US$62M and US$630M of cash. Roughly two years of runway.
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PATHUiPath$13.87▲ +2.21% todayMKT CAP $7.23BP/E 20.152W $9-20◎ BEST PLAY: Debit spread · 30-45 DTE
Not a robotics company, and it is here because it is searched as one. UiPath sells enterprise automation software whose robots are agents that drive other applications. No hardware, nothing physical. Q2 FY2027 revenue $410.3M (+13.4%), ARR $1.938B.
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Where Robotics Revenue Is Already Real
Intuitive Surgical (ISRG) is the closest thing the sector has to a finished business. Q2 2026 revenue was $2.89 billion, up 19% year over year, and robotic surgical systems plus their consumables are essentially the entire revenue base. The installed base reached 11,710 da Vinci systems at June 30, 2026, up 12% year over year, and roughly 60% of quarterly revenue is the recurring instruments and accessories that installed base consumes. Full-year 2026 guidance calls for da Vinci procedure growth of about 13.5% to 15.5%.
The catch is the price. You are paying roughly 40 times trailing earnings and about 10.5 times sales for a hardware and consumables business whose growth depends on hospital capital budgets, with an estimated tariff drag of 1.0% of revenue already inside the gross margin guidance.
Symbotic (SYM) is the warehouse version, and the newer story. Q3 fiscal 2026 revenue was $720.8 million, up 21.7% year over year, with GAAP net income now positive and adjusted EBITDA more than doubled. Guidance for Q4 is $760 to $780 million, which implies a fiscal 2026 around $2.8 billion. It sells complete automated case-handling systems: the robots that break down and rebuild pallets, the storage structure they live in, and the software that runs the whole thing.
The Small Caps: Read the Balance Sheet Before the Product Page
These three genuinely build robots. They also lose far more than they sell, and the filings say so in a way the press releases do not.
Serve Robotics (SERV) grew Q2 2026 revenue to $3.238 million from $642 thousand a year earlier, roughly 404% growth off a very small base. Then the rest of the filing: a $113 million loss over six months on $7.8 million of trailing revenue, a full-year guidance cut of about 60%, and the loss of both anchor demand partners. What it does have is money, about $240.4 million of cash and marketable securities with no debt, against an enterprise value near $163 million. The market is currently paying less than net cash for the operating business.
Richtech Robotics (RR) is the same shape, more extreme. Fiscal Q3 2026 revenue was $1.373 million, up 16.6%, against a nine-month net loss of $20.4 million that includes a $9.5 million write-off of the company's own legacy software. It holds roughly $339.6 million in cash and short-term investments against a market cap near $387 million. It issued 23,656,685 shares for cash in nine months. On the numbers this is a cash vehicle with a robotics venture attached, and that is a specific kind of bet, not a growth stock.
Knightscope (KSCP) tripled revenue year over year to a record $9.0 million in Q2 2026 and flipped gross margin positive for the first time. It is also the one name on this page whose filing carries an explicit going concern warning: $8.2 million of cash against $23.1 million of first-half operating cash burn, funded by an at-the-market program.
Picks and Shovels: Selling to Everyone Who Builds a Robot
NVIDIA (NVDA) is the brain supplier. Q2 fiscal 2027 revenue was $96.221 billion, up 106% year over year, with a Q3 guide of $108 billion. What it actually sells into robotics is the Jetson AGX Thor module as the on-robot computer plus the Isaac software stack. That is a rounding error against $89.0 billion of Data Center revenue, which is the honest framing: robotics is a strategic option inside an AI datacenter company, not a segment.
Teradyne (TER) owns Universal Robots and the collaborative arm business. Robotics contributed $100 million of $1,329 million in Q2 2026, about 7.5% of revenue. Semiconductor Test at $1,122 million is 84% of it and is what actually moves the stock, which doubled company revenue year over year on AI test demand.
Cognex (CGNX) supplies the eyes: machine vision systems, 3D vision sensors and industrial barcode readers that make vision-guided robotics work. Q2 2026 revenue was $291.3 million, up 16.9%, with full-year guidance of $1.13 to $1.15 billion and eight straight quarters of margin expansion.
Ouster (OUST) sells lidar and 3D perception. Q2 2026 revenue was $54.6 million, up 55.8%, at 49% gross margin, still losing about $18 million a quarter and trading near 12 times sales. Robotics is one of four verticals, not the whole business.
Autonomy: The Option, Not the Business
Tesla (TSLA) is on every robotics list because of Optimus, so here is what the filings actually support. Q2 2026 revenue was $28.236 billion, up 26%. Robotics revenue is not broken out and not disclosed as a segment, because there is essentially none: Optimus units are deployed internally at Fremont and Giga Texas, with press reporting putting the count around 1,000 to 1,200 and external sales at zero. First external sales are targeted at enterprise customers in late 2026. Meanwhile GAAP operating margin fell to 1.4%, operating income dropped roughly 57% year over year, and free cash flow turned negative $1.092 billion. The real autonomy revenue is FSD subscriptions, at 1.48 million subscribers, up 56%.
WeRide (WRD) is the pure autonomous mobility bet: L4 robotaxis, robobuses and robosweepers, operating across more than 60 cities. Q2 2026 revenue was RMB 231.7 million, about US$34.2 million, up 82.2% year over year with gross margin at a record 37.5%. Against that sits an operating loss of about US$62 million and US$630 million of cash, which is roughly two years of runway at the current burn.
The Name on Every List That Is Not a Robotics Company
UiPath (PATH) appears on most robotics stock lists because its product is called a software robot. It is not a robotics company. UiPath sells enterprise automation software: attended and unattended agents that drive other applications, now packaged with agentic AI orchestration. There is no hardware and nothing physical. Q2 fiscal 2027 revenue was $410.3 million, up 13.4%, with ARR of $1.938 billion.
It may well be a good software business. It is simply not exposure to robots, and if you bought it expecting humanoid upside you bought the wrong thesis. We keep it on the board precisely because it is searched as a robotics stock, and the correction is more useful than the omission.
Figure, Boston Dynamics, Unitree: What You Can and Cannot Buy
The humanoid names people actually want are mostly not purchasable, and the lists that imply otherwise are wasting your time. Here is the real status of each.
| Company | Status | How to get exposure |
|---|---|---|
| Agility Robotics | De-SPAC signed, announced June 24 2026, $2.5B pre-money | Buyable today via the SPAC, Churchill Capital Corp XI (Nasdaq: CCXI) |
| Unitree | Public since August 19 2026, Shanghai STAR Market | A-shares, which US retail generally cannot buy directly. ETF routes only |
| Boston Dynamics | Wholly owned by Hyundai Motor Group | Parent listing only: Hyundai on the Korea Exchange, or unsponsored OTC ADRs |
| Figure AI | Private, $39B post-money | None direct. Only through listed strategic investors |
| 1X Technologies | Private, OpenAI backed | None direct. No filing, no listing |
| Apptronik | Private, Austin TX | None direct. Valuation not disclosed by the company |
What the Options Market Will Actually Let You Do Here
This is where a robotics list stops being useful and a trading page starts. Liquidity across these twelve names is not uniform, and on several of them the instrument you want does not exist.
| Ticker | Chain depth | What that permits |
|---|---|---|
| NVDA | Among the deepest listed anywhere | Any structure, any expiry, tight spreads |
| TSLA | Deep, weeklies plus LEAPS | Any structure, any expiry |
| ISRG | Deep, weeklies plus LEAPS | Spreads and covered calls fill cleanly |
| SYM | Weeklies, heavy event interest | Defined-risk spreads around earnings |
| SERV | Listed weeklies, high retail interest | Defined risk only, size small |
| TER, CGNX, PATH | Standard monthlies, some weeklies | Spreads at monthly expiries |
| OUST, WRD, RR | Second tier, wider spreads | Monthly spreads, expect slippage |
| KSCP | Not optionable | Shares only, no defined-risk structure |
How to Approach Robotics Without Buying the Narrative
Three questions, in order, before any robotics position:
1. Which tier am I actually buying? Look it up on the map above. If it is Tier 2, you are underwriting a financing, not a product. If it is Tier 3, you are buying a diversified business with a robotics kicker and you should expect it to trade on the other 90% of its revenue.
2. What does the latest 10-Q cover page say about share count? For every Tier 2 name this is the number that matters most and it is free to check. A company funding development through an at-the-market program is diluting you on a schedule, and that is the business model, not a scandal. It just needs to be in your math.
3. Can I define my risk on this name at all? On KSCP the answer is no. On SERV and RR the chains exist but the spreads will cost you. That answer should change your position size before it changes your thesis.
For broad exposure without single-name risk, robotics ETFs exist and spread the timeline risk across many holdings. That is a different trade with a different profile, and it will not deliver the moves that draw people to this sector in the first place.
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Frequently Asked Questions
What are the best robotics stocks to buy right now?
We do not publish buy calls. The more useful question is which tier you are buying. Robotics revenue that already exists at scale is ISRG and SYM. Real robots at small scale, where the balance sheet matters more than the product, is SERV, RR and KSCP. Exposure through the supply chain is NVDA, TER, CGNX and OUST.
Are humanoid robot stocks a real category yet?
Barely, in public markets. Tesla builds Optimus but discloses no robotics revenue and no robotics segment, with roughly 1,000 to 1,200 units deployed internally and zero external sales as of mid 2026. The pure play humanoid makers are largely private: Figure AI at a 39 billion dollar post money valuation, Apptronik and 1X have no listed route at all.
Can I invest in Figure AI or Boston Dynamics?
Not directly. Figure AI is private with no listed parent and no ADR, so the only exposure is through public strategic investors that hold undisclosed minority stakes. Boston Dynamics is wholly owned by Hyundai Motor Group, so the only route is the parent listing on the Korea Exchange or unsponsored OTC ADRs, neither of which is a clean way to own the robot business.
Is there any way to buy a humanoid robotics company today?
One. Agility Robotics signed a definitive business combination with Churchill Capital Corp XI, Nasdaq ticker CCXI, announced June 24 2026 at a 2.5 billion dollar pre money equity value, with an S-4 filed and closing expected in 2026. Buying the SPAC is the listed route before the combined company trades under its own ticker. SPACs carry deal break, redemption and dilution risk that ordinary equities do not.
Did Unitree go public?
Yes. Unitree listed on the Shanghai Stock Exchange STAR Market on August 19 2026, described as the first embodied intelligence company to list there. Those are A shares, which US retail investors generally cannot buy directly, so the practical route is an ETF holding Chinese A shares rather than a direct purchase.
Is UiPath a robotics stock?
No. UiPath sells enterprise automation software. Its robots are software agents that operate other applications, with no hardware and nothing physical involved. It reported Q2 fiscal 2027 revenue of 410.3 million dollars, up 13.4 percent, with annual recurring revenue of 1.938 billion dollars. It is a software business and trades as one, and it is listed here only because people search it as a robotics stock.
Which robotics stocks have tradeable options?
NVDA and TSLA carry among the deepest chains listed anywhere, and ISRG is close behind. SYM has weeklies with heavy event interest. TER, CGNX and PATH have standard monthlies. OUST, WRD and RR are second tier with wider spreads and real slippage. KSCP is flagged as not optionable, so on that name there is no defined risk structure available at all.
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