{"id":113084,"date":"2025-03-31T07:13:23","date_gmt":"2025-03-31T07:13:23","guid":{"rendered":"https:\/\/teknomers.com\/en\/top-robotics-stocks-recommended-by-billionaires\/"},"modified":"2025-03-31T07:13:23","modified_gmt":"2025-03-31T07:13:23","slug":"top-robotics-stocks-recommended-by-billionaires","status":"publish","type":"post","link":"https:\/\/teknomers.com\/en\/top-robotics-stocks-recommended-by-billionaires\/","title":{"rendered":"Top Robotics Stocks Recommended by Billionaires"},"content":{"rendered":"

What factors have contributed to the growth of the robotics industry in recent years?<\/strong> How does RTX Corporation compare to other robotics stocks in terms of billionaire investor interest?<\/strong> What projections do analysts have for the humanoid robots market by 2050?<\/strong> What role does geopolitical policy play in the growth potential of RTX Corporation?<\/strong> How does the current performance of robotics ETFs reflect the overall market trend?<\/strong> <\/p>\n

We recently published a list of the 10 Best Robotics Stocks to Buy According to Billionaires<\/strong><\/a>. In this article, we are going to take a look at where RTX Corporation (NYSE:RTX) stands against the other robotics stocks held by billionaires. <\/p>\n

The robotics industry has grown modestly over the past few years. Robotic companies are growing faster than ever, driven by advancements in technology since the emergence of AI. Especially, humanoid robots are rapidly growing in the global market, driven by AI. According to Goldman Sachs\u2019 research, the total addressable market for humanoid robots is projected to cross $38 billion by 2035, a massive upgrade from its previous forecast of $6 billion in 2023. <\/p>\n

Morgan Stanley expects the humanoid robot units to reach 40,000 by 2030 and cross 63 million by 2050. Citigroup is even more bullish, anticipating a $7 trillion humanoid robot market by 2050, with 1.19 billion humanoid robots in operation. Adam Jonas from Morgan Stanley expects humanoid robots to be a multi-decade, trillion-dollar opportunity as the adoption could accelerate faster for autonomous vehicles. <\/p>\n

In 2023, the new World Robotics report noted around 4.28 million units operating in factories globally, growing by 10% compared to 2022. Annual installations surpassed half a million units for the third consecutive year. Asia remains the hot region for robots, with 70% of all newly deployed robots in 2023 installed in Asia. China, Japan, South Korea, and India are some of the largest robotics markets in the world. China leads the market, recording 276,288 industrial robots installed in 2023, representing 51% of the global installations. The U.S. has the largest robotics market in the region, accounting for 68% of installations in the Americas in 2023. <\/p>\n

The U.S. stock market has been under pressure due to tariffs as the broader market has plunged over 4.50% year-to-date. At the same time, Global X Robotics & Artificial Intelligence ETF (BOTZ) and Robo Global Robotics and Automation Index ETF (ROBO), which returned over 11% in 2024, have dropped nearly 10% and 7% year-to-date, respectively. Despite the market facing political headwinds, robotics stocks hold great promise, considering the rising demand for humanoids and automation systems. <\/p>\n

To compile our list of the best robotics stocks to buy according to billionaires, we looked for the robotics and automation companies widely held by billionaires. Data for the billionaire holders for each stock was taken from Insider Monkey\u2019s database, updated as of Q4 2024. Finally, the 10 best robotics stocks to buy were ranked in ascending order based on the billionaire investors holding stakes in them. We have also mentioned the number of hedge funds holding each stock as of Q4 2024. <\/p>\n

RTX Corporation (NYSE:RTX) is a leading aerospace and defense company that offers drone-based missile systems and counter-drone technologies. Its flagship military robot, Coyote, is a drone used to track and shoot down enemy UAVs. The company provides different advanced systems and services for commercial, military, and government customers globally. RTX operates its services and products through three businesses, including Collins Aerospace, Pratt & Whitney, and Raytheon. RTX remains a key player in the military drone market and also remains a major manufacturer of radars, sensors, and electronic warfare equipment. <\/p>\n

On March 19, Baird analyst Peter Arment upgraded the rating on RTX shares from Neutral to Outperform, raising the price target from $136 to $160. The analyst believes that the multi-year Department of Defense replenishment cycle and rising European defense orders amid NATO rearmament will play a positive role in RTX\u2019s growth. President Trump\u2019s call for NATO members to increase defense spending to 5% of GDP from around 2% and the European Union\u2019s proposed \u20ac800 billion ReArm Europe plan are considered to be catalysts for RTX going forward. <\/p>\n

Longleaf Partners Fund stated the following regarding RTX Corporation (NYSE:RTX) in its Q4 2024 investor letter<\/strong><\/a>:
\n\u201cRTX Corporation (NYSE:RTX) \u2013 Aerospace and defense company RTX was a top contributor for the year. Our appraisal value has grown nicely since we first purchased the company just over a year ago. While the issues for Pratt & Whitney\u2019s (P&W) Geared Turbofan engine are still not yet fully fixed, they have gotten better and given us another reminder that the point of maximum pessimism is only obvious in retrospect. We continue to have a conservative valuation on P&W so view this as a source of future value upside. The Raytheon segment has also performed better as the year has gone on, with recent signs of margin improvement. Strong industry tailwinds, prudent capital allocation, and a solid balance sheet provide a foundation for sustained growth and eventual full value recognition.\u201d <\/p>\n

Overall RTX ranks 3rd<\/strong> on our list of the Robotics stocks to buy according to billionaires. While we acknowledge the potential of RTX as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than RTX but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock<\/strong><\/a>. <\/p>\n

READ NEXT: 20 Best AI Stocks To Buy Now<\/strong><\/a> and 30 Best Stocks To Invest In According to Billionaires<\/strong><\/a>. <\/p>\n

Disclosure: None. This article is originally published at Insider Monkey<\/strong><\/a>.<\/p>\n

Among the Best Robotics Stocks to Buy According to Billionaires<\/h3>\n

The global robotics industry is at a pivotal juncture, poised for unprecedented growth as technological advancements reshape various sectors, from manufacturing to healthcare. As businesses increasingly adopt robotics to enhance efficiency and productivity, many investors are turning their attention to robotics stocks. In particular, billionaire investors are often seen as barometers of market potential, leveraging their resources and experience to identify lucrative opportunities. In this article, we\u2019ll explore some of the best robotics stocks to buy according to billionaires and delve into why these companies are well-positioned for success.<\/p>\n

The Robotics Market Landscape<\/h4>\n

Robotics is not merely a niche segment but an integral component of multiple industries. From autonomous vehicles to automation in warehouses, the applications of robotics are vast and varied. According to various market research reports, the global robotics market is expected to expand dramatically in the coming years. Factors driving this growth include increased demand for automation, advancements in artificial intelligence (AI), and the ongoing need for efficiency in production and services.<\/p>\n

Notable Billionaire Investors Supporting Robotics<\/h4>\n

Several billionaire investors have advocated for robotics stocks, highlighting their confidence in the sector’s future. Among them are figures like Elon Musk, Jeff Bezos, and Cathie Wood, who have significantly influenced market trends. Through their investment funds and personal portfolios, these billionaires have strategically positioned themselves to capitalize on the transformative potential of robotics.<\/p>\n

Top Robotics Stocks<\/h4>\n
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  1. iRobot Corporation (IRBT)<\/strong><\/li>\n<\/ol>\n

    Known for its Roomba vacuum robots, iRobot is a household name in consumer robotics. Billionaires have been eyeing this stock as iRobot continues to innovate with its robotic solutions for household tasks. Despite facing competition and market fluctuations, the company’s commitment to enhancing home automation has sustained investor interest. Analysts have anticipated a resurgence in demand, particularly as consumer preferences shift toward smart home technology.<\/p>\n

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    1. Teradyne Inc. (TER)<\/strong><\/li>\n<\/ol>\n

      Teradyne is a leader in automated test equipment for the semiconductor industry and also has a significant footprint in the robotics sector through its Universal Robots division. With increasing demand for automation in factories and the ongoing semiconductor boom, Teradyne has drawn attention from notable investors. Billionaires recognize the company’s dual appeal\u2014its established testing business and its growth potential in collaborative robotics.<\/p>\n

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      1. Fanuc Corporation (FANUY)<\/strong><\/li>\n<\/ol>\n

        As a leading manufacturer of industrial robots, Fanuc has solidified its reputation in the automation space, particularly in manufacturing applications. The company\u2019s strong financials and technological advancements position it as a go-to choice for investors seeking exposure to industrial automation. Billionaires appreciate the company\u2019s consistent performance amid global economic uncertainties, making it a reliable stock for those looking to invest in robotics.<\/p>\n

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        1. Nvidia Corporation (NVDA)<\/strong><\/li>\n<\/ol>\n

          While primarily known for its graphics processing units (GPUs), Nvidia\u2019s advancements in AI and deep learning are fundamentally changing robotics. As robotics increasingly relies on AI for machine learning and decision-making, Nvidia is positioned as a key player. Prominent billionaires, including those invested in tech, recognize Nvidia’s potential to drive innovation in autonomous systems, making it one of the top technology stocks linked to the robotics sector.<\/p>\n

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          1. ABB Ltd. (ABB)<\/strong><\/li>\n<\/ol>\n

            ABB is a multinational corporation specializing in robotics, power, and automation technologies. The company is recognized for its extensive portfolio, which includes industrial robots and automation solutions for a range of sectors. Given the growing emphasis on energy efficiency and automation, ABB has caught the attention of high-profile investors. Billionaires have noted ABB’s global reach and the company’s focus on sustainability as key factors contributing to its long-term growth potential.<\/p>\n

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            1. Boston Dynamics<\/strong><\/li>\n<\/ol>\n

              Although not publicly traded, Boston Dynamics has made waves in the robotics industry with its cutting-edge robots like Spot and Atlas. While it operates under the private equity umbrella of SoftBank Group, interest in its technology and potential IPO has sparked interest among prominent investors. Billionaires are keeping an eye on Boston Dynamics for its revolutionary contributions to robotics, which could yield significant returns if it goes public.<\/p>\n

              Why Invest in Robotics Stocks?<\/h4>\n

              The robotics sector appeals to investors for several reasons:<\/p>\n