Best Robotics Companies for Long-Term Investors

Thanks to recent breakthroughs in AI and automation, advanced robotics is no longer just science fiction; it’s showing up in our everyday life, doing real work. We have them in hospitals, factories, and warehouses. Surgical arms now assist doctors in operating with precision. Machines now pack boxes, move pallets, and keep things running around the clock. While this kind of tech isn’t the most affordable, and not every robotics company is built to last, there are a few standouts, the ones solving real problems with solid business models. That’s why savvy investors are starting to pay attention to this space right now. However, knowing which companies have long-term potential can be difficult. So, let’s break down a few that look promising and what makes them worth watching.

Promising Robotics Companies for Long-term Investment

It’s true that robotics used to be a niche play for investors, but that’s not the case anymore. It’s quickly becoming a key part of the average modern portfolio, whether you’re just getting started or already deep in the markets. As AI reshapes industries, a few companies stand out for innovation, scale, and staying power. For traders and investors looking to stay ahead of these trends, tools like TradingView and the MT4 trading platform are essential because they offer a streamlined way to track and trade stocks in fast-moving sectors like robotics.

With that in mind, here’s a look at some of the companies leading the way and why they could be worth holding onto for the long run.

  1. Intuitive Surgical (ISRG)

The surgical robotics space is growing fast. Right now, around 15–20% of surgeries in the U.S. are performed with robotic help, but that number is expected to climb significantly. Some projections say it could hit 90% in certain medical specialties by 2035, mainly thanks to better tech and more widespread use. 

What gives Intuitive Surgical a real edge is that it's already the clear leader in this space, which matters. According to May 2025 research from Precedence Research, the global surgical robotics market was valued at $10.76 billion in 2024 and is projected to reach $45.93 billion by 2034, growing at a 15.62% CAGR over the next decade.

Also, in Q1 2025, they reported:

  • $2.25 billion in revenue (up 19% YoY)

  • Beat expectations of $2.19 billion.

So, as long as surgical robotics continues to grow as expected, ISRG will be in a strong position long term.

  1. Symbotic (SYM)

Symbotic has been one of those companies that has received a lot of hype around warehouse automation, especially with its close ties to Walmart. But up until recently, the numbers didn’t fully support this. Well, that’s starting to change.

In Q2 FY2025 (January–March), Symbotic pulled in $550 million in revenue, up 40% year-over-year. That growth came from better project execution and acquiring Walmart’s robotics arm.

They didn’t just grow, they got leaner.

  • Adjusted EBITDA jumped from $9 million to $35 million

  • Net loss shrank from $55 million to $21 million

  • Sitting on $955 million in cash, backed by strong operational cash flow.

They also won the 2025 RBR50 Innovation Award for their “BreakPack” tech, a solid signal that their AI systems are leading the pack in warehouse robotics.

  1. Rockwell Automation (ROK)

Let’s start with the not-so-great news. Fiscal Q1 2025 sales for Rockwell came in at $1.88 billion, down 8.4% from $2.05 billion at the same time in 2024. Organic sales dropped 7.6%, and currency shifts knocked off another 0.9 percentage points. The drop mainly came from lower sales volume, which could be enough to spook newer investors, but that’s not the whole picture.

Despite the decline, Rockwell still has solid momentum. They improved their operating margin from 19.0% to 20.4%, which is a big deal. They pulled this off by cutting costs, tightening operations, and managing price vs. cost effectively. That boost in margin is expected to generate about $200 million a year in productivity gains.

And they’re still innovating. In June 2025, Rockwell launched OptixEdge, a next-gen edge computing gateway that processes industrial data locally, right at the machine. Here's why it matters:

  • Faster decision-making by reducing reliance on cloud processing

  • Improved data security with local processing

  • Lower network strain and storage costs

  • Full integration with FactoryTalk Optix and support for third-party gear

In addition, their Annual Recurring Revenue (ARR) grew 11% year over year, showing strong traction in their subscription-based software model, a key signal of long-term stability and tech adoption.

  1. NVIDIA (NVDA)

Are you familiar with that old gold rush analogy? The ones who got the richest weren’t the miners; they were the people selling the shovels. That’s NVIDIA in the robotics world. They don’t build the robots; they create the things needed to make robots work.

NVIDIA’s hardware and software platforms are the engine behind today’s robotic innovation. Their Isaac platform is the centerpiece, packed with CUDA-powered libraries, AI models, and simulation tools that help teams design, train, and deploy robots faster and smarter. Whether it's mobile bots, robotic arms, or humanoids, Isaac is the go-to toolkit for serious developers.

But NVIDIA isn’t just dabbling in one area. They’re working with players like Boston Dynamics, Foxconn, and more, powering everything from warehouse automation to full-body humanoid systems. Some analysts are already tossing out $1 trillion in projected revenue by 2028. Whether or not they get there, one thing is obvious: you can’t talk about the future of robotics without talking about NVIDIA.

Robotics Could Be One of the Smartest Long-Term Bets

The robotics industry isn’t just growing; it's evolving fast and is powered by real-world demand and breakthroughs in AI. From surgical systems to warehouse automation, the companies leading the way aren’t just chasing hype; they’re building the future. Robotics offers serious upside for investors who can look past short-term costs and focus on long-term potential. The key is knowing who’s solving real problems, and who’s just making noise.

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