ASML’s record €11.7b quarter and its warning that AI chip demand could exceed its planned capacity shows how quickly physical automation is moving from concept to real spending. That kind of pressure on chipmaking ripples into robots, sensors and factory systems that rely on advanced semiconductors. This article breaks down three leading automation stocks from our screener that are positioned to benefit from that trend.
The three automation leaders highlighted below are just a small sample, and the full screen surfaced 87 more robotics and automation companies with equally compelling narratives that are not covered here. To go deeper on the opportunity set, head straight into the Robotics and Automation Stocks screener to identify, compare, and analyze the highest conviction plays in this theme.
Beijing Geekplus Technology (SEHK:2590)
Beijing Geekplus Technology sells and installs full intralogistics robot systems that move shelves, totes and pallets, plus software that runs warehouse operations end to end, tying it closely to the Robotics and Automation theme. It generated about CN¥3.4 billion from robotics solutions and RaaS, and carries a market value of roughly HK$8.5 billion.
Warehouse automation is Geekplus’s home turf, with fleets of shelf to person and tote to person robots controlled by its Warehouse Execution and Robot Management Systems. This positions it firmly within the physical AI productivity narrative. Investors get a pure play on that theme with P/S ratios that compare attractively with machinery peers, but the outcome still hinges on how one unresolved funding and profitability tension is resolved.
That unresolved funding question is exactly where you should zoom in. Start with the Beijing Geekplus Technology financial health report to see how Beijing Geekplus Technology’s balance sheet shapes that payoff risk.
Kardex Holding (SWX:KARN)
Kardex Holding is a Zurich based intralogistics specialist that turns manual warehouses into automated, software driven storage and order picking operations. Around €541 million of revenue comes from its Automated Products arm, €335 million from Standardized Systems, and the business carries a market value near CHF1.9 billion.
Kardex Holding matters for this robotics and automation screen because its storage and retrieval machines, shuttle systems and warehouse software are directly aimed at the labor gap problem that is pushing more logistics facilities to automate.
"The acquisition of Rocket Solutions adds a very dense multi shuttle technology for light goods and extends coverage to higher bay warehouses."
What happens to Kardex Holding’s earnings power hinges on how one less visible pressure on its profitability and funding costs ultimately resolves.
That pressure point is exactly what the full narrative for Kardex Holding unpacks, showing how Kardex Holding’s automation push could be accelerating faster than headline profitability suggests.
Addtech AB (publ.) (OM:ADDT B)
Addtech AB (publ.) is a Stockholm based technical solutions group, with its Automation arm supplying control systems, sensors, vision products, robotics and data tools that plug directly into factory and material handling automation. Energy, Industry and Process together add more than SEK 12b of revenue to the roughly SEK 3.6b Automation contribution, all wrapped inside a business valued at about SEK 86.97b.
For investors focused on physical AI and factory automation, Addtech AB (publ.) offers something different. Instead of a pure play robot maker, it provides a broad industrial group where automation is a dedicated segment inside a much larger portfolio.
"Addtech AB is keeping a high acquisition pace, with 9 companies acquired in the 2025 fiscal year and a further 8 added so far in the current year that together contribute roughly SEK 1.5b in revenue."
What matters next is how one less visible shift inside that portfolio affects pricing power, margins and the value investors place on the stock.
That portfolio shift is exactly what the full narrative for Addtech AB (publ.) unpacks for Addtech AB (publ.), revealing how acquisition fueled momentum and risk may be decoupling from headline margins.
Seeking Alternatives Before Momentum Flies
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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