Tesla’s plan to sell Cybercab autonomous vehicles by year end underlines how fast physical AI is moving from concept to street level reality. Robots are shifting from lab projects to tools that keep economies running as workforces age and wage pressures bite. That shift is at the heart of this automation surge. This article highlights three robotics and automation stocks from our screener that are positioned to benefit from these trends.
The three stocks below are just a first pass on this theme. The full robotics screen surfaced 90 more listed companies with similarly strong automation stories that are not covered in this article.
Head straight into the Robotics and Automation Stocks screener to identify, filter, and analyze the highest conviction robotics and automation opportunities that fit your own risk and time horizon.
Kardex Holding (SWX:KARN)
Kardex Holding leans directly into the robotics and automation theme by turning manual warehouse storage and picking into automated intralogistics systems that help customers cope with rising labour costs and tighter logistics requirements.
Kardex Holding supplies automated intralogistics systems such as vertical lift modules, multi shuttle warehouses and pick and place robotics, alongside standardized storage solutions and lifecycle services. Automated Products generated about €541 million and Standardized Systems about €335 million, with the business valued at roughly CHF1.9 billion.
"The acquisition of Rocket Solutions adds a very dense multi shuttle technology for light goods and extends coverage to higher bay warehouses. This widens the addressable market and gives more opportunities to support revenue growth and gross profit over time."
The key watchpoint is how one unseen cost and pricing balance shapes the path of Kardex Holding’s future margins and cash generation.
That pricing power question sits at the centre of Kardex Holding’s story, and the full narrative for Kardex Holding shows how margin pressure, automation demand and valuation are really interacting.
Ubtech Robotics (SEHK:9880)
Ubtech Robotics builds humanoid robots and a broad range of unmanned logistics machines that automate warehouses and industrial workflows. The group generates about CN¥2.1b from Mainland China and CN¥543 million from Hong Kong and overseas, and carries a roughly HK$33.8b market value.
For investors tracking the physical AI shift, Ubtech Robotics directly plugs into warehouse automation and humanoid deployments, with sales of CN¥1.27b in 2026 H1 and losses narrowing as logistics robots scale into real customer fleets. However, the key issue remains how quickly that move toward profitability occurs.
That profitability timing question is exactly what the analysis report for Ubtech Robotics unpacks, including how humanoid rollouts and logistics contracts could shift the story faster than some headlines suggest.
Harmonic Drive Systems (TSE:6324)
Harmonic Drive Systems supplies precision speed reducers and mechatronics used in industrial robots and semiconductor tools, making it a key motion component supplier for mass automation. Revenue of about ¥36.9b from Japan, ¥17.8b from Europe, ¥12.5b from North America and ¥3.8b from China supports a roughly ¥510.3b market value.
Precision gearheads and actuators place Harmonic Drive Systems in a strong position within robotics-related demand, because its parts help robots move accurately, reliably and in tight spaces. Forecasts for double digit earnings and sales growth meet a raised profit outlook, so much depends on how one quiet cost and pricing pressure evolves in the background.
That quiet pressure is exactly what the 1 key reward and 1 important major warning sign unpacks, so you can see how Harmonic Drive Systems’ pricing power and growth story could diverge from expectations.
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