The AI boom is changing everything, from how we write emails to how we build factories. But the most overlooked winners may be the companies building the infrastructure that brings AI into the physical world.
While investors focus on software and chip designers, there’s also a real long-term opportunity in the systems that enable machines to see, think, and act. That is where AI and robotics converge, and it is exactly where the seven companies on this list operate.
These businesses are building the sensors, chips, control systems, and machines that will power the next decade of intelligent automation. Companies like NVIDIA and Teradyne are already central to the AI compute stack, while Cognex, ABB, and Siemens are enabling robotic systems to navigate, inspect, and make decisions in real time. From precision manufacturing to smart logistics and autonomous motion, these firms are deeply embedded in industrial workflows with growing adoption across sectors.
The 2030s could be a breakout decade for intelligent machines, and these 7 stocks are helping to lead the charge.
| Company Name (Ticker) | P/E Ratio | Analyst Upside |
| Cognex (CGNX) | 40 | 10% |
| Teradyne (TER) | 28 | 7% |
| NVIDIA (NVDA) | 36 | 3% |
| Siemens AG (SIEGY) | 11 | -1% |
| Rockwell Automation (ROK) | 32 | -1 |
| ABB Ltd (ABBN) | 23 | -5% |
| Symbotic (SYM) | 144 | -38% |
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Cognex (CGNX)
Cognex (CGNX) develops machine vision systems that help factories automate quality inspection, guidance, and tracking. Its AI-powered sensors and software are widely used in manufacturing and logistics to improve speed, accuracy, and efficiency.
Cognex is also impressively profitable and growing, with analysts forecasting earnings growth of around 20% annually and EPS growth of nearly 24% annually.
Its most recent guidance indicates a strong rebound in margins, with adjusted EBITDA margins expected between 19.5% and 22.5%. Despite cyclical pressures in manufacturing, the company’s strategic vertical penetration and essential role in smart factories position it as a quietly powerful compounder in industrial robotics automation.
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Teradyne (TER)
Teradyne (TER) is best known for its automated test equipment used in semiconductors, but it also owns Universal Robots and Mobile Industrial Robots, two leading players in collaborative and autonomous robotics. These technologies are increasingly deployed in manufacturing and logistics as companies adopt flexible automation solutions.
Teradyne’s revenue was $2.82 billion in 2024, a figure that grew slightly to $2.83 billion over the trailing twelve months. It generated $474 million in free cash flow in 2024 and continues to generate strong cash flow, with $132 million in the most recent quarter.
It maintains a dividend yield around 0.5 percent and also returns capital through share buybacks, repurchasing over $115 million worth of stock in Q2 2025 and authorizing up to $1 billion in repurchases by the end of 2026. With exposure to both AI hardware testing and industrial robotics, Teradyne gives investors a unique bridge between automation and chip technology.
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NVIDIA (NVDA)
NVIDIA sits at the heart of the AI revolution. Its market-leading GPUs currently command over 80% of the AI training market and power more than 75% of the world’s supercomputers, making them virtually indispensable to modern AI computing.
Demand fueled by hyperscalers like Microsoft, Amazon, Meta, and Google is continuing to drive massive capital expenditures in AI hardware. NVIDIA’s relentless innovation cadence, encapsulated by annual chip cycles like the Blackwell architecture, keeps NVIDIA ahead of potential competitors.
Altogether, NVIDIA is expected to architect the computational foundation of robotics, sovereign AI, and next‑gen automation through 2030 and beyond.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
