3 Robotics Stocks Riding The Physical AI Buildout

The three robotics and automation stocks below are just a starting sample, since the full screen surfaced 34 more companies with equally compelling narratives that are not covered here. To identify and analyze the highest conviction automation plays for your watchlist, head straight into.

Kraken Robotics is a marine technology company that supplies sonar and optical sensors, subsea batteries and underwater robotic systems used in military and commercial projects worldwide. Investors watching the physical AI trend may want to keep Kraken Robotics on their radar.

What Happened

The company is tied directly to rising use of unmanned underwater vehicles in defense and offshore energy, with fresh orders, the recent Covelya acquisition and new SeaPower battery capacity giving it additional ways to compete for contracts. At the same time, Kraken.

• It generated about CA$66 million from product sales and CA$41 million from services, reflecting a mix of hardware and recurring survey and inspection work.

• The company is currently valued at around CA$1.9b.

• It generated about US$126 million from semiconductor equipment and services and the stock is valued at around US$5.0b.

Key Details

The upcoming earnings and guidance updates will help investors judge whether this growth story is staying on track or stretching too far, too fast. Kraken Robotics and the other two stocks in this piece all came from a single screener, but the.

• AXT gives you exposure to the picks and shovels of AI infrastructure, with record indium phosphide revenue, new long term supply deals with customers like Lumentum and plans to scale capacity again in 2027.

• The company generated about US$5.2b from semiconductor equipment and services and has a market value of roughly US$297.6b.

• Arm Holdings is on many investors’ watchlists because it sits at the center of the AI compute build out, with high margin licensing and royalty revenue, earnings growth of 49.4% over the past year.

Why It Matters

Use our flexible Screener to mix valuation, growth, balance sheet and risk metrics, or lean on our curated Investing Ideas if you prefer ready made shortlists. AXT sits behind much of the hardware that powers AI, data centers and high speed connectivity.

• Researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services.

• High bandwidth memory is qualified into customer designs years ahead, sold under long-term agreements, and is far harder to switch away from than commodity DRAM.

What Reports Say

Coverage of the story so far points to:

• Continued reporting by simplywall.st as more details emerge