Best Robotics Stocks and ETFs in 2026: Who Actually Makes Money From Robots

According to a Bank of America Institute’s report titled ‘Physical AI, part 2: Humanoid robots’, shipments of humanoid robots per year can increase from 20,000 to 10 million by the year 2035. That is a big leap forward and reveals an upcoming trend in the global market. 

However, finding a stock that gives investors exposure to robotics is not that straightforward. For example, in 2025, two humanoid robotics ETFs launched within a difference of just two weeks, and yet their portfolios are quite different. 

One ETF includes companies such as UBTech Robotics (9880.HK, Hong Kong) and Tesla (NASDAQ: TSLA). While another ETF gets much of its exposure through component and auto-parts suppliers. If funds revolving around a singular theme cannot agree on what counts as a robotics company, the ‘category’ of robotics itself is not reliable for investors.

In this guide, we look beyond that label of ‘Robotics’ and look deeply at some of the best robotics stocks in 2026. To make things easy, we have categorized companies into pure-play robotics businesses, picks-and-shovels suppliers, theme riders, and established industrial automation firms, and then look at what the major robotics ETFs actually hold.

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