GeoTech Investment Research
Screen data: 15 May–14 Jun 2026

Thematic public-equity screen

Robotics
Equity Screen

A research-priority view of 21 listed companies across industrial robots, surgical systems, autonomous machines and the enabling physical-AI stack.

Screen-grade research — not an investment recommendation
Screened candidates
21
10 direct robotics, 6 autonomy/development, 5 enabling-stack names
Strongest 1Y return
+324.7%
Teradyne; return from the source workbook, not refreshed live
Highest volatility
95.7%
Ouster historical-volatility field; high risk accompanies high momentum
Core evidence gap
Exposure
Theme relevance is established; revenue mix and valuation still need attribution

First-read investment view

The screen separates robotics exposure from stock quality. Momentum alone does not establish an investable robotics thesis.

Research posture

Direct exposure is concentrated; expectations risk is not.

FANUC, Teradyne, Intuitive Surgical and Rockwell Automation offer the clearest listed-company pathways to commercial robotics platforms. However, the strongest recent performers—Teradyne, Ouster, Cognex and Symbotic—also carry either elevated volatility, a large prior run, or both. The next analytical step is therefore exposure attribution plus valuation, not automatic promotion to a buy list.

Candidate funnel

Research-priority labels only. “Advance” means the company merits deeper work, not that the share price offers an attractive entry.

Triage

Advance to deeper work

5

FANUC, Intuitive Surgical, Rockwell, Cognex and Teradyne: commercial exposure is sufficiently specific to justify attribution and valuation work.

Expectations / risk gated

6

Symbotic, Ouster, NVIDIA, Tesla, Kodiak and Pony AI: compelling theme linkage with elevated momentum, volatility or maturity risk.

Needs exposure attribution

7

Robotics is real but diluted inside diversified companies; consolidated returns may not track robotics progress closely.

Secondary watchlist

3

Names with relevant products but weaker momentum or less differentiated exposure remain useful comps and monitoring candidates.

Momentum versus volatility

One-year price growth on the vertical axis; the source workbook’s historical-volatility measure on the horizontal axis.

Risk map

Robotics screen risk map

Top-right names combine strong momentum with high realized risk; bottom-right names carry risk without recent price confirmation.

Direct robotics Autonomy / development Enabling stack

Highest-priority research cards

These cards define what needs to be proven next. No variant view or valuation conclusion is asserted without deeper source work.

Next diligence

Teradyne

TER ↗
Expectations gated
1Y+324.7%
6M+110.0%
Volatility62.9%
Actionability: Immediate segment-attribution and valuation work; do not chase the screen return.
Variant wedge: Not yet established. Test whether Universal Robots and MiR can become a larger growth and margin driver than current expectations imply.
First rejection: Robotics momentum fails to offset test-business cyclicality or is already fully capitalized in the multiple.
What would make it investable: Source-backed robotics orders, revenue acceleration and margin progress with valuation support.
What would kill it: Slowing robotics growth, weak utilization economics or a valuation that requires the upside case.
Next workflow: Company tearsheet → segment model → public comps.
Advance
1Y+86.4%
6M+57.5%
Volatility44.9%
Actionability: Build a cycle-aware robotics and factory-automation earnings bridge.
Variant wedge: Test whether robot demand, service economics and AI-enabled automation can outpace broader factory-capex expectations.
Why now: Strong one- and six-month momentum signals a meaningful rerating that needs earnings attribution.
First rejection: The move is primarily a cyclical recovery already reflected in estimates.
What would kill it: Weak order conversion, China/manufacturing capex softness or margin disappointment.
Next workflow: Company tearsheet → earnings setup → industrial robotics comps.

Intuitive Surgical

ISRG ↗
Advance
1Y−24.4%
6M−22.1%
Volatility29.7%
Actionability: Re-underwrite procedure growth, system placements, recurring instruments revenue and valuation after the reset.
Variant wedge: The screen cannot tell whether the drawdown created valuation support or reflects slowing fundamentals.
Why now: Negative momentum and lower volatility create a different setup from the high-beta physical-AI names.
First rejection: Procedure or placement expectations remain too high relative to the new competitive environment.
What would make it investable: Durable utilization and recurring-revenue growth at a valuation that does not require perfection.
Next workflow: Earnings deep dive → DCF/comps → catalyst calendar.

Ouster

OUST ↗
Risk gated
1Y+206.6%
5Y−64.2%
Volatility95.7%
Actionability: Speculative watchlist pending operating and financing diligence.
Variant wedge: Test whether robotics and industrial perception adoption can create a durable revenue and gross-margin inflection.
Why now: Exceptional one-year momentum sits beside the screen’s highest volatility and a deeply negative five-year result.
First rejection: The rerating outruns evidence of durable unit economics.
What would kill it: Weak conversion of design wins, persistent cash dependence or renewed dilution risk.
Next workflow: Company tearsheet → liquidity/runway analysis → scenarios.

Complete candidate board

Returns and historical volatility are normalized to percentages. Valuation is USD market capitalization as of 7 Aug 2026. Latest annual financials are shown in reported currency, with the fiscal period below revenue. Scroll horizontally for the full return and volatility series; click any ticker to open Yahoo Finance.

21 securities
CompanyExposureValuation
(USD mkt cap)		Total net
revenue		Total cost
of revenue		Gross
profit		1M3M6M1Y5YHist. vol.

Methodology and limitations

The report preserves the source workbook’s figures and adds qualitative robotics-exposure triage.

Evidence posture

How the screen was built

  • Reviewed all 1,490 data rows in the workbook’s Stocks tab.
  • Combined keyword matching with product-level checks for robot platforms, autonomous systems, sensing and machine vision.
  • Grouped candidates into direct robotics, autonomy/development and enabling-stack pathways.
  • Used the workbook’s 1M, 3M, 6M, 1Y, 5Y and historical_volatility fields.
  • Added Yahoo Finance provider market capitalization as of 7 Aug 2026; JPY, EUR and SEK listings were converted to USD using same-date Yahoo Finance spot FX.
  • Added the latest annual Yahoo Finance standardized Total Revenue, Cost Of Revenue and Gross Profit lines, accessed 8 Aug 2026 and shown in each issuer’s reported currency.

What this report cannot establish

  • Market capitalization is a point-in-time size measure, not enterprise value or an earnings/revenue valuation multiple; no consensus, positioning or liquidity data was added.
  • Fiscal year-ends range from Sep 2025 to Apr 2026. These annual figures are not calendarized or converted to trailing-twelve-month periods.
  • Yahoo’s standardized labels may differ from issuer presentation. Kodiak AI does not separately report cost of revenue or gross profit in its FY2025 statement, so those cells remain N/R.
  • For newer listings, “5Y” can represent available trading history rather than a complete five-year period.
  • Company-level robotics revenue mix and profitability are not quantified in the source workbook.
  • Yahoo links are navigation aids; the reported returns were not recalculated from Yahoo.

Selected source ledger

Workbook data controls returns and volatility; Yahoo Finance controls market cap and standardized annual financials; company sources support the robotics-exposure classification.

Traceability
GeoStocks — Stocks tabCompany universe, tickers, returns, volatility and row-level update timestamps.
Yahoo Finance market and financial dataProvider market capitalization and spot FX as of 7 Aug 2026, plus latest standardized annual income statements accessed 8 Aug 2026. Every ticker in the candidate board links to its quote page.
Kodiak AI FY2025 Form 10-KPrimary-source confirmation that revenue is reported while cost of revenue and gross profit are not separately presented.
Teradyne RoboticsUniversal Robots collaborative robots and MiR autonomous mobile robots.
FANUC robot productsIndustrial and collaborative robot portfolio.
SymboticAI-enabled warehouse automation and robotic systems.
Intuitive da VinciRobotic-assisted surgical platform.
Rockwell OTTO robotsAutonomous mobile robots following the Clearpath acquisition.
NVIDIA RoboticsIsaac simulation, robot learning and physical-AI development stack.
OusterLidar sensing and perception for robotics and autonomous systems.