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

What happened

A Bank of America Institute report titled 'Physical AI, part 2: Humanoid robots' predicts annual shipments of humanoid robots will rise from 20,000 to 10 million by 2035, according to the article. The article discusses finding stocks that provide investors exposure to this trend.

Confirmed

Global impact / market context

If robot shipments grow as predicted, companies making robots or their parts could see higher sales and profits. Investors looking for growth might buy stocks or funds in this area, which can push share prices up. This makes robotics a potentially important investment theme.

Analyst inference

A jump from 20,000 to 10 million robot shipments in ten years signals rapid industry growth. Such expansion would likely increase demand for technology components, manufacturing equipment, and related services. Companies across the supply chain, not just robot makers, could benefit from this projected rise in production.

Analyst inference

What to watch

1. Watch for further details from the Bank of America Institute report, which predicts a rise to 10 million humanoid robot shipments by 2035. This includes information on the trends driving the forecast. Confirmed
2. Investors should evaluate robotics stocks and ETFs based on which companies have actual revenue from robot sales, not just promising ideas, to identify profitable opportunities within the predicted growth trend. Proposed
3. Monitor announcements from robot companies and their suppliers about production capacity and orders. If the 2035 forecast becomes more certain, these businesses would likely see higher demand and could increase their capital spending. Analyst inference

Evidence

• cryptopolitan.com