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Yahoo
01-05-2025
- Business
- Yahoo
AI ETFs Set to Gain on Robust Meta, Microsoft Earnings
Meta Platforms META and Microsoft MSFT reported robust quarterly earnings, boosting investor confidence in the artificial intelligence (AI) sector. The dual earnings underscore that strong demand for AI is helping both companies navigate economic uncertainty driven by tariffs. Both tech giants surpassed the Zacks Consensus Estimate, leading to a surge in their stock prices and spreading huge optimism into AI-related stocks across the the reports, NVIDIA (NVDA) and Advanced Micro Devices (AMD) rose 2.8% and 2%, respectively, while Amazon (AMZN) jumped 3% in after-hours trading. Alphabet (GOOGL) also saw a modest increase of more than 1%. Investors may tap the opportunity with AI ETFs like Global X Artificial Intelligence & Technology ETF AIQ, Global X Robotics & Artificial Intelligence ETF BOTZ, ROBO Global Robotics & Automation Index ETF ROBO, ARK Autonomous Technology & Robotics ETF ARKQ, First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT, ROBO Global Artificial Intelligence ETF THNQ and Amplify AI Powered Equity ETF AIEQ. Meta Platforms reported earnings per share of $6.43, which topped the Zacks Consensus Estimate of $5.22 and increased 37% from the year-ago quarter. Revenues grew 16% year over year to $42.3 billion and came above the estimated $41.22 billion (read: Can Q1 Earnings Inject Fresh Life Into Magnificent 7 ETFs?). In a strategic move, Meta raised its capital expenditure guidance to $64-$72 billion from the previous projection of $60-$65 billion for 2025. The new guidance 'reflects additional data center investments to support artificial intelligence efforts as well as an increase in the expected cost of infrastructure hardware.' Microsoft reported earnings per share of $3.43, beating the Zacks Consensus Estimate of $3.20 and improving 18% from the year-ago earnings. Revenues grew 13% year over year to $70.07 billion, edging past the consensus estimate of $68.38 billion. Strong demand for Cloud services and AI infrastructure drove the is one of the biggest beneficiaries of the AI boom. It has been pouring billions into building its AI infrastructure and expanding its data-center footprint. During a call with analysts, chief financial officer Amy Hood said Azure will grow as much as 35%, adjusting for currency fluctuations, during the ongoing quarter. The latest earnings underscore the resilience and growth potential of AI-focused companies. While the significant capital expenditures raise questions about short-term profitability, the long-term potential of AI technologies presents substantial opportunities for growth. The global AI market is undergoing remarkable growth, fueled by key drivers such as the widespread adoption of digital technologies, increasing awareness of AI's potential, and the rising demand for convenient online services. This rapid expansion is further propelled by major advancements in AI robotics, autonomous systems, sensor technology, computer vision, machine learning, natural language processing and generative AI (read: A Glimpse at Trump's 100 Days in Office: ETF Winners & Losers).A new UN Trade and Development report projects the global AI market will soar from $189 billion in 2023 to $4.8 trillion by 2033, representing a 25-fold increase in just a decade. Per Grand View Research, the global AI market is expected to witness a compound annual growth rate of 35.9% from 2025 to 2030 to reach $1,811.75 billion by 2030. Statista projects that the AI market will reach $244.22 billion in 2025 and $1.01 trillion by 2031 at a CAGR (2025-2031) of 26.60%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT) : Free Stock Analysis Report ARK Autonomous Technology & Robotics ETF (ARKQ): ETF Research Reports ROBO Global Robotics and Automation Index ETF (ROBO): ETF Research Reports Global X Robotics & Artificial Intelligence ETF (BOTZ): ETF Research Reports Amplify AI Powered Equity ETF (AIEQ): ETF Research Reports Global X Artificial Intelligence & Technology ETF (AIQ): ETF Research Reports First Trust NASDAQ Artificial Intelligence and Robotics ETF (ROBT): ETF Research Reports ROBO Global Artificial Intelligence ETF (THNQ): ETF Research Reports Meta Platforms, Inc. (META) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
31-03-2025
- Business
- Yahoo
UiPath Inc. (NYSE:PATH): One of the Best Robotics Stocks to Buy According to Billionaires
We recently published a list of the 10 Best Robotics Stocks to Buy According to Billionaires. In this article, we are going to take a look at where UiPath Inc. (NYSE:PATH) stands against the other robotics stocks held by billionaires. The robotics industry has grown modestly over the past few years. Robotic companies are growing faster than ever, driven by advancements in technology since the emergence of AI. Especially, humanoid robots are rapidly growing in the global market, driven by AI. According to Goldman Sachs' research, the total addressable market for humanoid robots is projected to cross $38 billion by 2035, a massive upgrade from its previous forecast of $6 billion in 2023. Read More: 10 Cheap Robotics Stocks To Invest In Now Morgan Stanley expects the humanoid robot units to reach 40,000 by 2030 and cross 63 million by 2050. Citigroup is even more bullish, anticipating a $7 trillion humanoid robot market by 2050, with 1.19 billion humanoid robots in operation. Adam Jonas from Morgan Stanley expects humanoid robots to be a multi-decade, trillion-dollar opportunity as the adoption could accelerate faster for autonomous vehicles. In 2023, the new World Robotics report noted around 4.28 million units operating in factories globally, growing by 10% compared to 2022. Annual installations surpassed half a million units for the third consecutive year. Asia remains the hot region for robots, with 70% of all newly deployed robots in 2023 installed in Asia. China, Japan, South Korea, and India are some of the largest robotics markets in the world. China leads the market, recording 276,288 industrial robots installed in 2023, representing 51% of the global installations. The U.S. has the largest robotics market in the region, accounting for 68% of installations in the Americas in 2023. The U.S. stock market has been under pressure due to tariffs as the broader market has plunged over 4.50% year-to-date. At the same time, Global X Robotics & Artificial Intelligence ETF (BOTZ) and Robo Global Robotics and Automation Index ETF (ROBO), which returned over 11% in 2024, have dropped nearly 10% and 7% year-to-date, respectively. Despite the market facing political headwinds, robotics stocks hold great promise, considering the rising demand for humanoids and automation systems. An investor intently studying a diversified portfolio of stocks & bonds on a digital tablet. Our Methodology To compile our list of the best robotics stocks to buy according to billionaires, we looked for the robotics and automation companies widely held by billionaires. Data for the billionaire holders for each stock was taken from Insider Monkey's database, updated as of Q4 2024. Finally, the 10 best robotics stocks to buy were ranked in ascending order based on the billionaire investors holding stakes in them. We have also mentioned the number of hedge funds holding each stock as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). No. of Billionaire Investors: 8 No. of Hedge Fund Holders: 40 UiPath Inc. (NYSE:PATH) offers enterprise automation and AI software services. It is mainly engaged in building and managing automation and developing computer vision technology. UiPath's robotic process automation (RPA) helps to build, deploy, and manage software robots that imitate human actions. UiPath recently released a free 60-day trial of its FedRAMP-compliant Automation Cloud Public Sector solution for U.S. government agencies. The platform brings tools such as mining, robots, low-code apps, and AI-powered document understanding. These tools enhance efficiency and data security for the agencies. On March 26, RBC Capital analyst Matthew Hedberg reiterated a Sector Perform rating on PATH stock, keeping a price target of $13. The analyst sees UiPath's potential in emerging AI and agentic technology. UiPath Inc. (NYSE:PATH) ended the year with a revenue of $424 million for Q4 FY2025, posting an ARR of $1.67 billion. The company experienced solid adoption of its AI products, with an attach rate of almost 20% of total customers. UiPath's Agentic platform made notable progress, driven by strong customer engagement and nearly 3,000 agents created for mission-critical processes. The company ended the FY2025 with a solid balance sheet, holding approximately $1.7 billion in cash and cash equivalents. Overall PATH ranks 10th on our list of the Robotics stocks to buy according to billionaires. While we acknowledge the potential of PATH as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than PATH but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks To Invest In According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
31-03-2025
- Business
- Yahoo
Stryker Corporation (NYSE:SYK): One of the Best Robotics Stocks to Buy According to Billionaires
We recently published a list of the 10 Best Robotics Stocks to Buy According to Billionaires. In this article, we are going to take a look at where Stryker Corporation (NYSE:SYK) stands against the other robotics stocks held by billionaires. The robotics industry has grown modestly over the past few years. Robotic companies are growing faster than ever, driven by advancements in technology since the emergence of AI. Especially, humanoid robots are rapidly growing in the global market, driven by AI. According to Goldman Sachs' research, the total addressable market for humanoid robots is projected to cross $38 billion by 2035, a massive upgrade from its previous forecast of $6 billion in 2023. Read More: 10 Cheap Robotics Stocks To Invest In Now Morgan Stanley expects the humanoid robot units to reach 40,000 by 2030 and cross 63 million by 2050. Citigroup is even more bullish, anticipating a $7 trillion humanoid robot market by 2050, with 1.19 billion humanoid robots in operation. Adam Jonas from Morgan Stanley expects humanoid robots to be a multi-decade, trillion-dollar opportunity as the adoption could accelerate faster for autonomous vehicles. In 2023, the new World Robotics report noted around 4.28 million units operating in factories globally, growing by 10% compared to 2022. Annual installations surpassed half a million units for the third consecutive year. Asia remains the hot region for robots, with 70% of all newly deployed robots in 2023 installed in Asia. China, Japan, South Korea, and India are some of the largest robotics markets in the world. China leads the market, recording 276,288 industrial robots installed in 2023, representing 51% of the global installations. The U.S. has the largest robotics market in the region, accounting for 68% of installations in the Americas in 2023. The U.S. stock market has been under pressure due to tariffs as the broader market has plunged over 4.50% year-to-date. At the same time, Global X Robotics & Artificial Intelligence ETF (BOTZ) and Robo Global Robotics and Automation Index ETF (ROBO), which returned over 11% in 2024, have dropped nearly 10% and 7% year-to-date, respectively. Despite the market facing political headwinds, robotics stocks hold great promise, considering the rising demand for humanoids and automation systems. A medical professional guiding a robotic tool placing pedicle screws in a patient's spinal column. Our Methodology To compile our list of the best robotics stocks to buy according to billionaires, we looked for the robotics and automation companies widely held by billionaires. Data for the billionaire holders for each stock was taken from Insider Monkey's database, updated as of Q4 2024. Finally, the 10 best robotics stocks to buy were ranked in ascending order based on the billionaire investors holding stakes in them. We have also mentioned the number of hedge funds holding each stock as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). No. of Billionaire Investors: 13 No. of Hedge Fund Holders: 70 Stryker Corporation (NYSE:SYK) is a medical technology company that offers products and services in Medical and Surgical, Neurotechnology, Orthopedics, and Spine. Its robotics arm, Mako, develops spinal and knee devices, among other products. Stryker also specializes in soft tissue fixation products and delivering AI-assisted virtual care workflows. The company assists surgeons in visualizing and reviewing patients via Apple Vision Pro. On March 21, Needham analyst Mike Matson reiterated a Buy rating on SYK shares, with a price target of $442. Matson retains a positive view of SYK shares following the acquisition of Inari Medical, a company that provides innovative solutions for venous thromboembolism (VTE) clot removal without the use of thrombolytic drugs. Matson has raised FY25 and FY26 revenue estimates for Stryker, driven by Inari Medical's revenue streams. Moreover, Stryker continues to experience solid demand for its Mako robotic-assisted surgery systems, with record installations in the U.S. and worldwide. The company posted a strong sales growth of 10% year-over-year in 2024. Whereas the adjusted earnings per share increased by 15% from a year ago. Stryker expects an organic sales growth of 8% to 9% in 2025. Overall SYK ranks 4th on our list of the Robotics stocks to buy according to billionaires. While we acknowledge the potential of SYK as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SYK but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks To Invest In According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
30-03-2025
- Business
- Yahoo
Rockwell Automation, Inc. (NYSE:ROK): One of the Best Robotics Stocks to Buy According to Billionaires
We recently published a list of the 10 Best Robotics Stocks to Buy According to Billionaires. In this article, we are going to take a look at where Rockwell Automation, Inc. (NYSE:ROK) stands against the other robotics stocks held by billionaires. The robotics industry has grown modestly over the past few years. Robotic companies are growing faster than ever, driven by advancements in technology since the emergence of AI. Especially, humanoid robots are rapidly growing in the global market, driven by AI. According to Goldman Sachs' research, the total addressable market for humanoid robots is projected to cross $38 billion by 2035, a massive upgrade from its previous forecast of $6 billion in 2023. READ ALSO: 10 Cheap Robotics Stocks To Invest In Now Morgan Stanley expects the humanoid robot units to reach 40,000 by 2030 and cross 63 million by 2050. Citigroup is even more bullish, anticipating a $7 trillion humanoid robot market by 2050, with 1.19 billion humanoid robots in operation. Adam Jonas from Morgan Stanley expects humanoid robots to be a multi-decade, trillion-dollar opportunity as the adoption could accelerate faster for autonomous vehicles. In 2023, the new World Robotics report noted around 4.28 million units operating in factories globally, growing by 10% compared to 2022. Annual installations surpassed half a million units for the third consecutive year. Asia remains the hot region for robots, with 70% of all newly deployed robots in 2023 installed in Asia. China, Japan, South Korea, and India are some of the largest robotics markets in the world. China leads the market, recording 276,288 industrial robots installed in 2023, representing 51% of the global installations. The U.S. has the largest robotics market in the region, accounting for 68% of installations in the Americas in 2023. The U.S. stock market has been under pressure due to tariffs as the broader market has plunged over 4.50% year-to-date. At the same time, Global X Robotics & Artificial Intelligence ETF (BOTZ) and Robo Global Robotics and Automation Index ETF (ROBO), which returned over 11% in 2024, have dropped nearly 10% and 7% year-to-date, respectively. Despite the market facing political headwinds, robotics stocks hold great promise, considering the rising demand for humanoids and automation systems. Logistics robots filling packages in a warehouse, preparing for delivery. To compile our list of the best robotics stocks to buy according to billionaires, we looked for the robotics and automation companies widely held by billionaires. Data for the billionaire holders for each stock was taken from Insider Monkey's database, updated as of Q4 2024. Finally, the 10 best robotics stocks to buy were ranked in ascending order based on the billionaire investors holding stakes in them. We have also mentioned the number of hedge funds holding each stock as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Number of Billionaire Investors: 11 Number of Hedge Fund Holders: 39 Rockwell Automation, Inc. (NYSE:ROK) is engaged in industrial automation and digital transformation. It operates in more than 100 countries across the globe. Allen-Bradley, FactoryTalk software, and LifecycleIQ Services are some of the well-known brands of Rockwell. The company operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services. Rockwell industrial automation and information solutions are key for setting and integrating robotic systems in manufacturing and other industrial setups. For instance, Rockwell's programmable logic controllers (PLCs) are important for the accurate and coordinated movement of robotic systems. On March 26, Julian Mitchell from Barclays lowered ROK's price target from $285 to $280, maintaining an Equal-Weight on the stock. The analyst retains the rating after dropping the price target twice in March. Mitchell has adjusted targets in the multi-industry group as part of a Q1 preview. The analyst expects revenue and margin pressure alongside lower investor expectations. However, Mitchell underscores a potential correlation between Rockwell's sales performance and the political environment, especially considering the historical context of the company's sales boost following the 2016 elections. stated the following regarding Rockwell Automation, Inc. (NYSE:ROK) in its Q4 2024 : 'This quarter we want to highlight two new relative yield investments made during the quarter. The Fund purchased Rockwell Automation, Inc. (NYSE:ROK) as a new Industrial holding. ROK is a high-quality global industrial automation equipment and services company. We believe it has a sustainable competitive advantage due to its large installed base of mission-critical automation equipment, high customer switching costs, strong brand reputation, and intangible assets. Overall ROK ranks 5th on our list of the Robotics stocks to buy according to billionaires. While we acknowledge the potential of ROK as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ROK but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks To Invest In According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
29-03-2025
- Business
- Yahoo
PROCEPT BioRobotics (PRCT): One of the Best Robotics Stocks to Buy According to Billionaires
We recently published a list of the 10 Best Robotics Stocks to Buy According to Billionaires. In this article, we are going to take a look at where PROCEPT BioRobotics Corporation (NASDAQ:PRCT) stands against the other robotics stocks held by billionaires. The robotics industry has grown modestly over the past few years. Robotic companies are growing faster than ever, driven by advancements in technology since the emergence of AI. Especially, humanoid robots are rapidly growing in the global market, driven by AI. According to Goldman Sachs' research, the total addressable market for humanoid robots is projected to cross $38 billion by 2035, a massive upgrade from its previous forecast of $6 billion in 2023. READ ALSO: 10 Cheap Robotics Stocks To Invest In Now Morgan Stanley expects the humanoid robot units to reach 40,000 by 2030 and cross 63 million by 2050. Citigroup is even more bullish, anticipating a $7 trillion humanoid robot market by 2050, with 1.19 billion humanoid robots in operation. Adam Jonas from Morgan Stanley expects humanoid robots to be a multi-decade, trillion-dollar opportunity as the adoption could accelerate faster for autonomous vehicles. In 2023, the new World Robotics report noted around 4.28 million units operating in factories globally, growing by 10% compared to 2022. Annual installations surpassed half a million units for the third consecutive year. Asia remains the hot region for robots, with 70% of all newly deployed robots in 2023 installed in Asia. China, Japan, South Korea, and India are some of the largest robotics markets in the world. China leads the market, recording 276,288 industrial robots installed in 2023, representing 51% of the global installations. The U.S. has the largest robotics market in the region, accounting for 68% of installations in the Americas in 2023. The U.S. stock market has been under pressure due to tariffs as the broader market has plunged over 4.50% year-to-date. At the same time, Global X Robotics & Artificial Intelligence ETF (BOTZ) and Robo Global Robotics and Automation Index ETF (ROBO), which returned over 11% in 2024, have dropped nearly 10% and 7% year-to-date, respectively. Despite the market facing political headwinds, robotics stocks hold great promise, considering the rising demand for humanoids and automation systems. Master Video/ To compile our list of the best robotics stocks to buy according to billionaires, we looked for the robotics and automation companies widely held by billionaires. Data for the billionaire holders for each stock was taken from Insider Monkey's database, updated as of Q4 2024. Finally, the 10 best robotics stocks to buy were ranked in ascending order based on the billionaire investors holding stakes in them. We have also mentioned the number of hedge funds holding each stock as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). No. of Billionaire Investors: 10 No. of Hedge Fund Holders: 27 PROCEPT BioRobotics Corporation (NASDAQ:PRCT) is a commercial-stage company specializing in surgical robotics solutions for urology. The AquaBeam Robotic System is PROCEPT's flagship product with an advanced image-guided system designed for minimally-invasive urologic surgeries. PROCEPT BioRobotics Corporation (NASDAQ:PRCT) is heading in the right direction with a strong end to 2024. The company achieved a 65% year-over-year growth in revenue, posting $224.5 million. The company's robot sales and procedures are attracting customers, especially in the U.S. The company achieved a 60% growth in the U.S. installed base, with 505 systems by the end of the year. Moreover, the company's international revenue also spiked over 137% during Q4, driven by strong sales momentum in the U.K. In Q4, the gross margin reached an all-time high of 64%, thanks to improved operational efficiencies and higher average selling prices. The average selling price of PROCEPT's systems was approximately $460,000 in 2024. PROCEPT BioRobotics Corporation's Hydro robotic system has been well-received, leading to a robust capital pipeline. The Hydro robotic system features advanced AI and ultrasound integration. With positive product developments and improved sales, the company expects its 2025 revenue to be around $320 million, a 43% increase compared to 2024. Overall PRCT ranks 8th on our list of the robotics stocks to buy according to billionaires. While we acknowledge the potential of PRCT as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than PRCT but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks To Invest In According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
