3 AI Robotics Stocks To Own In September 2026

Long term interest rates have pushed up to multidecade highs as bond markets react to the surge in artificial intelligence spending. Higher yields raise the bar for every investment, yet they also reward businesses that use robots and automation to cut costs and lift productivity. This article unpacks that theme and walks through three leading automation stocks from our screener that aim to turn physical AI into durable business momentum.

The three stocks below are a small sample from this theme, while the full screen surfaced 89 more robotics and automation businesses with equally compelling stories that are not covered here. To go straight to the source and identify, analyze, and prioritize your highest conviction automation ideas, head into the Robotics and Automation Stocks screener.

Ouster (OUST)

Ouster is a pure play on physical AI perception, selling digital lidar sensor kits and related platforms that give robots, vehicles, and smart infrastructure a 3D view of the world. All of its US$204.9 million in revenue comes from lidar hardware and software, and it has a market value of about US$3.2 billion.

Ouster gives automation systems the “eyes” they need, so the business is tightly aligned with the shift from pilot projects to real world deployment across factories, roads, and autonomous machines.

"Ouster is tapping into the massive Intelligent Transportation Systems (ITS) market with their Blue City traffic management solution, which could drive significant revenue growth as they expand deployments across the US, Europe, and Asia."

The trajectory of this story depends heavily on how one relatively quiet pressure on future pricing power and margins eventually resolves.

Those margin pressures are exactly what the full narrative for Ouster unpacks, showing how pricing power, mix, and capital intensity could be quietly reshaping Ouster’s long term payoff profile.

Arm Holdings (ARM)

Arm Holdings builds the chip designs that quietly power much of modern computing, and its CPU, GPU, and NPU blueprints are increasingly the brains inside industrial robots and edge devices that need fast, low power on-device AI.

Arm licenses semiconductor IP across CPUs, GPUs, NPUs, and system components, earning all of its US$5.2b revenue from semiconductor equipment and services, with a market value around US$331.4b.

"The AGI CPU gives Arm a new revenue stream that is potentially much larger per unit than a royalty. That is the upside case, but also the source of controversy."

What happens to Arm’s robotics story if a single assumption about how much compute customers keep on Arm’s architecture quietly shifts?

If that assumption is starting to wobble in your head, the full narrative for Arm Holdings explains how Arm Holdings’ robotics upside could either accelerate or quietly stall.

Teradyne (TER)

Teradyne ties the robotics supercycle directly into the semiconductor supply chain, pairing its Universal Robots cobots and mobile platforms with large scale test systems that sit behind every AI chip rollout and automation project manufacturers are trying to get into production.

Teradyne designs test equipment and robotics, generating about US$3.7b from Semiconductor Test, US$386 million from Product Test, and US$356 million from Robotics, with a market value near US$62.3b.

"Teradyne expects significant future growth potential from AI accelerators, robotics, and semiconductor automation, which are being driven by long-term industry themes such as AI, verticalization, and electrification. Tariffs and trade policies are creating uncertainty among Teradyne's customers in the mobile, automotive, and industrial segments, potentially reducing demand and impacting future revenue projections."

The long term payoff for Teradyne’s robotics push may hinge on how one unseen pressure on test customers’ investment appetite evolves from here.

If that unseen pressure is what you keep circling back to, the full narrative for Teradyne explains how Teradyne’s test cycle and robotics opportunity could be quietly decoupling.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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