Elon Musk believes robots will eventually do more work than humans can demand. If that happens, the biggest winners will be the companies supplying their joints, gears and vision systems. Here are five robotics stocks that could be huge winners (Save this).

Harmonic Drive makes high precision, zero backlash gears that control movement inside robotic joints. Its components are already used in humanoid arms and legs, industrial robotic arms and warehouse robots. If millions of humanoids are built, every additional joint could create more demand for its precision gears.

Nabtesco supplies precision reduction gears used inside medium and large industrial robots. The company says it controls roughly 60% of the global market for these critical joint components. That makes Nabtesco a picks and shovels play on rising robot production across multiple manufacturers.

Schaeffler is developing the actuators, bearings, sensors and control electronics that allow humanoids to move. Actuators can represent roughly half of a humanoid robot’s bill of materials, making them one of its most valuable component systems. Schaeffler is already working with several major robotics developers and preparing its humanoid actuator platform for mass production.

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Novanta supplies motors, motion control systems, encoders and robotic end of arm tooling. These technologies help robots move precisely, control their joints and interact with objects. Novanta can benefit across industrial, warehouse and medical robotics without betting on one robot manufacturer.

Cognex gives robots the ability to see. Its machine vision systems help robots identify objects, guide movements, inspect products and automate warehouses. As robots move into less predictable environments, intelligent vision could become just as important as the motors moving them.

Schaeffler has a PE ratio of 200 lmaooo

Don’t look at that sir! Think about the future of robotics

thanks for this list! much appreciated

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Targeting component suppliers instead of headline robot makers shows you know where the actual bottleneck is.

@MilkRoadAI Well that’s not true. I’ll be waiting on my very own Birch planet.

Musk’s right about the scale. But I’d bet on actuators over pure vision, machines need to feel their work, not just see it. Someone has to give those robots hands that don’t shake when they’re holding a coffee mug at 3 AM. That tactile layer is where the real magic happens.