Robotics is moving from science project to real-world workhorse just as investors are juggling inflation worries, oil-price swings, and changing interest rate expectations across major economies. While bond yields, energy markets, and central bank signals keep shifting, the physical AI push is quietly about one thing you can understand very clearly: productivity. This screener focuses on robotics companies that are not just building hardware, but are structured to translate automation demand into disciplined growth without stretching their balance sheets. Ahead, you will see 3 stocks from this Robotics and Automation screener that stand out for closer research.

ON Semiconductor (ON)

Overview: ON Semiconductor supplies intelligent power and sensing chips that sit inside electric vehicles, industrial automation, AI data centers, and factory robotics, helping customers manage energy efficiently and capture high quality data from the physical world.

Operations: ON generates most of its roughly US$5.99b in revenue from the Power Solutions Group at about US$2.81b and the Analog & Mixed-Signal Group at about US$2.26b, with the Intelligent Sensing Group contributing about US$0.93b.

Market Cap: US$32.65b

Investors looking at the robotics and automation theme may find ON Semiconductor interesting because it sits at the intersection of power electronics for EVs and energy storage, and intelligent sensing for factory automation and safety systems. The company is reshaping its portfolio toward higher margin silicon carbide and image sensing products, supported by programs like its Fab Right efficiency push and a sizeable share buyback plan. At the same time, recent results show margin pressure, one off losses near US$980m, and soft demand that has weighed on near term earnings, so execution on this transition really matters. Recent analyst upgrades and new design wins in energy storage suggest the story is evolving, but the full risk reward picture is more complex than a simple growth headline.

Silicon carbide ambitions and image sensing exposure are only half the picture. The real question is how that shift, the Fab Right push, and the buyback stack up in the 1 key reward and 3 important warning signs

Lattice Semiconductor (LSCC)

Overview: Lattice Semiconductor designs low power, small to mid range FPGA chips and supporting software that customers can program for tasks like industrial automation, robotics, AI at the edge, networking, and automotive systems across global markets.

Operations: Lattice generates about US$523.3m in revenue primarily from its Core Lattice segment, with sales spread across Greater China, the Americas, Europe, Japan, and other parts of Asia.

Market Cap: US$16.02b

Lattice can be relevant if you are looking at robotics and automation because its low power FPGAs and software suites slot into AI servers, factory equipment, and edge devices where flexibility and energy efficiency matter. Recent design wins in data centers, robotics, and security indicate deepening customer ties. At the same time, the company is priced for strong growth, current net margins are thin after a one off loss, and competition in lower and mid range FPGAs is intense, especially with regulatory and China exposure in the mix. If you want to understand how that mix of high expectations, edge AI and industrial demand, and rising security credentials could develop from here, you are only seeing the surface.

Growth expectations, thin margins, and intense FPGA competition make context vital. See how industrial, data center, and edge AI demand all stack up in the analysis report for Lattice Semiconductor

Teradyne (TER)

Overview: Teradyne designs automated test systems for semiconductors and electronics, and supplies collaborative robots and autonomous mobile robots that help manufacturers and logistics operators automate complex, repetitive tasks.

Operations: Teradyne generates most of its roughly US$3.19b in revenue from Semiconductor Test at about US$2.52b, with the Product Test segment contributing about US$358m and Robotics about US$308m.

Market Cap: US$59.55b

Teradyne sits at the intersection of AI, testing, and factory automation, with AI accelerator and data center demand feeding into its semiconductor and production board test systems, and its robotics arm targeting real world automation in manufacturing and logistics. Recent acquisitions such as Quantifi Photonics and TestInsight, plus the planned MultiLane joint venture, are aimed squarely at complex AI and high speed data center testing. A sizeable share buyback and higher dividend indicate management confidence in cash generation. At the same time, a high P/E, reliance on external funding, and pressure in robotics revenue and margins mean execution quality is important, particularly as tariffs and trade policies affect customer spending and visibility.

Teradyne’s mix of AI testing demand, robotics exposure, and higher shareholder payouts is powerful, but the real story sits in how growth expectations line up with the analyst forecasts for Teradyne

The three companies in this article are only a starting point, as the full Robotics and Automation Stocks screen on Simply Wall St surfaced 31 more names with equally compelling narratives, all captured in the Robotics and Automation Stocks screener. Use Simply Wall St to identify, filter, and analyze the specific catalysts and storylines that matter to you so you can focus on the highest conviction robotics and automation ideas with a clear view of quality, balance sheet strength, and real world adoption.

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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.