4 Robotics Stocks To Buy NOW (Before Wall St Does)

AI is moving off your screens and into the physical world through robotics. This now represents one of the biggest investment opportunities of the decade, but chasing the flashiest robot makers is the most risky path for investors. The smarter move may be owning the companies that supply the robot makers. Now, same surge of demand, but a lot less risk of failure. With that strategy in mind, I want to share four stocks set to sore thanks to robotics boom. This includes some companies the market still may be seriously underestimating. We will get the conversation started with Zebra Technologies with the symbol ZBr. Before I get ahead of myself, let me tell you who I am. I'm Steve Wrightmeister, but everyone calls me Righty. I've been investing for over 40 years and currently a partner at Wall Streetzen.com, where our quant rating system identifies stocks with the highest likelihood of beating the market. And if you like discovering under the radar stocks tied to current market catalyst, then please hit that like button as it tells me record more videos like this in the future. Let's get back to those four robotic stocks. Right? Consider this. A robot working in a warehouse is blind and dumb without a nervous system telling it what everything is and where it's going. That's where Zebra comes in. They make the barcode scanners, the machine vision systems, the mobile computers, the tracking tech that let automated warehouses actually function properly. Their own business is literally split into segments called asset visibility and automation. Now, Zebra has been pushing hard into industrial machine vision and fixed scanning. the exact tools automated factories and warehouses use to track and inspect goods as they move through the facility. So, as the robots multiply, Zebra sells more of the sensing layer that makes them truly useful. Indeed, business is heating up. They literally beat expectations by nearly two full dollars per share in the past quarter. This is not a one-time fluke as they have not endured an earnings miss in the past 15 quarters. Gladly, they are set up for tremendous growth moving forward. Right now, Wall Street analysts are predicting 27% earnings growth in the year ahead. That is well above industry peers and about twice the pace of the average stock these days. Now, it's time to scan the merits of Zebra through our Zen ratings quant. All in all, we weigh each stock against 115 different fundamental and technical factors. The result is then distilled into an intuitive letter grade of A through F. The higher the grade, the higher the expected returns for the stock. Zebra came out with a B rating, which amounts to a solid buy recommendation. Historically, stocks with this rating have enjoyed gains nearly twice the level of the S&P 500. Note that the A rating is reserved for just the top 5% of all stocks based upon that 115 factor review. Zebra was barely outside that coveted tier. Still impressive in the top 7% of all stocks, right? Top 5% that top layer just outside. So maybe calling it an A minus is a more accurate label. Beyond the overall Zen range, we also provide seven underlying component grades that gives us some clues about the unique strengths and weaknesses of any stock. Indeed, Zebra has a lot of strengths to brag about. Starting with growth in the top 20% of all stocks, not just earnings growth, but revenue, cash flow, IBIDA, and more. Financials is right behind it in the top 18% of all stocks. And the standout grade is sentiment all the way up in the top 4%. Sentiment tracks what the smart money is doing. that includes uh Wall Street analyst activity, institutional money flows as well as insider buying. Typically, these folks know what they are doing, so not a bad idea to follow their lead. You might notice the C-grade for value, and it might be making you a little bit nervous, but we use a bell curve distribution system where 60% of stocks land in the C category. In reality, Zebra grades in the top 28% of all stocks are valued, and that is based on 21 different value measures. Zebra is benefiting from the rise of robotics, but they also have a broad-based business beyond robotics that helps smooth out revenue and uh profits, including a recent expansion into healthcare. This no doubt explains 15 straight quarters without a miss. Plus, you have ample growth prospects ahead coupled with a sparkling fundamental profile as proven by the Zen Raidens quant. This all increases the odds of future outperformance and provides a very good start to our video today. Hey, quick aside before I share the next tickers. If you enjoy discovering stocks align with current events like this, then the best thing you can do right now is sign up for my next live training session this coming Monday. The focus is on timely market insights plus my top picks. Now, it's totally free, but you do need to sign up. Do that now to join me live this coming Monday. Just go to wall streetzen.com/live. All right, let's get back to the stocks benefiting from the robotic spoon with our second pick in Park Ohio Holdings with a symbol of PKOH. Here we have an industrial company with roots stretching back over a century and it supplies the guts of modern manufacturing. The supply chain systems, the engineered equipment, and yes, the automated production hardware that factories actually run on. Management is pointing straight at the growth markets everyone's excited about right now. Industrial electrification and automation, aerospace, defense, and yes, data centers. So, when a company decides to automate a factory floor, Park Ohio is one of the key firms that makes it happen. The strong alignment of the company with these exciting growth areas shows up clearly under the magnifying glass of the Wall Street analyst review. This includes 26% a year expected earnings growth about twice the pace of the average company these days. The growth is here. Now, let me double your pleasure by showing you the value side of the equation. That is best appreciated through the lens of the PEG ratio that comes in at only 0.91 when the average stock trades for a much loftier 1.5. That screams serious value. Now it's time to put Park Ohio under the microscope of the Zen ratings comp model. In this case, the company scores in the top 1% of all stocks leading to an elite A rating, which uh is a strong buy recommendation. That label is appropriate as our A-rated stocks have outperformed the S&P 500 by nearly 3:1 over the past two decades. The component grades back up the excitement uh starting with the top 25% of all stocks for value. Then we have top 19% for our AI factor which is our model using AI to locate the most timely stock. We make a big leap forward to the top 4% of all stocks uh for growth. This is the most beneficial category that increases the odds of future earnings beats. And then coming down the home stretch, we got sentiment in the top 4%. Again, that's the smart money indicator and momentum is a notch higher in the top 3% of all stocks. Of course, there are risks that the economic cycle or robotics spending softens. But here we have a key supplier, the robotics revolution, flexing serious growth potential coupled with attractive value. Put a cherry on top of that with the top 1% showing from the Zen rings quantum model and there is good reason to believe these shares are set to outperform in the months and years ahead. Quick ask before we move on. If you're getting value out of this video, then take a second to subscribe and hit the notification bell. That's because I publish datadriven stock analysis like this frequently and I'd hate for you to miss any of my next videos. Okay, let's get back to the stocks for the robotics revolution. That brings us to Sanmina with a symbol of SNM. They are a contract manufacturer, which means when other companies design a complex piece of electronics, uh, you know, a rack of AI servers, a piece of medical robotics, a defense system, Sanmina is often the one that actually builds it at scale. They don't need to invent the winning robot. They get paid to manufacture other people's hardware. Last year, the company bought ZT Systems, which is a data center manufacturing business that they got from AMD. That unit builds the rack scale infrastructure that powers AI data centers. And now management expects it to roughly double the company's revenue over the next few years. Yeah, a pretty timely acquisition. In one move, Sanmina went from a quiet, steady manufacturer to a direct builder of the physical backbone of the AI boom. And you can see it in their numbers. Sanmina has beaten Wall Street earnings estimates for eight quarters in a row. And here's the part I like the most. Those beats have gotten dramatically bigger quarter after quarter over time. This is a sign of serious earnings momentum at play, which is so often a great catalyst for a stock share price. Earnings growth is on pace to come in at twice the rate of the previous company we talked about, that being 52% a year. And if the earnings beat tradition stay in place, then growth will end up being even more stellar than that. Thanks to a recent 30% pullback from the high, shares are looking especially cheap. That shows up once again in the PEG ratio of just 0.7. This is telling you that shares would have to rise over 100% to reach the average valuation of a publicly traded stock these days. Once again, the Zen ring smiles in this stock with a coveted A rating. This is based on scoring the top 3% of all stocks after that full 115 factor review. Therefore, there is no surprise that they have multiple strengths showing up be at the component grades. Right? So, that starts off with value in the top 18% of all stocks based upon 21 different measures of value. Sentiment is strong once again. uh the stock top 9% in a standout grade as it should be in a story like this is growth up in the top 5% all stocks track rarely does hot tech growth and big value go hand in hand and yet here it is with San Mina by the way this is a good moment to mention the Zen ratings are updated daily so you can pull a free rating on Sanmina or any other stock yourself on the quote pages on wall streetzen.com always a good idea to check the ratings before making any buyold sell decision so be sure to bookmark the site now for all your future visits. Let's get back to Samina. The one real soft spot is safety, which grades below average. Now, that makes perfect sense given the extra volatility that comes with all stocks tied to AI and the robotic spoon. But here we have a company that is physically building the AI backbone with a history of impressive earnings beats and yet is surprisingly a very attractive value. What's not to like about that? Before we get to that last robotic stock, just one quick thing. If you want to stay one step ahead of the market, then join me live every Monday. That's when I share my updated market outlook and trading plan to outperform. It's also when I unveil my trade of the week based upon our proven Zen ratings quant model and my greater than 40 years of investing experience. It's a free event, but you do need to register. Just go to wall streetzen.com/live or click the link in the description below or scan the QR code coming up on your screen. Just pause the video for a moment to sign up. I'll be patient and wait for you. Then I look forward to seeing you there on Monday. Keeping up with tradition, we are going to finish the video with a truly strong selection in Seagate technology, symbol of STX. The most interesting part of the story is that investors wrote them off years ago and yet amazingly are becoming one of the biggest winners of the entire AI buildup. You probably recognize Seagate as a hard drive company like me. You might have somewhere in the house gathering a lot of dust, right? However, there are a lot of new use cases because every robot and every AI model and every automated system generates a staggering amount of data and all that data has to live somewhere. Enter Seagate, which makes the high capacity storage that AI data centers are buying as fast as they can make them. The turnaround here is truly remarkable. A couple of years ago, Seagate was actually losing money. Today, it's not just profitable. It's posting some of the biggest earnings in the company history and has topped Wall Street estimates for 13 quarters in a row. That's a business that has completely turned the corner and now racing ahead at full speed. Even with all the growth in hand, Wall Street experts still see earnings surging 63% in the year ahead. This is about four times the pace of the average company these days. Indeed, they have been rewarded with ample share price gains as the turnaround has unfolded, yet still is a shockingly good value at this time. The proof of that shows up on multiple fronts. Let's start with the view from the PEG ratio standing at only 0.9. that points to at least 60% upside to fair value at this time from this one measure. Wall Street analysts are not shy in seeing the praise of this stock. Not just 15 analysts labeling it a buy or strong buy, but also an array of big upside targets. The street high target price implies an upside of more than 75% of the year ahead. This comes from Kevin Cassidy of Rosenlat. Now that matters because he is a highly ranked analyst in the top 1% of his peers given his truly spectacular stock picking performance. Or to put it another way, when Kevin Cassidy is pounding the table on a stock like Seagate, it pays to listen. At this point, you already know what's coming next, and that is the positives pouring through from our Zen rings analysis. Here we have a company in the top 4% of over 4,600 stocks reviewed by our model pointing to a truly elite fundamental profile. Now, the overall rating is A, which is supported by a suite of compelling component grades. Growth is in the top 7% of all stocks. This is not just about earnings growth but this is all based upon 22 different measures of growth including revenue and cash flow and profit margins and ibida momentum is top 4% and the standout grade is for financials all the way in the top 3% this tells you they are incredibly well-run company altogether you put those three things uh in combination that's healthy growth strong financials and momentum showing the market is already rewarding shareholders that's a pretty darn good way to close out our video of four stocks ready to rock thanks to the robotics revolution. Now, I want to hear from you. Which of these four robotics winners are your favorites? And is there any other key suppliers in the robotic space you think I should cover in a future video? Drop it all in the comment section below for the benefit of our investment community. And if you want to continue exploring AI stocks worth adding to your watch list, you'll certainly enjoy what's coming up next. And that is my rundown of AI stocks worth buying amid the recent sell-off. It's popping up on your screen right now.