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15 handpicked stocks

Robotic Vision and Perception

This carefully selected group of stocks represents companies at the forefront of helping machines see and understand the world. With Intel's recent $50 million investment in its RealSense spin-off, the market for advanced computer vision is gaining serious momentum. These expert-picked companies are positioned to benefit as robots and AI systems increasingly need to perceive their environments.

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Han Tan | Market Analyst

Updated 1 day ago | Published at July 14

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

SYM

Symbotic Inc

SYM

Current price

$52.57

As a leader in AI-powered warehouse automation, Symbotic's robotic systems are core beneficiaries of the growing investment in physical AI and machine...

As a leader in AI-powered warehouse automation, Symbotic's robotic systems are core beneficiaries of the growing investment in physical AI and machine perception.

CGNX

Cognex Corporation

CGNX

Current price

$42.70

Cognex is a pure-play machine vision leader whose products are essential for industrial automation and robotics, a market validated by the RealSense s...

Cognex is a pure-play machine vision leader whose products are essential for industrial automation and robotics, a market validated by the RealSense spin-off.

TER

Teradyne Inc.

TER

Current price

$109.42

Through its ownership of Universal Robots and MiR, Teradyne is a major player in collaborative and autonomous mobile robots that rely on advanced perc...

Through its ownership of Universal Robots and MiR, Teradyne is a major player in collaborative and autonomous mobile robots that rely on advanced perception systems.

About This Group of Stocks

1

Our Expert Thinking

Intel's substantial investment in spinning off RealSense signals a significant market validation for robotic vision technology. We've assembled companies across the entire value chain, from specialized semiconductors and sensors to AI-powered software that helps machines see and navigate the physical world. This growing sector represents a compelling opportunity as physical AI applications expand.

2

What You Need to Know

This collection offers targeted exposure to a technology segment experiencing accelerated innovation. While these companies vary from pure-play vision leaders to component suppliers, all stand to benefit from increasing adoption of perception technology in robotics, autonomous vehicles, and industrial automation. The theme represents growth-oriented investments in an emerging technological frontier.

3

Why These Stocks

Each company in this basket was selected for its strategic position in the robotic vision ecosystem. You'll find industry pioneers developing critical hardware like LiDAR sensors, specialized chip manufacturers, software innovators creating AI for visual processing, and robotics companies directly implementing these technologies. This diversified approach captures multiple entry points into this promising sector.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+57.18%

Group Performance Snapshot

57.18%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 57.18% over the next year.

10 of 12

Stocks Rated Buy by Analysts

10 of 12 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Intel's $50M Vote of Confidence

The tech giant's substantial investment in spinning off RealSense validates this growing market. When industry leaders make moves like this, it often signals significant growth opportunities ahead.

👁️

Machines Learning to See Everything

From warehouse robots to autonomous vehicles, machines that can see and understand their environment are transforming industries. These companies are creating the "eyes" for the coming wave of intelligent machines.

📊

Multiple Ways to Capture Growth

This collection offers various entry points into the robotic vision trend, from hardware specialists to software innovators. You'll find pure plays, component makers, and even ETFs for broader exposure.

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