Robotics industry has modestly increased in the last few years. Robotic companies grow faster than ever, guided by progress in technology than AI. In particular, humanoid robots grow rapidly in the global market, guided by AI. According to the Goldman Sachs survey, it is estimated that the total addressable market for humanoid robots will exceed $ 38 billion by 2035, which is a huge upgrade from the previous forecast of $ 6 billion in 2023.
Morgan Stanley expects the units of humanoid robots to 2030. It will reach 40,000, and by 2050 to cross 63 million. Citigroup is even more bouncing, expecting a humanoid robot market in the amount of $ 7 trillion by 2050, and 1.19 billion of humanoid robots in operation. Adam Jonas from Morgan Stanley expects humanoid robots for a decade, an opportunity for a trillion dollar because adoption could accelerate faster for autonomous vehicles.
In 2023, the New World Robotics Report recorded about 4.28 million units operating in global factories, growing by 10% compared to 2022. Annual installation in the third year in a row surpassed half a million units. Asia is still a hot region for robots, and 70% of all newly distributed robots in 2023 installed in Asia. China, Japan, South Korea and India are some of the largest robotics markets in the world. China leads the market, noting 276,288 industrial robots installed in 2023, which represents 51% of global installations. The US has the largest robotics market in the region, and it consisted of 68% installations in America in 2023.
The US market is under pressure because of the tariff because more than 4.50%have fallen in the wider market. At the same time, Global X Robotics & Artificial Intelligence ETF (Botz) and Robo Global Robotics and Automation Index ETF (Robo), which returned more than 11% in 2024, fell almost 10% or 7% of the year. Despite the market that is facing political winds, robotics shares promise well, given the increasing demand for humanoids and automation systems.
RTX Corporation (NYSE: RTX): Among the best stock of robotics to buy according to billionaires
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In order to compile our list of the best stock of robotics to buy according to billionaires, we sought a company for robotics and automation that is widely held by billionaires. Data for the owners of the billionaire for each section are downloaded from the Insider Monkey database, updated from the Q4 2024. Finally, the top 10 robotics supplies to buy is ranked in a upward order based on the investor of the billionaire holding roles in them. We also mentioned the number of hedge funds that hold each section of Q4 2024.
Why are we interested in the shares in which hedge funds accumulate? The reason is simple: our research has shown that we can surpass the market mimicing the top stocks of the best hedge funds. The strategy of our quarterly newsletter selects 14 stocks with small caps and large limitations, and since May 2014 it has returned 373.4%, beating its reference value by 218 percentage points (See more details here).
Number of billionaire investors: 17
Number of Hedge Funds: 80
RTX Corporation (NYSE: RTX) is a leading air and defensive company that offers rocket systems based on non -dried aircraft and a drone technology. His leading military robot, Coyote, is drone to monitor and crack enemy UAV. The company provides various advanced systems and services for commercial, military and government customers globally. RTX manages its services and products through three companies, including Collins Aerospace, Pratt & Whitney and Raytheon. RTX remains a key player on the market of military drones, and also remains the main producer of radar, sensors and equipment for the electronic war.
On March 19, analyst Baird Armenta analyst upgraded the rating of RTX shares from a neutral in surpasses, increasing the target goal from $ 136 to $ 160. The analyst believes that the perennial cycle of renovating the Ministry of Defense and growing European commands for defense in the middle of NATO will play a positive role in RTX growth. The invitation of President Trump for NATO members to increase consumption from defense to 5% of GDP about 2%, and the European Union has proposed EUR 800 billion Rearm Europe, is considered to be catalysts for RTX going forward.
The Longleaf Partners Fund has stated the following regarding RTX Corporation (NYSE: RTX) in its Q4 2024 A letter of an investor::
“RTX Corporation (NYSE: RTX) – Aerospace and Defense Company RTX was the best contribution of the year. Our estimate has grown nicely because we first bought a company just over a year ago. While the Prat and Whitney (P&W questions) trained still, we give it completely fixed and that it was completely fixed Fixed, and are completely fixed, and are completely fixed.
Total RTX RANGI 3. On our list of robotics shares we will buy according to billionaires. Although we acknowledge the potential of RTX as investments, our belief lies in the belief that AI shares have a greater promise to achieve larger yields in a shorter time frame. If you are looking for AI shares promising from RTX, but that trades less than 5 times more than your earnings, see our report on the cheapest AI stock.
