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Wednesday's Featured Story 3 Robotics Stocks Animating Markets With Ample Upside to GoAuthored by Thomas Hughes. Posted: 1/27/2026. 
At a Glance - Robotics companies are animating market interest in early 2026, and their prices are on track to rally higher.
- Defense spending is only one growth vector; industrial application of physical AI also drives growth.
- Analysts and institutions are accumulating robotics stocks, underpinning price action in early 2026.
Robotics is a hot topic in 2026, particularly as it relates to advancing AI development. Advances in AI, including autonomy, open a wider range of applications and accelerate growth prospects for robotics companies. With an expected compound annual growth rate (CAGR) in the high double digits, the robotics industry is forecast to grow nearly 200% over the next five years, driven by defense and industrial spending. Below, we examine three robotics stocks that are animating market interest and where their share prices could head in 2026. Teledyne Accelerates After Strong Results Jerome Powell says gold is not money. The Fed says inflation is under control and the dollar is strong. But look at what they do. Central banks bought more gold last year than any time since 1967. China dumped $100 billion in U.S. debt, then bought gold. Poland, Hungary, Singapore, and Turkey are all loading up. In 2022, the U.S. froze Russia's money and showed the world that assets can be seized. Now major nations want out. There's only one asset no one can freeze: gold. Get the name and ticker of one stock positioned for this shift. Teledyne (NYSE: TDY) is well-positioned in the robotics ecosystem, supplying many of the enabling technologies—imaging and sensing—as well as autonomous and unmanned vehicles. Its Q4 2025 earnings report pushed the stock to a new high, driven by strength in key segments, including FLIR and Marine Instrumentation. Both posted record sales of unmanned systems, supported by defense-related contracts and healthy cash flow. Strong cash flow is particularly important for TDY investors because it supports share buybacks and enhances shareholder returns. Teledyne’s 2026 guidance was robust: the company forecasted revenue and earnings above consensus, driven by a projected 10% increase in unmanned systems and widening margins in Digital Imaging. The report boosted sentiment, prompting several analysts to initiate coverage and others to raise price targets. Currently, consensus views the stock as fairly valued after the January spike, but the trend points to new all-time highs. Potential catalysts for TDY in 2026 include increased defense spending, acquisitional growth, widening margins, and institutional accumulation. 
Teradyne: Robots That Are Easy to Deploy and Offer Quick Returns Teradyne’s (NASDAQ: TER) core business is semiconductor testing equipment, but the company also operates a sizable robotics segment serving industrial and defense customers. The company’s robots enable automated industrial operations and manufacturing—including sensitive defense applications—and are considered among the easiest to deploy. 2025 results showed significant AI-related strength in core segments and sequential improvement in robotics, signaling recovery and potential acceleration in 2026. Analyst sentiment is strong and has supported TER's recent price gains. MarketBeat tracks 17 analysts covering TER, with coverage and price targets steadily rising year over year. Although the consensus price target remains below January's trading levels, it has climbed more than 30% over the past 12 months, with new targets near the $275 region. A move to $275 would represent roughly 15% upside from January 2026 resistance—enough to set a new all-time high. 
Kraken Robotics: On Track to Deliver Profits Kraken Robotics (OTCMKTS: KRKNF) is a smaller Canadian robotics maker focused on undersea and submersible vehicles. Its unmanned systems—components and full vehicles—are increasingly in demand from government and defense customers, including Teledyne. Teledyne is incorporating Kraken’s battery and sonar systems into its unmanned submersibles, giving investors clearer revenue visibility. Analysts forecast Kraken to sustain a high—some would say near-hyper—growth pace over the next decade. Analyst and institutional coverage remain limited, but catalysts could change that in 2026. The company appears to be positioning for a TSX listing, a move that could pave the way for a U.S. dual listing. 
A dual listing and improved disclosure are expected to boost operational visibility and attract institutional support, potentially increasing the odds of inclusion in a major index such as the Russell 2000.
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