ON Semiconductor And 2 Other Top Automation Stocks

AI spending is exploding, and the cost of building smarter factories and data centers keeps rising. Companies are hunting for ways to get more output from every worker and every dollar of equipment. That is where real world automation steps in. Robotics and smart machines offer a clear productivity story. This article walks through three automation focused stocks from our screener that aim to turn that shift into durable business momentum.

The stocks covered below are just a small sample of the robotics and automation leaders on the radar. The full screen surfaced 9 more companies with equally compelling narratives that are not unpacked in this article. If you want to go straight to the source to analyze, compare, and identify your own highest conviction ideas across the full Robotics and Automation universe, head straight into the Robotics and Automation Stocks screener

ON Semiconductor (ON)

Overview: ON Semiconductor develops intelligent sensing and power chips that help industrial robots, factory equipment, and AI systems see, move, and manage energy efficiently.

Operations: ON Semiconductor generates about US$3.0b from Power Solutions, US$2.2b from Analog & Mixed-Signal, and US$0.9b from Intelligent Sensing across diversified global regions.

Market Cap: US$29.3b

For this robotics and automation screen, ON Semiconductor matters because its sensing and power products sit inside the machines doing the real work, from factory robots to AI heavy data centers, and management is leaning into that demand shift rather than treating it as a side project.

"ON Semiconductor's investments in silicon carbide, vertical GaN and the Embedded Power Platform are now tied to a much larger AI data center opportunity, with management lifting its 2030 server and AI data center market estimate from about US$12b to nearly US$50b and targeting AI data center revenue growth at least 10 percentage points faster than the market."

What happens to ON Semiconductor’s margins and cash generation depends heavily on how one unseen utilization and product mix pressure plays out.

That pressure point is exactly where ON Semiconductor’s story can accelerate or stall, and the full narrative for ON Semiconductor unpacks how utilization, AI demand and capital intensity really interact.

Xometry (XMTR)

Overview: Xometry runs an AI powered online marketplace and software stack that connects industrial buyers with manufacturers for on demand custom robotic and non robotic parts.

Operations: Xometry generates about US$807 million from Internet Software & Services, with roughly US$677 million from the U.S. and US$130 million from international customers.

Market Cap: US$5.7b

Xometry matters for the Robotics and Automation screener because its on demand manufacturing marketplace shortens design cycles and turns complex parts for robots into quickly sourced production jobs rather than slow, one off factory projects.

"Embedding Xometry’s AI driven manufacturability and pricing tools directly into Siemens Design Center and the wider Xcelerator suite, backed by the US$50 million equity stake, creates an avenue for high volume, in workflow quoting that is not yet reflected in guidance and could add incremental revenue and operating leverage once these users begin sourcing production at scale."

What happens to Xometry’s margins and earnings power will hinge on how one quiet shift in where those quotes originate actually unfolds.

That quiet shift in quote origin is exactly what the full narrative for Xometry unpacks, revealing how marketplace mix, AI tooling and buyer behavior could reshape Xometry’s earnings path.

Arm Holdings (ARM)

Overview: Arm Holdings licenses CPU, GPU, and NPU designs that power on-device compute for robots, industrial automation gear, and other connected hardware.

Operations: Arm generates about US$5.2b from Semiconductor Equipment and Services, with customers spread across the US, Japan, PRC, Taiwan, Korea, and other countries.

Market Cap: US$252b

Arm Holdings matters for this Robotics and Automation screen because its processor and accelerator blueprints sit inside the chips that give industrial robots, factory systems, and edge devices the capability to sense, decide, and act without constantly pinging the cloud.

"The single most important catalyst is AGI CPU execution: if Arm ships successfully, secures enough supply, and converts early customer demand into revenue, the stock can continue to command a premium."

What happens to Arm Holdings’ robotics upside depends heavily on how one quiet shift in where compute gets done actually resolves at scale.

That shift in where the work gets done on chip is exactly what the full narrative for Arm Holdings breaks down, showing how Arm Holdings’ AI ambitions could accelerate or stall.

Seeking Fresh Alternatives Beyond Robotics?

Fresh ideas move first. Markets reward the investors who spot quiet breakout momentum while it still flies under the radar. Screens age quickly, so do opportunities. Act now.

• Target dependable income streams while rates and payouts keep shifting by scanning the 7 dividend fortresses before others catch on to these high yielding payers.
• Hunt for under followed compounders that pair sturdy finances with mispriced potential by running the 18 high quality undiscovered gems while these stories are still under the radar.
• Position ahead of the AI hardware build out and energy crunch by reviewing the 43 power grid technology and infrastructure stocks before capital chases these infrastructure upgrades.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com