Intuitive(ISRG) InvestorPlace·2024-04-01 18:37Robotics Industry Overview - Robotics has the potential to transform industries like manufacturing and healthcare by creating new opportunities for automation and efficiency [1] - The rise of AI could drive robotics into a hyper-growth stage, offering long-term investment opportunities in cutting-edge technologies [1] Symbotic (SYM) - Symbotic is a leader in autonomous warehouse solutions, using AI to optimize storage, retrieval, and transportation of goods [2] - The company's revenue doubled consecutively since 2020, reaching 20 billion SCM software industry, with significant growth potential in retail-focused solutions [3] Intuitive Surgical (ISRG) - Intuitive Surgical is a pioneer in robotic-assisted surgery, with its da Vinci Surgical System used in over 13 million surgeries across various specialties [4][5] - The company reported strong Q4 2023 earnings, beating Wall Street estimates, with shares surging 10% post-earnings and rising 18% year-to-date [5] UiPath (PATH) - UiPath specializes in robotic process automation (RPA) and AI, enabling businesses to automate repetitive tasks across industries like banking, healthcare, and manufacturing [6] - Despite a 7% YTD share price decline, the company reported a 31% YOY increase in Q4 2023 revenue to $405 million and achieved its first GAAP profitable quarter [7]