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robotics: Archive

Indrajit Bandyopadhyay

Is ISRG's Software Strategy Becoming as Important as Its Robots?

ISRG's software roadmap is strengthening da Vinci 5, with new features, renewals and recurring service revenues reinforcing its digital ecosystem.

ISRGPositive Net Change SYKPositive Net Change ZBHPositive Net Change

Zacks Equity Research

Can Serve Robotics Scale Physical AI Beyond Food Delivery in 2026?

SERV's Physical AI push spans delivery, healthcare and software, but lower guidance and wider losses raise scaling concerns.

SERVNegative Net Change SYMNegative Net Change RRNegative Net Change

Nilanshi Mukherjee

Teradyne Drives Robotics With AI: Can It Outpace KLAC and COHU?

TER's AI-driven robotics growth is accelerating as data center demand boosts automation and semiconductor testing.

TERNegative Net Change KLACNegative Net Change COHUNegative Net Change