Robotics Stocks to Buy: Intuitive Surgical, AeroVironment, and Defense Robotics Growth

Intuitive Surgical (ISRG) operates the da Vinci surgical system, generating $9.1 billion in revenue over the last 12 months with consistent double-digit revenue growth and a 35% EBITDA margin. AeroVironment (AVAV) builds tactical drones and loitering munitions, posting 44% revenue growth over the last 12 months as defense budgets shift toward unmanned systems. Robotics investment surged 150% from 2024 to 2025, reaching $8.4 billion, driven by lessons from Ukraine where drones have proven mission-critical.