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Price · 180d
$106.74
Thesis
ABB is one of the largest industrial-robotics franchises on the planet, with deep installed bases in automotive and general manufacturing. It is the incumbent route to playing factory automation at scale.
Why it matters
The humanoid narrative gets the headlines, but ABB's arms and cobots are already deployed and generating cash — a grounding data point on robotics adoption economics today.
Catalysts
- Robotics order growth
- Reshoring and automation capex
- Cobot and autonomous-mobile-robot expansion