AMETEK manufactures precision motors, drives, and electromechanical actuators — the motion components inside every robot and autonomous system; EMG segment hit record $663.9M (+13% YoY) with record orders (+23%) confirming Physical AI actuation demand is already flowing through.
Research snapshot · 6/18/26
AMEAMETEK Inc
Motion control and actuation | Precision motion control - force-torque sensing for humanoid and cobot
Open AME in Robinhood ↗Conviction●●●●○4 of 5
Research target300.43Snapshot target
Thesis statusSTRENGTHENEDLast reviewed 6/18/26
Market cap52.82BSnapshot value
Record Q2 EMG orders sustaining; robotics OEM contract awards; precision motion design wins; FY2026 guidance raise
EMG orders decelerate below +10% YoY; robotics capex cycle stall; input cost margin compression
Neutral — industrial compounder, minimal retail coverage
Snapshot · 6/18/26🟢 Lean-Bull · ins-$0.1M · 13F 13+/12- · short↓0.12
Snapshot · 6/18/26