News & Insights
Insights
Insights
Insights
July 18, 2025
OPEC+'s Oil Offensive
Insights
July 4, 2025
Riding the Next Wave of E-commerce
Insights
June 25, 2025
When Waste Becomes an Opportunity
1
2
3
Insights
April 5, 2023
Robots are already here!
Technology breakthroughs, labor shortages and demographic restraints are massively accelerating the adoption of Robotics. It has been growing for decades and many analysts believe this growth is set to skyrocket in the coming years and reach around USD 214.68 billion by 2030 and at a compound annual growth rate of 22.8%.
Many companies who are adopting robotics are still undervalued and have high anticipated growth rates. The 3 companies below are expected to outperform expectations:
Thermo Fisher Scientific Inc (TMO) develops and provides analytical instruments and services for life sciences, including pharma and biotech companies, academic and government institutions, diagnostic and healthcare companies, and industrial and applied science companies. TMO’s products and services include laboratory analytical instruments, biochemical reagents, laboratory and medical consumables, and software and services for research, analysis, discovery, and diagnosis.
TMO recently acquired The Binding Site, a diagnostic company for $2.7 Billion and they are expecting a $250 million positive revenue already from this deal in 2023. TMO also has a competitive advantage over its rivals due to its purchasing power, geographic coverage and strong R&D. Their sales increased from $20.9B in 2017 to $44.9B in 2022. Their earnings per share rose from $9.49 in 2017 to $25.13 in 2022, representing a remarkable 5-year CAGR of 20%. According to Bloomberg’s analyst, they have a buy recommendation of 73.10%.
Teradyne Inc designs, manufactures, and sells automated test equipment used for semiconductor, telecommunications, and industrial markets. Teradyne first set-up shop above a hot dog stand. From its humble beginnings, the company has grown to be one of the largest manufacturers of industrial robots in the world, with nearly 6,000 employees and annual revenues of $3.70 billion in FY 2022. Specifically, Teradyne specializes in what are known as “collaborative robots,” or “cobots.” These are robots that work alongside humans in industrial manufacturing and on assembly lines. In 2022, like many companies, their stock went down 44%, however their share price is up 120% over the past 5 years. It also pays a quarterly dividend of 11 cents a share, which may seem low, but it is in fact not bad at all, as most tech stocks do not pay dividend at all. Their EPS is expected to expand from $4.25 in 2022 to $7.50-$10.00 in 2026. They have a buy recommendation of 52.60% from Bloomberg’s analyst.
PTC Inc is a leading provider of industrial design software, Internet of Things (IoT) and Augmented Reality (AR) platforms for industrial applications. Management is focused on increasing revenues and reducing costs. The company has been restructuring; and investing in software management tools to gain more detailed insight into operations. They expect a 10% revenue growth for FY 23 and accelerating to 18% in FY 25 with 15%+ growth for 2 or 3 years after that. This forecast is mainly due to their 2-year-old partnership with Microsoft and Rockwell over their Product Lifecycle Management (PLM) applications, and growing adoption of its ThingWorx industrial IoT and Vuforia industrial AR software. Their EPS for 2023 is at $4.80 and expected to reach $7.42 in 2025. They have a buy recommendation of 70.6% from Bloomberg’s analyst.
Barrier Reverse Convertible | Product Snapshot
For informational purpose only - No investment advice
By the Research Team
Insights
April 5, 2023
Robots are already here!
Technology breakthroughs, labor shortages and demographic restraints are massively accelerating the adoption of Robotics. It has been growing for decades and many analysts believe this growth is set to skyrocket in the coming years and reach around USD 214.68 billion by 2030 and at a compound annual growth rate of 22.8%.
Many companies who are adopting robotics are still undervalued and have high anticipated growth rates. The 3 companies below are expected to outperform expectations:
Thermo Fisher Scientific Inc (TMO) develops and provides analytical instruments and services for life sciences, including pharma and biotech companies, academic and government institutions, diagnostic and healthcare companies, and industrial and applied science companies. TMO’s products and services include laboratory analytical instruments, biochemical reagents, laboratory and medical consumables, and software and services for research, analysis, discovery, and diagnosis.
TMO recently acquired The Binding Site, a diagnostic company for $2.7 Billion and they are expecting a $250 million positive revenue already from this deal in 2023. TMO also has a competitive advantage over its rivals due to its purchasing power, geographic coverage and strong R&D. Their sales increased from $20.9B in 2017 to $44.9B in 2022. Their earnings per share rose from $9.49 in 2017 to $25.13 in 2022, representing a remarkable 5-year CAGR of 20%. According to Bloomberg’s analyst, they have a buy recommendation of 73.10%.
Teradyne Inc designs, manufactures, and sells automated test equipment used for semiconductor, telecommunications, and industrial markets. Teradyne first set-up shop above a hot dog stand. From its humble beginnings, the company has grown to be one of the largest manufacturers of industrial robots in the world, with nearly 6,000 employees and annual revenues of $3.70 billion in FY 2022. Specifically, Teradyne specializes in what are known as “collaborative robots,” or “cobots.” These are robots that work alongside humans in industrial manufacturing and on assembly lines. In 2022, like many companies, their stock went down 44%, however their share price is up 120% over the past 5 years. It also pays a quarterly dividend of 11 cents a share, which may seem low, but it is in fact not bad at all, as most tech stocks do not pay dividend at all. Their EPS is expected to expand from $4.25 in 2022 to $7.50-$10.00 in 2026. They have a buy recommendation of 52.60% from Bloomberg’s analyst.
PTC Inc is a leading provider of industrial design software, Internet of Things (IoT) and Augmented Reality (AR) platforms for industrial applications. Management is focused on increasing revenues and reducing costs. The company has been restructuring; and investing in software management tools to gain more detailed insight into operations. They expect a 10% revenue growth for FY 23 and accelerating to 18% in FY 25 with 15%+ growth for 2 or 3 years after that. This forecast is mainly due to their 2-year-old partnership with Microsoft and Rockwell over their Product Lifecycle Management (PLM) applications, and growing adoption of its ThingWorx industrial IoT and Vuforia industrial AR software. Their EPS for 2023 is at $4.80 and expected to reach $7.42 in 2025. They have a buy recommendation of 70.6% from Bloomberg’s analyst.
Barrier Reverse Convertible | Product Snapshot
For informational purpose only - No investment advice
By the Research Team