The robotics and artificial intelligence (AI) sectors are shaping the next decade of innovation and investors are paying attention.
From precision medical robots to advanced driver-assistance systems and defense-grade optics, a few standout companies are leading the charge. In this post, we’ll explore three key players, PROCEPT BioRobotics (PRCT), Ambarella (AMBA), and Optex Systems (OPXS) and what makes them worth watching in 2025.

PROCEPT BioRobotics (NASDAQ: PRCT): Revolutionizing Prostate Treatment

PROCEPT BioRobotics is redefining men’s health through robotics. Their mission? To revolutionize Benign Prostatic Hyperplasia (BPH) treatment with world-class robotic solutions. Their flagship innovation, the AquaBeam and HYDROS Robotic Systems, power the company’s signature Aquablation therapy, a unique AI-powered robotic treatment for urinary tract symptoms caused by BPH.

Why It Matters

BPH affects over 40 million men in the U.S., and PROCEPT’s system delivers results that are independent of prostate size, shape, or surgeon experience. With over 150 peer-reviewed publications, PROCEPT’s technology has proven both its safety and long-term effectiveness.

Financial Snapshot

Revenue (Q2 2025): $79.2 million, up 48% YoY

U.S. Revenue: $69.6 million (+46%)

International Revenue: $9.6 million (+69%)

Gross Margin: 65%, improved from 59%

Net Loss: $19.6 million, narrowed from $25.6 million

With over 595 robotic systems installed across U.S. hospitals, PROCEPT’s adoption curve continues to steepen—making it a growth story to watch closely.

Ambarella Inc. (NASDAQ: AMBA): Powering the Next Generation of Edge AI

Ambarella isn’t just another chip company, it’s one of the leading forces in Edge AI and computer vision technology. Their processors are used in smart cameras, automotive systems, and industrial AI devices that rely on low-latency, high-performance computing.

Latest Financial Results (Q2 Fiscal 2026)

Revenue: $95.5 million, up 49.9% YoY

Six-month revenue: $181.4 million (+53.5%)

Gross Margin (GAAP): 58.9%

Net Loss: $20 million, a major improvement from $34.9 million last year

Key Highlights

Ambarella recently unveiled its Edge GenAI technology at ISC West, showcasing reasoning models running directly on its CVflow AI SoCs—a major leap for on-device AI processing.

They also announced a partnership with Gauzy, enhancing advanced driver-assistance systems (ADAS) and road safety through AI-powered smart-vision cameras, already deployed in Ford Trucks.

This positions Ambarella as a pioneer in edge AI computing, blending efficiency with safety innovation.

Optex Systems Holdings Inc. (NASDAQ: OPXS): Precision Optics for Defense

Founded in 1987, Optex Systems is a Texas-based leader in defense optics manufacturing, specializing in periscopes, laser filters, and sighting systems for military vehicles such as Abrams and Bradley tanks.

Their niche? Mission-critical optical systems that must perform flawlessly under extreme conditions, a segment with few capable competitors.

Financial Performance

Quarterly Revenue: $11.11 million

Nine-month Revenue (as of June 2025): $30.04 million (+22.3% YoY)

Gross Margin: 28.5%

Net Income: $1.51 million

No Long-Term Debt: Strong balance sheet

Backlog (March 2025): $41.1 million

Key Developments

In 2025, Optex secured multiple defense contracts, including:

$5.7 million order for laser filter units

$1.6 million award for laser-protected periscopes

Up to $10.2 million for optical sighting systems

They also appointed Chad George as President and Hugh Bond as General Manager, signaling new leadership direction.

Investor Insight

While insider selling has occurred ($1.88M over two years), insiders still hold 30.3%, indicating sustained confidence. For investors, Optex represents a small-cap defense stock with growing contracts, rising margins, and near-zero debt, an attractive risk-reward profile in the defense sector.

Final Thoughts

These three companies—PROCEPT BioRobotics, Ambarella, and Optex Systems—reflect how robotics and AI are merging into medicine, mobility, and defense.

Each brings a unique edge:

PROCEPT is transforming men’s health through surgical robotics.

Ambarella is advancing AI at the edge.

Optex is strengthening national defense with precision optics.

For investors exploring robotic and AI growth stocks, these names offer a fascinating mix of innovation and scalability potential heading into 2026.

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⚠️ Disclaimer

This article is for educational and informational purposes only. It does not constitute financial advice or investment recommendations.
Always perform your own research or consult a licensed financial advisor before making investment decisions.