24/7 Wall Street
29 May 2026, 12:43 UTC · 6h ago
Source · https://247wallst.com/investing/2026/05/29/5-stocks-with-real-revenue-from-physical-ai-today-not-2030-promises/
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Teradyne reported Q1 2026 revenue of $1.282 billion, an 87% year-over-year increase, with 70% of revenue tied to AI-related demand. — Massive growth in AI infrastructure testing and GPU production orders provides a high-signal validation of the AI hardware build-out cycle.
+0.90Cognex posted Q1 revenue of $268.44 million (up 24.3% YoY) and issued Q2 guidance projecting adjusted EPS growth of roughly 68% at the midpoint. — Strong earnings beats and aggressive forward guidance for machine vision indicate accelerating commercial adoption of physical AI.
+0.70Northrop Grumman's Unmanned Systems segment grew 30.9% organically to $82.6 million, driven by the AI-piloted Valkyrie aircraft program. — Demonstrates a shift from conceptual AI to realized government revenue in autonomous defense systems.
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Intuitive Surgical's da Vinci procedures grew ~16% and Ion procedures ~39%, with 232 AI-enabled da Vinci 5 systems placed in Q1. — Strong operational demand for AI-assisted surgery persists despite a 26% YTD share price drop due to valuation and tariffs.
+0.50Zebra Technologies raised its full-year non-GAAP EPS outlook to $18.30–$18.70 following Q1 revenue growth of 14.3%. — Upgraded guidance suggests a broader inflection point in warehouse automation and physical data capture.
+0.40Ticker attribution
Model heads
Exceptional Q1 revenue and EPS growth driven by AI infrastructure and semiconductor testing.
Strong Q1 revenue growth, earnings beat, and positive guidance for AI-powered machine vision.
Win of the MUX TACAIR program and organic growth in Unmanned Systems via Valkyrie.
Positive Q1 results, raised full-year outlook, and strong growth in machine vision.
Strong operational growth and demand for AI-enabled da Vinci 5, despite recent stock price decline.
Its Valkyrie platform was selected for the Northrop Grumman program win.
Mentioned as a technology provider powering Cognex platforms.
Mentioned as a technology provider powering Cognex platforms.
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