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Investment bank Morgan Stanley claims that its list of humanoid robot stocks has outperformed the broader market. The bank started hyping humanoid robots last year as it joined Tesla's Elon Musk to claim that the robots would usher in a new industrial revolution and generate trillions of dollars in value. In a report issued today, the bank shared that its list of 100 humanoid robot stocks has gained 11% since being formulated to beat major stock indexes.
Gaming, Semiconductor & Rare Earth Firms Lead Morgan Stanley's Humanoid Stocks In Gains
Last year, Morgan Stanley initially released its list of 66 humanoid robot stocks and divided them into three categories. The first set of firms were humanoid enablers and beneficiaries, humanoid enablers and humanoid beneficiaries. Within the list, enablers referred to companies directly linked to the production and raw material sales for humanoid robots, while the beneficiaries were those, such as Amazon, who would benefit from integrating them into business operations.
Morgan Stanley launched a Humanoid 100 list in February, and in a report today, the bank claims that these stocks have delivered 11.1% in returns since then to outpace major indexes including the S&P 500, which has gained 3.5% over the same time period. The S&P underwent a 12% selloff in April after President Trump announced his Liberation Day tariffs but has gained 27% since the April bottom.
Within this list, stocks that have benefited from broader market trends unrelated to humanoid robots have prospered. These include semiconductor, rare earth materials and gaming stocks, according to Morgan Stanley.
Rare earth stocks of American companies have performed particularly well in 2025 due to trade tensions between the US and China, which saw the Chinese leverage their rare earth supply chain during the negotiations. According to Morgan Stanley, MP Materials was the top-performing stock in its humanoid robot stocks list by having gained 145% since the list was made.
AI giant NVIDIA is another stock linked to humanoid robots, and its shares have gained 32% since February 6th. NVIDIA's stock has benefited from investor expectations of AI spending lasting deep into the decade and a lesser-than-expected hit from the restriction of its AI GPU sales to China. Taiwan's TSMC is also another semiconductor stock that will benefit from humanoids and its shares have gained 13% since Morgan Stanley made the list.
Apart from MP Materials, other rare earth stocks also performed well, shared the bank. However, Chinese industrial companies and others such as California-based video equipment provider Harmonic didn't perform so well. Harmonic's shares have lost 30% year-to-date primarily on the back of weak earnings guidance in February.
One gaming stock part of the list which delivered strong returns is Unity Software. Year-to-date, the shares have gained 34% as its shares continue to see positive attention from analysts. For instance, Jefferies raised the share price target to $35 from $29 earlier this month and maintained a Buy rating on the shares on the back of strong video game engine and advertising performance.
About the author: Ramish is a seasoned technology writer and editor with more than a decade of experience. He specializes in semiconductor fabrication and market analysis. With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish combines financial rigor with deep industry insight to deliver accurate and authoritative coverage.
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