Cramer Comments Track Diverging Robotics Stocks

Recent moves in Intuitive Surgical, Inc. (ISRG) and UiPath, Inc. highlight how investor sentiment around robotics and physical AI stocks has tracked high profile commentary from CNBC host Jim Cramer, while also responding to earnings results and guidance.

Both companies are included in lists of Cramer’s notable robotics and physical AI stock picks, yet their share prices have moved in opposite directions since his televised remarks.

Intuitive Surgical, Inc. (ISRG), a leading medical robotics company, has seen its shares rise 23% since Cramer discussed the stock favorably on CNBC’s “Squawk on the Street” in June 2025. Over the past year, however, the shares are down 7.8%.

Cramer described Intuitive Surgical as an opportunity for investors, calling the stock “fantastic” and urging viewers to “just go buy ISRG.” He cited the company’s pre-announcement at a San Francisco conference and its subsequent quarterly report as catalysts for his view.

October 2025 was a key period for the stock. In the middle of the month, Intuitive Surgical’s shares surged 27%. On October 21, 2025, the company reported third quarter revenue of $2.51 billion and adjusted earnings per share of $2.40, exceeding analyst estimates of $2.40 billion in revenue and $1.98 in adjusted EPS.

The company develops and manufactures the da Vinci Surgical System, a robotic platform used in minimally invasive procedures, and is viewed as a pioneer in robotic surgical systems within modern healthcare.

The stock’s momentum moderated in early 2026. On January 14, 2026, Intuitive Surgical shares closed 2.7% lower after the company released preliminary fourth quarter earnings.

Management commented that funding cuts, including to Medicaid, and rival robotic products could slow growth of its leading surgical system. Those comments contributed to renewed concerns about the competitive and funding environment for the business.

UiPath, Inc. (NYSE: PATH), a robotic process automation firm that provides software robots to automate processes and operations, has moved in a different direction since Cramer’s remarks.

Its shares are up 1.5% over the past year, but they are down 35% since Cramer discussed the stock on “Mad Money” on October 10. At the time, he said UiPath had “such a big move” that he could not recommend it and concluded, “It’s not for me.”

Before those comments, UiPath’s stock had surged 32% in early October. On September 30, the company announced partnerships with Microsoft (MSFT), NVIDIA (NVDA), OpenAI, and other technology firms, which coincided with the advance.

UiPath’s shares have also reacted sharply to earnings releases. On December 4, the stock closed 24% higher after the company reported third quarter revenue of $411 million and adjusted earnings per share of $0.16, beating analyst estimates of $392 million and $0.15 respectively.

Earlier this month, on March 12, UiPath’s stock closed 8% lower following its fourth quarter report. While revenue and earnings again topped analyst estimates, the company’s fiscal 2027 revenue guidance fell short of expectations, pressuring the shares despite the earnings beat.