SEOUL, September 4 (AJP) — Shares of South Korean robotics company ROBOTIS jumped more than 22 percent Friday after Goldman Sachs rated the stock a buy and set a 630,000-won target price, citing strong demand for its robot actuators.
Its shares closed at 304,500 won ($225), up 22.54 percent from the previous session's close of 248,500 won, according to Korea Exchange data. The stock opened at 267,000 won and fell as low as 265,000 won and climbed as high as 315,000 won during the session.
The shares surged above 300,000 won shortly after the opening bell, then traded around that level for most of the day. They reached an intraday high of 315,000 won in the afternoon before easing to 304,500 won at the close. Trading volume reached about 1.43 million shares, with turnover of roughly 428.1 billion won.
The 630,000-won target is more than double Thursday's closing price. The bullish view is based partly on rising sales of robots made by Pollen Robotics, a robotics company owned by artificial intelligence platform Hugging Face.
One of its products is Microduck, a 25-centimeter-tall two-legged robot whose software and design can be modified by developers. Priced at $399, it is designed as a relatively affordable programmable robot. Pollen Robotics opened pre-orders on Aug. 27, and orders topped 10,000 units within days of the launch.
That matters for ROBOTIS because each Microduck uses 15 of its actuators. Pollen Robotics' Reachy Mini, a small desktop robot designed for developers and researchers, also uses nine ROBOTIS XL330 actuators.
Based on initial orders for 20,000 Reachy Minis and 10,000 Microducks, the brokerage estimated that the two products could create demand for about 330,000 additional actuators. That is roughly 80 percent of the 410,000 actuators ROBOTIS received orders for in 2025.
Those additional orders could be worth about 6.6 billion won, equivalent to roughly 17 percent of ROBOTIS' 38.9 billion won in sales last year.
The potential order volume is also large compared with the company's manufacturing capacity. The estimated 330,000 units would exceed its 2025 annual capacity of 300,000 actuators and equal about 66 percent of the 500,000 units it is expected to be able to produce this year.
The investment bank also sees longer-term upside as humanoid robots become more widely used and demand grows for physical AI, or AI that controls machines and robots in the real world.
Founded in 1999, ROBOTIS develops actuators and other robotics components used in service, research and humanoid robots.
Broader interest in the sector has also been supported by tighter U.S. restrictions on certain Chinese-made robots. In July 2026, the Federal Communications Commission tightened measures covering humanoid and quadruped models as part of wider national security controls on foreign technology equipment.
That optimism also lifted other related domestic stocks. TPC Robotics, a factory-automation company, hit its daily trading limit. Robostar, an industrial robot maker, rose 9.56 percent, while TXR Robotics, which focuses on logistics and robot automation, gained 7.14 percent.
AJP Takeaways
- ROBOTIS shares closed 22.54 percent higher at 304,500 won ($225) on September 4, 2026, after Goldman Sachs rated the South Korean robotics company a buy and set a 630,000-won target price.
- Goldman Sachs estimated that initial orders for 20,000 Reachy Mini robots and 10,000 Microduck robots could generate demand for about 330,000 additional ROBOTIS actuators, equal to roughly 80 percent of the company's 2025 actuator orders.
- The rally spread across South Korea's robotics sector on September 4, 2026, with TPC Robotics hitting its daily trading limit, Robostar rising 9.56 percent and TXR Robotics gaining 7.14 percent amid expectations for stronger robot demand and tighter U.S. restrictions on Chinese-made robots.
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