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What smart money is saying about Fanuc CorporationJapan flag

6954.T · Industrials · Industrial - Machinery · Market cap $37.34B

3 funds in our archive have pitched Fanuc Corporation — most recently Upslope Capital in December 2025.

Company profile

Fanuc Corporation provides factory automation products in Japan, the Americas, Europe, China, the rest of Asia, and internationally. The company offers CNC series products, servo motors, lasers, robots, compact machining centers, electric injection molding machines, wire electrical discharge machines, and ultra-precision machines. It also provides FANUC intelligent edge link and drive systems, an open platform for the manufacturing industry. The company was incorporated in 1950 and is headquartered in Yamanashi, Japan.

Fund coverage · 3 theses

  • Upslope Capital
    December 2025

    Fanuc Corporation is a dominant industrial automation and robotics leader poised to benefit from physical AI and reshoring tailwinds, supported by a fortress balance sheet and reasonable valuation.

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  • Aristotle International Equity
    December 2025

    FANUC Corporation is a Japanese factory automation leader with a dominant CNC base, expanding software ecosystem and NVIDIA collaboration, positioned to benefit from accelerating global automation with strong margins.

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  • Platinium AM
    December 2024

    Fanuc is poised for growth as the US market prepares for a significant increase in manufacturing automation investments, driven by advancements in AI-capable robotics and supportive government policies.

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