ABB stock deep dive — industrial robots, SoftBank deal, Physical AI | Jun 23, 2026
ABB Ltd (OTC: ABBNY) is one of the world's largest industrial robot makers — but it just sold its entire Robotics division to SoftBank for $5.4 billion. The day after ABB debuted its brand-new Physical AI Toolchain at Automate 2026 in Chicago, Elena and Theo dig into what ABB actually is, why the SoftBank deal scrambles the "robotics stock" thesis for casual investors, and what you're really buying if you put ABB in your portfolio today.
The bull case: record Q1 2026 earnings ($8.7B revenue, +18% YoY; operational EBITA margin 23.5%; best-ever Q1 free cash flow), raised guidance, massive…
The skinny
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