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I stick to a 'Buy' rating for Fanuc Corporation, as my bullish investment case built around the CAPEX uptrend and Physical AI remain valid. FANUY's cumulative $0.3B North American capex in the past few years position it to capture rising automation-related spending by enterprises. The Physical AI trend is gaining traction, with Fanuc's robots garnering interest from trade show attendees.

The Overseas Equity ETF posted a return of 6.45% in fourth quarter 2025. Samsung's results reflect continued strong demand and shortage-induced pricing strength for DRAM chips and persistent demand from hyperscalers driven by AI infrastructure buildouts. Strong gold and copper prices drove cash flows during the quarter, and operating leverage was enhanced by resumed gold production in Mali.

Fanuc's share price has surged with improving industrial sentiment, including by improving robotics growth and strategic expansion into aerospace and precision assembly. FANUY's recent quarters show good order growth, especially in robotics, and management is bullish on long-term opportunities in the U.S. market. Reshoring and expanded robot capabilities should drive mid-single-digit long-term growth, with improved operating leverage and mix driving higher margins.

Baird Chautauqua International Growth Fund underperformed its benchmark as stock selection in health care and consumer discretionary detracted most from relative returns. Fanuc reported September quarter results that beat consensus estimates, raising full-year operating profit guidance by 10% on demand recovery and improved utilization rates. Sea Limited reported September quarter results that beat consensus estimates, with revenue growing 38% and gross merchandise value growing 28%.

First Eagle Overseas Fund A Shares (without sales charge*) posted a return of 5.78% in fourth quarter 2025. Leading contributors in the First Eagle Overseas Fund this quarter included gold bullion, FANUC Corporation, Samsung Electronics Co., Ltd., LVMH Moet Hennessy Louis Vuitton SE and Samsung Electronics Co., Ltd. Pfd Non-Voting. The leading detractors in the quarter were Prosus N.V. Class N, Alibaba Group Holding Ltd., BAE Systems plc, Imperial Oil Limited and NAVER Corp.

Does Fanuc Corp. (FANUY) have what it takes to be a top stock pick for momentum investors? Let's find out.

Here is how Fanuc Corp. (FANUY) and Kaiser Aluminum (KALU) have performed compared to their sector so far this year.