The First Major Robotics IPO Is Here: 5 Robotics Stocks That Could Run in the Second Half of 2026

4 hours ago 1

David Beren

Thu, July 2, 2026 astatine 10:53 AM CDT 6 min read

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Agility Robotics' nationalist debut sent supply-chain stocks surging, with VPG up 269% aft booking humanoid orders and OUST gaining 150% year-to-date.
Teradyne captures some sides of the robotics boom, investigating AI chips and owning Universal Robots, with 70% of Q1 gross present tied to AI.
Symbotic's $22.7 cardinal contracted backlog and Walmart backing haven't prevented the banal from falling 29% year-to-date, trading beneath its 200-day moving average.
Don't wait: the expert who called NVIDIA successful 2010 conscionable revealed his apical 10 AI stocks. See the afloat database FREE now.

The archetypal large humanoid robotics institution conscionable went public. Agility Robotics completed its nationalist debut done a merger with SPAC Churchill Capital Corp XI, and the supply-chain names that provender the robotics buildout are already moving. The clearest tell: Ouster (NASDAQ:OUST) has tally 149.86% year-to-date, with a 13.43% summation connected June 30 alone. The names beneath beryllium straight successful the way of the superior present chasing Physical AI.

A metallic metallic robotic manus with glowing bluish lines touches a acheronian bluish integer surface displaying a vivid greenish and reddish candlestick banal marketplace chart. The illustration features dynamic bluish and orangish inclination lines, 'BUY' and 'SELL' indicators, and numerical values. The inheritance shows a subtle grid signifier and a satellite representation overlay, creating a futuristic and high-tech fiscal trading scene.

1. Vishay Precision Group (VPG): The Surprise Humanoid Pick

Most readers person ne'er heard of Vishay Precision Group (NYSE:VPG). It is simply a Malvern, Pennsylvania, decorator of sensors, sensor-based measurement systems, peculiar resistors, and strain gauges. Strain gauges are the unglamorous components that alteration humanoid robots to consciousness force, torque, and unit astatine each joint. When humanoid developers determination from prototype to production, they request a precision sensor supplier that tin vessel astatine scale. VPG is 1 of the fewer American names already successful that conversation.

Q1 FY26 made the transportation explicit. Revenue came successful astatine $84.35M, up 17.6% twelvemonth implicit twelvemonth and beating statement by 9.43%, with orders of $102.1M, a book-to-bill of 1.21, and a Sensors conception book-to-bill of 1.36. The kicker: $1.0M successful humanoid robotics orders booked successful Q1, and engineering discussions are underway with a 4th humanoid developer. Shares are up 269.06% twelvemonth to day and 401.91% implicit the past year.

Don't wait: the expert who called NVIDIA successful 2010 conscionable revealed his apical 10 AI stocks. See the afloat database FREE now.

2. NVIDIA (NVDA): The Physical AI Platform

NVIDIA (NASDAQ:NVDA) has expanded good beyond AI compute. Its robotics stack present includes Isaac GR00T N instauration models, Isaac simulation, Cosmos, DRIVE Hyperion, and Halos OS for AI vehicles, with Hyundai, Kia, Uber, BYD, Geely, Isuzu, and Nissan signed up for L4-ready integration. Every humanoid developer that goes public, Agility included, validates the level NVIDIA sells into the full ecosystem.

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