The first major humanoid robotics company just went public. Agility Robotics completed its public debut through a merger with SPAC Churchill Capital Corp XI, and the supply-chain names that feed the robotics buildout are already moving. The clearest tell: Ouster (NASDAQ:OUST) has run 149.86% year-to-date, with a 13.43% gain on June 30 alone. The names below sit directly in the path of the capital now chasing Physical AI.
1. Vishay Precision Group (VPG): The Surprise Humanoid Pick
Most readers have never heard of Vishay Precision Group (NYSE:VPG). It is a Malvern, Pennsylvania, designer of sensors, sensor-based measurement systems, special resistors, and strain gauges. Strain gauges are the unglamorous components that enable humanoid robots to sense force, torque, and pressure at every joint. When humanoid developers move from prototype to production, they need a precision sensor supplier that can ship at scale. VPG is one of the few American names already in that conversation.
Q1 FY26 made the connection explicit. Revenue came in at $84.35M, up 17.6% year over year and beating consensus by 9.43%, with orders of $102.1M, a book-to-bill of 1.21, and a Sensors segment book-to-bill of 1.36. The kicker: $1.0M in humanoid robotics orders booked in Q1, and engineering discussions are underway with a fourth humanoid developer. Shares are up 269.06% year to date and 401.91% over the past year.
2. NVIDIA (NVDA): The Physical AI Platform
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has expanded well beyond AI compute. Its robotics stack now includes Isaac GR00T N foundation 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 platform NVIDIA sells into the entire ecosystem.
The scale of growth in the first quarter of fiscal year 2027 became impossible to ignore. Revenue reached $81.61 billion, an increase of 85.2% from the previous year, which exceeded expectations by 3.16%. Data Center revenue climbed 92% to hit $75.25 billion, while Networking revenue surged 199% to $14.8 billion. With non-GAAP gross margins landing at 75.0% and second-quarter guidance pointing toward $91 billion, CEO Jensen Huang described the current moment as the largest infrastructure expansion in human history.
The catch: NVIDIA shares are only up 4.67% year to date, lagging the smaller supply-chain names by a wide margin. That gap is exactly what the next stock is closing.
3. Ouster (OUST): The Sensor Pure-Play
Ouster is a San Francisco designer and manufacturer of digital lidar sensors for the industrial automation, intelligent infrastructure, robotics, and automotive markets. With the Stereolabs acquisition closed, the company now combines lidar, cameras, AI compute, and perception software in a single stack. That is the exact bill of materials a humanoid robot or a robotaxi platform needs to ship. CEO Angus Pacala framed Ouster as “the foundational sensing and perception platform for Physical AI.”
The first quarter of fiscal year 2026 provided the hard numbers behind the recent market surge. Total revenue climbed to $48.58 million, marking a 49% increase over the previous year, while product revenue grew by 55% to hit $48.23 million. The company shipped more than 12,600 sensors during the quarter and saw its GAAP gross margin reach 43%, an improvement of 200 basis points from the year before. Looking ahead, management set second-quarter guidance in the range of $49.5 million to $52.5 million.
4. Teradyne (TER): The Wafer-to-Robot Bridge
Teradyne (NASDAQ:TER) sits in two robotics seats at once. It tests the AI chips going into every robot, and it owns Universal Robots, one of the world’s largest collaborative robot makers. CEO Greg Smith calls the strategy “wafer to AI data center.” When Agility Robotics, or any humanoid maker, scales production, Teradyne shows up on both the silicon and cobot sides.
The first quarter results for fiscal year 2026 were impressive across every category. Revenue reached $1.28 billion, an 87% increase from the prior year, which beat analyst expectations by 5.56%, while non-GAAP earnings per share of $2.56 topped estimates by 21.15%. Approximately 70% of total revenue is now directly tied to AI, and the non-GAAP operating margin expanded significantly to 37.5% from 20.5% a year ago. Looking forward, the company provided second-quarter guidance of $1.15 billion to $1.25 billion in revenue, with non-GAAP earnings per share expected between $1.86 and $2.15.
The market has already reacted to these gains. The stock is up 139.5% year-to-date and 413.97% over the past year, hitting an all-time high of $460.53 on June 25, 2026. This momentum has recently drawn positive upgrades from analysts at Cantor Fitzgerald and Bank of America.
5. Symbotic (SYM): The Punchline
Symbotic (NASDAQ:SYM) is the pure-play warehouse robotics name in the United States. The company is a pioneer in robotic automation and artificial intelligence, focused on transforming supply chain logistics, with major retailers and wholesalers as core customers. Walmart is the anchor. SoftBank is the partner. The opportunity is the entire warehouse layer of e-commerce, and Symbotic is the only listed name pointed straight at it.
The second quarter of fiscal year 2026 clearly quantified the company’s growing backlog. Revenue hit $676.48 million, a 23.1% increase over the previous year, while adjusted EBITDA more than doubled to $77.75 million, and gross margins improved to 22.2% from 20.2%. The number of active systems in deployment climbed to 70 from 46, operational systems rose to 52 from 37, and the contracted backlog stood at approximately $22.7 billion. For the third quarter, management provided guidance of $700 million to $720 million in revenue and $80 million to $85 million in adjusted EBITDA.
While the other four companies on this list have seen significant gains, this stock remains down 29.18% year-to-date, even after an 8% rally on June 30. It presents an interesting case of a warehouse robotics pure-play that, despite a massive $22.7 billion backlog and current lack of profitability, trades well below its 200-day moving average.
The Bottom Line
The public market debut of Agility Robotics acts as the catalyst that finally pulled robotics supply-chain stocks off the bench. Vishay Precision Group and Ouster are already seeing significant momentum. NVIDIA and Teradyne continue to sell the foundational platforms that power these machines. Symbotic has lagged behind the rest of the group for now. The robotics IPO window is officially open, and the names associated with this theme are repricing in real time.
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