Agility Robotics Stock (AGLT): Nasdaq Debut, Digit Customers, Financials and Risks

Agility Robotics became the first US pure-play humanoid robot maker on a stock exchange when it started trading on Nasdaq as AGLT on November 5, 2026. It got there through a merger with the blank-check company Churchill Capital Corp XI at a $2.5 billion pre-money valuation. The listing gives public investors direct access to Digit, a warehouse humanoid already working at customer sites, but the numbers behind it are tiny: about $174,000 of revenue in the first half of 2026. Here is what you are buying. For the wider list of humanoid and supplier stocks, see Tesla Optimus stocks: suppliers and humanoid makers.

Agility Robotics Stock Snapshot

Listing data from RuntimeWire and Tech Times. We could not verify a reliable closing price for the first sessions: Tech Times reported shares down nearly 10% in the first hours but above $10, while a FourWeekMBA headline said they traded about 10% below the $10 PIPE price. Check a live quote before acting.

The SPAC Deal: What Shrank on the Way to Nasdaq

When the merger was announced in June 2026, Agility and Churchill XI expected gross proceeds above $620 million: about $420 million from the SPAC trust and over $200 million from a private placement (PIPE) led by existing investor Foxconn, according to ION Analytics. Redemptions by SPAC holders cut that to roughly $465 million. That is still a large cushion for a company that ended 2025 with $103.0 million of cash, but it shows that SPAC buyers were less enthusiastic than private investors.

Revenue, Losses and Who Is Actually Paying

2025 figures from the merger filings as reported by Tech Times and RuntimeWire; H1 2026 figures as reported by Singularity Moments, which notes most revenue again came from related parties. The source did not break down the H1 loss, so we cannot say how much was non-cash (SPAC-related items often inflate losses before a merger). Either way, revenue rounds to zero against the valuation.

Customers and deployments

• GXO: the longest-running Digit user, expanding to North Carolina and Tennessee sites with deployments expected in early 2027.
• Toyota Motor Manufacturing Canada: a robots-as-a-service deal for seven Digits.
• Schaeffler (also an investor), Mercado Libre and Amazon are named in filings. Our Schaeffler stock page covers the German supplier's side of the relationship.

Digit 4 is "deployed or committed" at nine facilities, a phrase that mixes live sites with planned ones. The headline backlog is a single three-year robots-as-a-service contract worth up to about $300 million for roughly 1,000 robots, with warrants that vest as robots are deployed. ION Analytics notes it covers a Digit version still in development and depends on milestones, and one investor quoted said he would give such orders "minimal weight."

Digit 5 and RoboFab: The Plan to Scale

Everything in the bull case depends on Digit 5. According to Tech Times, it stands 5 ft 11 in, weighs 284 lb, lifts up to 50 lb, runs about 90 minutes per charge and recharges in about 9 minutes. Early access is expected in the first half of 2027 and general availability by the end of 2027. Agility's RoboFab plant in Salem is designed for up to 10,000 robots a year, and a new Pittsburgh site handles software, AI and service. The bill of materials is cited near $125,000 for Digit 4, with a long-term goal of about $30,000.

• Jun 2026Merger with Churchill Capital XI announced at $2.5B.
• Nov 4, 2026Merger closes; about $465M raised.
• Nov 5, 2026AGLT and AGLTW begin trading on Nasdaq.
• H1 2027Digit 5 early access; GXO expansion sites go live.
• End 2027Digit 5 general availability target.

Agility vs Tesla Optimus

Digit is a narrower machine than Optimus: it was designed for moving totes in warehouses, not for general-purpose work, and it has simpler hands. That focus is why it has years of paid deployments while Tesla only said in October that Optimus production had started in Fremont, with outside sales expected in 2027 (TechCrunch). The investment difference is starker: AGLT is a few-billion-dollar bet on one robot, while Optimus is one program inside Tesla. For specs and a head-to-head, see Tesla Optimus vs Unitree G1, 1X Neo and Digit.

Key Risks

• Revenue gap: about $174,000 of H1 revenue against a multi-billion-dollar valuation.
• Backlog quality: the $300M order is conditional, for an unreleased robot.
• De-SPAC behavior: many SPAC listings fall well below $10 in their first year as early holders sell and warrants are exercised.
• Competition: Tesla, Figure, Apptronik, Boston Dynamics and cheap Chinese humanoids.
• Cash burn: scaling RoboFab and launching Digit 5 will consume the $465M faster than revenue arrives.

How to Buy Agility Robotics Stock

1. US investors: search AGLT in any brokerage app; the warrants (AGLTW) are a riskier, leveraged instrument.
2. Europe: most brokers with US market access list Nasdaq stocks; new listings sometimes take a few days to appear.
3. ETFs: humanoid ETFs may add AGLT over time; compare them in our humanoid robot stocks guide.

This article is for information only and is not investment advice.

FAQ: Agility Robotics Stock

The Bottom Line

AGLT is the only way for US investors to buy a humanoid pure-play on a US exchange, and Digit is a real product with real customers. But the company is valued on Digit 5 and RoboFab, both of which are 2027 stories, and on a conditional order book. Treat it as venture-style risk in a public wrapper. We will update this page after Agility's first earnings report as a listed company.

Sources: Tech Times (Nov 6, 2026), RuntimeWire (Nov 2026), RuntimeWire (Nov 4, 2026), ION Analytics / Mergermarket, Singularity Moments, FourWeekMBA, TechCrunch (Oct 21, 2026). Not investment advice. Last fact-check: November 10, 2026.