Humanoid Robot Stocks in 2026: Every Pure-Play, Supplier and ETF You Can Actually Buy

For the first time, you can buy pure-play humanoid robot stocks in the US and China. Agility Robotics started trading on Nasdaq in November 2026, Unitree listed in Shanghai in August, and UBTech has traded in Hong Kong since 2023. Around them sit giants with humanoid programs (Tesla, Nvidia, Xiaomi, Hyundai), the component makers that supply the joints and actuators, and two dedicated humanoid ETFs. This guide lists what you can actually buy, what each gives you exposure to and the risks.

Humanoid Robot Stocks at a Glance

Tickers and listings as of November 10, 2026. Prices move daily; check a live quote before acting. This article is for information only and is not investment advice.

Pure-Play Humanoid Robot Stocks

Agility Robotics (Nasdaq)

Agility went public through a merger with the SPAC Churchill Capital XI (CCXI) at a $2.5 billion valuation, with the ticker expected to change to AGLT, according to The Motley Fool. TechCrunch reports $465 million in new capital, Digit robots at nine customers including GXO, Schaeffler and Toyota, and $300 million in planned Digit 5 contracts. The numbers that matter for valuation: revenue of $174,000 and a loss of $362 million in the first half of 2026.

Unitree Robotics (688836)

Unitree listed on Shanghai's STAR Market on August 19, 2026 at 150.80 yuan per share, raising about 6.1 billion yuan, and closed its first day at 845 yuan, up 460%, as AP reported. It had 2025 revenue of about 1.7 billion yuan and is one of the few humanoid makers shipping in volume. We cover it in depth in Unitree stock: price, IPO and how to buy.

UBTech Robotics (9880.HK)

Hong Kong-listed UBTech builds the Walker S industrial humanoid, which has been piloted in Chinese car factories. It is one of the most widely held humanoid names in funds: it was the second-largest holding of the HUMN ETF in August 2026. Shares are volatile and reacted sharply to Unitree's listing, falling more than 10% on the day of the debut.

Big Companies With Humanoid Programs

• Tesla (TSLA): the highest-profile humanoid program. Musk says Tesla aims to produce Optimus at very high volume; our Optimus production timeline tracks targets against reality. See also Tesla stock forecast.
• Nvidia (NVDA): sells the chips, simulation tools and foundation models many robot makers use, so it gains whichever company wins.
• Hyundai Motor: owns Boston Dynamics, maker of Atlas and Spot, which is not separately listed.
• Xiaomi and XPeng: Chinese EV makers with humanoid prototypes; robots are a small part of their value today.

Component Suppliers: The Picks-and-Shovels Play

Every humanoid needs precision actuators, reducers, screws and motors. These suppliers sell to many robot makers at once:

For the full Tesla-specific list, including which parts each supplier makes and the rare-earth magnet risk, read Tesla Optimus suppliers.

Every supplier and maker above, plus Joyson, Beite, Zhongke Sanhuan, Nabtesco, Nidec, Schaeffler, Moog and MP Materials, has its own page with tickers, latest results and how solid the Tesla link is in our Tesla Optimus stocks map. ETF fees and holdings are compared in humanoid robot ETFs.

Humanoid Robot ETFs

• KraneShares Global Humanoid and Embodied Intelligence ETF (KOID): tracks an equal-weighted index of about 50 global companies, so no single stock dominates. Top holdings in August 2026 included Hexagon, Rainbow Robotics and Keyence.
• Roundhill Humanoid Robotics ETF (HUMN): actively managed. In August 2026 its largest positions were Tesla (8.9%), UBTech (6.4%) and Nvidia (4.8%), plus component makers such as Harmonic Drive Systems and Nabtesco, according to 24/7 Wall St.

Check holdings, fees and fund size on the issuers' sites; third-party figures for these young funds often disagree.

Big Names You Cannot Buy Yet

Figure AI, 1X and Apptronik remain private, and Boston Dynamics sits inside Hyundai. Be wary of "pre-IPO" offers for these companies on unregulated platforms; legitimate secondary-market access is limited to accredited investors. The same applies to Musk-related names without public stock; see why there is no Terafab stock.

Risks Before You Invest

• Revenue is tiny: Agility earned $174,000 in six months against a $362 million loss. Valuations price in a future that has not arrived.
• Hype cycles: Unitree rose 460% on day one; such moves often reverse sharply.
• Geopolitics: in July 2026 the US FCC banned imports of new foreign-made humanoid and quadruped robots, which Unitree says affects its new models in the US.
• Access: mainland China A-shares are hard for most US retail investors to buy directly.

FAQ: Humanoid Robot Stocks

The Bottom Line

Humanoid robot stocks finally exist: Agility on Nasdaq, Unitree in Shanghai and UBTech in Hong Kong as pure-plays, Tesla, Nvidia and Hyundai as larger indirect bets, component suppliers as the picks-and-shovels play, and KOID and HUMN for diversified exposure. The sector is early, loss-making and volatile, so position sizing matters more than picking a winner. We will update this list as new listings arrive.

Sources: TechCrunch (Nov 5, 2026), The Motley Fool (Nov 1, 2026), AP via Click2Houston (Aug 19, 2026), 24/7 Wall St. (Aug 26, 2026), ETF.com. Not investment advice. Last fact-check: November 10, 2026.