Tesla Optimus Stocks 2026: Every Supplier and Humanoid Robot Maker With Tickers

You cannot buy Optimus stock, but you can buy almost everything around it. Tesla started Optimus production in 2026 on a line it sized for about one million robots a year, and that ramp now runs through a chain of listed companies: actuator and reducer makers in China and Japan, magnet producers, chip suppliers, and rival humanoid makers in Hong Kong, Shanghai, Seoul and, since November 5, on Nasdaq. This page maps 23 of them with tickers, rates how solid each Tesla link really is, and links to a full analysis of every company.

There Is No Optimus Ticker

Optimus is a product line inside Tesla, in the same way Model Y is. Tesla does not report Optimus revenue separately, and no Optimus spin-off has been announced. Anything sold as "Optimus stock", "Optimus token" or "pre-IPO Optimus shares" is not real; the same scam pattern exists around Terafab stock, which also has no ticker.

That leaves three real routes: buy Tesla itself, buy the companies that make Optimus parts, or buy the competitors whose results show how fast humanoid demand is actually growing. For what Optimus could be worth inside Tesla, see our Optimus valuation analysis and the production timeline.

How We Rate the Tesla Link

Tesla does not publish an Optimus vendor list, and Chinese suppliers are often barred by contract from naming customers. So every link below carries one of three labels:

• Reported: named as an Optimus supplier by credible media or broker research, but not confirmed by Tesla or the company. Sanhua, for example, called a reported RMB 5 billion robot order "untrue" in October 2025.
• Candidate: makes the right component and sells to other humanoid makers, with no credible Tesla report.
• None: relevant to humanoids or to Optimus's supply risks, but no Tesla relationship. We say so plainly on each page.

Optimus Component Supplier Stocks

Data as of each company's latest report, checked November 10, 2026. Each company page lists its sources.

Reading the supplier table

The four Chinese names at the top are the ones Tesla-focused brokers call the "O-chain", and they are also Tesla car suppliers, which is why they are cited first. The Japanese reducer makers are the incumbents that Chinese vendors are undercutting: Leaderdrive already holds an estimated 30-40% of China's harmonic reducer market, according to J.P. Morgan research cited on our Harmonic Drive page. Magnets are the odd one out: each Optimus needs roughly 3.5 kg of NdFeB, and China controls most of that supply, which is why MP Materials matters to the story even without a Tesla contract.

Listed Humanoid Robot Makers

These companies compete with Optimus rather than supply it. Their delivery numbers are the best public check on how fast humanoid demand is really growing.

Private Rivals and Their Listed Proxies

Three of the best-funded Optimus rivals have no stock, but each has listed backers or partners:

• Figure AI: last priced at $39 billion (Series C, September 2025). Listed investors include Nvidia, Intel, Brookfield and Qualcomm. Our Optimus vs Figure vs Atlas comparison covers the robots.
• Apptronik: Series A grew past $935 million at a $5.3-5.5 billion valuation by February 2026. Google, Mercedes-Benz and contract manufacturer Jabil (JBL) are the listed links.
• AgiBot: private, but it controls Shanghai-listed Swancor Advanced Materials (688585) and started a Hong Kong IPO process in July 2026.

Chips, Magnets and ETFs

Nvidia sells the Jetson Thor computer and Isaac GR00T models that many Optimus rivals use; Tesla runs its own AI chips instead, which is the logic behind Terafab, the Tesla and SpaceX fab project that will make them in Texas. Robotics is still small for Nvidia: its last standalone automotive and robotics figure was $2.3 billion in fiscal 2026, about 1% of sales.

For a basket, the two dedicated funds are KraneShares KOID (0.69% fee, 59 holdings) and Roundhill HUMN (0.75%, actively managed), with newer entrants from WisdomTree and Defiance. Tesla is only 2-4% of either fund, so they are bets on the whole sector, not on Optimus. Fees, holdings and returns are compared in humanoid robot ETFs.

How Much Robot Revenue Is Real?

The single most useful fact for anyone buying this group: in every listed supplier, humanoid parts are still a rounding error next to the core business.

• Tuopu: RMB 13.59 million of robot actuator revenue in 2025, about 0.05% of sales, against Q3 2026 revenue of RMB 8.4 billion.
• Sanhua: Q3 2026 revenue RMB 8.37 billion, almost all of it refrigeration and EV thermal parts; net profit fell 9.6%.
• Beite: roller screws are still at the sample stage with no designated customer, while the stock trades at about 117 times 2026 expected earnings.
• Schaeffler: the clearest disclosed number in the West, a EUR 400 million humanoid order book, against more than EUR 5.8 billion of sales in a single quarter.

In other words, these shares move on expectations for 2027-2030, not on today's robot sales. That can work in both directions, as October 2026 showed: Harmonic Drive Systems fell about 20% in the month and Hyundai nearly 20%.

Where Valuations Got Ahead

The cheaper end of the group is the diversified incumbents, such as Nabtesco and Schaeffler, where humanoids are an option on top of an existing business rather than the whole thesis. Our Optimus price forecast explains why component prices, and so supplier margins, are expected to fall as volumes rise.

How to Buy From the US or Europe

1. US listings: TSLA, AGLT, XPEV, NVDA, MP and MOG.A/MOG.B trade on US exchanges.
2. US over-the-counter: Harmonic Drive (HSYDF), Nabtesco (NCTKF), Nidec (NJDCY), Schaeffler (SCFLF) and Xiaomi (XIACY); liquidity can be thin.
3. Hong Kong: UBTech (9880), Sanhua (2050), XPeng (9868) and Xiaomi (1810), available at most international brokers.
4. Mainland A-shares: Tuopu, Leaderdrive, Joyson, Beite, Zhongke Sanhuan, Unitree and Swancor need Stock Connect eligibility or a China-focused fund.
5. Korea: Hyundai (005380) and Rainbow Robotics (277810) through brokers with Korean market access.

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

Risks Shared by the Whole Group

• Tesla's own pace: Musk has said reaching high weekly output will take at least a year after the line started, and earlier targets slipped; see the Optimus delay history.
• Rare-earth policy: China's magnet export licensing (April 2025) and later rules can be tightened again, hitting every actuator maker at once.
• Trade barriers: in July 2026 the US FCC banned imports of new foreign-made humanoid and quadruped robots, and tariffs on Chinese parts remain a live issue.
• Customer concentration: if Tesla insources actuators, as it has done with batteries and chips, "reported suppliers" can lose the business.
• Governance: Nidec's audit disclaimer and Rainbow Robotics' insider-trading probe are reminders that the theme does not fix company-specific problems.

FAQ: Tesla Optimus Stocks

The Bottom Line

There is no Optimus stock, but there are now more than 20 listed ways to bet on it: Tesla itself, a cluster of mostly Chinese actuator and reducer makers whose Tesla links are reported rather than confirmed, Japanese and German incumbents with humanoid ambitions, a US magnet producer, and listed rivals from Agility to UBTech. Robot revenue is still tiny everywhere, so position size and valuation discipline matter more than picking the "official" supplier. Start with the company pages above, and we will update this map as Tesla's ramp turns reports into orders.

Sources: company filings and results releases (Q3 2026 where available), Reuters, TechCrunch, 36Kr, Caijing, J.P. Morgan and Hualong Securities research as cited on each company page; KraneShares and Roundhill fund data. Not investment advice. Last fact-check: November 10, 2026.