Top Robotics Stocks to Watch in 2026

It is no surprise that robotics and Physical AI are approaching an inflection point. Recent industry forecasts project the global robotics market to expand from approximately USD 53 billion to USD 65 billion today to between USD 228 billion and USD 416 billion by 2035, depending on methodology and market scope, with long term growth rates generally ranging from 15% to 20% annually.  

Humanoid robotics remains a much smaller but significantly faster growing segment. Most current estimates place the humanoid robot market between USD 2 billion and USD 5 billion in 2025, with forecasts ranging from USD 15 billion by 2030 to more than USD 40 billion by 2033 and potentially much higher over the following decade as production scales.  

This growth is being driven by several converging forces including persistent labor shortages across developed economies, rapid advances in AI native control systems, improvements in actuators, batteries and embodied intelligence, and the increasing economic viability of robots in manufacturing, logistics, warehousing and service environments.  

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Investable Today: Top Public Robotics Stocks

• ‍Tesla (TSLA) — USA

Tesla is advancing its Optimus humanoid robot programme with a forthcoming Gen 3 prototype that reportedly includes advanced hand dexterity and improved battery systems. The company positions Optimus as a core business line, not merely a sideline to its automotive business, and seeks to scale to meaningful volumes by the middle of the decade.

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• ‍UBTECH Robotics — China

UBTECH has introduced its Walker S2 humanoid robot capable of battery‑swap in under three minutes and is deploying multi‑robot “swarm intelligence” systems in smart factories. The company’s public listing and Chinese government support position it centrally in China’s push to lead global humanoid robotics.

• ‍Xiaomi — China

Best known for smartphones, Xiaomi has entered the humanoid race with CyberOne. It’s CyberOne humanoid robot, 177 cm tall and 52 kg in weight — intended for home and consumer‑robotics roles rather than pure industrial work. While mass production is still understated, Xiaomi’s broad hardware ecosystem and AI credentials give it scale potential in the “robotics shares” theme.

• ‍Doosan Robotics — South Korea

Doosan Robotics has built its reputation in collaborative robot arms and is now shifting toward full humanoid platforms through its membership in South Korea’s K‑Humanoid Alliance and a major new R&D facility. The company’s industrial backing and regional automation rollout give it a compelling angle on humanoid and service‑robot deployments.

• ‍Kawasaki Heavy Industries — Japan

With decades of automation experience under its belt, Kawasaki is quietly evolving its robotics division into humanoid and human‑robot collaboration platforms. Its industrial engineering strength and global supply chain make it a strategic player in the next wave of automation.

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What About the Private Robotics Boom?

While the stocks above are investable today, most of the world’s most advanced humanoid robotics companies are still private. They’re not accessible through retail brokerages and likely won’t be for years. So how do you get access?

This is where XMAQUINA comes into focus. The DAO is designed to give community members access to the robotics ecosystem outside of publicly traded stocks, opening up frontier private deals typically reserved for venture capital.

It has completed five treasury allocations into leading humanoid robotics companies including Figure AI, Agility Robotics, Apptronik, 1X Technologies and Neura Robotics, establishing exposure across several of the sector’s most significant private companies.  

Visit our portfolio at dao.xmaquina.io to explore more.

USA

• Figure AI (private) – Figure AI remains one of the most closely watched humanoid robotics companies globally. In 2026, the company accelerated production of its Figure 03 platform and expanded commercial deployments, reinforcing its position as one of the leaders in humanoid robotics.

• Apptronik (private) – Apptronik is scaling its Apollo humanoid robot for manufacturing, logistics, and industrial applications. The company has expanded commercial deployments through partnerships with major industrial operators while advancing large scale production of the Apollo platform.
• 1X Technologies (private) – Backed by major AI investors, 1X Technologies continues advancing its NEO platform for home environments while expanding development of safe and practical humanoid systems designed to operate alongside people in everyday settings.
• Agility Robotics (private) – Known for its Digit robot, Agility Robotics remains one of the pioneers of commercial humanoid deployment. The company continues expanding warehouse and manufacturing applications for Digit while increasing production capacity to support broader enterprise adoption.

China

• Unitree Robotics (private) – Unitree has emerged as one of China’s most visible robotics companies, driven by rapid product iteration, strong manufacturing capabilities and growing global awareness of its humanoid platforms including G1, H1 and R1.
• Agibot (Zhiyuan Robotics) (private) – Agibot is one of China’s fastest growing humanoid robotics companies, developing embodied AI systems for commercial and industrial use. The company surpassed 5,000 robots produced in 2025, demonstrating the scale and speed of China’s push into humanoid robotics.

• Fourier Intelligence (private)  – Developing the GR‑2 and GR‑3 humanoids for both industrial and rehabilitation applications, Fourier bridges robotics hardware with human augmentation markets. 
• LimX Dynamics (private) – The P1 humanoid is often described as “China’s answer to Atlas” and represents a bold ambition to compete internationally in general‑purpose humanoid robotics. 

Outside USA/China

Germany

• Neura Robotics (private) - The 4NE‑1 humanoid is being developed for human‑robot collaboration and the firm recently acquired EK Robotics to strengthen its platform and industrial robotics footprint. 

Japan

• Telexistence (private) – Developing the Astra robotic platform for retail automation, Telexistence focuses on replenishment, inventory management, and other operational workflows within convenience stores and retail environments. The company represents Japan’s practical approach to robotics deployment, emphasizing commercial use cases with clear economic value.

South Korea

• Rainbow Robotics – The RB‑Y1 humanoid platform is an initiative backed by Samsung (35 % ownership) and marks Korea’s push into service‑robotics and humanoid automation. 
• WIRobotics (private) – The South Korean firm recently unveiled its upper‑body humanoid robot ALLEX featuring 15 degrees of freedom in its hand, ultra‑low friction actuators and whole‑body force control enabling human‑like responsiveness. ALLEX is positioned to transition from fine manipulation to a full humanoid platform, targeting use cases across manufacturing, service and home environments — making WIRobotics a strong contender in the robotics‑shares to watch thesis.

Spain

• PAL Robotics (private) – Known for its KANGAROO Pro humanoid for research and service applications, the firm is one of Europe’s leading humanoid‑robot makers targeting hospitality, retail and human‑robot interaction. 

United Kingdom

• Engineered Arts (private) – UK‑based firm best known for its lifelike humanoid robot Ameca, which has become a media icon for human‑robot interaction. While more focused on social and expressive robotics rather than heavy industrial applications, the company’s work demonstrates how advanced robotics hardware and software can converge in commercial form.

France

• Enchanted Tools (private) - French startup founded in 2021, known for the Mirokaï humanoid robots blending social interaction and practical tasks; they raised one of the largest early‑stage rounds in French robotics and delivered their first robot to research institution ISIR.  Mirokaï are designed for hospitality, retail, healthcare and service spaces, illustrating how humanoids are reaching beyond factories into everyday human environments.
• Pollen Robotics (private) - Bought by Hugging Face in 2025, the Reachy humanoid robot platform, oriented toward research and education with an open‑source approach.By focusing on modularity and accessibility, Pollen Robotics represents a complementary strand in the humanoid ecosystem: enabling innovation, smaller scale deployments and community‑driven hardware.

‍India

• Addverb Technologies (private) - Backed by Reliance Industries, developing humanoid robots for warehouse automation and logistics applications; while primarily known for its mobile robots and warehouse solutions, it is extending into bipedal and humanoid form‑factors. With logistics‑driven demand in India and Southeast Asia, the company illustrates how regional market dynamics are driving the robotics shares to consider beyond the US/China axis.
  

Norway

• 1X Technologies (private) - Headquartered in Norway but widely categorized under US-backed robotics ventures, 1X is developing two humanoid platforms: NEO, focused on home use, and EVE, a wheeled upper-body robot designed for office and security tasks. The company is backed by OpenAI and Tiger Global, and has raised over $100 million to date, aiming to build “safe and intelligent androids” that can operate alongside humans in everyday environments.

Canada

• Sanctuary AI (private) -  Canada‑based company developing the Phoenix humanoid robot aimed at general‑purpose work, combining high dexterity, AI software stack and a vision for physical autonomy. With ambitions to operate across many environments rather than a single vertical, Sanctuary AI represents what many call the “general‑purpose robot” target and underpins the long‑term investment narrative.

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Public Stocks vs Private Deals

The robotics sector offers opportunities across both public and private markets. Public companies provide liquidity, transparency, and exposure to automation trends, but relatively few offer direct exposure to humanoid robotics. Meanwhile, many of the sector’s most advanced companies remain private, where much of the innovation and value creation is taking place.

Accessing these private opportunities has traditionally been limited to venture capital firms and institutional investors. XMAQUINA was created to help bridge that gap through a governance led approach to capital allocation. The DAO has built a portfolio spanning several of the leading private humanoid robotics companies, providing diversified exposure to a sector that is expected to play an increasingly important role in the global economy.

As humanoid robotics and Physical AI continue to advance, the distinction between public market exposure and private market innovation remains one of the defining characteristics of the industry. For investors seeking long term exposure to the robotics economy, both markets have a role to play.

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Bullish on Robotics? So Are We.

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Disclaimer: This document is for informational purposes only and does not constitute investment advice. All investments carry risk, including potential loss of principal. Private company valuations are estimates and subject to significant uncertainty. Investors should conduct their own due diligence and consult with qualified financial, legal, and tax advisors before making investment decisions.

Last updated: June 2026.