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Agility Robotics lists on Nasdaq as first U.S. humanoid pure play
Agility Robotics began Nasdaq trading on Nov. 5 after a SPAC merger, disclosing Digit 5 pricing, losses and a $300 million planned-order pipeline, Ars Technica and TechCrunch reported.
- Techmeme is now reporting this
- New headline Was: “Agility Robotics lists on Nasdaq as first U.S. humanoid pure-play”
- Our desk updated its story
- New headline Was: “Agility is the first pure humanoid robot company on the stock market. Are you buying?”
- Our desk filed its story
1 earlier update
- Ars Technica is now reporting this
Agility Robotics began trading on the Nasdaq on Nov. 5 after completing a special purpose acquisition company merger, becoming the first dedicated humanoid-robot developer to list in the United States, Ars Technica and TechCrunch reported1,2,3.
The Salem, Oregon, company, spun out of Oregon State University in 2015, has deployed Digit robots in warehouses and factories and is using the listing to disclose how it plans to rent or sell humanoids for repetitive manual work1,2.
Techmeme said the shares trade under the ticker AGLT3. TechCrunch said the reverse merger is expected to raise $465 million from retail investors and private funding2.
Ars, citing Agility’s Sept. 4 S-4 registration statement, said a robots-as-a-service customer would pay about $25,000 to deploy each robot plus $8,500 a month for software and maintenance1. Buying the hardware would cost about $200,000 plus $20,000 to deploy, with an annual software and maintenance fee of about $36,0001.
Those prices are tied to Digit 5, which Ars said is due starting in 2027, can lift 50-pound loads, work more than 20 hours in a 24-hour period, and uses a Nyobolt battery pack that Agility said can add 90 minutes of runtime with a nine-minute charge1.
TechCrunch said Digit robots already work for nine customers, including Schaeffler, GXO, Toyota Motor Manufacturing Canada and Mercado Libre, moving totes including more than 100,000 at a GXO site2. Ars said GXO, Agility’s first customer, has said it will expand beyond Georgia into North Carolina and Tennessee1.
CEO Peggy Johnson told TechCrunch the company stayed with repetitive jobs that are hard to staff2. “You don’t see a lot of dancing robots or backflipping robots from Agility,” she said2.
Johnson said Agility has $300 million in planned contracts from 30 customers for Digit 5, which can work around people rather than only in isolated cells, and that the order book helped drive the public listing; she did not name those customers2. Ars said the S-4’s subscription math used an unidentified $300 million order for 1,000 Digit 5 robots over three years, contingent on milestones and specifications1.
The two outlets cited different loss figures from different periods. Ars said Agility reported $1.8 million in 2025 revenue against a $140 million operating loss and expects losses for the foreseeable future1. TechCrunch said first-half 2026 revenue was $174,000, mostly from related parties, against a $362 million loss in that stretch2.
Ars said Agility estimated Digit 5’s bill of materials at $150,000, falling to $75,000 at 1,000 robots a year and $30,000 at 10,000, with a five-year useful life, and that RoboFab in Oregon is the production site1. TechCrunch said Johnson would not share Digit 5 production targets but that the plant has been described as able to make 10,000 robots a year2.
CFO Michael Beer told investors on Oct. 6 that a subscription could replace $200,000 in annual labor with $100,000 in robot cost, Ars reported1. TechCrunch said Agility pitches about $100,000 a year in savings under robot-as-a-service2. Prospective customers must spend $500,000 for an on-site proof of concept, TechCrunch said, with four such customers signed as of May 20262.
Co-founder Jonathan Hurst told Ars Digit 5 is not a home robot. “Digit 5 is not going to walk into your living room and do dishes and stuff like that,” he said1. What remains unclear is how fast Digit 5 will meet contract specs, how much of the $300 million pipeline converts, and whether the new capital is enough for Agility to become self-sustaining1,2.
Sources
- Ars TechnicaAgility Robotics' Nasdaq debut invites scrutiny of humanoid robot market
- TechCrunchAgility is the first pure humanoid robot company on the stock market. Are you buying?
- TechmemeAgility Robotics begins trading on the Nasdaq under AGLT after a SPAC merger, the first dedicated humanoid robotics company to go public in the US (Samantha Kelly/Bloomberg)
How it’s being reported
3 sourcesFirst reported by
Ars Technica
Agility Robotics' Nasdaq debut invites scrutiny of humanoid robot market
SEC filing details on robot rental vs. purchase, costs, losses and competitive risks
Ars walks through Agility’s S-4 unit economics, Digit 5 specs and risk factors as the Salem, Oregon, company lists on Nasdaq.
Leaves out The $465 million capital raise and first-half 2026 revenue figure highlighted by TechCrunch
Agility is the first pure humanoid robot company on the stock market. Are you buying?
Capital raise, current Digit work at named customers, and how fast Digit 5 must scale
TechCrunch interviews CEO Peggy Johnson on the SPAC raise, Digit deployments and a $300 million Digit 5 contract book.
Leaves out The S-4 monthly fee breakdown and 2025 full-year revenue and operating-loss figures Ars cites
Agility Robotics begins trading on the Nasdaq under AGLT after a SPAC merger, the first dedicated humanoid robotics company to go public in the US (Samantha Kelly/Bloomberg)
Gives this outlet’s account of the story.
Techmeme points to Bloomberg’s AGLT ticker item and links TechCrunch and other follow-ups.
Leaves out Financials, Digit 5 pricing and customer names
Where they agree
- Agility began Nasdaq trading on Nov. 5 after a SPAC merger as the first dedicated U.S. humanoid robotics company to go public.
- Digit robots are already in commercial warehouse and factory work, with Digit 5 expected in 2027.
- The company is still losing money and is pitching robot-as-a-service savings versus human labor.
Where they differ
Which financial snapshot to lead with