Company
Agility Robotics is a US robotics company that makes Digit, a bipedal humanoid robot designed for warehouse and logistics tasks like material handling.
The 460% pop on debut day has been undone almost exactly, leaving the market paying about 125 times Unitree's 2025 revenue and more than 350 times its adjusted earnings, a valuation that prices Unitree's growth story, with earnings barely factoring in.
Reality
Agility showed Digit 5's specifications on September 15 and expects general availability by the end of 2027. That leaves the barrier-free safety architecture two years to produce field data for buyers weighing a 284-pound biped.
Perspective Coverage
3 publishersReality
Figure's software finished 56% of chores in 30 unfamiliar homes, Boston Dynamics began training Atlas inside a Hyundai plant, and Unitree priced a 22-joint hand at $6,500.
Reality
Agility rebuilt Digit's legs, payload and safety architecture for customers who asked to run the robot without barriers between it and their staff. The OSHA field evaluation it was designed for has not happened yet.
Reality
The company says its Digit 5 humanoid can work safely beside people, holds more than $300 million of multiyear orders, and does not expect general availability until the end of 2027. It plans to list at $2.5 billion.
Reality
Counterpoint puts five Chinese makers at 86% of the 22,000 humanoids shipped in the first half of 2026. That is the cost curve the Covered List and the new tariffs do not touch while they reprice US bills of materials.
Reality
Xpeng's robotics unit took in more than $900 million at a $6.3 billion post-money valuation, one of eight Chinese carmakers now building humanoids, while the nearest thing to a dated job on a real factory floor belongs to Hyundai.
Reality
Google committed to 200 MW from Commonwealth Fusion's first plant and RWE put EUR 25m behind Proxima Fusion next to a shut-down reactor site, deals where the access mattered more than the valuation. Only one of them involves a signed purchase.
Reality
Unitree's $66 billion valuation lost nearly half its value in a week, and robot brains still lack the data to justify the hype.
Reality
Smart Analytics Global puts AgiBot and Unitree at about 75% of global humanoid shipments. That leaves roughly 600 units for everyone else, and Western buyers a sourcing decision before a capability one.
Reality
Robo Inc. launched 13 days after covered foreign robots lost their path to equipment authorization. Long Island production is scheduled for January 2027.
Reality
Peggy Johnson says the SPAC still closes this fall. The order book is $300M of potential contract value, not revenue, and the trust money depends on redemptions.
Reality
Unitree closed its Shanghai debut worth about $53 billion on $252 million of revenue. That number is now the comp in every robotics board deck, and it is not a demand signal.
Reality
542,000 industrial arms went in during 2024 and 4.66 million are already running. The near-term case for flexible factories runs through smarter conventional robots.
Reality