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Revenue surged 56% year over year as lidar shipments accelerated.

A Chinese humanoid maker just pulled off one of the most frenzied IPOs in recent memory, and the shockwaves are now rippling through U.S. robotics stocks in a big way. Here is what traders are watching as the physical AI theme hits a new gear.

Investor demand for humanoid robots just shattered records that SpaceX, Snowflake, and Facebook never came close to touching. Here are the five publicly traded robotics stocks best positioned to capture that fever before it cools.

OUST's Q2 revenues surge 56% as record sensor shipments, Rev8 traction and smart infrastructure demand fuel growth.

Moby summary of Ouster, Inc.'s Q2 2026 earnings call

Ouster (NASDAQ:OUST) reported second-quarter revenue of $55 million, up approximately 56% from a year earlier, as demand from industrial and smart-infrastructure customers helped the lidar and perception technology company ship a record number of sensors. Chief Executive Officer Angus Pacala said t

Allient (ALNT) delivered earnings and revenue surprises of +29.03% and +5.12%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Vicor (VICR) delivered earnings and revenue surprises of +67.74% and +3.35%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The first major humanoid robotics company just went public. Agility Robotics completed its public debut through a merger with SPAC Churchill Capital Corp XI, and the supply-chain names that feed the robotics buildout are already moving. The clearest tell: Ouster (NASDAQ:OUST) has run 149.86% year-to-date, with a 13.43% gain on June 30 alone. The names ... The First Major Robotics IPO Is Here: 5 Robotics Stocks That Could Run in the Second Half of 2026

Investing.com - U.S. stock futures were mixed on Thursday as investors awaited a closely watched U.S. employment report that could help shape expectations for Federal Reserve interest rate policy in the months ahead.

OUST shares closed at $62.52 on June 30, 2026, extending a 189% year-to-date gain driven by Rev8 lidar compliance with federal infrastructure funding rules and a string of new partnership agreements.

Pre-Market Stock Futures: Futures are trading higher after yet another winning day for Wall Street, as all major indices finished the day higher after starting the session lower. Once again, all four indices we track for readers posted all-time highs as the AI/Data Center, Memory Chip rally continues to roll on. Healthcare and consumer stocks ... Here Are Friday’s Top Wall Street Analyst Research Calls: Best Buy, Cogent Communications, Dell Technologies, EPAM Systems, Federal Realty, Gap, Snowfl

Ouster, a maker of sensors and AI software, jumps after announcing a partnership to supply lidar tech to interceptor drones.

ARGUS plans to use Ouster's sensors to improve non-kinetic counter-drone operations, particularly in environments where traditional interception methods are impractical.

Investors are pouring money quickly into a new ETF that invests in companies involved with photonics and photolithography.

Moby summary of Ouster, Inc.'s Q1 2026 earnings call

Ouster (OUST) delivered earnings and revenue surprises of +19.36% and +6.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

OSI (OSIS) delivered earnings and revenue surprises of +2.70% and +0.40%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?