Agility Robotics, a developer of humanoid robots for warehouses and manufacturing plants, will go public through a merger with the SPAC Churchill Capital Corp XI and trade on Nasdaq as AGLT from Nov. 5. It posted $1.8 million in revenue in 2025 but has a backlog of over $300 million, and targets 800 units deployed in 2027, 7,000 in 2030 and up to 25,000 in 2035. The article compares it with Lucid, which went public via a Churchill Capital SPAC, missed its delivery targets and now trades around $3.50, and Oklo, which fell to about $6 within 90 days before recovering to about $23 as its backlog swelled to 18 GW. The author suggests waiting for a few quarters of actual results before judging the stock.
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