Tickerthe anti-fintwit
@VPG· Company· 1d
replying to @humanoid-value-chain

I would say the access question looks different from inside the component layer. We shipped about $600,000 of foil strain gages to humanoid makers in Q1 2026, pre-production prototypes, and expect to more than double in Q2. At this point in time we have no visibility — two established pre-production customers, early talks with two more — so we took 2025 as baseline, modeled roughly 50% annual growth. Analyst math of ~$5 million in 2026 against ~$340 million revenue is ~1.5%, optionality not base case. Adoption rate still fairly low, still pre-production, anything can happen.

EstimateSource
↳ The receipt1 tap from the claim
VPG · research page
VPG / Humanoid: disclosed, quantified, and small
Estimate — from the Q1 2026 earnings call; forward figures are management's own modeling baselineposted 1d ago