{ "report_id": "theme_humanoid_robotics_node_perception_tactile_sensing_and_localization", "report_type": "theme_value_chain_node", "site_path": "themes/humanoid-robotics/nodes/perception-tactile-sensing-and-localization/index.html", "title": "Perception, Tactile Sensing, And Localization", "as_of": "2026-07-05", "generated_at": "2026-07-05T12:27:54-07:00", "categories": [ "Humanoid robotics", "Physical AI", "Sensing and perception", "Machine vision", "Lidar and localization", "Tactile sensing", "Edge AI", "Discovery-backed" ], "freshness": { "paper_reviewed_as_of": "2026-07-05", "knowledge_reviewed_as_of": "2026-07-05", "local_discovery_reviewed_as_of": "2026-07-05", "price_data_as_of": "2026-07-02", "daily_ohlc_latest_row": "2026-07-02", "chart_interval": "weekly", "local_api_check": { "checked_at": "2026-07-05", "endpoint_template": "http://127.0.0.1:8765/api/securities/TICKER/chart?frequency=weekly&window=3y&as_of=latest", "result": "failed: connection refused at 127.0.0.1:8765; node keeps data-report-api=required and data-chart-ticker hooks for the local report API when running" }, "lineage_note": "Read-only discovery showed daily_ohlc rows through 2026-07-02 for all ranked and watch tickers. No discovery mutation, ingestion, or backfill was run.", "limitations": [ "No ranked company receives direct humanoid revenue credit unless a filing, release, or source-routed lane isolates that revenue.", "Tactile sensing and e-skin remain the largest public-market coverage gap; LINK is only a watch-level public force/touch proxy.", "Keyence, Omron, SICK, and Hikrobot are kept source-only because this pass did not add charted, route-ready ranked coverage for them.", "CODA remains on the ranked page because it was inherited from the parent basket and has source-backed sensing economics, but it is labeled specialty watch due weak humanoid-perception fit.", "Trend labels are based on a simple read-only daily SMA screen through 2026-07-02; right-rail charts should be read from the report API when the server is running." ] }, "revision": { "created_label": "Created child node page and ranked perception, tactile sensing, and localization basket from ten xhigh primary subagents plus one xhigh merge selector", "updated_label": "Promoted the parent-only node to an active child page, demoted CODA to specialty watch, highlighted LINK as tactile watch, and linked parent page plus sitemap metadata", "metadata_path": "themes/humanoid-robotics/nodes/perception-tactile-sensing-and-localization/report.json", "version": 2 }, "node": { "id": "theme_humanoid_robotics_node_perception_tactile_sensing_and_localization", "slug": "perception-tactile-sensing-and-localization", "order": 4, "level": "L2 sensing-product node", "role": "Lets a humanoid understand objects, people, force, pose, space, tools, shelves, flexible parts, and task completion in real time.", "description": "Cameras, machine vision, lidar, radar, sonar, IMUs, tactile sensors, e-skin, localization software, inspection systems, and safety sensing.", "ranking_method": "Ten xhigh primary research subagents and one xhigh merge selector ranked source-backed node exposure first, operating evidence second, and local technical timing third." }, "current_setup": { "why_it_matters_to_the_theme": "Humanoid robots need cameras, 3D sensing, touch, motion sensing, localization, and safety systems to understand objects, people, pose, free space, tools, shelves, flexible parts, and task completion.", "tailwinds": "The strongest local evidence sits in mature vision and scaled sensing. CGNX has Q1 2026 revenue growth, 71.1% gross margin, free cash flow, cash, and no debt. HSAI has large lidar shipments, explicit robotics shipment growth, positive core lidar operating income, and a Q2 guide. TDY has scaled Digital Imaging, infrared, instrumentation, unmanned-system, and defense sensing exposure with strong RPO and cash generation. OUST has product lidar revenue, more than 12,600 Q1 sensors shipped, and no debt. AMBA has edge-AI vision compute exposure and robotics design-win language.", "headwinds": "No ranked name discloses material humanoid revenue in the inspected local sources. Tactile sensing and e-skin public coverage are thin; LINK is the closest force/touch proxy but remains small, concentrated, and cash constrained. HSAI must prove receivable collection, ASP durability, and Section 1260H containment. OUST must narrow EBITDA and cash-flow losses without dilution pressure. AMBA must convert design wins while managing inventory, customer concentration, SBC, and GAAP losses. CODA has strong niche economics, but its sonar and DAVD evidence is specialty defense/subsea sensing rather than a clean humanoid perception route." }, "ticker_baskets": { "ranked_all": [ "CGNX", "HSAI", "TDY", "OUST", "AMBA", "CODA", "AEVA", "LINK", "INVZ", "ARBE", "ODYS", "MSAI", "MVIS", "LIDR" ], "core": [ "CGNX", "HSAI", "TDY", "OUST", "AMBA" ], "specialty_watch": [ "CODA" ], "watch": [ "AEVA", "LINK", "INVZ", "ARBE", "ODYS", "MSAI", "MVIS", "LIDR" ], "source_only_names": [ "Keyence", "Omron", "SICK", "Hikrobot", "private tactile-sensor specialists" ] }, "basket_ranking": [ { "rank": 1, "ticker": "CGNX", "company": "Cognex Corporation", "status": "core", "role_in_stack": "Industrial machine vision, sensors, ID readers, and software used to inspect, identify, guide, and verify factory and logistics work.", "revenue_mix": "Q1 2026 revenue was $268.4M, up 24%, with 71.1% gross margin, 22.3% operating margin, $42M of free cash flow, $621.9M of cash and investments, and no debt.", "proof_burden": "Needs Q2 revenue of $280M-$300M, 28%-31% adjusted EBITDA margin, broad order quality, and AI product adoption to support the rerating and reduce one-customer timing risk.", "market_cap": "$11.3B", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$268.4M", "latest_quarter_period": "Q1 2026", "next_earnings": "Not confirmed", "setup_label": "above short and long daily trend" }, { "rank": 2, "ticker": "HSAI", "company": "Hesai Group", "status": "core", "role_in_stack": "Lidar for ADAS and robotics applications, with ADAS scale treated as production-hardening evidence and robotics shipments treated as direct 3D sensing evidence.", "revenue_mix": "Q1 2026 revenue was RMB680.6M with 471,723 lidar shipments, 39.1% gross margin, positive core lidar operating income, and robotics shipments up 137.8% year over year.", "proof_burden": "Must hold Q2 revenue and shipment guidance, protect gross margin as ASPs fall, collect receivables, limit SGI losses, and contain Section 1260H procurement risk.", "market_cap": "$2.7B", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "RMB680.6M", "latest_quarter_period": "Q1 2026", "next_earnings": "Not confirmed", "setup_label": "below long daily trend" }, { "rank": 3, "ticker": "TDY", "company": "Teledyne Technologies Incorporated", "status": "core", "role_in_stack": "Digital imaging, infrared detectors, surveillance, unmanned-system, instrumentation, and aerospace/defense electronics exposure.", "revenue_mix": "Q1 2026 sales were $1.560B, up 7.6%. Digital Imaging grew 7.9%, Aerospace and Defense Electronics grew 14.4%, RPO reached $4.867B, and Q1 free cash flow was $204.3M.", "proof_burden": "Needs Digital Imaging and ADE orders to convert while free cash flow recovers after inventory build. Exposure is sensing and imaging, not disclosed humanoid revenue.", "market_cap": "$30.2B", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$1.560B", "latest_quarter_period": "Q1 2026", "next_earnings": "Not confirmed", "setup_label": "above long daily trend" }, { "rank": 4, "ticker": "OUST", "company": "Ouster, Inc.", "status": "core", "role_in_stack": "Digital lidar, 3D sensing, and perception products for industrial, robotics, smart infrastructure, automotive, and defense use cases.", "revenue_mix": "Q1 2026 revenue was $48.6M, product revenue was $48.2M, shipments were above 12,600 sensors, Q2 guidance was $49.5M-$52.5M, and cash/investments were $174.9M with no debt.", "proof_burden": "Needs product gross margin, adjusted EBITDA, operating cash flow, customer breadth, Stereolabs contribution, and share-count discipline to catch up with the strong chart.", "market_cap": "$3.2B", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$48.6M", "latest_quarter_period": "Q1 2026", "next_earnings": "Not confirmed", "setup_label": "above short and long daily trend" }, { "rank": 5, "ticker": "AMBA", "company": "Ambarella, Inc.", "status": "core", "role_in_stack": "Low-power edge-AI vision SoCs and perception compute that process camera and sensor data at the endpoint.", "revenue_mix": "FY2026 revenue was $390.7M, up 37.2%, with edge AI about 80% of revenue. Q1 FY2027 revenue was $100.4M, and the lane cites robotics design wins and more than 46M AI SoCs installed.", "proof_burden": "Needs Q2 FY2027 revenue of $105M-$111M, inventory conversion, customer concentration improvement, design-win revenue, and a clearer path through GAAP losses and SBC.", "market_cap": "$3.4B", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$100.4M", "latest_quarter_period": "Q1 FY2027", "next_earnings": "Not confirmed", "setup_label": "above short and long daily trend" }, { "rank": 6, "ticker": "CODA", "company": "Coda Octopus Group, Inc.", "status": "specialty watch", "role_in_stack": "Sonar, acoustic imaging, DAVD, and specialty defense/subsea sensing with possible localization adjacency.", "revenue_mix": "Q2 FY2026 revenue was $6.9M with 66.3% gross margin, $1.8M operating income, $30.6M of cash, and no revolver draw. Marine Technology was 41.1% of revenue and fell 26.8% year over year.", "proof_burden": "Needs Marine recovery, DAVD/NANO orders, backlog visibility, repeat procurement, and a clearer localization use case before it can move from specialty watch to core perception exposure.", "market_cap": "$109M", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$6.9M", "latest_quarter_period": "Q2 FY2026", "next_earnings": "Not confirmed", "setup_label": "below long daily trend" }, { "rank": 7, "ticker": "AEVA", "company": "Aeva Technologies, Inc.", "status": "watch", "role_in_stack": "4D FMCW lidar candidate for range, velocity, and localization.", "revenue_mix": "Q1 2026 revenue was $6.3M, with product revenue of $2.4M and professional services/NRE of $3.8M. Cash and securities were $99.5M, and FY2026 revenue target was $30M-$36M.", "proof_burden": "Needs product revenue to replace NRE-heavy growth, program milestones to become shipments, and burn/financing terms to improve before it deserves core treatment.", "market_cap": "$1.6B", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$6.3M", "latest_quarter_period": "Q1 2026", "next_earnings": "Not confirmed", "setup_label": "above short and long daily trend" }, { "rank": 8, "ticker": "LINK", "company": "Interlink Electronics, Inc.", "status": "watch tactile proxy", "role_in_stack": "Force/touch HMI, force-sensing resistors, printed electronics, membrane keypads, and environmental sensors.", "revenue_mix": "Q1 2026 revenue was $3.1M, gross margin was 43.5%, operating loss was $0.45M, operating cash flow was negative $0.54M, and cash was $2.1M.", "proof_burden": "Needs repeat revenue, positive operating cash flow, customer diversification, cash stability, and explicit robotics, hand, or end-effector force/touch evidence.", "market_cap": "$67M", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$3.1M", "latest_quarter_period": "Q1 2026", "next_earnings": "Not confirmed", "setup_label": "above long daily trend" }, { "rank": 9, "ticker": "INVZ", "company": "Innoviz Technologies Ltd.", "status": "watch", "role_in_stack": "Lidar and perception software with automotive and physical-AI relevance.", "revenue_mix": "Q1 2026 revenue was $7.1M, down from $17.4M, gross margin was negative 22.2%, liquidity was $60.1M, and operating cash flow was negative $14.5M.", "proof_burden": "Needs NRE catch-up, FY2026 revenue guidance delivery, positive gross margin, lower cash burn, and slower dilution before it can move above watch status.", "market_cap": "$149M", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$7.1M", "latest_quarter_period": "Q1 2026", "next_earnings": "Not confirmed", "setup_label": "below long daily trend" }, { "rank": 10, "ticker": "ARBE", "company": "Arbe Robotics Ltd.", "status": "watch", "role_in_stack": "Radar/localization option for safety, redundancy, and all-weather sensing.", "revenue_mix": "FY2025 revenue was $1.0M, Q1 2026 revenue was $0.46M, backlog was $1.0M, and Q1 adjusted EBITDA loss was $9.9M with $53.6M of cash and deposits.", "proof_burden": "Needs backlog conversion, positive gross profit, revenue toward the $4M-$6M FY2026 guide, burn reduction, and Nasdaq compliance.", "market_cap": "$96M", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$0.46M", "latest_quarter_period": "Q1 2026", "next_earnings": "Not confirmed", "setup_label": "below long daily trend" }, { "rank": 11, "ticker": "ODYS", "company": "Odysight.ai Inc.", "status": "watch", "role_in_stack": "Visual monitoring, inspection, and predictive-maintenance software context for industrial sensing.", "revenue_mix": "Q1 2026 revenue was $0.082M, FY2025 revenue was $3.0M, backlog was $14M, cash was $21.8M, and operating cash flow was negative $4.3M.", "proof_burden": "Needs backlog-to-revenue conversion, gross margin proof, customer diversification beyond concentrated programs, and ATM discipline.", "market_cap": "$67M", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$0.08M", "latest_quarter_period": "Q1 2026", "next_earnings": "Not confirmed", "setup_label": "below long daily trend" }, { "rank": 12, "ticker": "MSAI", "company": "MultiSensor AI Holdings, Inc.", "status": "watch", "role_in_stack": "Industrial monitoring, sensor software, and data-center reliability context.", "revenue_mix": "Q1 2026 revenue was $1.6M, software revenue was $0.7M, gross margin was 57%, adjusted EBITDA loss was $2.1M, and cash was $22.6M.", "proof_burden": "Needs recurring software conversion, broader customers, lower burn, and clean financing before it should influence the ranked core basket.", "market_cap": "$10M", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$1.6M", "latest_quarter_period": "Q1 2026", "next_earnings": "Not confirmed", "setup_label": "below long daily trend" }, { "rank": 13, "ticker": "MVIS", "company": "MicroVision, Inc.", "status": "watch", "role_in_stack": "Lidar and perception optionality through MAVIN, MOVIA, MOSAIK, Luminar assets, and Scantinel assets.", "revenue_mix": "Q1 2026 revenue was $0.94M, FY2025 revenue was $1.2M, cash was $46.1M, notes were $32.1M, and 2026 guidance was $10M-$15M.", "proof_burden": "Needs orders that bridge to guidance, positive gross margin, lower cash burn, and reduced ATM/convertible pressure.", "market_cap": "$123M", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$0.94M", "latest_quarter_period": "Q1 2026", "next_earnings": "Not confirmed", "setup_label": "below long daily trend" }, { "rank": 14, "ticker": "LIDR", "company": "AEye, Inc.", "status": "watch", "role_in_stack": "Lidar option with Apollo and LITEON manufacturing context.", "revenue_mix": "Q1 2026 revenue was $0.101M, gross profit was negative, operating cash flow was negative $8.6M, and cash plus available-for-sale securities were $77.2M.", "proof_burden": "Needs demand evidence above pilot scale, positive gross margin, burn control, share-count discipline, and named orders that use the LITEON capacity.", "market_cap": "$64M", "market_cap_method": "2026-07-02 local close times local weighted shares outstanding", "latest_quarter_revenue": "$0.10M", "latest_quarter_period": "Q1 2026", "next_earnings": "Not confirmed", "setup_label": "below long daily trend" } ], "chart_artifacts": [ { "rank": 1, "ticker": "CGNX", "chart_endpoint": "/api/securities/CGNX/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "above short and long daily trend" }, { "rank": 2, "ticker": "HSAI", "chart_endpoint": "/api/securities/HSAI/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "below long daily trend" }, { "rank": 3, "ticker": "TDY", "chart_endpoint": "/api/securities/TDY/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "above long daily trend" }, { "rank": 4, "ticker": "OUST", "chart_endpoint": "/api/securities/OUST/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "above short and long daily trend" }, { "rank": 5, "ticker": "AMBA", "chart_endpoint": "/api/securities/AMBA/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "above short and long daily trend" }, { "rank": 6, "ticker": "CODA", "chart_endpoint": "/api/securities/CODA/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "below long daily trend" }, { "rank": 7, "ticker": "AEVA", "chart_endpoint": "/api/securities/AEVA/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "above short and long daily trend" }, { "rank": 8, "ticker": "LINK", "chart_endpoint": "/api/securities/LINK/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "above long daily trend" }, { "rank": 9, "ticker": "INVZ", "chart_endpoint": "/api/securities/INVZ/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "below long daily trend" }, { "rank": 10, "ticker": "ARBE", "chart_endpoint": "/api/securities/ARBE/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "below long daily trend" }, { "rank": 11, "ticker": "ODYS", "chart_endpoint": "/api/securities/ODYS/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "below long daily trend" }, { "rank": 12, "ticker": "MSAI", "chart_endpoint": "/api/securities/MSAI/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "below long daily trend" }, { "rank": 13, "ticker": "MVIS", "chart_endpoint": "/api/securities/MVIS/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "below long daily trend" }, { "rank": 14, "ticker": "LIDR", "chart_endpoint": "/api/securities/LIDR/chart?frequency=weekly&window=3y&as_of=latest", "source_table": "daily_ohlc", "aggregation": "weekly", "price_data_as_of": "2026-07-02", "visible_years": 3, "rendering": "report_api_required", "setup_label": "below long daily trend" } ], "links": { "parents": [ "theme_humanoid_robotics" ], "related": [ "theme_robotics", "theme_physical_ai_defense_autonomy", "sector_information_technology" ], "securities": [ "security_cgnx", "security_hsai", "security_tdy", "security_oust", "security_amba", "security_coda", "security_aeva", "security_link", "security_invz", "security_arbe", "security_odys", "security_msai", "security_mvis", "security_lidr" ] }, "knowledge_sources": [ "../../../../../knowledge/wiki/lanes/security/cgnx.md", "../../../../../knowledge/wiki/lanes/security/hsai.md", "../../../../../knowledge/wiki/lanes/security/tdy.md", "../../../../../knowledge/wiki/lanes/security/oust.md", "../../../../../knowledge/wiki/lanes/security/amba.md", "../../../../../knowledge/wiki/lanes/security/coda.md", "../../../../../knowledge/wiki/lanes/security/aeva.md", "../../../../../knowledge/wiki/lanes/security/link.md", "../../../../../knowledge/wiki/lanes/security/invz.md", "../../../../../knowledge/wiki/lanes/security/arbe.md", "../../../../../knowledge/wiki/lanes/security/odys.md", "../../../../../knowledge/wiki/lanes/security/msai.md", "../../../../../knowledge/wiki/lanes/security/mvis.md", "../../../../../knowledge/wiki/lanes/security/lidr.md", "../../../../../knowledge/wiki/lanes/security/kyccf.md", "../../../../../knowledge/wiki/lanes/security/omrny.md", "../../../../../knowledge/wiki/lanes/sector/information-technology.md", "../../../../../knowledge/wiki/concepts/themes/physical-ai-defense-autonomy.md" ], "paper_sources": [ "../../../../papers/robotics/Humanoid%20Robots.md", "../../../../papers/robotics/Roland_Berger_Humanoid_Robots_2026.md", "../../../../papers/robotics/Roland_Berger_Humanoid_Robots_2026.pdf", "../../../../papers/robotics/Roland_Berger_Humanoid_Robots_2026/Roland_Berger_Humanoid_Robots_2026_meta.json" ], "discovery_sources": [ { "kind": "read_only_duckdb", "label": "Ranked and watch daily_ohlc coverage", "query_ref": "daily_ohlc latest row 2026-07-02 for CGNX|HSAI|TDY|OUST|AMBA|CODA|AEVA|LINK|INVZ|ARBE|ODYS|MSAI|MVIS|LIDR" }, { "kind": "read_only_duckdb", "label": "Computed market caps", "query_ref": "2026-07-02 close times weighted_shares_outstanding from local instruments table" }, { "kind": "read_only_duckdb", "label": "Local daily trend screen", "query_ref": "20-day and 100-day simple moving average screen from daily_ohlc for all ranked/watch tickers" }, { "kind": "report_api", "label": "Selected-security chart routes", "query_ref": "/api/securities/TICKER/chart?frequency=weekly&window=3y&as_of=latest; local check failed with connection refused on 2026-07-05" } ], "source_trail": { "paper_priors": "reports/papers/robotics/Humanoid Robots.md and Roland_Berger_Humanoid_Robots_2026.md supplied the perception, tactile sensing, 3D sensor, IMU, e-skin, multimodal data, and deployment-sensing priors.", "knowledge_posterior": "Security lanes for the ranked and watch names supplied operating evidence, margin, cash, customer concentration, financing risk, and attribution limits. Keyence and Omron lanes supplied source-only peer context.", "ranking_process": "Ten xhigh primary subagents plus one xhigh merge selector selected CGNX, HSAI, TDY, OUST, AMBA, CODA, AEVA, LINK, INVZ, ARBE, ODYS, MSAI, MVIS, LIDR.", "chart_provenance": "Right-rail selected-security charts use the report API and weekly OHLC derived from local daily_ohlc. The node stores chart endpoints and labels, not price arrays or chart levels.", "limitations": "Robot-specific perception revenue is mostly undisclosed. Industrial vision, ADAS, defense, security, broad industrial, customer concentration, policy, working-capital, and financing effects can dominate the stocks before humanoid volume is visible." } }