What are the most valued startups in the robotics software market?

Last updated: 13 July 2026

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The robotics software market includes companies building autonomy systems, foundation models, robot operating platforms, simulation tools, fleet-management software and machine-intelligence infrastructure.

This list ranks leading robotics software startups using their latest reported valuations, public market capitalizations, acquisition values or carefully estimated valuation ranges.

We refresh the robotics software startup ranking every month as companies raise capital, complete acquisitions, enter public markets or disclose new operating information.

And if you want to better understand this new industry, you can download our pitch covering the robotics software market.

A quick summary table

Metric Value
Most valuable robotics software startup Applied Intuition, $14.0B–$17.0B
Second most valuable robotics software startup Skild AI, $14.0B
Median robotics software startup valuation Approximately $150M
Share of robotics software valuation captured by the top 10 Approximately 79%
Top robotics software valuation versus median Approximately 103 times higher
Median robotics software valuation-to-capital-raised ratio Approximately 2.7x
Robotics software startups valued at $1B+ 17 startups based on valuation midpoints

Top startups in the robotics software market ranked by valuation

Here is an updated table that ranks the top startups in the robotics software market based on their latest reported or estimated valuations.

If you want more detaild about their fundraising activity, you can check our list of the startups who have raised the most funding in the robotics software market.

# Startup Name What They Do Current Valuation ($) Valuation Confidence Level Valuation Type Evidence Status Total Funding ($) Funding Confidence Level
1 Applied Intuition Vehicle intelligence software $14.0B–$17.0B Strong Confidence Announced Private Round Valuation Observed $1.2B Partial Confidence
2 Skild AI Robotics foundation models $14.0B Full Confidence Announced Private Round Valuation Observed $1.9B Strong Confidence
3 Shield AI Autonomous defense aircraft software $12.7B Strong Confidence Active Raise Valuation Observed $3.0B Strong Confidence
4 Aurora Autonomous trucking software $12.0B Full Confidence Public Market Cap Observed $4.5B Strong Confidence
5 Wayve Embodied autonomous driving AI $8.6B Full Confidence Announced Private Round Valuation Observed $2.5B Partial Confidence
6 Waabi Physical AI autonomy $6.0B–$9.0B Partial Confidence Implied Valuation from Raise Implied $1.0B Strong Confidence
7 Nuro Autonomous driving delivery platform $6.0B Full Confidence Announced Private Round Valuation Observed $2.3B Strong Confidence
8 Physical Intelligence Robot foundation models $5.3B–$6.0B Strong Confidence Announced Private Round Valuation Observed $1.1B Strong Confidence
9 Skydio Autonomous defense and inspection drones $4.4B Full Confidence Announced Private Round Valuation Observed $680M Strong Confidence
10 Locus Robotics Warehouse fulfillment robotics platform $1.8B–$2.2B Strong Confidence Revenue or ARR Multiple Estimate Estimated $423M Strong Confidence
11 Intrinsic Industrial robotics software platform $1.0B–$2.5B Low Confidence Proxy-Based Estimate Estimated Not provided Low Confidence
12 Gatik Autonomous middle-mile logistics $1.2B–$2.0B Partial Confidence Revenue or ARR Multiple Estimate Estimated $152M Partial Confidence
13 Torc Robotics Autonomous trucking software $1.0B–$2.0B Low Confidence Proxy-Based Estimate Estimated Not provided Low Confidence
14 Motional Robotaxi autonomy technology $1.0B–$1.8B Partial Confidence Implied Valuation from Raise Implied $475M Partial Confidence
15 Forterra Autonomous defense vehicle systems $1.0B–$1.2B Strong Confidence Announced Private Round Valuation Observed $491M Strong Confidence
16 Kodiak Robotics Autonomous trucking software $1.1B Full Confidence Public Market Cap Observed $165M Strong Confidence
17 Mujin Intelligent industrial robotics platform $900M–$1.3B Strong Confidence Implied Valuation from Raise Implied $311M Partial Confidence
18 Plus Autonomous trucking software $850M–$1.1B Partial Confidence Comparables-Based Estimate Estimated $720M Partial Confidence
19 Sereact AI-powered robotic manipulation software $730M–$1.1B Strong Confidence Implied Valuation from Raise Implied $141M Strong Confidence
20 TIER IV Open-source autonomous driving software $700M–$950M Partial Confidence Implied Valuation from Raise Implied $237M Strong Confidence
21 Overland AI Off-road defense autonomy software $600M–$850M Partial Confidence Implied Valuation from Raise Implied $122M Strong Confidence
22 Auterion Autonomous drone operating software $600M–$700M Strong Confidence Announced Private Round Valuation Observed $115M Strong Confidence
23 Covariant AI software for robotic manipulation $500M–$700M Partial Confidence Acquisition Value Estimated $222M Full Confidence
24 Percepto Autonomous industrial inspection drones $450M–$750M Partial Confidence Comparables-Based Estimate Estimated $123M Strong Confidence
25 Foretellix Autonomous-driving safety validation software $450M–$650M Partial Confidence Implied Valuation from Raise Implied $135M Full Confidence
26 GreyOrange Warehouse robotics orchestration software $450M–$650M Partial Confidence Comparables-Based Estimate Estimated $415M Partial Confidence
27 OTTO Motors Industrial autonomous mobile robots $500M–$600M Partial Confidence Acquisition Value Estimated $70M Strong Confidence
28 Wandelbots No-code industrial robot programming $350M–$600M Partial Confidence Comparables-Based Estimate Estimated $123M Strong Confidence
29 Autobrains Self-learning automotive autonomy software $350M–$500M Low Confidence Comparables-Based Estimate Estimated $120M Partial Confidence
30 Built Robotics Autonomous construction equipment software $300M–$450M Partial Confidence Comparables-Based Estimate Estimated $112M Full Confidence
31 Foxglove Robotics data and observability platform $270M–$450M Strong Confidence Implied Valuation from Raise Implied $59M Full Confidence
32 Path Robotics Autonomous robotic welding software $320M–$400M Strong Confidence Announced Private Round Valuation Estimated $271M Strong Confidence
33 Apex.AI Safety-certified vehicle operating software $280M–$400M Partial Confidence Comparables-Based Estimate Estimated $88M Strong Confidence
34 Brain Corp Autonomy software for cleaning robots $280M–$400M Partial Confidence Comparables-Based Estimate Estimated $193M Strong Confidence
35 Seegrid Autonomous pallet transport systems $280M–$340M Strong Confidence Revenue or ARR Multiple Estimate Estimated $152M Partial Confidence
36 Rapyuta Robotics Cloud warehouse robotics platform $250M–$350M Partial Confidence Implied Valuation from Raise Implied $81M Partial Confidence
37 Fetch Robotics Warehouse autonomous mobile robots $290M Full Confidence Acquisition Value Observed $94M Full Confidence
38 SafeAI Autonomous heavy-equipment retrofit software $220M–$320M Low Confidence Implied Valuation from Raise Implied $64M Strong Confidence
39 Phantom AI Camera-based autonomous driving software $180M–$280M Low Confidence Comparables-Based Estimate Estimated $80M Partial Confidence
40 Viam Robotics data and automation platform $180M–$280M Partial Confidence Implied Valuation from Raise Implied $117M Full Confidence
41 aiMotive Autonomous driving software stack $160M–$250M Low Confidence Comparables-Based Estimate Estimated $71M Partial Confidence
42 Vicarious General robotic intelligence software $150M–$250M Low Confidence Proxy-Based Estimate Estimated $122M Partial Confidence
43 Realtime Robotics Industrial robot motion-planning software $150M–$240M Strong Confidence Implied Valuation from Raise Implied $86M Partial Confidence
44 Parallel Domain Synthetic autonomy training data $150M–$220M Partial Confidence Implied Valuation from Raise Implied $44M Strong Confidence
45 FORT Robotics Autonomous machine safety software $130M–$220M Strong Confidence Implied Valuation from Raise Implied $61M Strong Confidence
46 Embotech Autonomous logistics driving software $140M–$200M Strong Confidence Implied Valuation from Raise Implied $41M Partial Confidence
47 Plus One Robotics Parcel-handling robot vision software $130M–$210M Partial Confidence Revenue or ARR Multiple Estimate Estimated $94M Full Confidence
48 Formant Robot fleet operations platform $120M–$200M Partial Confidence Comparables-Based Estimate Estimated $45M Full Confidence
49 Emesent Autonomous mapping and inspection software $120M–$180M Partial Confidence Implied Valuation from Raise Implied $33M Partial Confidence
50 Elementary Robotics AI manufacturing vision inspection $120M–$180M Partial Confidence Implied Valuation from Raise Implied $46M Full Confidence
51 Vecna Robotics Warehouse material-handling autonomous robots $120M–$180M Partial Confidence Implied Valuation from Raise Implied $183M Strong Confidence
52 Robust.AI Collaborative warehouse robot platform $120M–$170M Partial Confidence Implied Valuation from Raise Implied $43M Strong Confidence
53 Micropsi Industries AI control software for robots $100M–$180M Partial Confidence Comparables-Based Estimate Estimated $45M Partial Confidence
54 MORAI Autonomous-system simulation software $90M–$160M Partial Confidence Comparables-Based Estimate Estimated $25M Partial Confidence
55 BALYO Autonomous forklift navigation software $110M–$120M Strong Confidence Acquisition Value Implied $105M Partial Confidence
56 Imagry Mapless autonomous driving software $90M–$140M Low Confidence Comparables-Based Estimate Estimated $29M Partial Confidence
57 OSARO AI robotic picking software $90M–$140M Partial Confidence Comparables-Based Estimate Estimated $87M Partial Confidence
58 AutoGuide Mobile Robots Heavy-payload autonomous mobile robots $58M–$165M Strong Confidence Acquisition Value Observed Not provided Low Confidence
59 Teleo Autonomous heavy-equipment retrofit software $90M–$130M Partial Confidence Implied Valuation from Raise Implied $28M Partial Confidence
60 Fernride Autonomous yard-trucking software $70M–$120M Low Confidence Acquisition Value Estimated $80M Strong Confidence
61 Slamcore Spatial intelligence for autonomous robots $75M–$110M Strong Confidence Implied Valuation from Raise Implied $40M Strong Confidence
62 Near Earth Autonomy Autonomous flight systems $60M–$110M Low Confidence Comparables-Based Estimate Estimated $10M Partial Confidence
63 Opteran Insect-inspired robot autonomy software $75M–$95M Strong Confidence Announced Private Round Valuation Observed $15M Full Confidence
64 RGo Robotics Mobile robot perception software $65M–$105M Partial Confidence Implied Valuation from Raise Implied $20M Full Confidence
65 Augmentus No-code industrial robot programming $60M–$90M Strong Confidence Implied Valuation from Raise Implied $16M Partial Confidence
66 Sevensense Robotics Visual navigation for mobile robots $50M–$100M Low Confidence Comparables-Based Estimate Estimated $8M Partial Confidence
67 BlueBotics Navigation software for mobile robots $55M–$90M Low Confidence Acquisition Value Estimated Undisclosed Low Confidence
68 Artisense Visual localization and mapping software $55M–$65M Strong Confidence Acquisition Value Observed $5M Full Confidence
69 Waypoint Robotics Omnidirectional industrial mobile robots $40M–$80M Low Confidence Comparables-Based Estimate Estimated Not provided Low Confidence
70 InOrbit Robot orchestration and operations software $45M–$70M Strong Confidence Implied Valuation from Raise Implied $13M Full Confidence
71 Bifrost AI Generative synthetic 3D training data $40M–$70M Partial Confidence Implied Valuation from Raise Implied $14M Partial Confidence
72 Pronto Autonomous off-road haulage systems $40M–$70M Partial Confidence Revenue or ARR Multiple Estimate Estimated $9M Low Confidence
73 Scape Technologies City-scale visual localization engine $40M Full Confidence Acquisition Value Observed $8M Full Confidence
74 Cognata Autonomous vehicle simulation software $30M–$50M Partial Confidence Revenue or ARR Multiple Estimate Estimated $24M Full Confidence
75 FlytBase Drone fleet autonomy platform $25M–$45M Low Confidence Revenue or ARR Multiple Estimate Estimated <$1M Partial Confidence
76 RoboDK Robot simulation and offline programming $25M–$45M Low Confidence Revenue or ARR Multiple Estimate Estimated Undisclosed Low Confidence
77 Robotmaster Offline industrial robot programming $30M–$55M Low Confidence Acquisition Value Estimated Undisclosed Low Confidence
78 Fizyr Robotic picking vision software $20M–$40M Low Confidence Comparables-Based Estimate Estimated $4M Partial Confidence
79 rFpro Driving simulation software $27M Full Confidence Acquisition Value Observed Undisclosed Low Confidence
80 Olis Robotics Remote monitoring for industrial robots $18M–$28M Partial Confidence Implied Valuation from Raise Implied $6M Partial Confidence
81 Duality Robotics Digital-twin robotics simulation platform $12M–$28M Low Confidence Proxy-Based Estimate Estimated <$1M Low Confidence
82 Kaarta Real-time mobile 3D mapping $12M–$22M Low Confidence Proxy-Based Estimate Estimated $8M Full Confidence
83 Fuzzy Logic Robotics Industrial robot programming platform $9M–$18M Low Confidence Proxy-Based Estimate Estimated $3M Strong Confidence
84 6 River Systems Collaborative warehouse picking robots $13M Full Confidence Acquisition Value Observed $47M Strong Confidence
85 Polymath Robotics Off-highway vehicle autonomy software $8M–$18M Low Confidence Revenue or ARR Multiple Estimate Estimated <$1M Strong Confidence
86 PickNik Robotics Robotic-arm manipulation software $8M–$15M Low Confidence Comparables-Based Estimate Estimated $2M Full Confidence
87 Iris Automation Drone collision-avoidance software $5M–$15M Low Confidence Acquisition Value Estimated $23M Strong Confidence
88 Metamoto Autonomous-vehicle simulation validation $5M–$15M Low Confidence Acquisition Value Estimated $2M Partial Confidence
89 Tangram Vision Robotics sensor calibration software $6M–$12M Low Confidence Proxy-Based Estimate Estimated $2M Full Confidence
90 Veo Robotics Industrial robot safety vision $9M Full Confidence Acquisition Value Observed $57M Strong Confidence
91 Exyn Technologies GPS-denied autonomous mapping software $8M Full Confidence Public Market Cap Observed $76M Partial Confidence
92 Movel AI Autonomous robot navigation software $5M–$9M Low Confidence Implied Valuation from Raise Estimated $2M Strong Confidence
93 Exwayz LiDAR localization and mapping software $4M–$7M Partial Confidence Implied Valuation from Raise Implied $1M Partial Confidence
94 Meili Robots Mixed-fleet robot management software $4M–$7M Partial Confidence Revenue or ARR Multiple Estimate Estimated <$1M Low Confidence
95 Ghost Autonomy Consumer autonomous driving software $0M–$5M Strong Confidence Proxy-Based Estimate Estimated $226M Partial Confidence
96 Freedom Robotics Robot fleet management software $0M–$2M Low Confidence Proxy-Based Estimate Estimated $7M Strong Confidence
97 READY Robotics Robot-agnostic programming operating system $0M Full Confidence Acquisition Value Observed $42M Strong Confidence

Key valuation trends in the robotics software market

Insights

  • The ten largest robotics software companies represent about $88B in combined midpoint valuation, which is close to four-fifths of the value captured by the entire ranking.
  • Skild AI and Physical Intelligence have a combined valuation of roughly $19.7B after raising about $3.0B, showing the premium investors place on reusable robotics foundation models.
  • Shield AI is valued at approximately 2.9 times Skydio, which suggests defense autonomy platforms can capture more value than businesses centered mainly on drone manufacturing and deployment.
  • Aurora's $12.0B public valuation is roughly five times the combined value of Kodiak Robotics and Forterra, even though all three companies develop autonomy for large vehicles.
  • Sereact's valuation midpoint is approximately 6.5 times its disclosed funding, reflecting strong demand for robot-manipulation software that can transfer across tasks and warehouse environments.
  • Foxglove's estimated $360M midpoint is more than six times its $59M funding, making robotics observability and data infrastructure one of the market's more capital-efficient software layers.
  • Auterion's valuation midpoint is more than five times its funding, which highlights the strategic value of hardware-independent operating software for autonomous drone fleets.
  • Robotics software outcomes remain highly uneven. Fetch Robotics sold for about three times its funding, while the latest value attached to 6 River Systems was less than one-third of invested capital.
  • Veo Robotics produced an estimated $9M exit after raising $57M, showing how specialized industrial robotics vendors can lose substantial value when commercial adoption does not reach scale.
  • The robotics software market rewards reusable platforms, autonomy infrastructure and enabling software more consistently than capital-heavy businesses tied to a single robot category.

A few word about our methodology

As you can see, we built a database that ranks startups in the robotics software market based on their current valuation.

Estimating robotics software startup valuations is not always straightforward. Many companies do not publicly disclose their valuation, and the available information can vary widely depending on the company and its stage.

To build this ranking, we applied a structured valuation methodology and cross-checked information across multiple reliable sources.

Whenever possible, we relied on direct disclosures. These include announced valuations from completed funding rounds, public filings for listed robotics companies, or official acquisition prices.

When a robotics software company is publicly listed, we use its current market capitalization as the reference valuation.

If a robotics company was acquired and no independent valuation can reasonably be estimated today, we use the acquisition price as the main reference point.

When a robotics software startup recently raised capital but the valuation was not disclosed, we estimate the implied valuation using typical dilution levels for that stage of fundraising.

In some cases, we also estimate valuations using operating metrics such as revenue, ARR, software subscriptions, deployed robots or customer traction. We combine these metrics with valuation multiples from comparable robotics software companies.

When direct financial data is not available, we may rely on carefully selected comparable startups and other signals such as hiring growth, investor quality, commercial deployments, partnerships or product traction.

All estimates follow a strict evidence hierarchy. Recent funding rounds with announced valuations carry the most weight, followed by strong operating metrics and comparable company analysis.

We also carefully evaluate the age of every data point. Recent information carries more weight, while older data is treated cautiously and adjusted conservatively when necessary.

Whenever information is uncertain or incomplete, we clearly distinguish between confirmed facts and reasonable inferences.

Because robotics software valuation data is not always fully public, each startup in the ranking is assigned a confidence level based on the reliability, recency and consistency of the available evidence.

Full confidence means the valuation is supported by strong and recent evidence. Strong confidence means the estimate is well supported but includes minor inference. Partial confidence means the estimate relies more heavily on indirect signals. Low confidence means available information is limited or inconsistent.

When confidence is lower, we take a more conservative approach by widening the valuation range. This helps reflect the uncertainty and increases the probability that the true valuation falls within the estimated range.

This reflects how we conduct all our research, including the work behind our report covering the robotics software market.

In a world where LLMs hallucinate and unreliable information is everywhere, our goal is simple: provide data you can trust.

If you want the full detail on a specific valuation estimate, feel free to contact us and we will gladly explain.

Finally, know that we update the dataset once per month, so come back here if you need fresh information.

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