HowToRobot Beats Q1 Forecasts by 16% But Humanoid Global Shares Continue to Tumble

Humanoid Global's subsidiary HowToRobot beats Q1 2026 targets with 94% gross margin and record revenue, yet parent stock plummets 66% year-to-date, highlighting a stark valuation disconnect.

The operational momentum building inside Humanoid Global Holdings’ main portfolio company stands in stark contrast to the relentless slide in the parent company’s stock. HowToRobot, a platform that matches industrial buyers with robotics suppliers, smashed its internal targets in the first quarter of 2026, yet the market remains distinctly unimpressed.

Revenue at the Berlin-based subsidiary reached $756,100 for the three months through March, coming in 16.2% ahead of budget. February was the standout month, generating $325,100 — the strongest single month in the firm’s history. The business’s gross margin remained above 94%, underlining the scalability of its asset-light model.

Operating profitability also improved sharply. HowToRobot posted EBITDA of $267,100, which was $69,300 more than planned. The unit’s consultant utilisation rate hit 94.3% in March, reflecting a broader pick-up in demand for industrial automation.

Chief Executive Søren Peters said manufacturers across industries are waking up to the need to automate but face a fragmented supplier landscape. “HowToRobot helps them navigate this complexity, find the right solution and implement it faster,” he noted.

The customer roster continues to expand, with major names including Nestlé, the CZ Group and Arla already active. Ongoing projects are underway with Safran, Adient, Finsbury Food Group and Goodyear, while ZF has added new sites in the United States and Mexico under a dedicated programme. Lego and Carlsberg are also among the companies working with the platform.

A new financing model, developed in partnership with Holman Enterprises, is adding further impetus. Under the “Managed Automation” offering, clients pay monthly instalments rather than upfront lump sums. The model is already live in the U.S. and has attracted strong take-up from suppliers, according to the company.

Yet none of this has filtered through to the valuation of Humanoid Global’s own shares. The stock was trading at €0.17 on Wednesday, notching a daily gain of 9.15% but still down nearly 66% since the start of the year. At its current level, the share price is about 88% below the 52-week high of €1.44. Volatility remains extreme at 112%.

The disconnect between the operational progress at the subsidiary and the parent’s market performance could narrow when HowToRobot releases its next quarterly numbers. Investors will be watching closely to see whether the growth trend can be sustained — and whether the share price eventually catches up.