-60%

est. 2Y upside i

AI & MLSeries B

1X is a leader in humanoid robotics, creating humanoid robots for the home as a first step in developing general purpose robots. 1X’s mission is to create an abundance of labor through safe, intelligent humanoids that work alongside people.

Rank

#3383

Sector

Humanoid Robotics / Embodied AI

Est. Liquidity

~4Y

Data Quality

Data: Medium

The current $3B secondary valuation implies a multiple of 433x trailing revenue, leaving little room for upside even with aggressive growth.

Last updated: July 3, 2026

Bull (15%)+7%

If 1X capitalizes on OpenAI partnership and IPO window, forward multiple could expand to 20x, resulting in exit value of $3.85B, net of 20% dilution gives ~7% upside.

Base (45%)-57%

With multiple converging to 10x and revenue reaching $192.5M in 24 months, exit value ~$1.93B, after dilution leads to -56.5%.

Bear (40%)-88%

If Tesla aggressively competes and growth disappoints, multiple compresses to 5x, exit value ~$962.5M, after dilution common stock loses ~88%.

Est. time to liquidity~4.0 years

Preference Stack Risk

low

Funding Intensity

413%

Total preferred stock $125M represents only 4.1% of valuation, low risk of preference overhang.

Dilution Risk

high

With $125M total funding and high burn, a large Series C raise within 24 months is likely, diluting common by 20%+.

Secondary Liquidity

moderate

Secondary transactions are occurring at $3B, providing some liquidity for current shareholders.

Other — 1 role

View all 1 open roles at 1X →

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on 1X's data — designed to show you've done your homework.

  • 1

    “How does 1X plan to compete with Tesla's mass-manufacturing advantage?”

  • 2

    “What are the unit economics of the RaaS model and expected payback period?”

  • 3

    “Given the current valuation, what is the realistic exit timeline and how does the option pool affect dilution?”

Community

Valuation Sentiment

Our model estimates -60% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.