Electric Vehicles & Autonomy
Electric Vehicles & Autonomy groups carmakers, suppliers, sensor and software firms, and new air mobility developers that enable electric propulsion and automated driving. Capital flows to the theme because falling battery costs, faster on-board computing, and tightening emissions rules push vehicle designs toward electrification and software-defined features.
2 of 21 stocks are in a Stage 2 uptrend.
Stocks in this theme
| Ticker | Price | 1M | 3M | 1Y | Stage | Trend | vs 52w high |
|---|---|---|---|---|---|---|---|
| TMToyota Motor Corp/ | $183.1 | -6.8% | +7.9% | -6.8% | Stage 4 | 0/7 | -26.26% |
| DANDANA Inc | $27.31 | -8.9% | +4.2% | +37.1% | Stage 1 | 3/7 | -29.85% |
| HOGHarley-Davidson, Inc. | $24.43 | -11.5% | +1.2% | -14.9% | Stage 2 (continuation) | 7/7 | -14.13% |
| ACHRArcher Aviation Inc. | $4.97 | -14.0% | +1.0% | -48.5% | Stage 4 | 0/7 | -63.56% |
| ALSNAllison Transmission Holdings Inc | $113.26 | -10.3% | +0.5% | +32.2% | Stage 1 | 5/7 | -16.72% |
| LILi Auto Inc. | $11.36 | -6.1% | -3.2% | -56.0% | Stage 4 | 0/7 | -56.02% |
| BWABorgwarner Inc | $60.11 | -6.3% | -6.6% | +37.2% | Stage 1 | 6/7 | -21.97% |
| WRDWeRide Inc. | $5.31 | -7.8% | -7.0% | -47.9% | Stage 4 | 0/7 | -57.11% |
| PONYPony AI Inc. | $6.54 | -7.8% | -10.3% | -71.2% | Stage 4 | 0/7 | -72.82% |
| FFord Motor Co | $12.06 | -13.5% | -11.6% | +3.7% | Stage 1 | 2/7 | -30.85% |
| VCVisteon Corp | $86.68 | -14.9% | -12.5% | -28.3% | Stage 1 | 1/7 | -30.04% |
| RIVNRivian Automotive, Inc. / DE | $14.94 | -7.0% | -13.0% | -2.0% | Stage 4 | 0/7 | -33.45% |
| TSLATesla, Inc. | $354.81 | -3.6% | -16.6% | -19.9% | Stage 4 | 0/7 | -27.57% |
| AURAurora Innovation, Inc. | $5.54 | -1.6% | -21.6% | +0.0% | Stage 1 | 5/7 | -34.05% |
| MBLYMobileye Global Inc. | $7.39 | -13.4% | -23.6% | -46.4% | Stage 4 | 0/7 | -52.45% |
| STLAStellantis N.V. | $4.36 | -20.6% | -25.0% | -53.4% | Stage 4 | 0/7 | -64.03% |
| APTVAptiv PLC | $43.02 | -3.9% | -28.6% | -49.8% | Stage 4 | 0/7 | -51.48% |
| XPEVXpeng Inc. | $9.56 | -15.8% | -29.7% | -58.0% | Stage 4 | 0/7 | -65.94% |
| JOBYJoby Aviation, Inc. | $6.05 | -11.6% | -31.6% | -62.2% | Stage 4 | 0/7 | -69.09% |
| OUSTOuster, Inc. | $40.34 | +17.1% | -32.8% | +46.0% | Stage 2 (continuation) | 6/7 | -35.48% |
| PSNYPolestar Automotive Holding UK PLC | $6.54 | -48.0% | -67.8% | -77.2% | Stage 4 | 0/7 | -77.34% |
Deep dive
The theme covers manufacturers that build passenger and commercial electric vehicles, companies that supply electric powertrains and vehicle electronics, and firms that develop perception, mapping and driver-assist software. Names include legacy automakers that are transitioning product lines, newer pure-electric OEMs, tier-1 suppliers of motors and power electronics, lidar and camera sensor makers, and autonomy software developers. Joby and Archer add urban air mobility to the set by applying electric propulsion to small aircraft for short-range passenger trips.
Demand grows from a mix of technical progress and policy pressure. Battery chemistry and pack engineering reduce cost per mile and extend range, while more powerful vehicle processors enable advanced driver assistance and over-the-air feature updates. Regulators in many regions require lower tailpipe emissions or offer incentives for zero-emission vehicles, which accelerates fleet renewal for private buyers and commercial operators. At the same time, ride-hailing, delivery fleets and automakers interested in recurring software revenue create steady commercial demand for electrified and software-defined vehicles.
The value chain splits along hardware, software and integration roles. Cell makers and pack assemblers provide the energy source while motor, inverter and transmission suppliers produce driveline components; companies such as BorgWarner, Dana and Allison shift toward electric axles and thermal systems. Cockpit electronics and domain controllers come from suppliers like Visteon and Aptiv that marry hardware with embedded software. Perception and autonomy stacks are supplied by specialist firms including Mobileye, Ouster, Aurora, Pony AI and WeRide, while OEMs such as Tesla, Ford, Toyota, Rivian, Stellantis, Polestar and Li Auto integrate those elements into complete vehicles. Vehicle-level integration also involves charging networks, telematics and mapping providers.
Whether the theme continues to attract capital depends on technological, commercial and regulatory outcomes. Continued declines in battery costs and stable access to critical minerals support economics, and widespread charging infrastructure helps consumer adoption. Safety performance and validated autonomy software determine regulatory acceptance and commercial deployment rates, and manufacturing scale and margin improvement decide whether OEMs generate profit from electric models. Policy shifts, raw-material price swings, slow charging rollouts or high-profile software failures could slow adoption and reallocate capital to other mobility options.