18 stocks · 0 setups today · as of Nov 6, 2026
| Stock | Industry | Tier | Watchlist | |||||
|---|---|---|---|---|---|---|---|---|
 TSLATesla, Inc. | — | +4.23% | $358.22 | 54 | $1.41T | Automakers | Major | |
 XPEVXPeng Inc. | — | +6.67% | $10.24 | 30 | $9.73B | Automakers | Major | |
 AURAurora Innovation, Inc. | — | +9.43% | $4.41 | 27 | $8.64B | Vertical Industry Software | Core | |
 APTVAptiv PLC | — | -3.45% | $39.44 | 24 | $8.35B | Auto Parts | Major | |
 MBLYMobileye Global Inc. | — | +11.70% | $5.73 | 20 | $4.67B | Auto Parts | Core | |
 AMBAAmbarella, Inc. | — | +6.13% | $58.55 | 43 | $2.57B | Semiconductors | Major | |
 OUSTOuster, Inc. | — | +14.01% | $34.80 | 85 | $2.22B | Auto Parts | Major | |
 HSAIHesai Group | — | +11.60% | $14.33 | 24 | $2.08B | Auto Parts | Core | |
 WRDWeRide Inc. | — | +10.40% | $4.46 | 24 | $1.35B | Vertical Industry Software | Core | |
 AEVAAeva Technologies, Inc. | — | +19.70% | $11.00 | 21 | $743M | Auto Parts | Core | |
 INDIindie Semiconductor, Inc. | — | +33.58% | $1.81 | 10 | $382M | Semiconductors | Major | |
 KDKKodiak AI, Inc. Common Stock | — | +34.58% | $1.28 | 3 | $247M | Vertical Industry Software | Core | |
 ARBEArbe Robotics Ltd. | — | +5.83% | $0.43 | 16 | $53M | Semiconductors | Core | |
 INVZInnoviz Technologies Ltd. | — | +6.60% | $0.21 | 8 | $47M | Auto Parts | Core | |
 LIDRAEye, Inc. | — | -2.05% | $0.87 | 14 | $40M | Auto Parts | Core | |
 MVISMicroVision, Inc. | — | +1.75% | $1.16 | 6 | $27M | Auto Parts | Core | |
 CYNCyngn Inc. | — | -1.37% | $0.27 | 2 | $4M | Vertical Industry Software | Core | |
 FRSXForesight Autonomous Holdings Ltd. | — | +3.45% | $0.60 | 6 | $2M | Auto Parts | Core |
Autonomous Vehicle Stocks -39.4%SPY -4.9%
Equal-weight return of the theme's stocks from the range start, against SPY. Daily market data.
| Window | Theme | SPY | vs SPY |
|---|---|---|---|
| Today | +9.6% | +0.3% | +9.3% |
| 5D | +1.2% | -2.2% | +3.4% |
| 1M | -20.8% | -5.4% | -15.4% |
| 3M | -39.4% | -4.9% | -34.5% |
| 6M | -43.4% | +0.5% | -43.9% |
| YTD | -44.4% | +7.8% | -52.2% |
| 1Y | -50.8% | +9.6% | -60.4% |
The self-driving value chain from robotaxi platforms and ADAS chips to lidar, mapping, and automotive-grade compute.
Research autonomous vehicle stocks across robotaxi platforms, ADAS chips, lidar, mobility networks, automakers, and vehicle automation suppliers with daily updated market data and valuation context.
18 US-listed stocks, placed in this theme by our own classification of each company's business. Setups come from the same chart-pattern engine as the breakout page and update after the close.
The market rewards proof of deployment, not just self-driving ambition.
Autonomy stocks trade on evidence that the technology is moving from controlled demos into repeatable commercial use. Investors watch robotaxi launch cadence, miles driven, safety data, regulatory approvals, OEM design wins, and whether software can become a high-margin revenue stream.
The strongest setups usually combine technical progress with distribution: installed vehicle fleets, cloud-scale compute, ride-hailing networks, or supplier relationships that can turn autonomy spending into revenue.
Platform winners and component winners do not behave the same way.
Start with the large platforms to see where investors are assigning strategic value, then compare chip, lidar, and supplier names for operating leverage. A robotaxi platform may win through distribution and data; a chipmaker may win through content per vehicle; a lidar company may win or lose on a handful of OEM programs.
Use the table to compare revenue growth, margins, balance-sheet strength, and valuation before treating every self-driving stock as the same trade.
Autonomy can be transformative while still taking longer and costing more than investors expect.
The biggest risk is timeline mismatch: investors pay for near-term autonomy economics while commercial deployment remains slow, local, and heavily regulated. Hardware suppliers also carry customer concentration risk, and smaller pure plays can need fresh capital before the revenue ramp arrives.
The page keeps financial strength, valuation, and performance visible because autonomy investing requires both imagination and discipline.
Autonomous vehicle stocks are companies exposed to self-driving software, robotaxi networks, ADAS chips, lidar, perception sensors, mapping, automated vehicle production, or mobility platforms where autonomy can affect growth or valuation.
The large-cap leaders usually include platform and compute names such as Tesla, Alphabet, Nvidia, Qualcomm, and Mobileye, while smaller companies like Aurora, Luminar, Ouster, and Aeva provide more direct but higher-risk exposure.
Lidar companies often depend on a small number of automotive design wins. A single OEM program, production delay, or capital raise can change the revenue outlook quickly, which makes the group more volatile than large platform stocks.
Robotaxi exposure is investable, but the economics are still developing. Investors should watch service area expansion, vehicle utilization, cost per mile, safety record, and whether the platform can scale without heavy losses.
Revenue growth, gross margin, cash burn, balance-sheet runway, valuation, and recent returns matter most. For suppliers, design wins and production ramps are critical. For platforms, deployment scale and unit economics matter more than demos.
Advanced driver assistance and self-driving systems require high-performance compute, sensors, networking, and inference chips. Content per vehicle can rise as cars add more automated driving features.
The biggest risk is paying for fast commercial rollout before regulation, safety validation, customer adoption, and unit economics are proven. Smaller companies also face dilution risk if deployment timelines stretch.