38 stocks · 0 setups today · as of Nov 6, 2026
| Stock | Industry | Tier | Watchlist | |||||
|---|---|---|---|---|---|---|---|---|
 TSLATesla, Inc. | — | +4.23% | $358.22 | 54 | $1.41T | Automakers | Core | |
 ONON Semiconductor Corporation | — | +0.48% | $63.31 | 32 | $24.64B | Semiconductors | Major | |
 RIVNRivian Automotive, Inc. | — | +2.41% | $13.61 | 39 | $16.52B | Automakers | Core | |
 LILi Auto Inc. | — | +5.12% | $12.53 | 46 | $12.65B | Automakers | Core | |
 WOLFWolfspeed Inc. | — | +16.85% | $23.79 | 36 | $12.32B | Semiconductors | Major | |
 BWABorgWarner Inc. | — | +2.69% | $48.81 | 31 | $10.01B | Auto Parts | Major | |
 XPEVXPeng Inc. | — | +6.67% | $10.24 | 30 | $9.73B | Automakers | Core | |
 NIONIO Inc. | — | +5.94% | $3.39 | 28 | $7.99B | Automakers | Core | |
 VFSVinFast Auto Ltd. | — | +0.93% | $3.25 | 61 | $7.6B | Automakers | Core | |
 QSQuantumScape Corporation | — | +4.14% | $4.28 | 22 | $2.63B | Batteries & Energy Storage | Core | |
 BLBDBlue Bird Corporation | — | -1.86% | $58.09 | 46 | $1.84B | Heavy Machinery & Trucks | Major | |
 LCIDLucid Group, Inc. | — | +10.40% | $3.29 | 14 | $1.05B | Automakers | Core | |
 EVGOEVgo, Inc. | — | +4.57% | $1.83 | 60 | $574M | Electrical Equipment | Core | |
 PSNYPolestar Automotive Holding UK PLC | — | +4.67% | $4.26 | 4 | $565M | Automakers | Core | |
 ADSEADS-TEC Energy PLC | — | 0.00% | $9.21 | 30 | $557M | Batteries & Energy Storage | Major | |
 SLDPSolid Power, Inc. | — | -2.70% | $1.99 | 24 | $447M | Batteries & Energy Storage | Major | |
 ASPNAspen Aerogels, Inc. | — | -4.84% | $4.91 | 82 | $407M | Specialty Chemicals | Core | |
 CHPTChargePoint Holdings, Inc. | — | +5.75% | $11.59 | 97 | $300M | Electrical Equipment | Core | |
 MVSTMicrovast Holdings, Inc. | — | +9.47% | $0.63 | 16 | $209M | Batteries & Energy Storage | Major | |
 NIUNiu Technologies | — | +4.02% | $1.81 | 29 | $142M | RVs, Boats & Powersports | Core | |
 LVWRLiveWire Group, Inc. | — | +1.50% | $0.55 | 7 | $112M | RVs, Boats & Powersports | Core | |
 SEVAptera Motors Corp. | — | +10.82% | $2.15 | 51 | $79M | Automakers | Core | |
 BLNKBlink Charging Co. | — | +25.85% | $0.51 | 34 | $74M | Electrical Equipment | Core | |
 GGRGogoro Inc. | — | -1.82% | $2.70 | 38 | $54M | RVs, Boats & Powersports | Core | |
 WKHSWorkhorse Group Inc. | — | -1.28% | $3.09 | 64 | $34M | Heavy Machinery & Trucks | Core | |
 WBXWallbox N.V. | — | -1.12% | $2.66 | 31 | $28M | Electrical Equipment | Core | |
 XOSXos, Inc. | — | +2.10% | $2.43 | 64 | $25M | Heavy Machinery & Trucks | Core | |
 BEEMBeam Global | — | +0.83% | $0.72 | 10 | $16M | Electrical Equipment | Core | |
 NAASNaaS Technology Inc. | — | +27.04% | $1.95 | 28 | $9M | Electrical Equipment | Core | |
 AIEVThunder Power Holdings, Inc. | — | +11.11% | $0.10 | 16 | $5M | Automakers | Core | |
 LOBOLobo Technologies Ltd. | — | -5.01% | $0.38 | 19 | $5M | RVs, Boats & Powersports | Core | |
 FLYEFly-E Group, Inc. Common Stock | — | +4.91% | $2.35 | 84 | $2M | RVs, Boats & Powersports | Core | |
 GPGreenPower Motor Company Inc. | — | -5.00% | $0.58 | 14 | $660782 | Heavy Machinery & Trucks | Core | |
 JZXNJiuzi Holdings, Inc. | — | 0.00% | $1.06 | 57 | $159887 | Crypto & Digital Assets | Major | |
 CENNCenntro Electric Group Limited | — | +6.43% | $0.15 | 0 | $126107 | Heavy Machinery & Trucks | Core | |
 ELPWElong Power Holding Limited | — | -21.84% | $1.02 | 1 | $39901 | Batteries & Energy Storage | Major | |
 UCARU Power Limited | — | -1.33% | $2.96 | 2 | $6542 | Automakers | Core | |
 BINIBollinger Innovations, Inc. | — | 0.00% | $0.04 | 15 | $1 | Heavy Machinery & Trucks | Core |
EV Stocks -24.9%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 | +3.5% | +0.3% | +3.2% |
| 5D | -3.6% | -2.2% | -1.3% |
| 1M | -8.0% | -5.4% | -2.6% |
| 3M | -24.9% | -4.9% | -20.0% |
| 6M | -30.0% | +0.5% | -30.5% |
| YTD | -31.6% | +7.8% | -39.4% |
| 1Y | -43.5% | +9.6% | -53.1% |
Automakers, charging networks, battery suppliers, and electrification enablers across the EV ecosystem.
EV ecosystem stocks tracked across automakers, charging networks, battery suppliers, and electrification enablers with daily updated market data, valuation metrics and performance tracking.
38 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.
This is an EV ecosystem page, not just a pure-play automaker list.
EV investing is a value-chain problem. Automakers capture headlines, but charging networks, battery suppliers, silicon vendors, and grid-capacity names often tell you more about whether adoption is broadening or stalling. Stocks qualify when EV demand can change revenue growth, margin structure, or the valuation narrative.
Deliveries matter, but pricing, battery costs, and balance-sheet durability matter more.
The EV cycle is not just about unit growth. Investors need to know whether demand arrives at attractive pricing, whether battery costs are helping or hurting, and whether the company can fund capacity without stressing the balance sheet. Performance, valuation, quality, and news in one workflow lets you check if leadership is broad and whether the catalyst is real.
The biggest mistakes come from paying for volume growth without enough proof on margins, funding, or durability.
EV stocks move hard on narrative, but durable winners prove themselves through execution: better manufacturing economics, tighter cost control, stronger balance sheets, and demand that holds when incentives or rates shift. Weaker names often look optically cheap right before capital intensity and margin pressure become impossible to ignore.
Companies whose revenue, margins, or growth are materially driven by electric-vehicle adoption. Spans automakers (TSLA, RIVN), charging networks (CHPT, EVGO), battery suppliers (ALB, SQM), power-electronics vendors (ON), and grid/software businesses where EV demand changes the underlying economics.
Tesla is the only large-scale pure-play EV manufacturer with consistent profitability, though gross margins have compressed through pricing cycles. Li Auto in China has also reached positive operating margins. Most others — Rivian, NIO, XPeng — are still burning cash or barely breakeven. Check gross margin and operating margin in the table.
Four forces: rising rates compressed growth multiples, delivery shortfalls undermined volume story, price wars squeezed gross margins, capital-heavy balance sheets became liabilities when funding tightened. Lesson: narrative-led valuations had outrun execution. Market now demands proof on margins, not just delivery targets.
Structural adoption is intact — global fleet is early in electrification with penetration still growing. Near-term is uneven: manufacturers face margin pressure, charging companies work toward profitability, battery names follow commodity cycles. Check performance chart and valuations to see which segments are leading and if pricing leaves room to re-rate.
Neither is quite right. EV adoption globally is still growing — penetration rising in Europe and Asia even as US moderates. Market now wants visible margin improvement, realistic capex, and demand that holds without subsidies. Creates differentiation opportunity: executors trade at very different multiples from cash burners. Use screener to identify who is ahead.
EV stocks are long-duration growth assets — equity value depends on distant cash flows, which higher discount rates shrink disproportionately. Group fell harder than broad market when rates rose 2022-23. Rate easing tends to lift higher-multiple names. Track theme basket performance against SPY/QQQ to see if re-rating is playing out.
Heavily. Supply chains span US, China, Korea; battery minerals come from geopolitically sensitive regions. Import tariffs on Chinese EVs change competitive dynamics. Tax credits and incentives shift consumer demand curves quickly. Theme intelligence flags when policy shifts become live catalysts.
Trade at structural discount due to geopolitical risk, ADR complexity, VIE concerns, and regulatory uncertainty. BYD is now the world's largest EV manufacturer by volume, competing with Tesla on cost. Li Auto has cleanest margin profile of Chinese pure-plays. Compare growth, margins, and multiples across both markets in the table.
Charging is high-conviction long-term (utilization grows with fleet) but near-term is harder. ChargePoint (CHPT) and EVgo (EVGO) are the two largest US public networks, both still working toward profitability. Key metrics: revenue per station, utilization rate, net cash position. Compare progress and gap to breakeven in the table.
Automakers: delivery volume, gross margin per vehicle, order depth, capex vs FCF. Charging: station utilization, revenue per session, path to EBITDA. Battery materials: contract coverage, commodity prices, inventory. Enablers: EV revenue share, design wins, forward book. Table surfaces key financial metrics by default.
Depends on horizon and risk appetite. Manufacturers have most execution risk but highest upside if profitability gap closes. Charging is long-cycle infrastructure — durable once built, but needs years of fleet growth. Battery materials follow commodity cycles, can move independently of automakers. Compare segment momentum and premiums in the table.
ETFs give broad exposure without concentration risk but bundle disciplined operators with cash burners and often weight by market cap regardless of quality. Individual selection lets you focus on strongest margins, most defensible positions, and best valuations. Screen the universe, compare leaders, verify thesis.
Margin compression from price competition. Capital intensity at pre-profit names. Policy uncertainty on incentives and tariffs. Paying for volume growth that does not convert to earnings. Rate reversal or demand softness can reprice highest multiples quickly. Strong delivery numbers with deteriorating margins have burned investors before.