Track EV makers, charging networks, battery suppliers, power semis, and electrification enablers in one place. Spot leadership and verify what is actually driving the move.
Investment Thesis
A research-first view of electric-vehicle exposure for separating real adoption winners from narrative-only names.
Performance Dashboard
Use the basket chart to see whether the move is broad-based or being carried by a narrow set of names.
Live Screener
Scan the leaders, compare returns against growth and valuation, then open the full screener when you want to refine the universe.
| Ticker | Company | Mkt Cap | YTD | Rev G TTM | Gross M | Op Margin | |
|---|---|---|---|---|---|---|---|
| Tesla, Inc. | $1.46T | -11.1% | 2.3% | 18% | 4.6% | ||
| Toyota Motor Corporation | $247.62B | -12.8% | 6.4% | 19.9% | 10% | ||
| General Motors Company | $68.66B | -6% | -2% | 10.9% | 1.6% | ||
| STMicroelectronics N.V. | $50.82B | 108.9% | 0.6% | 33.9% | 2.7% | ||
| Ford Motor Company | $45.79B | -12.4% | 3.8% | 12.2% | 1.4% | ||
| ON Semiconductor Corporation | $40.39B | 81.1% | -9% | 32.3% | 12.5% | ||
| Polestar Automotive Holding UK PLC | $40.24B | -3.7% | 23.5% | -43.1% | -89.1% | ||
| Li Auto Inc. | $35.7B | 3.1% | -11.1% | 20.5% | 4.4% | ||
| Albemarle Corporation | $22.93B | 35.4% | -4.4% | — | — | ||
| Stellantis N.V. | $20.86B | -37% | 114.5% | -2.7% | -14.5% | ||
| Rivian Automotive, Inc. | $18.06B | -24.8% | 10.4% | 2.7% | -66.5% | ||
| Sociedad Química y Minera de Chile S.A. | $13.23B | 32.9% | -9.2% | 29.3% | 23.5% | ||
| NIO Inc. | $12.34B | 14.8% | 30.4% | 9.9% | -33.3% | ||
| BorgWarner Inc. | $11.86B | 22.8% | 0.1% | 18.7% | 3.7% | ||
| Aptiv PLC | $11.69B | -30.1% | 5.2% | 19.1% | 5.8% | ||
| XPeng Inc. | $5.52B | -22.6% | 66.4% | 14.3% | -16.3% | ||
| QuantumScape Corporation | $4.45B | -34.4% | — | — | — | ||
| Lucid Group, Inc. | $2.06B | -43.9% | 28.6% | -92.8% | -258.7% | ||
| Lithium Americas Corp. | $1.34B | 15.7% | — | — | — | ||
| EVgo, Inc. | $659M | -31.8% | 51% | 21% | -28.8% | ||
| ChargePoint Holdings, Inc. | $137M | -10.1% | -1.4% | 30.5% | -51.1% | ||
| Blink Charging Co. | $83M | -2.2% | -22.3% | 31.4% | -160.6% | ||
| Solid Power, Inc. | $762719 | -24.5% | -11.7% | 5% | -463.7% |
Valuation Pulse
Aggregated DCF intrinsic value and Wall Street analyst consensus across the theme universe — see where the opportunities and risks sit before you commit capital.
DCF Intrinsic Value
2 of 23 stocks with a DCF view
0
Undervalued
1
Fair Value
1
Overvalued
Wall Street Consensus
22 stocks with analyst coverage
50%
Buy or Strong Buy
+19%
Median Target Upside
Daily Intelligence
Start with the daily narrative, then review the setups across the value chain with catalyst and valuation context before you act.
Today's Brief
Apr 10, 2026
EV sector shows mixed momentum. NIO’s first GAAP profit and 50% jump in Q1 deliveries fuel optimism, while Tesla’s EU self‑driving approval boosts its tech edge. Rivian’s AI focus and Polestar’s strong European sales add upside, but Lucid’s price slump and Ford’s lower Q1 profitability temper enthusiasm. Battery‑tech plays (Li Auto, QuantumScape) and traditional automakers (GM, Stellantis) offer varied prospects. Regulatory support and consumer shift to EVs remain key drivers, yet supply‑chain constraints and competitive pricing create divergence across the theme.
Top Drivers
First GAAP profit and 50% Q1 delivery surge signal strong demand.
EU approval of self‑driving software expands regulatory foothold.
AI‑driven strategy positions Rivian for future growth.
Polestar’s record Q1 retail sales confirm European momentum.
All‑time low price offers a potential entry point amid valuation concerns.
Featured Setups By Segment
These are the cards worth scanning first: current narrative, Street target, VCP DCF view, peer-multiple verdict, and forward estimates in one place.
EV Manufacturers
Automakers where EV deliveries, pricing, margins, and model execution are central to the equity story.
Tesla’s latest production ramp for the Semi and confirmation of Optimus launch boost confidence, while analysts highlight long‑term growth prospects. However, some voices label the stock overpriced, adding caution.
Street
Hold
Target $450.45 • +16% • 81 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Overvalued
-61% • 75/100 confidence
VCP Est.
FY+1 Rev +5%
Base target $159.21 • 60/100 confidence
Where Will Tesla Be in 10 Years?
fool.com • 2026-04-30 00:30
RIVN is highlighted as a top EV pick, yet investors face uncertainty ahead of its Q1 earnings and an upcoming investor update, while slowing sales and a CEO compensation spike raise concerns.
Street
Buy
Target $18.36 • +26% • 28 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+714% • 41/100 confidence
VCP Est.
FY+1 Rev +26%
30/100 confidence
2 Top EV Stocks to Buy Right Now
fool.com • 2026-04-29 02:15
Li Auto's ADR (LI) is gaining traction after a strong earnings beat and positive market sentiment toward EVs, prompting analysts to recommend a buy.
Street
Buy
Target $20.01 • +13% • 16 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+865% • 75/100 confidence
VCP Est.
FY+1 Rev +26%
Base target $91.25 • 29/100 confidence
Is Trending Stock Li Auto Inc. Sponsored ADR (LI) a Buy Now?
zacks.com • 2026-04-29 10:02
Charging and Power Electronics
Charging networks, onboard power, and silicon suppliers that benefit as vehicles and fleets electrify.
ChargePoint shares surged 15.3% today, driven by analyst optimism that the recent rally could signal sustained strength as the company expands its EV charging network.
Street
Hold
Target $7.50 • +18% • 21 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+251% • 48/100 confidence
VCP Est.
FY+1 Rev +3%
20/100 confidence
Strength Seen in ChargePoint (CHPT): Can Its 15.3% Jump Turn into More Strength?
zacks.com • 2026-04-15 07:05
EVgo is trading under pressure as analysts forecast a decline in Q1 2026 earnings; the stock is awaiting May 5 results for confirmation.
Street
Buy
Target $5.25 • +150% • 16 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Undervalued
+997% • 33/100 confidence
VCP Est.
FY+1 Rev +45%
37/100 confidence
Analysts Estimate Adient (ADNT) to Report a Decline in Earnings: What to Look Out for
zacks.com • 2026-04-29 11:01
ON is in the spotlight ahead of its Q1 earnings release, with analysts tracking guidance; the company also announced an expanded partnership with Geely to supply semiconductors for automotive applications, strengthening its auto market position.
Street
Buy
Target $62.40 • -39% • 45 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Overvalued
-11% • 67/100 confidence
VCP Est.
FY+1 Rev -1%
Base target $102.70 • 59/100 confidence
ON Set to Report Q1 Earnings: What's in Store for the Stock?
zacks.com • 2026-04-29 13:10
Battery Materials and Storage
Lithium, battery materials, and next-gen storage names tied to pack economics and supply-chain tightness.
ALB is poised for earnings growth next week as Wall Street forecasts higher margins amid rising lithium demand and strong commodity prices.
Street
Hold
Target $190.80 • -2% • 45 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Fair
-4% • 53/100 confidence
VCP Est.
FY+1 Rev -13%
33/100 confidence
Albemarle (ALB) Reports Next Week: Wall Street Expects Earnings Growth
zacks.com • 2026-04-29 11:02
No fresh company update today.
Street
Hold
Target $75.50 • -19% • 16 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Overvalued
-32% • 72/100 confidence
VCP Est.
FY+1 Rev +16%
34/100 confidence
QuantumScape is positioned as a buy ahead of its Q1 2026 earnings webcast, driven by analysts’ optimism over its solid battery‑tech pipeline and potential upside.
Street
Hold
Target $10.20 • +40% • 11 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Peer view unavailable
36/100 confidence
VCP Est.
Estimate view unavailable
Estimates unavailable
Prediction: QuantumScape (QS) Stock Is a Buy Before April 22
fool.com • 2026-04-09 11:10
EV Drivetrain and Components
Automotive suppliers, power electronics, and drivetrain component makers whose product lines shift materially as vehicles electrify.
APTV shares fell 6% versus a 2% market decline; Q1 earnings forecast down 12% YoY, yet analysts remain bullish on its long‑term EV supply chain role.
Street
Buy
Target $94.75 • +73% • 33 analysts
VCP DCF
overvalued
-32% • FV $40.94
Peers
Undervalued
+79% • 73/100 confidence
VCP Est.
FY+1 Rev -5%
Base target $42.65 • 54/100 confidence
Aptiv PLC (APTV) Suffers a Larger Drop Than the General Market: Key Insights
zacks.com • 2026-04-28 18:53
BorgWarner's upcoming Q1 results and analyst upgrades highlight expected earnings growth and strong value/growth prospects, boosting investor confidence.
Street
Buy
Target $68.80 • +20% • 38 analysts
VCP DCF
fair
+13% • FV $64.07
Peers
Fair
-4% • 83/100 confidence
VCP Est.
FY+1 Rev +3%
Base target $101.84 • 52/100 confidence
Webcast Alert: BorgWarner 2026 First Quarter Results Conference Call
prnewswire.com • 2026-04-29 16:15
STM is driven by new ultralow‑power image sensors enabling always‑on vision in personal electronics, and analysts expect earnings to rise, boosting upside.
Street
Buy
Target $57.50 • +0.6% • 29 analysts
VCP DCF
DCF unavailable
DCF view unavailable
Peers
Fair
-3% • 51/100 confidence
VCP Est.
FY+1 Rev -4%
Base target $57.18 • 48/100 confidence
STMicroelectronics brings always-on vision to next-generation personal electronics with new ultralow-power image sensors
globenewswire.com • 2026-04-28 02:00
More Daily Summaries
Review the rest of the names in the theme that have fresh stock-level news coverage today.
Ford Motor Company
Ford's Q1 earnings and revenue beat expectations, boosted by a $1.3B tariff refund and higher gas prices, lifting profits despite lower volumes. The positive surprise and refund support a bullish outlook.
General Motors Company
GM is boosting its internal‑combustion lineup, earmarking >$1B for US/Canada gas‑engine production and investing $340M as EV demand slows, while Q1 earnings beat expectations and Citi lifts the target to $108, positioning the auto giant as a long‑term growth play.
Lucid Group, Inc.
Lucid shares have slumped to a 52‑week low amid negative market sentiment, but analysts predict an earnings beat that could support a rebound.
Toyota Motor Corporation
Toyota’s Hydrogen Solutions unit secured key certifications for commercial fuel cell units, bolstering its commercial fuel cell strategy and positioning for future growth.
Toyota Hydrogen Solutions Achieves Key Certifications for Commercial Fuel Cell Units
prnewswire.com • 2026-04-29 08:00
Peer To Peer Network (OTC:PTOP) Announces MOBICARD(TM) Development Accelerates Ahead of Schedule as Company Expands Enterprise Features, Discovery Mode and Industry-First Audio Analytics
accessnewswire.com • 2026-04-28 08:30
Lithium Americas Corp.
Lithium Americas (LAC) is gaining traction from Trump’s national security focus on lithium, with Thacker Pass expected to hit key milestones in 2026 and the stock testing a breakout after a recent dip.
NIO Inc.
NIO shares climb as investors rally after Hormuz closure and the company partners with Onsemi to launch 900‑V EVs, boosting confidence in its next‑gen tech.
Earnings Calendar
Earnings are the single biggest catalyst for theme stocks. Track which names report soon and prepare before the move.
No earnings in the next 30 days
Dates can shift, so if you are tracking a specific stock, open its page for the latest earnings calendar and setup.
Theme Breakdown
These buckets separate the companies building, supplying, and monetizing the theme across the value chain.
Automakers where EV deliveries, pricing, margins, and model execution are central to the equity story.
Charging networks, onboard power, and silicon suppliers that benefit as vehicles and fleets electrify.
Lithium, battery materials, and next-gen storage names tied to pack economics and supply-chain tightness.
Automotive suppliers, power electronics, and drivetrain component makers whose product lines shift materially as vehicles electrify.
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.
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Start with the basket, verify the drivers, then screen the names that still fit your process.
