Tesla has a built in customer for its battery production if it can successfully ramp up its 4680 battery. It plans unique versions for its cybertruck, robotaxi, and other electric vehicles. That said, Tesla auto sales have been falling as competition enters the market, especially in Europe. Investors are hoping the introduction of its robotaxi service is met with strong demand, which will push more Tesla vehicles onto the streets. One of the biggest challenges for automakers in the shift to EVs is profitability.

• This article highlights the reasoning behind this expectation, including a slowing labor market and recent economic data.
• The EV space has seen a surge in competition and remains a challenging area for companies to generate profits.
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• That allowed it to scale its battery pack production earlier than many competitors, giving it a cost advantage.

MarketBeat keeps track of Wall Street’s top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on… To learn more about our rating and review methodology and editorial process, check out our guide on how Forbes Advisor rates investing products. The company’s recent earnings beat sparked a 17% surge in the stock, with investors reaping a 33% gain through the first three quarters of 2023.

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Watching these stocks in 2025 means tracking technological leaps, policy winds, and market moods—perfect for those ready to ride the electric wave, whether as cautious observers or bold buyers. Many cities are mandating electric vehicles in the future, so they are probably a good investment. Primarily, increased competition translates to foreign automakers researching and developing their own EVs. Ford Motor Company and General Motors are pushing forward with EVs, they often perform better than, for example, Rivian stock. Because many of these companies list their equity units on OTC markets, you should consider a brokerage that facilitates such trades with minimal fees.

Key risks include market volatility, high competition, evolving regulations, supply chain disruptions, and the uncertain pace of EV adoption. Rivian has rolled out hands-free, eyes-on highway driving in its latest vehicles, marking the beginning of its autonomy push. It aims to move toward full hands-free, eyes-off driving and urban autonomy, enhancing its product appeal. With strong partnerships, a next-gen product on the horizon and improved financial stability, Luminar is shaping up as a serious contender in the AV tech space.

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It’s also ramping up its own production of its own batteries, but it’s facing challenges with its processes in providing viable cathodes. The company retooled one factory in early 2025 in an effort to fix issues with production. There’s a clear demand for electric vehicles at the right price point. Investors who want to get ahead of that demand can do so by looking at the companies producing EV batteries, the most important and costly components of EVs. If electric vehicle production significantly increases over the next decade, the demand for EV batteries will skyrocket similarly.

Ford Motor (NYSE:F)

The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities. One factor that makes BYD stand out in the EV industry is that Warren Buffett is a major shareholder.

In addition, NIO expanded its gross profit margin from 5.5% in 2023 to 9.9% in 2024. The future is powered by artificial intelligence, and the time to invest is NOW. While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes. One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. Consider factors such as company financials, production capacity, technology edge, market share, partnerships, and ev stocks to watch regulatory environment.

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Domestic Chinese policies encourage drivers to choose EVs for their next car purchase. In April 2025, Li Auto witnessed a 31.6% YoY increase in monthly vehicle deliveries, with 33,939 new cars delivered. Whether you’re an environmentalist or a growth opportunist, electric vehicle stocks may seem like an enticing addition to your investment portfolio. Every major automaker is actively developing or already selling electric vehicles (EVs). Toyota (TM -0.44%) is already one of the leading car manufacturers in the world, but it trails the competition when it comes to electric vehicles. The Japanese company’s plan to catch up involves in-house battery manufacturing and technology development.

Today, Volkswagen is an automotive powerhouse, controlling a wide range of companies, from its namesake brand to outfits like Lamborghini and Porsche. In fact, the latter is bringing electric transportation to the enthusiast market with the Porsche Taycan. Once a joke and a novelty, no one today laughs at Toyota, which stands among the automotive greats.

Some of them are years away from profitability, carrying big risks for investors. That being said, if you understand the risks, Forbes Advisor has selected what we believe to be the best EV stocks available on the market today. For this article, we sifted through online rankings to form an initial list of the 20 Best EV Stocks. From the resultant dataset, we chose 8 stocks with the highest number of hedge fund investors, using Insider Monkey’s database of 1000 hedge funds in Q to gauge hedge fund sentiment for stocks.

Volkswagen AG, the world’s largest automaker by volume, is undergoing a dramatic transformation into an EV powerhouse. With brands like VW, Audi, Porsche, and Skoda under its umbrella, the German conglomerate brings unmatched manufacturing muscle and a global distribution network to the table. Its ID series has gained traction, while premium offerings from Audi and Porsche tap into luxury demand. Volkswagen’s aggressive electrification goals—aiming for a fully electric lineup by the next decade—showcase its commitment to the future.

Rivian Automotive (RIVN) stock has dropped 90% since its peak. Although this sounds negative, for many investors this might be the perfect time to buy lower. In particular, the company said that its top priority this year is to produce between 40,000 and 46,000 automobiles. This goal, together with its better Q earnings report that showed increased revenue and a lower net loss, might be a tailwind for its stock price. If you want a name, you can recognize and an EV stock that’s less speculative than a startup, General Motors (GM) might be a good option.

• Its dominance in China, the fastest-growing EV region, is a key strength, amplified by government support and a knack for affordable yet reliable vehicles.
• The company is also preparing to break ground on its Georgia plant in 2026 and expects to add 400,000 units of annual capacity for R2 and R3 models.
• Watching these stocks in 2025 means tracking technological leaps, policy winds, and market moods—perfect for those ready to ride the electric wave, whether as cautious observers or bold buyers.
• The largest ETF holder of BHP is the First Trust Indxx Global Natural Resources Income ETF (FTRI), with approximately 249.48K shares.

General Motors Company is a holding in 191 U.S.-traded ETFs. The largest ETF holder of GM is the SPDR S&P 500 ETF Trust (SPY), with approximately 15.35M shares. Investors may also find of interest that the ETF with the largest allocation to GM stock is Engine No. 1 Transform Climate ETF (NETZ), with a portfolio weight of 9.16%.

The China Association of Automobile Manufacturers urged businesses not to sell below cost and denounced the trend as well. In the meantime, vendors claim that the number of “zero-mileage used cars” has risen, a tactic that inflates sales numbers while concealing low demand. “A lot of buyers might wait for the price dropping like this,” Ma remarked. You can invest through brokerage accounts and trading platforms like NAGA, buy individual stocks, or consider ETFs and mutual funds focused on the EV sector. Always research and consider your risk tolerance before investing. Manufacturers produce the vehicles, while supply chain companies provide batteries, semiconductors, charging stations, and other essential components.

You simply won’t find another AI and energy stock this cheap… with this much upside. In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap. This company has its finger in every pie—and Wall Street is just starting to notice. And our company sits in the toll booth—collecting fees on every drop exported. Trust me — you’ll want to read this report before putting another dollar into any tech stock. In fact, Verge argues this company’s supercheap AI technology should concern rivals.