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17 handpicked stocks

Autonomous Vehicle Technology Enablers

This carefully selected group of stocks represents the companies building the technological backbone of self-driving vehicles. Handpicked by our professional analysts, these stocks capture the suppliers of essential components that will power the robotaxi revolution.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 20

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NVDA

NVIDIA Corporation

NVDA

Current price

$180.45

MBLY

MOBILEYE GLOBAL INC.

MBLY

Current price

$14.01

QCOM

QUALCOMM Incorporated

QCOM

Current price

$157.85

About This Group of Stocks

1

Our Expert Thinking

Uber's massive 20,000-vehicle autonomous fleet deployment signals a turning point for self-driving technology. Rather than betting on which carmaker wins, we've identified the specialized tech suppliers that provide critical components to the entire industry, positioning them for growth regardless of which manufacturer leads.

2

What You Need to Know

This group focuses on the infrastructure layer of autonomous vehicles, not car manufacturers themselves. These companies provide the essential sensors, computing chips, and safety systems that every self-driving car needs, creating multiple revenue opportunities through both initial installations and regular technology upgrades.

3

Why These Stocks

We've selected companies positioned at critical points in the autonomous vehicle supply chain. From semiconductor firms designing AI chips to specialists in LiDAR and radar technology, these stocks represent essential component suppliers that should benefit as robotaxi fleets scale from testing to commercial deployment.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+98.59%

Group Performance Snapshot

98.59%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 98.59% over the next year.

12 of 17

Stocks Rated Buy by Analysts

12 of 17 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚗

The Robotaxi Revolution Has Started

Uber's 20,000-vehicle autonomous deployment isn't just a test—it's a full commercial rollout that signals the robotaxi era has officially begun. These tech suppliers are essential to making it all work.

🔌

Recurring Revenue Opportunity

Each autonomous vehicle requires multiple high-value components that need regular upgrades. As fleets scale from thousands to millions, component suppliers could see sustained demand growth for years.

🧩

Bet on the Entire Industry, Not Just One Player

Instead of guessing which car company will win the self-driving race, these stocks let you invest in the essential technology that powers ALL autonomous vehicles, regardless of the manufacturer.

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