Stocks · Theme
EV & autonomous mobility stocks · 13 research notes
13 EV & autonomous mobility stocks with a dated research note: thesis, kill line and next catalyst.
Earlier themeNot among the research's active themes (last active 3 September 2026). Each stock's note below is dated on its own.
All 13 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksFFord MotorMedium Ford Motor's raised 2026 profit guidance and roughly flat 2027 profit target give its shares a modestly better-than-even case to beat the S&P 500; the fourth-quarter report, expected in early February 2027, settles whether that target…UBERUber TechnologiesMedium Uber Technologies shares are modestly more likely to beat the S&P 500: third-quarter bookings rose 20% with profit growing faster, yet the stock sits 25.7% below its high. The early-February 2027 report shows whether bookings growth holds…BIDUBaiduLow Baidu's shrinking search advertising still outweighs its fast-growing AI cloud, so the ADS is more likely to lag the S&P 500 over three months; the third-quarter report on 16 November 2026 shows whether the advertising decline narrows.NIOLow NIO Inc. shares are more likely to lag the S&P 500 over three months because October deliveries fell 15.23% from a year earlier as ONVO collapsed. The third-quarter report, expected around 24 November 2026, and November deliveries in early…TSLATeslaLow Tesla's shares look more likely to lag the S&P 500 over three months: operating income fell 56% while the price ran up on unsigned SpaceX merger talks. Terms, which Bloomberg says could come as soon as December, and the early-January…RIVNRivian AutomotiveMedium Rivian Automotive is modestly more likely than not to beat the S&P 500 over three months: R2 volume and raised guidance support the case, and the Q4 report, expected in February 2027, settles whether automotive gross margin turns positive.…ASPNAspen AerogelsLow Aspen Aerogels is more likely to lag the S&P 500: fourth-quarter revenue is guided below the third quarter and a $150 million registration allows new shares, despite a rebound to $6.41. The fourth-quarter report settles it.AURAurora InnovationLow Aurora Innovation's driverless-truck case rests on a schedule reset: guidance was cut on 28 October 2026 and four brokers lowered targets after. Production of about 20 trucks a week by early December settles whether the 200-truck goal…BBBlackBerryLow BlackBerry's QNX automotive-software unit has a royalty backlog above $1.2 billion and a new Valeo camera partnership, but the shares sit near most analyst targets; the planned 17 December 2026 quarterly report decides whether revenue…FACFactorial EnergyLow Factorial Energy's shares are more likely to lag the S&P 500, as third-quarter 2026 revenue was only $26 thousand and meaningful sales wait for 2027; the fourth-quarter report shows whether orders gain disclosed value.INDIindie SemiconductorLow indie Semiconductor's third-quarter core revenue met its target, but about $430 million of debt and GAAP losses leave the shares more likely to lag the S&P 500; fourth-quarter core revenue against the roughly $47 million guide settles it.JOBYJoby AviationLow Joby Aviation's shares lean toward lagging the S&P 500 over three months: the third-quarter revenue beat is Blade air-charter income, and initial U.S. passenger operations moved to 2027. Dubai flight testing by year-end 2026 and FAA flight…XOSLow Xos's third-quarter revenue of $5.5 million missed the $14.7 million estimate and full-year revenue guidance was cut to $25–35 million, so the shares are more likely to lag the S&P 500 than lead it. Hub orders for fourth-quarter delivery…