Electric vehicles stocks

Rivian is explicitly characterised as a pure EV play, making its vehicle revenue highly dependent on BEV adoption.

Rivian Automotive, Inc. specializes in the design, engineering, and manufacturing of electric vehicles and related accessories. The company produces five-passenger electric pickup trucks and sport utility vehicles for individual consumers. Furthermore, Rivian develops a commercial electric delivery van platform, notably in partnership with Amazon.com. This firm markets its products directly to customers across both the consumer and commercial sectors. Founded in 2009, Rivian Automotive, Inc. maintains its primary operations in San Jose, California.

VinFast directly reports the affected revenue and delivery growth, including 70,085 EVs and 286,039 electric two-wheelers in the quarter.

VinFast is the direct beneficiary of the new information: second-quarter revenue increased 85.5% year over year to approximately $1.20 billion, electric-vehicle deliveries rose 96% to 70,085, and growth came from Vietnam, India, Indonesia and the Philippines. The volume increase should support vehicle revenue, manufacturing utilization and regional distribution economics.

BYD combines automotive OEM activity with vertical integration in semiconductor and tier-1 supply chains, creating substantial overlap with an expanded EV power-electronics platform.

BYD’s European growth relies materially on EVs and batteries, although its broader vehicle portfolio provides some diversification.

BYD is the direct positive stakeholder: Q3 NEV deliveries reached 1,323,065, up 18.8% year over year and 19.4% quarter over quarter, while passenger BEV deliveries rose 30.9% to 762,478. The return to quarterly year-over-year growth supports vehicle revenue, factory utilization, scale economies and market-share credibility, although export mix and margin conversion remain uncertain.

Pure-play charging network operator.

Blink Charging Co., a global and domestic entity, operates through its subsidiaries to provide comprehensive electric vehicle (EV) charging solutions, encompassing both equipment and networked services. It supplies a range of EV charging hardware, suitable for both residential and commercial applications, allowing electric vehicle owners to conveniently power up their vehicles in diverse environments. Central to its offerings is the Blink Network, an advanced cloud-based platform. This system facilitates the operation, maintenance, and overall management of Blink's charging infrastructure, handling crucial data, back-end processes, and payment collection. It also empowers property owners, facility managers, parking operators, and government bodies with remote monitoring and control capabilities for their EV charging stations. Furthermore, EV drivers benefit from real-time access to station details, including location, current availability, and associated costs. Beyond the network, Blink delivers a full suite of EV charging hardware, complementary software services, and customizable service plans. The company has established strategic alliances to deploy its charging solutions across a broad spectrum of high-traffic and destination-based venues. These include critical transportation hubs like airports, car dealerships, medical facilities, hotels, mixed-use complexes, municipal sites, multi-unit residential properties, parks, parking areas, religious organizations, restaurants, retail establishments, educational campuses, sports stadiums, supermarkets, and corporate workplaces. The company's services are distributed via its dedicated direct sales force and an extensive network of resellers. Additionally, its residential Level 2 chargers are made available through diverse online retail channels. As of March 10, 2022, Blink had successfully installed approximately 30,000 charging ports globally. The company was founded in 2009 and maintains its corporate headquarters in Miami Beach, Florida.

Pure-play charging infrastructure company.

ChargePoint’s revenue opportunity rises with the number of EVs, charging sessions and utilization of installed charging assets.

ChargePoint Holdings, Inc. operates by developing and supplying extensive electric vehicle (EV) charging networks and comprehensive charging solutions, serving both the United States and global markets. The company provides a varied array of hardware, sophisticated software platforms, and supporting services, catering to a broad client base including commercial businesses, fleet operators, and private residential users. Established in 2007, ChargePoint's corporate headquarters are located in Campbell, California.

EVgo is identified as operating in the public and fleet EV-charging ecosystem.

EVgo, Inc. operates and manages a comprehensive network of high-speed direct current (DC) electric vehicle charging stations across the United States. The company provides electric power directly to vehicle owners who utilize its publicly accessible, connected chargers. EVgo also supports original equipment manufacturers (OEMs) with charging solutions and related offerings. Its services extend to fleet and rideshare businesses, providing public charging options, as well as offering "charging as a service" and dedicated charging infrastructure for fleets. Complementary services include tailored digital application experiences, integration of charging data, customer loyalty initiatives, access to chargers located within paid parking structures, trial programs for precisely targeted advertising, and the ability to reserve charging sessions. Furthermore, through its eXtendTM initiative, EVgo delivers comprehensive maintenance, development, and project management services, encompassing the installation, network integration, and ongoing operation of electric vehicle supply equipment (EVSE). Established in 2010, EVgo is headquartered in Los Angeles, California.

Wallbox predominantly provides smart EV charging hardware for domestic and commercial properties and also provides energy-management services.

CATL supplies battery cells and packs to U.S. bus OEMs, creating positive exposure to the battery-electric portion of the procurement, subject to domestic-content and supplier-eligibility constraints.

Accelerating substitution from gasoline vehicles to NEVs supports battery-cell demand even while the overall passenger-car market contracts. CATL benefits from greater battery content and production volumes, though battery oversupply and OEM price pressure can limit pass-through into earnings.

CALB is a downstream LFP battery-cell producer dependent on cathode-material procurement.

CALB is a major producer of prismatic automotive cells and supplies both LFP and nickel-based systems, making it the direct reference cell producer in this event.

Leapmotor directly captures the incremental vehicle volume, with August deliveries up 80.72% year over year.

Leapmotor is the direct beneficiary of the reported H1 2026 acceleration: revenue rose 57%, deliveries reached 356,487 vehicles, and overseas deliveries represented 27% of volume. The benefit is tempered by gross-margin compression and the demanding requirement to average about 107,000 monthly deliveries in H2 to reach its one-million-vehicle target.

Sunwoda Electronic Co.,Ltd is an international enterprise, established in 1997 and headquartered in Shenzhen, China. The company specializes in the global research, development, manufacturing, and sales of cutting-edge lithium-ion battery modules. Their extensive product and service portfolio includes advanced battery systems designed for a variety of automotive applications, such as coaches, passenger vehicles, logistics fleets, and other specialized transport. Additionally, Sunwoda provides sophisticated battery management systems (BMS), along with diverse module formats including block, column, and soft-pack designs. Beyond core battery components, the company also offers start-stop system devices, expertise in automation and intelligent manufacturing, and comprehensive laboratory testing services.

REPT BATTERO Energy Co., Ltd. is a global enterprise dedicated to the research, development, production, and distribution of advanced lithium-ion battery products. The company's extensive product range includes cells, modules, and complete battery packs designed for electric vehicles (EVs) and energy storage systems (ESS), alongside ESS battery boxes, racks, and comprehensive energy storage containers. Additionally, it provides specialized aluminum shell processing and machining services. Its sophisticated battery solutions are widely utilized in diverse applications, powering various types of vehicles such as passenger cars, commercial fleets, specialized transport, forklift trucks, unmanned sweepers, low-speed vehicles, and construction machinery. Furthermore, these solutions serve a broad spectrum of energy storage scenarios, encompassing residential, large-scale industrial, and various commercial installations. Founded in 2017 and headquartered in Wenzhou, China, the company was formerly known as REPT Energy Co., Ltd. before adopting its current name in April 2022. REPT BATTERO Energy Co., Ltd. operates as a subsidiary of Yongqing Technology Co. Ltd.

Established in 2019, Jiangsu Zenergy Battery Technologies Group Co., Ltd. operates as a high-technology Chinese company dedicated to the development, manufacturing, and commercialization of lithium-ion power batteries and energy storage solutions. This enterprise delivers complete battery solutions, ranging from individual cells and modules to full battery packs, racks, and sophisticated battery management systems, designed for extensive use in terrestrial, marine, and aerial environments.

Zenergy is the direct beneficiary of the reported H1 development: revenue rose 71.4%, deliveries rose 66.1%, and ESS revenue surged 799.1%. However, the benefit is moderated by gross-margin compression from higher raw-material costs and competition and by the execution risk of rapid capacity expansion.

EVE supplies large-format LFP cells to BESS integrators.

EVE Energy Co., Ltd. operates as a global supplier of lithium battery technologies, serving both the Chinese domestic market and international clients. The company's diverse product range features primary lithium batteries, including lithium thionyl chloride, lithium-manganese dioxide, lithium-ion capacitors, and micro lithium cells. Additionally, it manufactures various rechargeable lithium-ion batteries, offering cylindrical, pouch, and prismatic cell configurations, alongside aluminum-cased versions, as well as polymer-based prismatic, cylindrical, and compact "bean" cells. Beyond individual cells, EVE Energy develops complete power systems, notably for pure electric buses and electric mini-vehicles. It also provides comprehensive energy storage solutions, encompassing residential ESS products, telecom backup battery units, and microgrid applications. The company's primary lithium batteries are widely utilized in fields such as smart metering, automotive electronics, intelligent security systems, data communication, and smart transportation. Its lithium-ion batteries, on the other hand, are essential components for consumer electronics, electric vehicles, and large-scale energy storage industries. EVE Energy Co., Ltd. was established in 2001 and is headquartered in Huizhou, China.

Gotion is named alongside CALB as a supplier of prismatic cells and participates in the second tier of Chinese cell competition.

Luceco’s Energy Transition revenue explicitly includes electric vehicle charging and Demand Flexibility, and this category grew approximately 120% year over year.

Luceco is the direct beneficiary of the new information: first-half Energy Transition revenue, including EV charging and Demand Flexibility, grew approximately 120% year over year, while the company expects full-year adjusted operating profit to exceed £40 million. The update directly increases expected revenue and operating profit from the company’s highest-growth products.

Kempower Oyj, founded in 1949 and based in Lahti, Finland, specializes in the design, manufacturing, and global distribution of electric vehicle (EV) charging equipment and comprehensive solutions under its Kempower brand. The company's market reach spans the Nordics, Europe, North America, and other international territories. Its product portfolio encompasses versatile charging systems featuring satellites, control units, and pantographs, along with fixed station chargers and portable fast-charging units adaptable for diverse electric vehicles. Kempower also provides ChargEye, a cloud-based service for monitoring, managing, and diagnosing the operational performance of chargers and connected vehicles. Their direct current (DC) fast-charging solutions are engineered for a wide array of electric transport, including private and commercial vehicles, mobile off-highway machinery, and electric marine vessels like boats. Kempower serves a varied clientele, such as charge point operators, retail chains, fleet managers, original equipment manufacturers, and extensive networks of distributors and installers.

Beam Global is an innovative clean technology enterprise focused on the creation, development, production, and sale of sustainably powered products. These solutions primarily address the needs of electric vehicle (EV) charging infrastructure, outdoor advertising and branding, and ensuring power reliability. The company's core offerings encompass the EV ARC, an autonomous renewable charger that integrates solar energy and battery storage to supply power to factory-installed EV charging stations. Another key product is the Solar Tree DCFC, an independent, renewable energy generation and storage system mounted on a single column, designed to deliver a 50kW direct current (DC) fast charge to one or more electric vehicles, including larger models. Additionally, Beam Global provides the EV ARC DCFC, a dedicated DC fast charging system for EVs. Currently under development are several new initiatives: the EV-Standard, a versatile unit that combines a lamp standard with EV charging and emergency power capabilities, leveraging existing streetlamp foundations and integrating solar, wind, grid connection, and onboard energy storage to facilitate curbside charging; and the UAV ARC, an off-grid, renewably energized network specifically engineered for charging fleets of unmanned aerial vehicles (UAVs). Established in 2006 and based in San Diego, California, the company rebranded as Beam Global in September 2020, having previously been known as Envision Solar International, Inc.

XCHG Limited, operating with its subsidiaries, specializes in the global development, production, and sale of electric vehicle (EV) charging solutions, marketed under its X-Charge brand. The company offers a diverse range of products, including high-speed direct current (DC) fast chargers from its C6 and C7 series, as well as cutting-edge Net Zero series DC rapid chargers which feature integrated battery storage. Beyond hardware, XCHG also provides essential post-sales support, such as software system upgrades and hardware maintenance services. Its clientele primarily consists of EV manufacturers, energy utility providers, and charge point operators, with operations spanning major markets like Europe, the People's Republic of China, and the United States, alongside other international regions. XCHG Limited was established in 2015 and is headquartered in Beijing, the People's Republic of China.

Founded in 2019 and headquartered in Beijing, China, this company offers electric vehicle (EV) charging solutions throughout the country. Its services cater to a wide range of clients, including charging station operators, manufacturers of EV charging equipment, original equipment manufacturers (OEMs) of electric vehicles, and individual consumers.

Shenzhen Increase Technology Co., Ltd. specializes in the research, development, production, and sale of advanced power electronic products. The company's diverse portfolio includes AC and DC charging stations, DC charging power modules, various electric power modules, inverters, and comprehensive power systems. It also manufactures bi-directional DC/DC and AC/DC converters. These specialized components are utilized across a broad range of industries, such as automotive, electric power, railway systems, urban transportation, metallurgy, energy, and communications. Established in 2002, the firm operates from its headquarters in Shenzhen, China.

Sichuan Injet Electric Co., Ltd. engages in the research and development, design, and manufacturing of industrial power equipment and new energy vehicle charging piles in China. The company offers power controllers; general AC/DC power supply products; PDB water-cooled and PDA air-cooled programmable power supply products; RF/sputtering power supply products and series matchers; induction power products; induction power products; high-voltage DC power module and supply, solid state modulators, and microwave power products; and electric fusion welding machines, harmonic control, motor soft starter, and complete control systems. Its products are used in PV, sapphire industry, ferrous metallurgy, glass fiber industry, special power industry, industrial electric furnace, and other industry. The company also sells its products to the United States, the European Union, Japan, South Korea, India, and internationally. Sichuan Injet Electric Co., Ltd. was founded in 1996 and is based in Deyang, China.

Ganfeng is identified as a lithium and battery-materials producer.

Ganfeng is an integrated lithium producer and processor supplying a critical input to LFP cathode production. Higher LFP volumes and lithium-price-linked cathode pricing support demand and realized prices for lithium chemicals. Ganfeng's upstream position gives it more direct upside than battery-cell customers, although its results remain exposed to lithium-price cyclicality.

Chengxin produces battery-grade lithium hydroxide and carbonate from both spodumene and brine feedstock.

Core supplier of SiC power solutions for EV inverters; volume growth is a major tailwind.

onsemi has a named EV-charging power-device portfolio, including EliteSiC-based modules for bidirectional DC fast chargers. Greater adoption of managed charging and energy-infrastructure systems can support demand for these power modules, although AmpUp is software and no direct procurement link is provided.

STMicroelectronics is an upstream power-semiconductor supplier and is identified as a major supplier of SiC MOSFETs and power modules for fast-charging stations.

STMicroelectronics is a critical supplier of Silicon Carbide (SiC) power semiconductors used in Tesla's high-volume Model 3 and Model Y power electronics. Tesla's 25% YoY volume growth is a strong leading indicator for STMicro's automotive segment revenue.

STMicroelectronics supplies upstream power semiconductors used in charging equipment. The Lite-On-AmpUp combination could support broader charging-network deployment and therefore semiconductor content demand, but the impact is an indirect sector read-through rather than a disclosed customer award.

Infineon is identified as an upstream silicon-carbide and power-electronics supplier with indirect exposure to charger production volumes and as a power-semiconductor supplier for EV-charging modules.

Infineon Technologies AG, a global technology leader established in Munich, Germany, in 1999, specializes in the design, development, manufacture, and global distribution of semiconductors and advanced system solutions. The company's diverse portfolio is categorized into four key segments: Automotive: This division supplies a wide array of components for vehicle applications, including automotive microcontrollers, various sensors (such as 3D ToF, magnetic, and pressure), discrete power semiconductors, IGBT modules, industrial microcontrollers, power and radar sensor integrated circuits (ICs), transceivers, and silicon carbide (SiC) diodes, MOSFETs, modules, and voltage regulators. These are integral to enhancing assistance and safety systems, comfort electronics, infotainment, powertrain efficiency, and security features in modern vehicles. Industrial Power Control: Focusing on robust power management, this segment delivers bare dies, discrete IGBTs, driver ICs, SiC diodes, and IGBT modules and stacks. Its products are vital for industrial drives, home appliances, industrial power supplies, robotics, industrial vehicles, and traction applications, as well as for energy generation, storage, and transmission infrastructure. Power & Sensor Systems: This segment provides a comprehensive range of solutions, encompassing gas sensors, MEMS microphones, pressure sensor chips, discrete power MOSFETs (low-, mid-, and high-voltage), control ICs, customized chips, GaN power switches, GPS low-noise amplifiers, driver ICs (low- and high-voltage), radar sensor ICs, RF antenna switches, power transistors, transient voltage suppressor diodes, and USB controllers. These technologies find application across diverse sectors, from audio amplifiers, automotive electronics, and BLDC motors to cellular communications infrastructure, electric vehicle charging, human-machine interaction, the Internet of Things (IoT), various lighting systems, mobile devices, and general power management. Connected Secure Systems: Dedicated to secure connectivity, this segment offers connectivity solutions, embedded security controllers, microcontrollers, and security controllers. These components are critical for authentication processes, automotive systems, consumer electronics, government identification documents, IoT devices, mobile communication, payment systems, ticketing, access control, and trusted computing applications.

As a specialist in GaN and SiC, Navitas is validated by the industry shift toward 800 VDC architectures. It has already unveiled 800V-to-6V DC-DC boards specifically designed for NVIDIA's MGX architecture, positioning it as a key secondary player in this transition.

Navitas Semiconductor Corporation designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally. The company offers gallium nitride power integrated circuits, silicon carbide power devices, silicon system controllers, and digital isolators for power conversion and charging. Its products are used in automotive, data center, mobile, consumer electronics markets, and various other applications. The company was founded in 2014 and is based in Torrance, California.

ROHM supplies SiC substrates, modules, and power semiconductors for automotive and industrial applications.

ROHM supplies silicon-carbide power semiconductors used in BMW’s Neue Klasse electric powertrain. A successful Neue Klasse ramp and wider BMW electrification strategy can increase demand for ROHM’s automotive SiC devices, which improve power-conversion efficiency, range and charging performance.

Aehr’s burn-in systems are tied to power-semiconductor and silicon-carbide reliability requirements, which are important in EV applications.

Aehr provides critical wafer-level burn-in and testing for SiC manufacturers. As Wolfspeed ramps production of 10 kV SiC for GE's requirements, the need for rigorous reliability testing for mission-critical aerospace applications increases, directly benefiting Aehr's FOX platform sales.

Teradyne’s automated test systems serve automotive-grade semiconductor testing, where EV power devices require extended qualification and reliability screening.

The contract is specifically for production burn-in of an automotive semiconductor supporting a major EV application across Europe and North America.

JCET has dedicated automotive capability centers and is positioned in the outsourced testing market serving EV power electronics and other automotive semiconductors.

Cohu has a stated niche in thermal-aware testing for automotive applications, aligning with the extended temperature and reliability requirements of EV semiconductors.

Cohu supplies handlers and thermal-aware semiconductor test equipment used in high-reliability automotive flows. A new multi-year EV burn-in program supports incremental demand for related handlers, sockets, thermal systems, and service revenue, although no Cohu order is disclosed.

Imerys’ project produces battery-grade lithium hydroxide for the Battery Valley, making it a direct upstream beneficiary of EV-cell scale.

Syrah has a domestic graphite-anode position that can reduce reliance on Chinese processed graphite for U.S. LFP cell production.

Syrah supplies graphite anode material and is positioned as a non-Chinese source for battery inputs. Expansion of U.S. LFP-cell production increases the potential addressable market for localized graphite, although no Syrah offtake or qualification relationship is disclosed.

NOVONIX supplies synthetic graphite anode material to battery manufacturers and automotive-linked customers.

Dynanonic is explicitly described as an LFP cathode-material producer.

Umicore produces cathode active materials and operates battery-material capacity in Europe.

ABAT's project is specifically intended to expand domestic lithium hydroxide manufacturing from Nevada resources and recycling technologies.

ABAT’s domestic battery-recycling and lithium-refining activities are aligned with the rule’s objective of retaining black mass in the United States. Greater domestic feedstock availability expands the addressable market, although ABAT may face competition for limited material and processing customers.