EV Stocks: Electric Vehicle Companies

Li Auto is a Chinese new-energy-vehicle maker focused on family-oriented SUVs. Its lineup pairs extended-range electric models, which add a small gasoline generator to recharge the battery on long trips, with newer fully battery-electric models, positioning it among China's higher-volume premium EV brands.

NIO is a Chinese premium electric-vehicle manufacturer selling battery-electric sedans and SUVs. It is known for its battery-swap network, which lets drivers exchange a depleted pack for a charged one in minutes, and for offering battery-as-a-service subscriptions that lower the upfront vehicle price.

VinFast is a Vietnam-based electric-vehicle maker producing battery-electric SUVs and cars plus electric two-wheelers for domestic and international markets. It reported about 196,900 global EV deliveries in 2025, with most volume concentrated in Vietnam and newer expansion markets.

Lucid is a U.S. electric-vehicle maker known for the long-range Lucid Air sedan and the newer Gravity SUV, built at its Arizona factory. Saudi Arabia's Public Investment Fund is its majority shareholder. Lucid produced 18,378 vehicles in 2025 and grew full-year deliveries about 55 percent year over year.

Polestar is a Swedish electric-vehicle brand focused on battery-electric performance cars and SUVs, including the Polestar 2, Polestar 3, and Polestar 4. It is backed by Geely and Volvo Cars, sells across global markets, and reported record retail sales in 2025.

EVgo owns and operates a public DC fast-charging network across U.S. metropolitan areas, powered by renewable energy and billed per session or via subscription. It partners with automakers and retailers to co-locate fast chargers and supports rideshare and fleet charging programs.

ChargePoint operates one of the largest networked EV charging platforms, selling Level 2 and DC fast-charging hardware plus cloud software and subscriptions to businesses, fleets, and homes across North America and Europe. The company completed a 1-for-20 reverse stock split in July 2025 to maintain its NYSE listing.

General Motors builds electric vehicles on its Ultium battery platform, including the Chevrolet Equinox EV, Silverado EV, and Cadillac Lyriq, supported by U.S. battery plants jointly run with LG Energy Solution. EVs sit alongside GM's larger combustion truck and SUV business and its Cruise autonomous unit.

Ford is a global automaker whose Model e division builds battery-electric vehicles including the F-150 Lightning pickup, Mustang Mach-E, and E-Transit van, alongside its larger combustion and hybrid business. Ford partners with SK On on U.S. battery production and operates the BlueOval City manufacturing complex in Tennessee.

Stellantis is a multi-brand global automaker (including Jeep, Ram, Peugeot, Fiat, and Chrysler) rolling out battery-electric models on dedicated STLA platforms across its portfolio. Examples include the Jeep Wagoneer S and Ram 1500 REV, sold alongside a large combustion and hybrid lineup in Europe and North America.

Albemarle is one of the world's largest producers of lithium for rechargeable batteries, operating brine and hard-rock resources and lithium-conversion plants across the Americas and Australia. It supplies battery-grade lithium carbonate and hydroxide to cell makers and automakers, and also runs bromine and catalyst businesses.

BorgWarner is a tier-one automotive supplier of propulsion components. Its electrification segment ("eProducts"), covering electric motors, power inverters, battery management systems, and onboard chargers, generated about 2.6 billion dollars in 2025, roughly 18 percent of total sales, alongside its combustion-era turbocharger and emissions business.

QuantumScape is a development-stage company working on solid-state lithium-metal battery cells that aim to charge faster and store more energy than conventional lithium-ion cells. Volkswagen's PowerCo is a partner and licensee. The company is pre-revenue and has not yet reached commercial-scale production.

Versigent designs and manufactures vehicle electrical distribution systems, the wiring harnesses, connectors, and high-voltage architecture that route power across a vehicle. It became an independent public company on April 1, 2026, after being spun off from Aptiv, and its high-voltage content rises significantly on battery-electric platforms versus combustion vehicles.

Toyota is the world's largest automaker by volume, selling gasoline, hybrid, plug-in hybrid, and battery-electric vehicles. Its all-electric lineup is led by the bZ series, with additional Toyota and Lexus EVs in development; battery-electric models remain a minority of Toyota's overall output, which is weighted toward hybrids.

Cummins makes diesel and natural-gas engines and powertrains for trucks and equipment. Its Accelera segment develops zero-emission technologies including electric drive axles, batteries, and hydrogen electrolyzers, and Cummins holds a 30 percent stake in the Amplify Cell Technologies battery joint venture with Paccar and Daimler Truck.

STMicroelectronics is a European chipmaker supplying silicon-carbide power devices, microcontrollers, and sensors used in EV inverters, battery management, and driver-assistance systems. Automotive and electrification are major end-markets, sitting within a broad semiconductor portfolio that also serves industrial, personal-electronics, and communications customers.

Paccar builds heavy and medium-duty trucks under the Kenworth, Peterbilt, and DAF brands. It produces battery-electric Class 8 and medium-duty models and holds a 30 percent stake in Amplify Cell Technologies, a planned U.S. lithium-iron-phosphate battery-cell joint venture with Cummins and Daimler Truck.

onsemi makes power and sensing semiconductors, including silicon-carbide devices used in EV traction inverters and onboard chargers that improve efficiency and charging speed. Automotive is a large end-market for the company, which also serves industrial and consumer electronics customers.

SQM is a Chilean producer of lithium from the Atacama brine, ranking among the lowest-cost lithium suppliers globally, and sells lithium carbonate and hydroxide to battery and automotive customers. It also operates sizable specialty-fertilizer, potassium, and iodine businesses that diversify its revenue.

MP Materials owns the Mountain Pass rare-earth mine in California and is building a domestic magnet supply chain. In 2025 it began trial production of sintered neodymium-iron-boron magnets at its Fort Worth, Texas plant; these magnets are core components of the permanent-magnet traction motors used in most electric vehicles, with General Motors as an early customer.

Lithium Americas is developing the Thacker Pass lithium project in Nevada, one of the largest known U.S. lithium resources, intended to supply battery-grade lithium for domestic EV production. General Motors is an investor and offtake partner, and the project has received U.S. Department of Energy financing support.

Solid Power develops sulfide-based solid-state battery cells and sells solid electrolyte material, licensing its technology to automakers rather than mass-producing cells itself. BMW and Ford are partners. The company operates a pilot line in Colorado and remains in the research-and-validation stage with limited revenue.

FREYR is a battery-technology company that has restructured around U.S. manufacturing ambitions, including solar-cell and battery-cell production plans, after scaling back an earlier Norway gigafactory project. It is an early-stage, revenue-light company whose battery operations remain in development.

Piedmont Lithium is developing lithium projects in the United States and Quebec, including a planned spodumene mine and lithium-hydroxide conversion in the Carolinas, aimed at supplying battery-grade lithium to North American EV and battery makers. It has disclosed offtake arrangements with battery and automotive customers.

Nvidia designs graphics and AI processors. Its automotive products, the DRIVE computing platforms, are used by several automakers for assisted and automated driving, and its data-center GPUs train autonomous-driving models. Automotive is a small share of Nvidia's revenue, which is dominated by data-center and AI computing.

BHP is a global diversified miner producing iron ore, copper, coal, and other commodities. Its copper and nickel output supplies materials used in EV wiring and batteries, with copper demand per vehicle higher in EVs than in combustion cars. Battery metals are a minority of BHP's overall portfolio.

NextEra Energy is a U.S. utility and renewable-power generator whose Florida utility runs EV-charging programs and whose clean-energy generation can supply low-carbon power for charging. It offers time-of-use rates and fleet-electrification support; EV charging is a peripheral part of its regulated-utility and renewables businesses.

Rio Tinto is a global diversified miner producing aluminium, copper, iron ore, and battery materials. It is advancing lithium projects, and its copper and aluminium feed EV wiring and lightweighting. Battery and EV-linked materials are part of a broad commodity portfolio rather than its primary business.

Duke Energy is a regulated U.S. electric utility investing in grid upgrades and charging programs that support electric-vehicle adoption across its service territories. It installs charging ports, offers time-of-use rates for off-peak charging, and runs fleet and transit electrification programs; EV infrastructure is a small part of its regulated business.

Exelon is a regulated U.S. electric and gas utility holding company whose subsidiaries operate make-ready charging programs and grid investments that support electric-vehicle adoption. It deploys charging ports across its service areas and tests managed-charging and vehicle-to-grid pilots; EV programs are a minor part of its regulated utility operations.

Aptiv is an automotive technology supplier focused on vehicle electronics, software, and advanced safety and connectivity systems used in driver-assistance and connected-vehicle features. In April 2026 it spun off its electrical distribution systems business as a separate company, Versigent, leaving Aptiv concentrated on signal, compute, and software products.

Alphabet is the parent of Google and the Waymo autonomous-driving unit, which operates a fleet of self-driving electric vehicles offering paid rides in several U.S. cities. Its Android Automotive operating system and Google Maps charging-station data also reach connected vehicles. EV and mobility are immaterial to Alphabet's overall revenue.

Microsoft provides cloud computing and software used by automakers for connected-vehicle services, data, and simulation, including partnerships supporting autonomous-driving development. Its automotive cloud and AI tools serve the EV ecosystem, but vehicle-related work is immaterial to Microsoft's overall revenue, which is dominated by cloud and software.

Amazon is an e-commerce and cloud company that is a major customer for electric delivery vans built by Rivian and is electrifying its delivery fleet. It also invests in mobility and autonomy through its climate fund and the Zoox robotaxi unit. EV activity is immaterial to Amazon's overall results.

Walmart is a global retailer electrifying its delivery and middle-mile fleet and installing public EV fast-charging at its U.S. stores and clubs. It works with charging networks to expand access for customers. Fleet electrification and charging are a small operational initiative relative to Walmart's overall retail business.