3 Key Self-Driving Stocks for 2025 News ad

Since the Trump administration took office in January 2025, there has been much speculation about upcoming changes, trends, and themes. WITH Tesla Inc. NASDAQ:TSLA With CEO Elon Musk firmly entrenched in Trump’s inner circle, there are rumors that self-driving or autonomous cars will see a fast-track regulatory framework, paving the way for robotaxis and self-driving cars to hit the roads sooner than expected. If that turns out to be the case, here are three stocks that stand to benefit from widespread adoption of self-driving vehicles.

Mobileye: Preparing for the world of autonomous vehicles

A leading company in advanced driver assistance systems (ADAS) and autonomous technologies. Mobilai Global Inc. NASDAQ: MBLI will be a key beneficiary of the introduction of autonomous vehicles. The company produces ADAS systems on a chip (SoC) that are already used in more than 130 million vehicles worldwide. It operates in car/tire/truck sector.

Their proprietary EyeQ SoCs use cameras to interpret and navigate the environment rather than radio detection and ranging (radar) or light-based detection and ranging (LiDAR). EyeQ systems are used to provide enhanced safety and driver assistance with features such as Adaptive Cruise Control (ACC), Lane Keep Assist and Lane Departure Warning (LDW), Park Assist, Automatic Emergency Braking (AEB) , Traffic Sign Recognition (TSR) and Forward Collision Warning (FCW), which alerts the driver of a potential collision with another vehicle or obstacle ahead.

Mobileye’s SuperVision: a bridge to autonomous driving

While EyeQ previously focused primarily on safety features, Mobileye’s EyeQ SuperVision takes it to the next level with a focus on advanced, controlled, hands-free autonomous driving. It is a bridge between semi-autonomous vehicles, which are considered Level 2 systems, and fully autonomous vehicles, which are Level 5. SuperVision used cameras, sensors, radar and LiDAR to provide a 360-degree view. SuperVision systems generate more revenue and have higher margins. The company is introducing SuperVision systems based on EyeQ5 in some ZEEKR Intelligent Technology Holding Ltd. New York Stock Exchange: ZK electric vehicles (EV) in China.

Mobileye partners with Volkswagen in AV field

Mobileye is testing its Robotaxi Mobility as a Service (MaaS) product with a partner. Volkswagen AG OTsMKTS: VVAGI Commercial vehicles in Austin, Texas and Hamburg, Germany for several years. On March 20, 2024, Volkswagen ADMT announced an agreement with Mobileye for a large-scale fleet of autonomous vehicles (Avs) using its ID.Buzz.Avs for mobility and transportation services in Europe and the US. Volkswagen is the first automaker to develop Level 4 autonomous service vehicles for large-scale production.

Ouster: 3D LiDAR not only for the automotive industry, but also for autonomous driving

As a leading provider of digital LiDAR technology, Ouster Inc. New York Stock Exchange: EXIT The sensors allow the creation of high-resolution 3D maps.

LiDAR is a remote sensing technology that uses laser pulses to create precise 3D maps of the environment by emitting fast laser pulses and measuring the return time of each pulse.

LiDAR Applications Outside of Automotive

Ouster sells its REV7 sensors, which are used in applications ranging from warehouse and factory robotics and automation, drone mapping and surveying, and smart infrastructure deployments such as smart cities. Ouster is also collaborating with self-driving car and robotaxi players such as Waymo and Cruise, owned by General Motors Company. New York Stock Exchange: CEO.

Delivering meaningful revenue growth in robotics and smart cities

Ouster is growing in the non-automotive industry. The company reported third-quarter 2024 revenue of $28 million, up 26% year-over-year. GAAP gross profit increased by more than 2,400 bps. to 38% compared to 14% during the previous year. The net loss was $26 million, down from $35 million last year. Oster still has $154 million in cash and cash equivalents. Ouster shipped more than 3,900 sensors in the quarter and more than 100,000 sensors to date. The company expects fourth-quarter revenue to be between $29 million and $31 million.

Ouster CEO Angus Pacala commented: “I am proud of our third quarter results, which set new record levels for revenue, gross profit and adjusted EBITDA. Our customers continue to use our REV7 sensors to provide increased range and accuracy. More customers are moving into manufacturing, with robotics and smart infrastructure deals representing the biggest gains during the quarter.”

Pacala also noted that the company is focused on expanding its installed software base and achieving its highest level of related software sales to date. Revenue was primarily driven by customers in the robotics and smart infrastructure space, including use cases such as mapping, perimeter security and last-mile delivery.

Robotaxis are already deployed on the Las Vegas Strip

Ouster has strategic partnerships with, for example, Motional Inc., a leader in self-driving technology. Motional has selected Ouster to equip its Hyundai IONIQ-5 robotaxi with Alpha Prime VLS-128 sensors until 2026, which will be used on the Las Vegas Strip in Las Vegas, Nevada.

Aurora Innovation: Vehicle Independent Self-Driving System

Self-driving car company Aurora Innovation Inc. NASDAQ: AUR born out of an impressive autonomous driving experience. Its founders come from Alphabet Inc. NASDAQ: GOOGLEGoogle’s self-driving car team, Tesla’s Autopilot team and Uber Technologies Inc. New York Stock Exchange: UBER autonomous driving command. The company is developing a complete self-driving system called Aurora Driver that can be integrated into autonomous cars to enable autonomous driving. The company has raised $483 million to extend the runway until 2026. Aurora partner is Toyota Motor Company. New York Stock Exchange: TMand OEM manufacturers include Peterbilt, Volvo, Kenworth and Pakkar Inc. NASDAQ: PCAR.

Aurora Driver launches in April 2025

Aurora Driver consists of a hardware package that includes a computer and a suite of sensors (including radar, LiDAR and cameras) combined with a state-of-the-art software suite for automated perception, mapping, motion planning and simulation. The Aurora Driver truck arrives in Texas. Aurora Driver will launch with the deployment of up to 10 driverless trucks following the launch of one driverless truck into commercial operations in April 2025. The second half of 2025 will focus on adding new lanes and expanding product capabilities and capacity to service trucks by the end of the year. .

Before you consider Aurora Innovation, here’s what you need to hear.

MarketBeat tracks Wall Street’s top-rated and best-performing analysts daily and the stocks they recommend to their clients. MarketBeat identified five stocks that top analysts are quietly whispering to their clients to buy now, before the broader market takes hold… and Aurora Innovation wasn’t on the list.

While Aurora Innovation currently has a Hold rating among analysts, the top-rated analysts think these five stocks are Strong Buys.

View five stocks here

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