Mobileye Global And 2 AI Driving Stocks To Watch

Government borrowing costs are at their highest level since before the global financial crisis, which makes long term funding more expensive for traditional carmakers that still rely on combustion engines. Electric and self driving vehicle specialists are often built around newer technology and business models, so this shift can change who is best placed to compete. This article highlights three Electric and Autonomous Vehicle Stocks from the screener that investors may wish to study closely.

The three Electric and Autonomous Vehicle Stocks below are only a sample, since the wider screen surfaced 54 more companies with equally detailed stories that are not covered here. To go broader and identify your own highest conviction ideas, head straight to the Electric/ Autonomous Vehicle Stocks screener to filter and analyze the full set of opportunities.

Mobileye Global (MBLY)

Mobileye Global sits right in the flow of the Electric and Autonomous Vehicle theme, with its chips and software helping automakers and fleet operators move from basic driver assistance toward more automated driving features.

Mobileye Global generates most of its revenue, about US$2.0b of US$2.0b total, from the Mobileye segment that supplies ADAS and autonomous driving solutions, with US$39 million from Other activities, and the business is valued at roughly US$6.6b by the market.

"Mobileye Global's continued success with design wins for single chip front camera systems and multi camera setups at major automakers supports the earlier view that forward order books can convert into higher unit volumes and ADAS revenue over the coming years."

What happens to margins if one key program in that higher value ADAS and autonomy pipeline shifts timing or customer mix?

That margin question is exactly what the full narrative for Mobileye Global unpacks in detail, along with how Mobileye Global’s order book, pricing power and capital needs could be shifting.

Caterpillar (CAT)

Caterpillar brings the Electric and Autonomous Vehicle theme into the heavy-duty world, with autonomous haulage systems and electrified mining and construction machines layered on top of a broad equipment, engines and services business that already touches infrastructure, energy and transport projects worldwide.

Caterpillar generates most of its US$74.0b in segment revenue from Power & Energy at US$34.7b, Construction Industries at US$29.2b and Resource Industries at US$13.4b, with smaller All Other and Financial Products operations, and the stock is valued at about US$377.0b.

"Robust order activity and continued demand from the data center (cloud/AI) buildout, especially in power generation, are driving capacity investments and throughput gains in Energy & Transportation. This is setting the stage for further sales and operating profit growth as new capacity ramps up over 2026 to 2027."

For investors focused on Caterpillar, the real swing factor is how one unseen pressure ultimately filters through to long term profitability.

That pressure point is exactly where the full narrative for Caterpillar shows whether Caterpillar’s throughput gains are quietly accelerating value or whether they are masking future margin strain.

Lucid Group (LCID)

Lucid Group designs and sells premium battery electric vehicles like the Lucid Air sedan and Gravity SUV, along with in-house EV powertrains and software, generating about US$1.5b in auto manufacturing revenue and carrying a market value of roughly US$1.5b.

Lucid Group provides direct exposure to high-end electric vehicles and in-house EV technology, while also participating in the early stages of autonomous mobility services through its partnerships.

"The newly announced Uber and Nuro partnership, including a planned $300 million Uber investment and a commitment to deploy at least 20,000 Lucid Gravity vehicles as robotaxis over six years, is expected to open a large and fast-growing autonomous fleet market to Lucid, driving significant revenue expansion and potential margin improvement via technology licensing and high-volume fleet sales."

What happens to Lucid Group’s long-term margin profile if the economics of that future fleet business develop even slightly differently than expected?

Those economics are exactly what the full narrative for Lucid Group unpacks, showing where Lucid Group’s fleet ambitions could quietly accelerate value or expose overlooked execution risk.

Seeking Alternatives Before The Crowd

Fresh ideas do not stay quiet for long. Once momentum builds, entry points can vanish as prices start flying. Check under the radar themes now and aim to position yourself early.

• Spot companies quietly building cash strength before the story gets crowded by scanning the list of solid balance sheet and fundamentals (25 results), while balance sheets still look underappreciated by most investors.
• Target potential breakout compounders as AI spending spreads across industries by running the 88 AI infrastructure stocks before infrastructure suppliers become widely followed by mainstream momentum.
• Hunt for resilient performers that may hold up when sentiment drops by filtering the 32 resilient stocks with low risk scores, while the market still prices them as ordinary.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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