3 EV Stocks To Watch In November 2026

Energy prices have whipsawed since the Iran conflict, and war-related costs have already added nearly $2,000 to the average US household bill. That kind of squeeze keeps attention on cleaner transport that does not rely on oil. Electric and self-driving vehicle stocks sit right in that conversation. This article highlights three companies from the electric and autonomous vehicle universe that many investors are watching closely.

The stocks highlighted below are just a small sample of the electric and autonomous vehicle universe, and the full screen surfaced 21 more businesses with equally compelling stories that are not covered here. To identify your own highest conviction angles across this space, head straight into the Electric/ Autonomous Vehicle Stocks screener to filter and analyze the full set of companies.

EnerSys (ENS)

Overview: EnerSys provides stored energy and power systems for industrial equipment, data centers, telecom networks, transportation and defense, including batteries for electric forklifts and Class 8 electric trucks.

Operations: EnerSys reports about $3.8b in segment adjusted revenue, reflecting a broad portfolio of industrial and transportation energy solutions.

Market Cap: $5.6b

EnerSys matters for this EV and autonomy screen because it supplies the batteries and power systems that keep electric forklifts and heavy trucks moving, linking warehouse aisles and freight corridors directly to the electrification trend.

"Ongoing growth in AI driven data center loads and concerns about grid reliability are associated with increased adoption of EnerSys backup and energy storage systems, which can add to revenue and support earnings as more of the installed base enters replacement cycles."

The real swing factor for EnerSys could be how one evolving product mix shift changes the earnings power of its electrification work.

That inflection point is exactly what the full narrative for EnerSys unpacks, showing where earnings power could accelerate and where today’s grid and EV trends might still be masking risk.

Hesai Group (HSAI)

Overview: Hesai Group develops, manufactures, and sells automotive-grade 3D LiDAR sensors that power ADAS and autonomous driving systems in passenger and commercial vehicles worldwide.

Operations: Hesai generates most of its revenue in Mainland China at about CN¥2.5b, with smaller contributions from North America, Europe, and other regions.

Market Cap: US$2.0b

Hesai Group matters in this EV and autonomy screen because its LiDAR hardware and sensing platforms plug directly into the brains and eyes of next-generation electric and self-driving vehicles.

"In 2025, Hesai generated $432.9 million in revenue, up 45.8% year-over-year, while delivering $62 million in GAAP net income."

The key factor that could influence the story from here is how a shift in high-volume ADAS and robotaxi demand may affect Hesai’s margins.

That margin question is exactly what the full narrative for Hesai Group tackles, mapping where Hesai Group’s ADAS volume story could accelerate, stall, or quietly decouple from headline LiDAR demand.

Northrop Grumman (NOC)

Overview: Northrop Grumman develops autonomous and manned aerospace, defense and space systems, including high altitude unmanned aircraft and autonomy hardware and software.

Operations: Northrop Grumman generates about US$14.3b from Aeronautics Systems, US$12.7b from Mission Systems, US$10.8b from Space Systems and US$8.4b from Defense Systems, with most revenue from the United States at about US$37.6b.

Market Cap: US$74.6b

Northrop Grumman matters here because its unmanned aircraft and autonomy kits show how self driving intelligence extends into defense aviation, not just road vehicles.

"The shift of major programs such as B-21, Sentinel and nuclear submarine propulsion from development into deeper production phases is expected to increase the share of mature work. Expansion of munitions and solid rocket motor capacity, underpinned by 10 multi year missile acceleration agreements worth up to US$10b over seven years, including a US$2b PAC 3 framework, is described by management as a basis to convert this pipeline into higher sales and potentially improved margins as volumes scale."

What happens to Northrop Grumman’s profitability if a single cost pressure inside those long running autonomy linked programs starts to bite harder?

If that pressure point matters to your thesis, read the full narrative for Northrop Grumman to see how Northrop Grumman's cash flows and risks could be quietly decoupling.

Seeking Fresh Alternatives Before They Fly

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