3 EV Stocks With Earnings Growth Up To 81%
Energy prices are back in the spotlight after September CPI showed inflation running hotter, with a sharp jump in fuel costs squeezing households and businesses. When electricity and diesel get expensive, interest in cars that use less or no fuel tends to climb. That puts producers of electric vehicles, batteries, and charging hardware in focus. This article highlights three listed EV related stocks from the US market worth knowing about.
The three EV related stocks below are just a starting sample, since the full screen surfaced six more companies with equally detailed narratives that are not covered in this article.
If you want to identify high conviction ideas in this theme quickly, head straight into the EV Stocks screener to filter and analyze the wider group of electric vehicle and battery manufacturers.
Ford Motor (F)
Ford Motor matters for this EV Stocks screen because its Ford Model e arm directly designs and sells battery powered vehicles and software, even though most revenue still comes from traditional trucks, SUVs, and financing activities.
Ford Motor Company runs a broad auto and financing operation, yet only around US$5.7b of its US$225.0b segment total comes from Ford Model e. Ford Blue contributes about US$145.9b, Ford Pro roughly US$64.8b, and Ford Credit nearly US$13.6b, while its market value sits around US$48.2b.
"Although Ford Motor is scaling high margin software and services across a 14 million connected vehicle base, the expectation that this will offset about $2 billion of commodity headwinds and roughly $1.5 billion of temporary aluminum sourcing costs in 2026 assumes very smooth execution."
The real swing factor for Ford Motor’s EV story is how resilient its future margins prove if a single key assumption breaks.
If that single assumption proves fragile, read the full narrative for Ford Motor to see how Ford Motor’s EV push, software ambitions, and legacy cash flows might be decoupling.
EnerSys (ENS)
EnerSys gives this EV Stocks screen exposure to the battery packs, chargers, and control systems that keep industrial electric fleets moving. The wider energy storage and power solutions business ties that know how into data centers, telecom networks, and defense customers.
EnerSys provides stored energy and power systems across telecom, data centers, industrial mobility, and defense, with its Industrial Mobility Solutions arm directly supplying batteries and power systems for electric forklifts and Class 8 trucks. The business is valued at about US$6.4b by the market.
"Ongoing growth in AI driven data center loads and concerns about grid reliability are supporting 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."
What could really reshape how investors view EnerSys is how one emerging pressure eventually feeds through to long term margin resilience.
That pressure point is exactly what full narrative for EnerSys unpacks, revealing how EnerSys could turn backup demand and replacement cycles into an accelerating earnings engine.
Li Auto (LI)
Li Auto is a pure play on premium smart electric SUVs in China’s EV market, where the whole business is tied to designing, building, and selling these vehicles. It generated about CN¥104.8b from auto manufacturing and carries a market value near US$11.5b.
Li Auto gives this EV Stocks screen direct exposure to China’s premium smart SUV segment, where plug in hybrid and battery electric models sit at the center of its pitch to family buyers and tech focused drivers.
"Aggressive investment in proprietary intelligent driving systems (e.g., the VLA driver model and in-house AI chips), and the rapid rollout of these features across the lineup are expected to unlock high-margin, recurring software and services revenue, enhancing net margins and supporting premium product positioning."
What happens to Li Auto’s earnings profile depends heavily on how one less visible cost pressure evolves as the new EV lineup scales.
That hidden cost pressure is exactly what full narrative for Li Auto unpacks, explaining how Li Auto could transform heavy technology spending into faster-growing, software-style economics and stronger customer loyalty.
Curious About What You Might Be Missing Next?
Fresh ideas can move quickly when momentum builds. You may not want to be caught watching from the sidelines while prices are still under the radar for now. Consider getting in early only after doing your own research and assessing your risk tolerance.
- Look for cash rich compounders before the crowd by scanning the list of solid balance sheet and fundamentals (25 results). Focus on businesses where sturdy finances support the story while it still matters.
- Explore structural demand for electrification and grid upgrades by tapping into the 43 power grid technology and infrastructure stocks. Pay attention to companies tied to essential infrastructure as momentum builds.
- Research the next potential AI hardware breakout by using the 92 AI infrastructure stocks. Examine suppliers that could benefit if spending on AI-related infrastructure continues.
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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