3 Robotaxi Stocks For Investors Watching Autonomous Driving Growth

Robotaxis are moving from sci fi curiosity to real traffic, with services like the Uber and Wayve partnership in London and a projected robotaxi market of $415b by 2035 putting automated driving firmly on investors’ radar. That shift may reshape demand across autos, chips and AI. This article explores three stocks linked to this development to help you assess where the most meaningful opportunities may lie.

The stocks highlighted below are just a starting sample, with the full screen surfacing 33 more companies linked to autonomous driving and robotaxi themes that offer equally compelling narratives for further research. To explore your own angles in this space, head straight into the Autonomous Vehicle & Robotaxi Technology Ecosystem screener to identify, compare, and analyze potential higher conviction ideas.

WeRide (WRD)

WeRide is one of the purest plays in this screener, with its autonomous robotaxis, robobuses and other driverless products directly tied to the push toward commercial robotaxi services in major cities.

WeRide runs autonomous mobility, logistics and sanitation services through products like robotaxis, robobuses and robovans, with CN¥830.8 million of revenue coming from auto manufacturing activities, and carries a market value of about US$1.9b.

"City level fully driverless permits in Abu Dhabi, together with integration on Uber, give WeRide a reference model for scaling similar arrangements in Dubai, Riyadh and other high fare, driver constrained cities, which could support higher ride volume and service revenue per vehicle."

What happens to long term robotaxi margins depends heavily on how one unseen pressure on future trip volumes and pricing resolves.

That pressure point is exactly what the full narrative for WeRide unpacks, separating hype from the areas where WeRide’s economics could realistically accelerate or stall.

Hesai Group (HSAI)

Hesai Group sits right in the hardware layer of the robotaxi story, supplying the LiDAR sensors that help autonomous vehicles and delivery robots “see” the road. This makes it a key way to track how real world deployment of this theme is progressing.

Hesai Group develops and sells automotive grade LiDAR for autonomous vehicles and robotics, serving customers across Mainland China, North America, Europe and other regions, and carries a market value of about US$2.7b.

"In China’s long-range automotive ADAS lidar market, the company now holds over 40% share, with some months pushing closer to 50%."

What happens to Hesai’s pricing power and margins hinges on how one quiet shift in global robotaxi sensor choices ultimately plays out.

That inflection point is exactly what the full narrative for Hesai Group unpacks, highlighting where sensor choices could accelerate Hesai Group’s influence or quietly cap its long term upside.

Mobileye Global (MBLY)

Mobileye Global is one of the clearest pure plays in this Autonomous Vehicle & Robotaxi Technology Ecosystem theme, supplying the ADAS and self driving platforms that many robotaxi operators and carmakers rely on. This makes its commercial traction a useful barometer for the wider opportunity.

"The partnership with leading platforms like Uber and Lyft for the integration of Mobileye Drive is positioned to significantly enhance Mobileye’s revenue streams through upfront sales and recurring license fees tied to utilization rates."

What happens to Mobileye Global’s long term profitability turns on how one quiet shift in who captures the richest slice of robotaxi economics plays out.

That quiet power shift is exactly what the full narrative for Mobileye Global unpacks, showing how Mobileye Global could see economics accelerate or get quietly capped as robotaxi usage scales.

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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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