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EV Stocks: Leading Electric Vehicle Companies in US in 2026

New battery-electric vehicle sales fell 28% year-over-year in the first quarter of 2026 after the federal EV tax credit expired, even as hybrid sales climbed to a record 16% share of the US market. In this article, we will be covering all the US EV stocks that might benefit from this shifting landscape, along with an overview of the top EV and hybrid-exposed companies.

List of US EV Stocks in 2026

US EV Stocks

Explore US electric vehicle stocks involved in EV manufacturing, electric mobility, charging infrastructure, batteries and related technologies. Analyse companies using live share price, market cap, returns, valuation, profitability and other key financial metrics.

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Showing 1 - 20 of 29 results

last updated at 8:30 AM IST 
NameUS Stocks (29)↓↓Sub-SectorSub-Sector↓↓Market CapMarket Cap↓↓Close PriceClose Price↓↓PE Ratio (TTM)PE Ratio (TTM)↓↓1M Return1M Return↓↓1D Return1D Return↓↓Return on EquityReturn on Equity↓↓PB RatioPB Ratio↓
1.Tesla IncTSLAAuto ManufacturersAuto Manufacturers16,28,444.3016,28,444.30364.27364.27334.65334.658.138.13-0.49-0.494.674.6716.2116.21
2.Toyota Motor Corporation ADRTMAuto ManufacturersAuto Manufacturers2,48,064.392,48,064.39191.53191.538.538.531.741.74-1.18-1.1812.4012.400.950.95
3.General Motors CompanyGMAuto ManufacturersAuto Manufacturers71,943.8671,943.8686.6286.6238.1438.143.483.48-5.11-5.113.163.161.211.21
4.Ford Motor CompanyFAuto ManufacturersAuto Manufacturers61,045.4961,045.4913.6113.61---2.30-2.30-3.03-3.03-18.25-18.251.511.51
5.Ferrari NVRACEAuto ManufacturersAuto Manufacturers57,976.1757,976.17406.69406.6938.4638.46-1.39-1.39-1.67-1.6745.4445.4416.8516.85
6.Honda Motor Co Ltd ADRHMCAuto ManufacturersAuto Manufacturers34,871.0334,871.0332.5332.53--1.821.82-1.00-1.00-0.76-0.760.520.52
7.Polestar Automotive Holding UK PLC Class C-1 ADS (ADW)PSNYWAuto ManufacturersAuto Manufacturers30,629.7430,629.744.584.58--59.0359.034.764.76--0.330.33
8.Stellantis NVSTLAAuto ManufacturersAuto Manufacturers22,050.0422,050.044.824.82---4.55-4.55-4.34-4.34-28.69-28.690.210.21
9.Rivian Automotive IncRIVNAuto ManufacturersAuto Manufacturers19,693.1419,693.1414.9914.99--1.421.42-2.76-2.76-57.52-57.524.414.41
10.Li Auto IncLIAuto ManufacturersAuto Manufacturers16,056.1416,056.1412.1412.14--0.170.171.381.38-6.57-6.571.181.18
11.Xpeng IncXPEVAuto ManufacturersAuto Manufacturers15,722.1015,722.1010.6210.62---9.54-9.540.140.14-10.88-10.882.432.43
12.Nio Inc Class A ADRNIOAuto ManufacturersAuto Manufacturers14,407.5914,407.593.663.66---19.21-19.211.241.24-45.32-45.3214.8914.89
13.VinFast Auto Ltd. Ordinary SharesVFSAuto ManufacturersAuto Manufacturers8,398.938,398.933.233.23--4.874.87-0.49-0.49----
14.Lucid Group IncLCIDAuto ManufacturersAuto Manufacturers2,279.102,279.104.094.09---29.12-29.12-4.32-4.32-125.99-125.993.193.19
15.China Yuchai International LimitedCYDAuto ManufacturersAuto Manufacturers2,215.082,215.0834.5234.5211.6811.68-24.35-24.352.692.696.436.430.840.84
16.Polestar Automotive Holding UK PLC Class A ADSPSNYAuto ManufacturersAuto Manufacturers2,023.242,023.247.867.86---46.13-46.13-0.88-0.88-397.73-397.731.731.73
17.Lotus Technology Inc.LOTAuto ManufacturersAuto Manufacturers860.91860.910.880.88---14.17-14.17-3.75-3.75--177.13177.13
18.Niu TechnologiesNIUAuto ManufacturersAuto Manufacturers192.56192.562.072.07--1.971.970.720.72-24.98-24.981.481.48
19.Gogoro IncGGRAuto ManufacturersAuto Manufacturers78.0978.092.742.74--19.1319.133.363.36-36.08-36.080.490.49
20.Robo.ai Inc.AIIOAuto ManufacturersAuto Manufacturers60.5460.541.531.53---44.96-44.966.866.86-1,552.44-1,552.441.911.91
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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Overviews of Top US EV Stocks

Tesla Inc

Two engineers, Martin Eberhard and Marc Tarpenning, founded Tesla in July 2003 in San Carlos, California, aiming to build a fully electric sports car. Elon Musk joined as an investor in 2004 and later became CEO. Tesla released its first car, the Roadster, in 2008. Based in Austin, Texas, the company now makes electric vehicles, batteries, and solar panels.

Toyota Motor Corporation ADR

Toyota grew out of a Japanese loom-making business started by Sakichi Toyoda. His son, Kiichiro Toyoda, set up an automobile division in 1933 and registered it as an independent company, Toyota Motor Co., in 1937. Based in Toyota City, Japan, the company became the world's top-selling automaker and now sells a wide range of hybrid and electric vehicles globally.

General Motors Company

William Durant, a former carriage maker who had already built up the Buick Motor Company, founded General Motors in Flint, Michigan, in 1908 as a holding company for multiple car brands. GM soon added Oldsmobile, Cadillac, and Chevrolet. Based in Detroit, the company now builds vehicles under the Chevrolet, Buick, GMC, and Cadillac brands, including a growing electric vehicle lineup.

Ford Motor Company

Henry Ford incorporated Ford Motor Company in Detroit on June 16, 1903, with eleven other investors, after two earlier car ventures had failed. The company later pioneered the moving assembly line, making cars affordable for ordinary buyers. Headquartered in Dearborn, Michigan, Ford still builds vehicles under the Ford and Lincoln brands and has expanded into electric trucks and SUVs.

Ferrari NV

Enzo Ferrari, a former Alfa Romeo racing driver, left the company in 1939 and started his own venture, Auto Avio Costruzioni, in Modena, Italy. The first car to carry the Ferrari name arrived in 1947. The company later moved its base to Maranello, Italy, and today builds luxury sports cars, including its first plug-in hybrid and fully electric models.

What are US EV Stocks?

US EV stocks represent shares of US-listed companies engaged in designing, manufacturing, or selling electric and hybrid vehicles, along with the traditional automakers now expanding into electrification. These companies generate revenue through vehicle sales, financing, and increasingly software and services, with performance closely tied to consumer demand, government incentives, and battery and component costs. Investing in US EV stocks gives investors exposure to the shift toward electrified transportation and the broader automotive industry's response to it.

How to Evaluate and Invest in US EV Sector Stocks?

Here's how to invest in the US EV stock market from India, step by step:

  1. Log in or Create an Account: Visit Tickertape US Stocks and log in to your account. Create an account if you have not registered yet and complete the US investing account-opening process.
  2. Search for EV Stocks: Use the Tickertape US Stock Screener and select 'Automobiles' under the sector filter.
  3. Analyse the Stocks: Each stock page provides information such as the live market price, 52-week range, financial performance, peer comparison and recent news.
  4. Add Money to Your US Wallet: Connect an eligible bank account and transfer money to your US Wallet under the Liberalised Remittance Scheme.
  5. Place Your Order: Select the EV stock you want to invest in and click on 'Buy' to place the order through Tickertape.

Taxation of US EV Stocks for Indian Investors

The tax treatment of US EV stocks generally depends on the holding period, the investor's applicable income-tax rate and US withholding rules on dividend income.

Income / ActionHolding Period / ConditionTax Rate in the USTax Rate in India
Long-Term Capital Gains (LTCG)Held for > 24 months0% (Taxed only in India under DTAA)12.5% (+ applicable surcharge & cess)
Short-Term Capital Gains (STCG)Held for < 24 months0% (Taxed only in India under DTAA)Taxed as per your applicable income slab rate

Benefits of Investing in US EV Stocks

Recovering EV Sales

US battery-electric vehicle sales rose 14.2% quarter-on-quarter to 247,226 units in Q2 2026. The rebound suggests demand is stabilising after the federal tax credit expired, even without a nationwide purchase incentive.

Strong Hybrid Demand

Hybrids reached a record 16% share of US new vehicle sales in Q2 2026. This gives automakers with strong hybrid portfolios another growth engine while EV adoption develops more gradually.

Diversified Powertrain Exposure

The sector includes pure-play EV companies, legacy automakers and luxury brands. Some manufacturers can balance demand across gasoline, hybrid and electric vehicles instead of relying on EV sales alone.

Growing Used EV Market

Used EV sales rose 12% in Q1 2026 to near-record levels as prices moved closer to comparable gasoline vehicles.

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Risks of Investing in EV Stocks in US Market

Loss of Federal Incentives

The $7,500 federal EV tax credit expired on 30 September 2025. New EV sales subsequently fell 28% year-on-year in Q1 2026.

Weak Luxury EV Demand

Battery EVs represented only 14% of luxury vehicle sales in Q2 2026, down from 22% a year earlier.

Tariff-Driven Costs

The US auto industry is estimated to be absorbing around $35 bn in tariff-related costs, equivalent to roughly $3,800 per vehicle.

Low Fleet Penetration

EVs represented only around 2% of registered US light-duty vehicles as of 2024.

Key Factors That Influence US EV Stocks' Performance

Government Policy and Incentives

EV demand can change significantly when tax credits or state-level incentives are introduced or removed.

Powertrain Mix

Automakers with gasoline, hybrid and electric models can shift production as consumer preferences change. Pure-play EV companies have less flexibility.

Battery and Component Costs

Batteries represent a major portion of an EV's production cost. Changes in battery materials, cells and other components can directly affect vehicle pricing, margins and competitiveness.

Tariff and Trade Exposure

Companies that rely heavily on imported vehicles, batteries or components can face greater cost pressure from tariffs.

Key Growth Drivers for EV Stocks

Growing Electrified Vehicle Share

Hybrids, battery EVs and plug-in hybrids together accounted for 24% of new US light-duty vehicle sales in Q2 2026, up from 22% a year earlier.

More Affordable EV Choices

Automakers are expanding their range of lower-priced EV models, while some state and regional incentives remain available.

Hybrid-Led Volume Growth

US hybrid sales are expected to grow around 9% in 2026, compared with roughly 2% growth for the overall vehicle market.

Narrowing Price Gap

Used EV prices are moving closer to those of gasoline vehicles. A smaller price difference reduces one of the main barriers for buyers considering an EV.

How to Track US EV Stocks From India on Tickertape?

You can track US EV stocks and ETFs from India on Tickertape's US Stocks & ETFs platform.

  1. Open US Stocks Screener: Visit the Tickertape US Stock Screener and explore EV-related companies listed on US exchanges.
  2. Search EV Stocks: Search for "Automobiles" under the sector and select it to explore companies operating in the EV industry.
  3. Apply Filters: Compare companies using 60+ parameters, including market capitalisation, valuation ratios, profitability metrics, growth indicators and financial health measures.
  4. Analyse Company Metrics: Review individual stock pages to understand financial performance, revenue trends, margins, debt levels, price movements and other available insights.
  5. Create a Watchlist: Add selected EV sector stocks to your watchlist to track price updates, company developments and performance changes from India.

Conclusion

US EV stocks give investors exposure to companies across electric vehicles, hybrids and traditional automakers expanding into electrification. Their performance can be affected by government incentives, battery costs, tariffs and changes in consumer demand. The sector is still adjusting to the end of the federal EV tax credit and higher trade-related costs, while electrified vehicles continue to gain share over the longer term. Investors can use the Tickertape US Stock Screener to compare EV stocks using 60+ unique filters and custom filters across valuation, profitability, growth, financial health and other key metrics.

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Frequently Asked Questions About EV Stocks

  1. What are US EV stocks?

    US EV stocks are shares of US-listed companies that design, manufacture, or sell electric and hybrid vehicles, including both pure-play EV makers and legacy automakers expanding their electrified lineups. Many of these companies now report vehicle sales across gasoline, hybrid, and electric categories separately, which makes powertrain mix an important lens for understanding their performance.

  2. Who are the top 5 EV companies?

    As of 19th August 2026, the best ev stocks in the USA as per market cap include:
    1. Tesla Inc
    2. Toyota Motor Corporation ADR
    3. General Motors Company
    4. Ford Motor Company
    5. Ferrari NV


    Disclaimer: The above US EV stocks list is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

  3. What is the outlook for US EV stocks?

    The 2026 outlook is mixed: new EV sales fell sharply after the federal tax credit expired in September 2025, but battery-electric sales still rose 14.2% quarter-over-quarter in Q2 2026, pointing to gradual stabilization.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

  4. Are US EV stocks risky for Indian investors?

    Like any sector going through a major policy shift, EV stocks carry risks tied to the loss of federal purchase incentives, tariff-driven cost increases, and swings in consumer demand between gasoline, hybrid, and electric models. Indian investors should also factor in the usual currency movement and cross-border investing considerations.

  5. How can I compare EV stocks in US market on Tickertape?

    Indian investors can use the Tickertape US Stock Screener to compare US EV stocks across valuation, profitability, growth, financial health, and other metrics using 60+ filters.

  6. Can beginners invest in US EV stocks?

    Yes, beginners can invest in US EV stocks through platforms like Tickertape, which allow fractional investing and provide research tools to help evaluate individual companies.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should assess their financial goals and risk tolerance or consult a financial advisor before investing.

  7. How to invest in US EV stocks from India?

    1. Create an account: Open a US investing account on Tickertape.
    2. Explore EV stocks: Use the Tickertape US Stock Screener to identify EV and hybrid-exposed companies.
    3. Complete KYC: Finish the know-your-customer verification process.
    4. Link a bank account: Connect your bank account for fund transfers.
    5. Add funds: Transfer money into your US investing wallet.
    6. Place an order: Buy shares of your selected EV stocks.

  8. What are the advantages of investing in US EV stocks?

    US EV stocks provide exposure to a long-term shift toward electrified transportation, along with the near-term rebound in hybrid demand that is benefiting automakers with diversified powertrain lineups.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

  9. What is the difference between individual US EV stocks and EV-focused ETFs?

    Individual EV stocks give investors direct, concentrated exposure to one company's specific vehicle lineup and powertrain strategy. EV-focused ETFs spread exposure across multiple companies and powertrain types instead.

  10. What metrics are commonly used to evaluate US EV stocks?

    Common metrics include quarterly vehicle deliveries, gross margin per vehicle, powertrain mix, and free cash flow relative to capital expenditure on new models and factories.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

  11. Do US EV stocks pay dividends?

    Some legacy automakers with established hybrid and gasoline vehicle sales continue to pay dividends, while newer, growth-focused EV makers typically reinvest earnings into production capacity and new models instead.

    Disclaimer: This information is for educational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before investing.

Disclaimer: This article is for informational purposes only. The content of the article, including securities/investment products mentioned, if any, should not in any manner be construed as investment advice, recommendation, offer, or solicitation to buy/hold/sell any securities/investment products. The securities quoted, if any, are for illustration only and are not recommendatory. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.