Self-Driving Technology Stocks: Leading Autonomous Vehicle Companies

The Society of Automotive Engineers (SAE) defines six levels of driving automation, from Level 0 (fully manual) to Level 5 (fully autonomous). No system has yet achieved full autonomy across all conditions, but Level 4 — where vehicles drive themselves without human input within specific geofenced areas — is already commercially deployed. Waymo, a subsidiary of Alphabet, operates Level 4 robotaxis in cities such as Phoenix and San Francisco, while Baidu’s Apollo Go runs fully driverless rides across more than 20 cities in China.

Three technology pillars make self-driving possible: sensors, semiconductors, and software. Cameras, radar, and LiDAR provide environmental perception; AI chips from companies like NVIDIA process that data in real time; and decision-making software from firms like Waymo and Pony.ai translates perception into vehicle control. Notably, Tesla takes a different path, relying on a camera-only vision approach rather than LiDAR.

The two segments generating the most near-term commercial activity are robotaxis and autonomous trucking. Trucking is considered especially suited for early deployment due to its predictable highway routes and limited variables.

Key self-driving technology companies by segment:

  • Tech platforms & robotaxis: Alphabet (GOOGL) via Waymo, Amazon (AMZN) via Zoox, Baidu (BIDU) via Apollo Go, Uber (UBER) through AV partnerships
  • Semiconductors & hardware: NVIDIA (NVDA) with its Drive platform, Qualcomm (QCOM) with its Snapdragon Digital Chassis, Mobileye (MBLY) for vision-based ADAS, and Hesai Group (HSAI) as a leading LiDAR provider
  • Automakers with AV programs: Tesla (TSLA) developing its Cybercab robotaxi and Full Self-Driving software, General Motors (GM) which acquired Cruise, and Toyota (TM) partnering with Waymo
  • Pure-play autonomous driving: Aurora Innovation (AUR) focused on interstate freight, and WeRide (WRD) operating across multiple geographies

Most of these self-driving stocks trade on the NASDAQ or NYSE, making them accessible to a broad range of investors. The sector sits at the intersection of artificial intelligence, semiconductors, and automotive manufacturing — each layer contributing distinct technology to the autonomous vehicle stack.

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The table below lists publicly traded companies and ETFs involved in self-driving technology, with live market data including share prices and market capitalization.

Autonomous Driving Companies & Stocks
StockPriceChange %Marketcap
NVDA
NVIDIA
NVDA
$208.910.85%5.06T
GOOG
Alphabet (Google)
GOOG
$346.985.57%4.23T
TSLA
Tesla
TSLA
$407.401.73%1.53T
MBG.DE
Mercedes-Benz
MBG.DE
€45.530.56%43.59B
AUR
Aurora Innovation
AUR
$6.655.86%13.04B
XPEV
XPeng
XPEV
$13.441.70%12.84B
APTV
Aptiv
APTV
$64.280.94%13.60B
MBLY
Mobileye
MBLY
$8.351.32%7.03B
WRD
WERIDE INC.
WRD
$6.153.23%2.03B
PONY
Pony AI Inc.
PONY
$8.033.72%3.48B
HSAI
Hesai Group
HSAI
$16.591.81%2.61B
INDI
indie Semiconductor
INDI
$4.103.53%866.28M
OUST
Ouster
OUST
$49.516.30%3.15B
MVIS
Microvision
MVIS
$0.3640.05%125.59M
ARBE
Arbe Robotics
ARBE
$0.7558.14%92.59M
AEVA
Aeva Technologies
AEVA
$26.619.10%1.80B
INVZ
Innoviz
INVZ
$0.6216.72%137.49M
LIDR
AEye
LIDR
$1.471.38%68.08M