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.
Regulated brokerThe table below lists publicly traded companies and ETFs involved in self-driving technology, with live market data including share prices and market capitalization.
| Stock | Price | Change % | Marketcap |
|---|---|---|---|
 NVIDIA NVDA | $211.50 | 1.85% | 5.14T |
| $395.30 | 0.06% | 4.79T | |
 Tesla TSLA | $411.79 | 3.33% | 1.55T |
 Mercedes-Benz MBG.DE | €50.22 | 0.20% | 44.44B |
| $7.14 | 1.79% | 14.00B | |
 XPeng XPEV | $15.55 | 2.39% | 14.86B |
 Aptiv APTV | $57.11 | 0.55% | 12.09B |
Mobileye MBLY | $8.87 | 2.21% | 7.47B |
 WERIDE INC. WRD | $7.39 | 4.15% | 2.47B |
 Pony AI Inc. PONY | $9.63 | 6.23% | 4.18B |
 Hesai Group HSAI | $21.86 | 2.63% | 3.42B |
| $4.49 | 2.18% | 945.99M | |
 Ouster OUST | $24.51 | 16.62% | 1.56B |
Microvision MVIS | $0.612 | 6.53% | 200.24M |
Arbe Robotics ARBE | $0.8 | 8.05% | 98.12M |
| $13.66 | 17.56% | 860.94M | |
 Innoviz INVZ | $0.693 | 7.77% | 148.69M |
 AEye LIDR | $1.89 | 8.25% | 85.70M |
