In this article, we will discuss: 10 Best Auto Manufacturer Stocks to Buy According to Analysts.
On March 13, 2026, a Reuters report, citing a letter, indicated that major auto trade groups in the United States urged President Donald Trump to keep Chinese automakers out of the U.S. market. The groups warned that China is attempting to dominate global auto manufacturing and obtain access to the United States, posing threats to competitiveness, national security, and the industrial base. The groups requested that the administration keep a Commerce Department cybersecurity rule in place until 2025, which effectively prohibits most Chinese vehicles. They also urged policymakers to oppose Chinese companies’ efforts to bypass bans by developing plants in the United States. Reuters stated that the push could disrupt Trump’s next summit with Xi Jinping.
The Chinese Embassy in Washington refuted the claims, stating that Chinese automakers succeed through “technological innovation and superb quality.” The industry associations also criticized Canada for accepting certain Chinese vehicle models. Trump previously stated that he would welcome Chinese companies to build factories in the United States. The groups stated that concerns exist “whether these vehicles are imported or produced domestically.”
With that said, here are the 10 Best Auto Manufacturer Stocks to Buy According to Analysts.
Methodology:
To list the 10 Best Auto Manufacturer Stocks to Buy According to Analysts, we sifted through ETFs and several online rankings and shortlisted the stocks. Next, we chose the ones in which analysts see upside and which are popular among hedge funds as of Q4 2025. We then limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. NIO Inc. (NYSE:NIO)
On March 11, 2026, Reuters reported that NIO Inc. (NYSE:NIO) aims to sell thousands of vehicles worldwide this year as part of a larger two- to three-year global expansion strategy while posting its first quarterly net profit and expecting a full-year breakeven in 2026. The company’s expenses are rising due to a memory chip shortage. Chief Executive William Li forecasts increases of up to 10,000 yuan ($1,455.69) per vehicle while stating the firm will not hike pricing until cost pressures are handled.
NIO Inc. (NYSE:NIO) anticipates domestic passenger vehicle sales to fall, but executives plan to improve its global image by personally assessing consumer concerns. The company noted European challenges, noting falling EV incentives and rising electricity prices. Chinese automakers are looking for tariff waivers from the European Commission under a framework involving minimum price and sales quotas following the imposition of tariffs on China-made EVs by the European Union in 2024.
NIO Inc. (NYSE:NIO) is a holding company that designs, manufactures, and sells electric vehicles. Its models include the EP9 supercar and the ES8 seven-seater SUV. It offers home charging, power express valet services, and other power options, such as public charging, access to power mobile charging trucks, and battery swapping.
9. Rivian Automotive, Inc. (NASDAQ:RIVN)
On March 12, 2026, Reuters reported that Rivian Automotive, Inc. (NASDAQ:RIVN) will begin R2 SUV deliveries this spring, with a $57,990 dual-motor Performance variant delivering 656 horsepower and approximately 330 miles of range. The corporation also anticipates releasing a $53,990 Premium trim later this year, a $48,490 rear-wheel-drive Standard edition during the first half of 2027, and a $45,000 model with over 275 miles of range by late 2027. The firm’s shares fell roughly 4% as the company attempts to compete with Tesla’s Model Y and increase its client base.
Rivian Automotive, Inc. (NASDAQ:RIVN) forecasts R2 sales to fuel a 53% rise in deliveries this year to 62,000-67,000 vehicles, or approximately 23,000 R2 units, while placing the model as its key volume driver by 2027. Analysts identified policy risks such as tariffs, tax credit withdrawal, and pricing pressure, with Barclays forecasting 16,500 R2 deliveries. The company will manufacture the R2 in Illinois before expanding to Georgia by 2028.
Rivian Automotive, Inc. (NASDAQ:RIVN) designs, develops, and manufactures category-defining electric vehicles and accessories. It operates in the following categories: automotive, software, and services.
