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.
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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. 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. 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. 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. designs, develops, and manufactures category-defining electric vehicles and accessories. It operates in the following categories: automotive, software, and services.
8. Ford Motor Company (NYSE:F)
On March 10, 2026, CNBC reported that Ford Motor Company (NYSE:F) developed “Ford Pro AI” to expand its commercial vehicle business and generate software-driven revenue. The corporation said that the system analyzes over 1 billion data points per day from connected vehicles, including vehicle health, fuel consumption, route accuracy, and seatbelt activity. The firm plans to help 840,000 paid Pro subscribers maximize productivity, increase revenue, and minimize downtime by providing improved operational data, with subscriber growth of 30% last year. The Pro business caters to government, commercial, and rental fleets, including Super Duty truck buyers.
Ford Motor Company identified software as a key growth driver. CEO Jim Farley is prioritizing revenue diversification through digital services. The corporation announced Pro segment performance, with $66 billion in revenue and $6.8 billion in earnings, reaching a 10.3% margin. The company developed the AI system on Google Cloud and plans to improve its capabilities beyond the initial read-only mode.
Ford Motor Company manufactures, distributes, and sells vehicles. It works in the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other.
7. Lucid Group, Inc. (NASDAQ:LCID)
On March 12, 2026, Reuters reported that Lucid Group, Inc. (NASDAQ:LCID) revealed its goal to achieve positive cash flow by the end of the decade while developing affordable vehicle models and autonomous technology. The corporation unveiled a two-seater robotaxi model that excludes a steering wheel and pedals at its investor day in New York. The firm said that a mid-size car platform set to arrive later this year will increase yearly deliveries to around 100,000 in the medium term. The company also launched a subscription model for self-driving technology, with monthly fees ranging from $69 to $199.
Lucid Group, Inc. is under pressure from weakening EV demand, growing competition, and regulatory changes, with shares falling roughly 8% on March 12. Following a larger-than-expected fourth-quarter loss, the firm projected slower 2026 output and noted consistent supply chain problems and tariffs. The company plans to reduce unit costs by 50% to 60% by 2028, while capital spending as a share of sales is expected to fall. RBC Capital Markets analyst Tom Narayan expressed concern regarding liquidity and prospective funding needs.
Lucid Group, Inc. produces electric vehicles. It designs, develops, and manufactures energy storage solutions for electric vehicles, as well as providing manufacturers with battery pack systems for hybrid, plug-in, and electric vehicles.
6. General Motors Company (NYSE:GM)
On March 3, 2026, Reuters reported that General Motors Company (NYSE:GM) is changing its used-vehicle sales approach in the United States to compete with online retailers such as Carvana. The firm announced that it will discontinue its long-standing certified pre-owned program for most models and require Chevrolet, Buick, and GMC dealers to use the CarBravo platform beginning in June. The corporation launched CarBravo in 2023, allowing dealers to sell used vehicles with manufacturer warranties while expanding inventory to include non-GM models and vehicles up to 15 years old.
General Motors Company plans to improve used-vehicle flow through its network as affordability concerns boost demand, as more than 40 million used vehicles are sold annually in the United States, compared with approximately 16 million new cars. The company said that CarBravo had sold approximately 216,000 vehicles since 2023, while Carvana reported 596,641 sales last year. Executives reported that the platform increases store traffic and new-vehicle sales.
General Motors Company designs, manufactures, and sells trucks, crossovers, cars, and automotive parts, as well as software-enabled services and subscriptions. It operates in four segments: GMNA, GMI, Cruise, and GM Financial.
5. Ferrari N.V. (NYSE:RACE)
CNBC reported on March 4, 2026, that Ferrari N.V. (NYSE:RACE) is moving forward with its first electric vehicle, a model named the Luce, which will be available for order in spring 2026. At its October 2025 capital markets day, the corporation reduced its EV sales goal to 20% of overall sales, down from its previous plan. The firm maintains its production of internal combustion vehicles, including 12-cylinder engines. The company sells approximately 14,000 vehicles per year, with prices ranging from the low hundreds of thousands to several million dollars. RBC Capital analyst Tom Narayan believes the corporation hedges its risks by moving towards EVs while keeping its core internal combustion portfolio to satisfy traditional customers.
As of March 2026, Lamborghini is putting a stop to pure EV development, noting very little demand in the luxury supercar segment. The brand will continue to sell hybrid variants of the Urus SUV and the planned Lanzador model. Executives claim that battery-electric vehicles lack the “emotional connection” of gas-powered supercars. RBC Capital analyst Tom Narayan also notes that Ferrari N.V.’s independent status allows for broader market approaches, whereas Lamborghini, which is part of the Volkswagen Group, tailors its offerings inside a larger corporate framework.
Ferrari N.V. is a holding company that designs, engineers, produces, and sells luxury sports cars. The company’s vehicles include the F12 Berlinetta, 488GTB, 488 Spider, 458 Speciale, California T, LaFerrari Hybrid, LaFerrari, and FF four-wheel drive.
4. XPeng Inc. (NYSE:XPEV)
On March 13, 2026, Reuters reported that XPeng Inc. (NYSE:XPEV) had teamed with Volkswagen AG to commence mass production of the ID. UNYX 08, a full-size electric SUV featuring the firm’s autonomous driving technologies and Turing AI chips. The company is supplying technology for Volkswagen’s largest new energy vehicle push in China.
The ID. UNYX 08 will go on sale in the first half of 2026 as part of a larger strategy to launch more than 20 new models this year. Volkswagen intends to launch 50 new energy vehicles in China by 2030. The ID. UNYX 08 and a second jointly developed EV will be manufactured at Volkswagen’s Hefei facility, which has an annual production capacity of 350,000 vehicles.
Separately, XPeng Inc. delivered a total of 15,256 automobiles in February. The corporation also started the global delivery of the new XPENG P7+, with the first shipment scheduled for eighteen countries.
XPeng Inc. specializes in the design, development, manufacture, and marketing of smart electric vehicles. It produces environmentally friendly vehicles, including an SUV (the G3) and a four-door sports sedan (the P7).
3. Stellantis N.V. (NYSE:STLA)
On March 10, 2026, CNBC reported that Stellantis N.V. (NYSE:STLA) is using hybrid technologies from Blue Nexus and Robert Bosch GmbH for the latest Jeep models, including a two-motor hybrid transmission in the Cherokee and Bosch systems in upcoming extended-range electric vehicles. The corporation is accelerating hybrid development to meet increased demand for fuel-efficient vehicles while lowering the capital intensity associated with electric vehicle initiatives. It intends to deploy these systems across a wider range of vehicles, including Ram pickup trucks.
The Cherokee achieves 37 miles per gallon combined, making it the most fuel-efficient non-plug-in Jeep in the United States, while executives noted rising hybrid demand and flat electrification trends. According to S&P Global Mobility, hybrid sales climbed from 7.3% of the U.S. market in 2023 to 12.6% last year, with estimates showing hybrids could reach 18.4% in 2026.
Stellantis N.V. is involved in the design, engineering, manufacture, distribution, and sale of vehicles and components. The company’s brands include Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys.
2. China Yuchai International Limited (NYSE:CYD)
On March 5, 2026, Greenridge upgraded China Yuchai International Limited (NYSE:CYD)’s price objective to $45 from $28 while keeping a Hold rating. The firm pointed out higher projections following the earnings report and stated that it still believes the stock is fairly priced.
On February 24, 2026, China Yuchai International Limited announced second-half 2025 revenue of RMB 11.8 billion, gross profit of RMB 2.2 billion, and a gross margin of 18.9%. The firm reported an operating profit of RMB 469.2 million and a profit of RMB 275.7 million. Earnings per share increased to RMB 4.57. Engine sales rose to 210,913 units, driven by a 49.2% growth in truck and bus engine demand. Truck engine unit sales jumped by 59.4%, while off-road engine sales increased by 7.5%, mainly due to strong performance in the industrial, marine, and genset divisions. The corporation improved margins by selling more heavy-duty and high-horsepower engines and implementing continual cost-cutting initiatives.
China Yuchai International Limited is a holding corporation. The firm manufactures, assembles, and sells light, medium, and heavy-duty engines for trucks, buses, passenger vehicles, construction equipment, marine, and agricultural applications.
1. VinFast Auto Ltd. (NASDAQ:VFS)
On March 16, 2026, Bloomberg reported that Vietnamese electric vehicle maker VinFast Auto Ltd. (NASDAQ:VFS) said it will resume construction at its North Carolina factory this year. However, the company recorded a larger loss in the fourth quarter due to rising costs associated with its global expansion. The corporation recorded a fourth-quarter financial loss of 35.2 trillion dong ($1.3 billion), up 15% year on year. Revenue increased by 138.9% year on year to 39.4 trillion dong. The fourth-quarter cost of sales was 55.14 trillion dong, an increase of 86.6% from the same period last year.
On March 3, 2026, VinFast Auto Ltd. completed its strategic restructuring into three car brand lines, launching two new ultra-luxury models, the Lac Hong 800S and Lac Hong 900S. The corporation divided its portfolio into three brands: Lac Hong ultra-luxury, VF mass-market passenger vehicles, and Green commercial mobility.
VinFast Auto Ltd. produces vehicles, offers leasing services, trades smartphones, and engages in other related enterprises. The company is engaged in developing and manufacturing high-quality EVs, e-scooters, and e-buses.
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