In this article, we will discuss: 12 Best Autonomous Driving Stocks to Buy Right Now.
According to WardsAuto on February 6, 2026, executives at CES 2026 in Las Vegas stated that automated driving had regained industry focus in early 2026 as advancements in artificial intelligence sparked investment. Since financing shifted to battery-electric vehicles and development issues surfaced, demand has slowed. Capital has returned to advanced driver-assistance systems as the demand for electricity in the United States has decreased. A semiconductor and wireless technology company, Qualcomm’s Rajat Sagar, stated that automakers clearly benefit consumers, while PricewaterhouseCoopers expert C.J. Finn stated that improved automation provides short-term jumps in market share. Based on research reported by AutoPacific, 43% of American consumers choose hands-off highway systems, a 20-point increase from the previous year.
Executives claim that lower costs and more detailed data are hastening deployment. As stated by a location technology and navigation firm, TomTom, artificial intelligence makes it possible to map 470,000 miles every day. On the other hand, autonomous driving technologies and the driver assistance company, Mobileye, reported gathering 32 billion miles of driving data.
With that said, here are the 12 Best Autonomous Driving Stocks to Buy Right Now.
Our Methodology
We sifted through the online rankings to form an initial list of the 20 Best Autonomous Driving Stocks to Buy Right Now. From the resultant dataset, we chose the 12 Best Autonomous Driving Stocks with the highest number of hedge fund holders for each stock using Insider Monkey’s database of hedge funds as of Q3 2025. We also considered the analysts’ upside potential as of January 31. Finally, we ranked these stocks in ascending order based on hedge funds.
Note: Not every company included in the list is solely focused on self-driving technology. Some of the stocks highlighted below are indirectly involved by investing in businesses that specialize in autonomous driving.
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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).
12. AEye, Inc. (NASDAQ:LIDR)
Number of Hedge Fund Holders: 2
Analysts’ Upside Potential as of January 31: 265.85%
AEye, Inc. (NASDAQ:LIDR) is among the Best Autonomous Driving Stocks.
AEye, Inc. (NASDAQ:LIDR) and Vueron established a strategic agreement on January 14, 2026, to include Vueron’s real-time 3D perception software in the firm’s OPTIS ecosystem. OPTIS is now a full-stack 3D visual awareness system that can provide real-time detection and analysis for applications in the automotive, infrastructure, transportation, and safety areas due to the agreement. The alliance was finalized at CES 2026, when AEye, Inc. (NASDAQ:LIDR) CEO Matt Fisch and Vueron CEO Joseph Kim signed the deal.
The partnership combines Vueron’s dynamic perception technology with AEye, Inc. (NASDAQ:LIDR)’s Apollo lidar, which can detect objects up to one kilometer away. According to both companies, the collaboration expands OPTIS deployment across multiple industries by providing scalable, long-range sensing solutions for critical infrastructure and moving vehicles.
In the most recent quarter, the company grew its customer base, which drove growth in rapidly expanding areas. Furthermore, it obtained strategic funding to greatly increase Apollo’s production capacity.
AEye, Inc. (NASDAQ:LIDR). provides high-performance, active lidar systems for automotive autonomy, advanced driver assistance systems, and robotic vision applications
11. Innoviz Technologies Ltd. (NASDAQ:INVZ)
Number of Hedge Fund Holders: 13
Analysts’ Upside Potential as of January 31: 104.08%
Innoviz Technologies Ltd. (NASDAQ:INVZ) is among the Best Autonomous Driving Stocks.
TheFly reported on January 7, 2026, that Innoviz Technologies Ltd. (NASDAQ:INVZ) and Vueron Technology, a provider of AI-driven LiDAR perception technologies, have partnered. According to the deal, Vueron’s VueX AI development platform incorporates LiDAR data from InnovizTwo and InnovizSMART. The integration enables automotive manufacturers and smart infrastructure providers to speed up perception development through automated data annotation, training, and validation. The collaboration aims to accelerate development workflows through integrating Innoviz LiDAR sensors and Vueron’s AI software capabilities into a unified development environment.
Furthermore, Innoviz Technologies Ltd. (NASDAQ:INVZ) declared that its off-the-shelf LiDAR solution for smart applications, InnovizSMART, is now generally available. InnovizSMART has a high production capacity and fast lead times for orders.
In Q3 2025, sales were $15.3 million, while in Q3 2024, they were $4.5 million. The sales of LiDAR products and NRE services combined to generate the revenues. In Q3 2025, operating expenses were $18.1 million, a 30% drop from Q3 2024’s operating expenses of $26.0 million.
Innoviz Technologies Ltd. (NASDAQ:INVZ) develops and manufactures solid-state LiDAR sensors and perception software for the mass manufacturing of autonomous vehicles.
