In this article, we will take a look at the 5 Best Auto Manufacturer Stocks to Buy According to Analysts. For a deeper discussion and an extended list, please see the 10 Best Auto Manufacturer Stocks to Buy According to Analysts.
A Riivan vehicle. Photo from Rivian website
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. (NYSE:RACE)’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. (NYSE:RACE) 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. (NYSE:XPEV) 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. (NYSE:XPEV) 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. (NYSE:STLA) 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 (NYSE:CYD) 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 (NYSE:CYD) 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. (NASDAQ:VFS) 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. (NASDAQ:VFS) 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.
While we acknowledge the potential of VFS to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VFS and that has 100x upside potential, check out our report about the cheapest AI stock.
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