In this article, we will discuss: 8 Biggest EV Stocks to Watch in 2025.
Electric cars, often known as electric vehicles or EVs, are automobiles powered by electricity instead of gas. Electric car stocks are comprised of companies that primarily manufacture electric vehicles. Firms that make components for electric vehicles, such as batteries or autonomous driving systems, are also regarded as part of the electric vehicle industry.
A fierce price war is eroding profit margins and destabilizing the market, putting an increasing financial burden on China’s electric vehicle market. Following price reductions of up to 34%, entry-level EVs are now as cheap as $7,700, which has led industry experts to issue warnings. Beijing-based automobile seller Ma Hui claimed that due to oversupply and falling resale values, “all of us were losing money last year.” Wei Jianjun, the chairman of Great Wall Motor, warned that “an ‘Evergrande-like’ crisis already exists… it just hasn’t erupted yet,” drawing a comparison between the current state of affairs and the nation’s real estate collapse. The policy was denounced by the official People’s Daily, which said that “disorderly ‘price wars’ squeeze profits across the chain, impacting the entire ecosystem.”
The China Association of Automobile Manufacturers urged businesses not to sell below cost and denounced the trend as well. In the meantime, vendors claim that the number of “zero-mileage used cars” has risen, a tactic that inflates sales numbers while concealing low demand. “A lot of buyers might wait for the price dropping like this,” Ma remarked.
With that said, here are the 8 Biggest EV Stocks to Watch in 2025.
A technician connecting an EV battery to the Grid Integrated Vehicle platform.
Our Methodology
For this article, we sifted through online rankings to form an initial list of the 20 Best EV Stocks. From the resultant dataset, we chose 8 stocks with the highest number of hedge fund investors, using Insider Monkey’s database of 1000 hedge funds in Q1 2025 to gauge hedge fund sentiment for stocks. We have used the stock’s revenue growth year-over-year as a tie-breaker in case two or more stocks have the same number of hedge funds invested.
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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
8. VinFast Auto Ltd. (NASDAQ:VFS)
Number of Hedge Fund Holders: 8
VinFast Auto Ltd. (NASDAQ:VFS) reported that 11,496 electric vehicles had been delivered to Vietnam in May 2025, bringing its domestic year-to-date total to 56,187 units. The company is one of the best EV stocks.
Sales in May were led by the VF 5 (4,232 units) and followed by the VF 3 (3,950 units). In addition, there were 1,393 VF 6 and 773 VF 7 vehicles, while the larger SUVs VF 8 and VF 9 experienced growth. The overall volume was nevertheless supported by the business-oriented Herio Green and Nerio Green models.
The VF 3 mini SUV was introduced in late 2024 and became VinFast Auto Ltd. (NASDAQ:VFS)’s best-selling vehicle in 2025 with 19,416 units delivered. Urban shoppers who are younger are particularly drawn to its youthful and compact style. The price and efficiency of the VF 5, an A-segment EV, make it a popular choice for people, young families, and ride-hailing services.
VinFast Auto Ltd. (NASDAQ:VFS)’s competitive position in Vietnam’s expanding electric vehicle market is shown by its product variety throughout the small, midsize, and business EV areas.
7. SolarEdge Technologies, Inc. (NASDAQ:SEDG)
Number of Hedge Fund Holders: 29
Barclays is still rating SolarEdge Technologies, Inc. (NASDAQ:SEDG) as Underweight, but it has increased its price target from $11 to $12. The firm is among the best EV stocks.
The company mentioned the possible advantages of the next final draft of the U.S. budget reconciliation, which is anticipated to prioritize solar leases over loans in terms of phase-out timing and tax subsidies.
Barclays believes that SolarEdge Technologies, Inc. (NASDAQ:SEDG) will benefit more than Enphase Energy as a result of the suggested regulatory changes. The firm may become more competitive in the market when compared to businesses that depend more on loan-based installations as a result of the anticipated change toward rewarding solar leasing models.
Barclays’ Underweight stance shows that it is still cautious about the stock’s overall outlook, even in light of the price target adjustment. The report stresses how the solar energy industry may be greatly impacted by impending fiscal policy decisions in the United States, with various effects on major firms such as SolarEdge Technologies, Inc. (NASDAQ:SEDG) and Enphase based on their exposure to distinct business models.
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