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10 Best Autonomous Vehicle Stocks To Buy backed by Hedge Funds

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A Goldman Sachs 2026 industry forecast projects a $415 billion global robotaxi market and a $560 billion autonomous-trucking market by 2035. The same research estimates approximately $2 trillion in broader autonomous-vehicle revenue, including hardware, software, and services. It notes that some of that spending would shift from existing transportation activities. These forecasts show the scale of the autonomous-driving opportunity, which extends beyond passenger transport to the technologies covered in 12 Best Autonomous Driving Stocks to Buy at the beginning of 2026.

The research also forecasts that autonomous trucks could become cost-competitive with human-driven trucks in the United States in 2028. It models the higher hardware cost per truck falling from $125,000–150,000 today to $35,000–40,000 by 2035. These remain projections, but they show equipment cost as a measurable driver of the commercial opportunity. 11 Best Robotics Stocks to Buy Right Now examines the broader automation market.

Regulators have opened new routes toward deployment. Britain’s Department for Transport opened applications for taxi, bus and private-hire-style self-driving pilots on May 22, 2026. It requires safety assessments. This includes cybersecurity checks and local consent for services. Readers can explore the sector further in 11 Best Self-Driving Car Stocks to Buy According to Analysts.

The UK government’s pilot guidance separates operations without a safety driver from supervised trials. It requires a documented safety case and suitable vehicle maintenance and software management procedures. The same guidance also requires insurance covering liabilities from the vehicle and its operation, incident-management protocols and pre-deployment checks. Removing the onboard driver does not remove the operator’s responsibility for maintaining the vehicle and managing its operation.

Singapore shows the gap between passenger adoption and revenue since its Land Transport Authority reported more than 11,500 unique riders on Punggol’s autonomous shuttles by July 12, 2026. However, its July update said fixed-route rides would stay free while operators prepared service enhancements. Among approximately 270 residents the authority surveyed, almost 60% wanted more choice over where they board and alight, and around 40% preferred more direct routes. The authority outlined an on-demand pilot with more direct routes. Passenger interest alone does not establish paying demand.

Dubai’s Roads and Transport Authority reported more than four million robotaxi kilometers and 7,613 passenger trips in its August 19, 2026 update. The fleet totals 144 vehicles, 48 of them in active operation. The authority reiterated its target of making 25% of transportation trips autonomous by 2030, reported 97% customer satisfaction and described a phased rollout through defined operating zones, from safety-driver trials toward fully driverless public transportation.

These forecasts and official updates frame the opportunity through costs, approvals and passenger service. For another view of the technology supply chain, see 12 Best Photonics Stocks to Buy Now.

Our Methodology: 

For our list, we picked US-listed companies that build autonomous-driving systems, commercialize driverless vehicles, or supply the essential sensing and computing technology those systems need. We favored companies with substantial AV activity, and we kept Alphabet, Tesla, and Baidu because each develops its own autonomous-driving technology.

Amazon owns Zoox, but we excluded Amazon because the business offers limited direct AV exposure within a much larger group. We also excluded Uber: its autonomous-mobility strategy centers on serving AV partners rather than developing the vehicle’s autonomous-driving system.

From that list, we selected 10 stocks with the most hedge fund investors, using Insider Monkey’s Q2 2026 database of hedge funds and their holdings.

Why do we care about what hedge funds do? 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 612.3% since May 2014, beating its benchmark by 375 percentage points (see more details here).

10. WeRide Inc. (NASDAQ:WRD)

Number of Hedge Funds: 12

WeRide Inc. (NASDAQ:WRD) is building the infrastructure it needs to take its autonomous vehicles into more markets. On October 27, it launched an insurance partnership program with Allianz Insurance Singapore and Ping An P&C that covers risks including motor liability, product liability and cybersecurity. Management says its GENESIS world model supports training and validation of autonomous-driving systems in simulated environments.

Deployment is growing measurably since WeRide reported approximately 3,600 autonomous vehicles across 13 countries and more than 60 cities, including over 1,800 robotaxis. Its latest earnings showed Q2 revenue of RMB231.7 million, up 82.2% year over year, and gross margin of 37.5%, versus 28.1%. The company still recorded a RMB400.7 million quarterly loss.

Autonomy drives the business, but different products bring in different revenue streams. Level 4 activities generated RMB125.2 million, approximately 54% of sales. WeRide also supplies driver-assistance technology. The firm does not isolate robotaxi revenue. A larger fleet and tailored insurance advance the expansion story, while the earnings show that commercialization does not yet cover company-wide spending. 10 Chinese Tech Stocks to Buy Now offers a wider regional comparison.

9. Pony AI Inc. (NASDAQ:PONY)

Number of Hedge Funds: 20

Pony AI Inc. (NASDAQ:PONY) is taking its seventh-generation robotaxi technology toward another potential overseas market. Its recent memorandum with inDrive and NVIDIA outlines a feasibility assessment for autonomous ride-hailing in Kazakhstan, starting in Astana. Pony AI would supply the vehicles and inDrive would operate the service. But the launch still needs government agreement.

That proposal builds on an existing commercial base. In its latest earnings, Pony AI reported Q2 revenue of $36.2 million, up 68.8% year over year. Robotaxi revenue jumped 691.2% to $12.1 million, and robotruck services generated $13.3 million. Together they made up approximately 70% of sales, and intelligent solutions supplied the rest. Robotaxi revenue includes vehicle deliveries under joint deployment arrangements.

The company ended June with 1,975 robotaxis, and it says its Gen-7 system combines multiple sensors, redundancy and fail-operational capabilities. Net loss attributable to Pony AI widened to $59.8 million from $53.1 million. Therefore, the next chapter requires turning deployment growth into stronger financial results.  8 Best Young Technology Stocks to Buy Now provides comparisons with other emerging technology businesses.

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