The term “self-driving car stocks” describes publicly traded businesses involved in creating, manufacturing, or using autonomous vehicle technology. These businesses either contribute directly to the development of self-driving systems or offer essential parts and services to the autonomous driving industry.
The autonomous vehicle market is booming. Grand View Research estimates that the world market for autonomous vehicles is worth $ 68.09 billion in 2024 and is predicted to grow at a 19.9% annual compound growth rate of 19.9% between 2025 and 2030. In 2024, the passenger vehicle segment led the industry and accounted for 69% of the world revenue. The North American autonomous vehicle market dominated the world market with a share of over 37.1% in 2024.
On the other hand, according to Goldman Sachs research, level 3 autonomous cars, which allow practical, driving to the eyes in some situations, could form as much as 10% of new cars sold globally by 2030, down from a previous 12% estimate. Level 4 fully autonomous vehicles are projected to account for 2.5% of sales, up from 3.5% in the past. Vehicles distributed such as level 2 and level 2+, which need to be supervised, are projected to rise from 20% to 30% by 2027. Adoption is expected to accelerate due to AI developments and declining hardware prices, despite delays caused by technological, legislative and business model barriers. By 2030, a market for robotaxis worth over $ 25 billion would develop, driven by commercial AV fleets. By 2030, the cost of AV could be less than $ 1, and by 2040, it could be $ 0.58. In the long term, AVS can account for 60%of new light vehicle sales worldwide by 2040, with China dominating (90%), followed by Europe (80%), and the United States (65%).
In line with Global's S&P report, the focus of the industry on self-driving cars has changed from high level 5 autonomy to practical, incremental applications. Technology companies and manufacturers came together in CES 2025 with realistic objectives, especially in the field of level 4 autonomy. Increasingly used technology companies, such as riding and automated shuttle services, above fully autonomous personal vehicles. Leading this shift is Waymo, which reports over 4 million flights overall and 150,000 paid rides weekly. He was showcasing new Hyundai and Zeekr automobiles, growing his business in additional American cities and adapting to local laws. These actions indicate the scalability of destinations in the light of current constraints.
Meanwhile, conventional automators demonstrated autonomous shuttle concepts, while ADAS Level 2+ and Level 3 systems continue to be used in consumer vehicles. As initial businesses with specialist devices, such as AI chips or sensor software, work with larger companies with the resources and manufacturing capacity, partnerships are growing. Smaller players find it difficult to act alone due to high research and development expenses and regulatory complexity. As the market transfers from Hype to practical action, Level 4 Geo-Fencing Applications and distribution systems are expected to be the next big thing. The autonomous future is increasingly being defined by a gradual collaborative progress rather than disruptive jumping.
Is Microsoft Corporation (MSFT) the best safe stock to buy according to hedge funds?
Development team works together to create the next version of Windows.
For this list, we thoroughly reviewed respectful sources and produced an initial list of 20 self-driving stocks. We then selected the 11 stocks that had the highest surface potential on April 22, 2025. Only stocks have included stocks with a 14% or higher surface potential. The stocks are listed in ascending order of the potential upside down.
Note: Not all companies included in the list are fully focused on self-driving technology. Some of the stocks highlighted below include indirectly by investing in businesses specializing in autonomous driving.
Why are we interested in the stocks to which money accumulates? The reason is simple: our research has shown that we can outperform the market by imitating the main stock options of the best hedge funds. Our quarterly newsletter strategy selects 14 small cap stocks and a large cap every quarter and has returned 275% since May 2014, beating its 150 percentage point benchmark. (See more details here).
Potential upside down from April 22: 31.58%
Microsoft Corporation (NASDAQ: MSFT) is one of the leading developers and suppliers of support software, services, devices and solutions. The business continues to grow through its remarkable increase in cloud services, such as Azure AI and Copilot, and artificial intelligence.
The company collaborates with several best automators to facilitate automation developments. Wayve, a start -up in London, learns deep for autonomous vehicles, and Wejo Group Limited, a leader in related vehicle data, are two well -known Microsoft Corporation partners (NASDAQ: MSFT). It is among the The best autonomous drive stocks.
Shares performed in the first quarter of 2025 as Azure's revenue growth was the analyst projections, the third quarter in a row that this segment saw some disappointment. Nevertheless, sales growth related to AI surpassed projections and accounted for 13% of Azure's quarterly growth. In addition, managers highlighted higher operational profitability and lower tax rates in maintaining their third -quarter fiscal earnings estimate. Analysts are still optimistic that Microsoft Corporation (NASDAQ: MSFT) can maintain its site as industry leader in AI, even after a challenging quarter.
The company's cloud sales were at the top of $ 40 billion in the second quarter of 2025, a 21% year -on -year growth showing the company's continued dominance in cloud services. Microsoft Corporation's AI section (NASDAQ: MSFT) has also proven remarkable expansion, with an annual revenue running rate of nearly $ 13 billion, up 175% from the previous year, due to the extensive enterprise use of AI technologies. Commercial orders also reach a record number, rising 67% overall, or 75% in constant currency. This was mainly due to Openai's significant Azure commitments, which significantly exceeded projections.
MSFT is generally ranked 7th Among the 11 best self-driving stocks to buy according to analysts. While we recognize the potential of self-driving car companies, our conviction lies in the belief that AI stocks are more promised for achieving higher earnings, and to do so within a shorter time frame. There has been AI stock that has risen since the beginning of 2025, while popular AI stocks lose about 25%. If you are looking for AI stock more promising than MSFT but trading at less than 5 times its earnings, check out our report on this Cheapest AI Stock.
