Uber Takes the Lead Among Autonomous Vehicle Stocks
Investors looking to capitalize on autonomous vehicle (AV) technology may want to consider the companies listed in a recent research note by Citizens. The report highlights that while some AV stocks may offer high upside, they also come with greater execution risk.
The ranking of best AV stocks based on risk-adjusted exposure reveals Uber Technologies Inc as the top contender, followed closely by Alphabet Inc Class A. This is due to Uber's diverse partnerships and ability to place robotaxis within its existing demand network. The platform's versatility in navigating uncertainty is a significant advantage over other companies.
Financially, Uber is already commercial with revenue growing from $17.45B in 2021 to $52.02B in 2025, representing an 18.3% growth in 2025. This stability sets it apart from AV companies still waiting for meaningful revenue.
The bull case suggests that the Citizens event supports a 2027 commercialization inflection point, where Uber captures bookings, Alphabet supplies proven autonomy, and Mobileye benefits from being an established supplier. However, there are also bearish concerns regarding safety validation, regulation, fleet economics, and liability, which could delay timelines.
Technically speaking, the daily and weekly signals for Uber Technologies Inc (UBER), Tesla Inc (TSLA), and Mobileye Global Inc (MBLY) were Strong Sell, while Aurora Innovation Inc (AUR) was a Strong Buy on both timeframes but is now overbought and likely to experience near-term volatility.