Best EV Stocks to Watch in 2025, According to WarrenAI Rankings

Investing.com -- The electric vehicle sector continues to evolve rapidly, with certain companies positioning themselves for potential growth in 2025. According to recent rankings from WarrenAI, several EV-related stocks stand out for their performance metrics and growth prospects. Here’s a closer look at the top performers in this dynamic sector.

XPeng Inc leads the pack with remarkable operational momentum, demonstrated by its September deliveries increasing 95% year-over-year and a 149% jump in Q3 units. Despite impressive technical indicators showing "strong buy" signals across all timeframes, XPeng remains unprofitable with a -17.1% ROE and -11.2% EBITDA margin.

Analyst opinions vary dramatically – Barclays rates it "Underweight" with a $20 target, while the consensus target sits at $188.79. Investors should note XPeng’s high beta of 2.53 and sensitivity to U.S.-China trade tensions, as evidenced by a recent 6% drop following tariff headlines.

XPeng has forecasted strong third-quarter growth with projected deliveries of up to 118,000 units, prompting price target increases from analysts at HSBC and BofA Securities.

The company also announced a recall of over 47,000 P7+ vehicles in China due to a power steering connection issue.

ZEEKR Intelligent Technology takes the second position, featuring a strong Pro Score of 2.71 and "Strong Buy" rating. The company projects 89.6% EPS growth for 2025 and reported surging Q2 deliveries. Trading at an attractive 0.74x price-to-sales ratio, ZEEKR stands out with a negative debt/equity ratio of -22.2%, suggesting conservative financial management.

While its current ratio of 0.6x indicates tighter liquidity, analysts have set a mean target of $270.53, representing significant upside potential.

In recent developments, ZEEKR Intelligent Technology shareholders have approved a merger agreement with Geely Automobile Holdings. The company also reported delivering 44,193 vehicles in July, a 19.7% increase year-over-year.

Mobileye Global ranks third as the technological foundation for autonomous driving systems. Though not a pure EV manufacturer, its ADAS and robotaxi technologies make it a key player in the broader EV ecosystem.

Despite modest 1-year returns of 1.1%, analysts project 109.2% EPS growth in 2025, with fair value estimates around $18. Recent upgrades and record ADAS shipments to China support its position, though investors should consider its 38% decline since November 2022 and increasing competition from Tesla and Chinese manufacturers.

Mobileye Global reported third-quarter earnings that met analyst expectations for EPS and exceeded revenue forecasts at $504 million. Following the results, the company raised its full-year 2025 revenue guidance, while Mizuho lowered its price target on the stock to $15.

ECARX Holdings rounds out the list as a speculative growth opportunity, delivering 27% 1-year returns with analysts projecting 61.1% upside potential. While still reporting negative EPS, ECARX forecasts 21.9% revenue growth for 2025. Its "Strong Buy" consensus and 0.92x price-to-sales ratio make it appealing for growth-focused investors, though its -113.3% debt/equity ratio and price volatility warrant caution.

ECARX Holdings announced an expansion into Europe, with its computing platform set to power a new Geely vehicle launching in the United Kingdom. The company will also provide AI cockpit technology for upcoming Lynk & Co hybrid models.

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