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Investing.com -- The electric vehicle sector continues to attract investor attention despite market volatility, with several standout performers emerging according to recent WarrenAI rankings. From Chinese manufacturers to autonomous driving technology providers, these companies represent different approaches to capitalizing on the EV revolution.
XPeng leads the pack with explosive delivery growth, while established players like Mobileye and parts suppliers Dorman Products and EnerSys round out the list with their unique value propositions in the evolving automotive landscape.
XPeng Inc. (NYSE:XPEV)
XPeng has established itself as a high-growth contender in the EV market, delivering an impressive 86.7% one-year return with a market capitalization of $20.72 billion. Currently trading at $21.73, the stock is up 83.8% year-to-date, though investors should note its high volatility.
Analysts maintain a "Strong Buy" consensus with a 1.75 rating, while InvestingPro calculates a fair value of $24.01, suggesting 10.5% upside potential. The company’s September deliveries reached a record 41,581 vehicles, representing 95% year-over-year growth.
Despite this momentum, XPeng still faces profitability challenges with a negative ROE of -17.1% for 2024, though revenue growth forecasts for 2025 stand at an exceptional 95.9%.
XPeng provided strong third-quarter guidance, forecasting deliveries between 113,000 and 118,000 vehicles, and received price target increases from firms including HSBC and BofA Securities. The company also announced a recall of over 47,000 P7+ vehicles in China due to a steering connection issue.
Mobileye Global Inc. (NASDAQGS:MBLY)
As a leader in advanced driver-assistance systems (ADAS) with over 50% market share, Mobileye commands a "Strong Buy" consensus despite its year-to-date return of -23.7%. Currently priced at $15.20, InvestingPro estimates a fair value of $17.81, indicating 17.2% upside potential. Analysts set a mean target of $19.67.
While Mobileye’s projected revenue growth of 11.9% for 2025 lags behind pure EV manufacturers, recent analyst upgrades and the company’s robotaxi ambitions continue to generate interest. Technical indicators show "Strong Buy" signals both daily and weekly, though the company still struggles with profitability, posting a -22.9% ROE for 2024.
In recent news, Mobileye Global received a rating upgrade to Strong Buy from CFRA, which cited momentum in its robotaxi business. The company also appointed David Zinsner and Naga Chandrasekaran to its board of directors.
Dorman Products Inc. (NASDAQGS:DORM)
Dorman Products offers investors exposure to the EV market through its parts business, combining profitability with growth potential. Trading near all-time highs at $138.39, the stock has delivered a 19.3% one-year return and earned a "Strong Buy" rating.
InvestingPro rates its financial health as high (2.90) and calculates a fair value of $139.33, suggesting the stock is fairly valued. Analysts project 22% upside with a mean target of $168.75.
Unlike many pure EV plays, Dorman demonstrates consistent profitability with a 15.4% ROE for 2024, though its revenue growth forecast for 2025 is a more modest 8.1%. The company’s recent Q2 earnings beat expectations, with EPS of $2.06 versus $1.85 forecast.
Dorman Products has attracted new analyst attention, with firms including Stephens, BMO Capital, and Wells Fargo all initiating coverage with positive ratings.
EnerSys (NYSE:ENS)
EnerSys rounds out the list as a financially sound performer in the EV space, trading at $115.56 and reaching all-time highs. InvestingPro assigns it a "GREAT" financial health score of 3.05 and estimates a fair value of $129.00, indicating 11.6% upside potential.
The company has delivered a stable 12.3% one-year return, with analysts setting a mean target of $120.00.
EnerSys reported first-quarter fiscal 2026 earnings that surpassed analyst expectations, with an EPS of $2.08 on revenue of $893 million. The company also expanded its revolving credit facility to $1.0 billion.
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