3 Overlooked Autonomous Vehicle Stocks Investors Should Jump On

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Overlooked Autonomous Vehicle Plays: Prospects and Pitfalls

Three less obvious autonomous vehicle stocks offer long-term potential but warrant cautious local consideration.

Autonomous vehicles (AVs) are grabbing headlines globally, but most South African investors tend to focus on giants like Tesla or Alphabet’s Waymo. The Motley Fool highlights Aurora Innovation and Mobileye—both leading in self-driving trucking and driver-assistance tech—as overlooked stocks with strong growth potential. Aurora expects to start significant revenue by 2025, pivoting to a per-mile model by 2027, targeting a $560 billion market by 2035. Mobileye, embedded in over 250 million vehicles globally, commands about 70% of the active driver-assist market. Uber’s AV ambitions are riskier, reliant on partnerships that are unraveling, making it less attractive here. While we lack a direct JSE-listed equivalent, these giants’ developments influence USD/ZAR through tech investor sentiment and risk appetite, which in turn impacts deeper liquidity in local tech or industrial shares like Barloworld or Motus. Keep in mind, AV tech faces regulatory and adoption hurdles, and funding remains a question. this is just our opinion and not financial advice