The 7 Best EV Stocks for 2026

Uli Ebensperger By Uli Ebensperger

Last Updated: 22 September 2026

electric SUV at a charger


The best EV stocks for 2026, according to the Ziggma Stock Score, are Aptiv (APTV), onsemi (ON), Tesla (TSLA), Albemarle (ALB), BorgWarner (BWA), MP Materials (MP) and Rivian Automotive (RIVN). The Ziggma Stock Score rates fundamental quality from 0 to 100. Every stock on the list scores 60 or higher and has an impact rating of Mixed or better. Two stocks on the list are EV makers. The other five are suppliers of the chips, connectors, motors, lithium and magnets inside electric vehicles. Their revenue grows as EVs take a larger share of new car sales. No EV charging company cleared the Ziggma Stock Score floor this year.

7 stocks Ranked by Ziggma Stock Score (0–100) Minimum score 60 Impact rating Mixed or better U.S.-listed companies only

Key takeaways

Why EV stocks look different in 2026

2026 is a shakeout year for EV stocks, and a shakeout favors companies with strong fundamentals.

The U.S. EV market lost its tax credit

The U.S. federal EV tax credit of $7,500 expired on 30 September 2025. U.S. EV sales fell sharply in early 2026 after the credit ended. General Motors booked $7.9 billion of EV-related charges in 2025. GM also shifted North American production toward gas-powered trucks and SUVs.

Parts of the EV market are still growing

Tesla delivered 480,126 vehicles in the second quarter of 2026. That was Tesla's first year-over-year delivery growth since 2023. Albemarle reported that global lithium consumption rose 45% year over year through May 2026. Weaker EV companies are cutting back while stronger ones keep investing. That split is why this list starts with the Ziggma Stock Score.

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How this list was built

This list ranks seven U.S.-listed EV companies by Ziggma Stock Score.

Which companies qualify as EV stocks

A company qualified only if its revenue depends on EV adoption. That covers EV makers, charging networks, and suppliers of EV batteries, battery materials, motors and power electronics. Grid equipment makers such as GE Vernova and Eaton were left out. They appear on Ziggma's lists of the best renewable energy stocks and the best green stocks.

How the Ziggma Stock Score ranks them

Ziggma reviewed each candidate's recent filings and news. Each candidate then got a Ziggma Stock Score. The Ziggma Stock Score rates a company against its peers on four pillars: Growth, Valuation, Profitability and Financial Health. The minimum score for this list is 60.

The impact rule

Each company on this list has an impact rating of Mixed, Positive or Profound. Companies rated Negative or Harmful were excluded. Ziggma's list of the best water stocks also excludes Negative-rated companies. This is a list of the best EV companies by fundamentals. It doesn't claim that every company on it is a sustainable business.

Ties and exclusions

The seven companies are ranked by Ziggma Stock Score. Ties are broken by impact rating. Albemarle and BorgWarner both score 78 and both rate Positive, so they appear in alphabetical order. General Motors scored 80 but is excluded because its EV business is shrinking. Lucid Group scored 31 and EVgo scored 33 on the Ziggma Stock Score.

The 7 best EV companies compared

CompanyZiggma Stock ScoreImpact ratingRole in EVs
AptivAPTV100PositiveHigh-voltage connectors and vehicle computing
onsemiON94PositiveSilicon carbide power chips
TeslaTSLA89MixedEV maker
AlbemarleALB78PositiveLithium for EV batteries
BorgWarnerBWA78PositiveElectric motors, inverters and battery systems
MP MaterialsMP72PositiveRare earth magnets for EV motors
Rivian AutomotiveRIVN60PositiveEV maker

Ziggma Stock Score (0 to 100): growth, valuation, profitability and financial health. Impact rating: the real-world effect of a company’s products and operations. Checked 22 September 2026.

The 7 best EV companies to invest in

1. Aptiv (APTV)

Ziggma Stock Score: 100 · Impact rating: Positive
Aptiv makes the connectors, sensors and computing hardware inside modern vehicles. Its EV exposure comes from high-voltage connectors that carry battery power to motors, inverters and on-board chargers. Aptiv's high-voltage interconnects are rated for up to 1,000 volts. Aptiv spun off its wire-harness business as Versigent (VGNT) in April 2026. Aptiv also sells into gas-powered cars, so EV growth adds content per vehicle without defining the business.

2. onsemi (ON)

Ziggma Stock Score: 94 · Impact rating: Positive
onsemi makes power and sensing chips, and automotive is its largest end market. Its EliteSiC silicon carbide chips convert power between an EV's battery, motor and charger with lower energy losses than standard silicon. onsemi supplies power chips for the zonal architecture and on-board charging of the Rivian R2. The same power chips also sell into AI data centers, which spreads onsemi's risk beyond cars.

3. Tesla (TSLA)

Ziggma Stock Score: 89 · Impact rating: Mixed
Tesla is the largest U.S. EV maker and the second-largest battery-electric carmaker in the world after BYD. The Model 3 and Model Y make up almost all of Tesla's deliveries after the company ended Model S and Model X production in 2026. Tesla sells Full Self-Driving (Supervised) as a subscription, which adds recurring revenue on top of car sales. Tesla is spending heavily on robotaxis, AI chips and the Optimus robot, so the stock trades on more than its car business.

4. Albemarle (ALB)

Ziggma Stock Score: 78 · Impact rating: Positive
Albemarle is one of the world's largest lithium producers, and lithium is the core material in EV batteries. Albemarle produces lithium from brine in Chile and from hard rock in Western Australia. Lithium prices swing hard, and Albemarle's earnings swing with them. Grid battery storage now drives much of lithium demand growth, which gives Albemarle a second market besides EVs.

5. BorgWarner (BWA)

Ziggma Stock Score: 78 · Impact rating: Positive
BorgWarner is a Michigan-based supplier of propulsion systems for combustion, hybrid and electric vehicles. Its EV products include electric motors, inverters and battery systems. BorgWarner has won new electric motor contracts with carmakers in China and South Korea. Its battery business is shrinking, so motors and power electronics carry its EV growth. Combustion parts such as turbochargers still generate much of the cash that funds BorgWarner's electric programs.

6. MP Materials (MP)

Ziggma Stock Score: 72 · Impact rating: Positive
MP Materials owns Mountain Pass in California, the only large-scale rare earth mine and processing site in the Western Hemisphere. Its neodymium and praseodymium go into the permanent magnets that drive most EV motors. MP began making magnets at its Independence plant in Fort Worth, Texas, in December 2025. General Motors is the plant's foundational magnet customer. The Pentagon owns a stake in MP Materials and has a 10-year magnet purchase agreement, so defense demand sits alongside EV demand.

7. Rivian Automotive (RIVN)

Ziggma Stock Score: 60 · Impact rating: Positive

Rivian Automotive builds electric pickups, SUVs and delivery vans in Normal, Illinois. The R2, a mid-size SUV priced below Rivian's R1 models, began customer deliveries in June 2026. Amazon is the largest customer for Rivian's electric delivery vans. Rivian runs a software joint venture with Volkswagen Group. Rivian isn't profitable yet, and its Ziggma Stock Score sits exactly at this list's floor. GoodStocks covers the company in depth in its Rivian research note.

The bottom line on EV stocks for 2026

The best EV stocks for 2026 are the companies with the fundamentals to ride out a slower U.S. market. All seven on this list score 60 or higher on the Ziggma Stock Score after the U.S. federal EV tax credit ended. Five are suppliers whose revenue grows with EV content in any brand of car. Two are carmakers: Tesla, with scale, and Rivian, with a new mid-size SUV and a score right at the floor. The lowest scores among the candidates belonged to charging networks and newer EV makers. Investors who'd rather not pick individual stocks can compare Ziggma's best impact funds. Ziggma Stock Scores change every quarter, so check each company's current score before you buy. This article is for information only and is not investment advice.

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EV stocks: frequently asked questions

What are the best EV stocks to buy in 2026?

The best EV stocks for 2026, according to the Ziggma Stock Score, are Aptiv, onsemi, Tesla, Albemarle, BorgWarner, MP Materials and Rivian Automotive. Each scores 60 or higher and has an impact rating of Mixed or better. Aptiv ranks first with a perfect score of 100.

Why are there no EV charging stocks on this list?

No EV charging company reached the Ziggma Stock Score floor of 60. EVgo scored 33. A charging network can grow with EV adoption and still score low on profitability and financial health.

Why isn’t General Motors on the list?

General Motors scored 80 on the Ziggma Stock Score but is excluded on scope. GM booked $7.9 billion of EV-related charges in 2025 and is shifting production toward gas-powered trucks and SUVs. This list only includes companies whose revenue depends on EV adoption.

Why does Aptiv rank above Tesla?

Aptiv has a higher Ziggma Stock Score, 100 against Tesla’s 89. The Ziggma Stock Score measures fundamentals such as growth, valuation, profitability and financial health. It doesn’t measure brand size or how much of a company’s revenue comes from EVs.

Why isn’t Lucid on the list?

Lucid Group scored 31 on the Ziggma Stock Score, well below the floor of 60. The score compares each company with its peers on growth, valuation, profitability and financial health.

How did the end of the federal EV tax credit affect EV stocks?

The $7,500 U.S. federal EV tax credit expired on 30 September 2025, and U.S. EV sales fell sharply in early 2026. General Motors and other legacy carmakers cut EV production. Suppliers with markets beyond U.S. EVs, such as onsemi and Albemarle, were less exposed.

Are EV stocks sustainable investments?

Some are and some aren’t. Every company on this list has an impact rating of Mixed or better, but the list ranks fundamentals first. Ziggma’s list of the best sustainable stocks starts from impact instead.

Do EV stocks lower a portfolio’s climate footprint?

Not automatically. A portfolio’s climate footprint depends on every company it owns, not only the EV names. Ziggma’s portfolio climate score guide explains how to measure it.

How can I find other EV stocks?

The Ziggma free stock screener filters U.S. stocks by sector and Ziggma Stock Score. Try searching automotive, semiconductor and specialty chemical companies for EV suppliers.

What’s the difference between EV stocks and climate tech stocks?

EV stocks depend on electric vehicle adoption. Climate tech stocks cover a wider set of technologies, including solar, grid equipment and water. Tesla appears on both lists, and Ziggma’s list of the best climate tech stocks covers it from the energy side.