As autonomous-driving technology advances toward commercialization, this report reviews the listing status and developments of major autonomous-driving stocks in the US and Japanese markets. It also covers the current status of listed companies, as well as examples of companies yet to list or that have delisted.
A wide range of stocks are listed in the US market, including Alphabet, which owns Waymo, NVIDIA, Tesla, Uber, Intel, Baidu, Pony.ai, WeRide, Aeva, Innoviz, Aurora, Ouster and Mobileye, each of which is advancing the development and practical deployment of autonomous-driving technology. Alphabet has announced plans to invest up to $5 billion in Waymo, while NVIDIA is expanding collaborations with multiple automakers and startups centered on its Drive series for autonomous driving. Mobileye listed in the US market in 2022, reaching a market capitalization of approximately $23 billion based on its closing price on the first day of trading. Aurora has been raising funds in recent years and raised $483 million in August 2024. In addition to the listed stocks, Ouster completed a merger of equals with Velodyne Lidar.
The Japanese market also includes major automakers such as Toyota, Honda and Nissan, with collaborations and testing in autonomous driving progressing. Toyota launched testing at Woven City in 2025 and announced plans to take its collaboration with Waymo to the next stage. Nissan has announced plans to begin robotaxi trial operations in Tokyo in the second half of 2026. Honda is strengthening its organization toward commercializing an autonomous taxi business in 2026.
Among companies yet to list, May Mobility is expected to list on NASDAQ during 2026 and is notable for having Toyota as an investor. Meanwhile, TuSimple withdrew from the NASDAQ market in January 2024, and Embark Trucks sold its trucking business in 2023. Although autonomous-driving stocks have faced periods of sluggish share-price performance, investor interest remains high, and listed companies continue to attract attention.
The stock market remains cautious toward autonomous-driving technology, but changes in the number of listed companies and developments in partnerships and fundraising are attracting broad market attention. Going forward, progress toward practical and commercial deployment, along with the transparency of each company's monetization strategy, could be key factors in investment decisions.