Will EV Stocks Make a Comeback in 2026?

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 10 June 2026

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

Five years ago, electric vehicles were the talk of the market. But in the U.S., sales of electric vehicles are falling and competition is heating up. With that backdrop, Rivian has introduced the R2 and investors still think this will be a game-changer for the company. We discuss the vehicle and company’s prospects, whether autonomy will be a tailwind, and get to hidden gems on our watchlist in this episode. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Rivian’s R2 launch - The decline of EVs in the U.S. - Will autonomy be a value add for EV companies? - Hidden gems in the EV market Companies discussed: Rivian (RIVN), Tesla (TSLA), Quantumscape (QS), General Motors (GM), Lucid (LCID), Uber (UBER), NXP Semiconductors (NXPI). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Do we have a new winner in the EV market?
0:04.0	Motley Fool Hidden Gems Investing starts now.
0:07.0	Welcome to Molly Fool Hidden Gems Investing.
0:12.0	I'm Travis Hoym, joined today by Lou Whiteman and Rachel Warren.
0:16.0	And before we get started, I actually want to mention that we have the SpaceX IPO coming out later this week.
0:21.9	And we're going to be covering that on breakfast news.
0:24.6	If you are not getting that, you can go to news.fool.com.
0:28.9	Get that in your inbox every morning.
0:30.7	Big highlight of the SpaceX coming out Thursday morning.
0:35.3	But now on to our regularly scheduled topic, that is electric vehicles.
0:40.1	Guys, we don't talk about electric vehicles nearly as much as we did a couple of years ago,
0:44.3	a lot of different changes in the market, from incentives to the amount of competition
0:48.2	in the market.
0:49.1	But we did get some news yesterday.
0:51.3	Rivian is actually starting to sell the R2. So I wanted to kind of dive into
0:57.7	what's going on in this EV market because this is where there potentially could be some hidden
1:02.1	gems for investors because some of these stocks are pretty beaten up from their all-time highs.
1:08.4	Rachel, does the EV market still have growth after some of these tax changes?
1:14.3	And what's sort of the competitive dynamics there? Because I want to get kind of an overview of
1:18.5	what's going on. This is no longer just a Tesla-centric market anymore.
1:22.7	Yeah, that's very much the case. And it's interesting some of these dynamics as we've seen
1:26.7	a shift to consumers leading towards used versus new EVs. And I'll dive into that a bit. I think the shift from the federal incentive structure has had more of maybe a trickle-down effect than so would have thought. I mean, this idea of transitioning from a one-time point-of-sale credit to a multi-year loan interest deduction. Obviously, it applies to, you know, multiplicity of vehicles, not just EVs, but we're going to
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