Educational use only — not investment advice. "Undervalued / fairly valued / overvalued" and every risk score reflect our models vs. price, which can be wrong or based on stale or incomplete data. Always review the company's own financials and SEC filings, and consult a licensed advisor, before acting.
This week in Autonomous Vehicles
Autonomous Vehicles — Sep 7 – Sep 11, 2026 (Wk 37): Uber Secures Spain’s First National Level 4 AV Permit Amid Robotaxi Spending Concerns →Uber received Spain's first national Level 4 autonomous vehicle permit this week, a development that could expand its operational capabilities. However, the company's stock experienced declines due to concerns about robotaxi spending and a cautious Q3…
ALGM
Valuation N/A
ALLEGRO MICROSYSTEMS, INC.
Price$33.85
Model IV—
P/IV—
Market implies +31.9%/yr
vs model +3.7% · above model
APTV
Deeply undervalued
Aptiv PLC
Price$44.79
Model IV$65.09
P/IV1.04
Discount 31%
Return to IV: +45.3%
Market implies +0.4%/yr
vs model +7.2% · below model
ARBE
Valuation N/A
Arbe Robotics Ltd.
Price$0.78
Model IV—
P/IV—
Market implies +69.1%/yr
vs model +2.0% · above model
ARBEW
Valuation N/A
Arbe Robotics Ltd.
Price$0.02
Model IV—
P/IV—
Market implies +15.0%/yr
vs model +2.0% · above model
AUR
Valuation N/A
Aurora Innovation, Inc.
Price$6.43
Model IV—
P/IV—
Market implies +150.0%/yr
vs model +2.0% · above model
AUROW
Valuation N/A
Aurora Innovation, Inc.
Price$0.07
Model IV—
P/IV—
Market implies +57.2%/yr
vs model +2.0% · above model
BIDU
Valuation N/A
Baidu, Inc.
Price$91.40
Model IV—
P/IV—
Limited data — see page
FRSX
Valuation N/A
Foresight Autonomous Holdings Ltd.
Price$1.10
Model IV—
P/IV—
Market implies +81.6%/yr
vs model +35.0% · above model
GNTX
Undervalued
GENTEX CORP
Price$22.79
Model IV$31.46
P/IV0.77
Discount 28%
Return to IV: +38.0%
Market implies +2.1%/yr
vs model +8.0% · below model
HSAI
Valuation N/A
Hesai Group
Price$17.31
Model IV—
P/IV—
Market implies +47.5%/yr
vs model +15.0% · above model
INDI
Fairly valued
indie Semiconductor, Inc.
Price$3.08
Model IV$3.35
P/IV1.49
Discount 8%
Return to IV: +8.7%
Market implies +5.0%/yr
vs model +45.6% · below model
INVZ
Valuation N/A
Innoviz Technologies Ltd.
Price$0.30
Model IV—
P/IV—
Market implies +23.4%/yr
vs model +8.0% · above model
LI
Deeply overvalued
Li Auto Inc.
Price$11.76
Model IV$4.59
P/IV3.27
Premium +156%
Return to IV: -61.0%
Market implies +19.4%/yr
vs model +8.0% · above model
LIDR
Valuation N/A
AEye, Inc.
Price$1.21
Model IV—
P/IV—
Market implies +45.3%/yr
vs model +8.0% · above model
MBLY
Deeply overvalued
Mobileye Global Inc.
Price$8.25
Model IV$3.82
P/IV2.70
Premium +116%
Return to IV: -53.7%
Market implies +19.1%/yr
vs model +9.3% · above model
MGA
Fairly valued
MAGNA INTERNATIONAL INC
Price$66.13
Model IV$69.82
P/IV0.93
Discount 5%
Return to IV: +5.6%
Market implies +3.4%/yr
vs model +5.0% · in line
MVIS
Valuation N/A
MICROVISION, INC.
Price$1.64
Model IV—
P/IV—
Market implies +96.9%/yr
vs model +2.0% · above model
NIO
Valuation N/A
NIO Inc.
Price$3.67
Model IV—
P/IV—
Market implies +53.0%/yr
vs model +8.0% · above model
NXPI
Deeply overvalued
NXP Semiconductors N.V.
Price$226.35
Model IV$104.39
P/IV3.08
Premium +117%
Return to IV: -53.9%
Market implies +17.7%/yr
vs model +7.4% · above model
PONY
Valuation N/A
Pony AI Inc.
Price$6.64
Model IV—
P/IV—
Market implies +68.7%/yr
vs model +9.6% · above model
WRD
Valuation N/A
WeRide Inc.
Price$5.59
Model IV—
P/IV—
Limited data — see page
XPEV
Valuation N/A
XPENG INC.
Price$10.71
Model IV—
P/IV—
Market implies +72.9%/yr
vs model +8.0% · above model
