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Autonomy Leaderboard

Name: The Autonomy Leaderboard
Creator: The Road to Autonomy
Published: 2026-01-25
License: https://www.roadtoautonomy.com/disclaimer-disclosures/

Quarterly ranking of the companies shaping the autonomy economy. Independent analysis for institutional investors and strategic decision-makers.

Companies Ranked

Categories

43%

Rated Bullish

Editions Published

Analysis powered by AUTNMY AI

Last Updated

April 26, 2026

Next Update

July 26, 2026

Cadence

Quarterly

Autonomous Vehicles Personally Owned Autonomous Vehicles Licensing Autonomous Trucks Defense Software Platforms Software Suppliers Composition Methodology

Autonomous Vehicles

6 Companies

Select any company to view recent analysis from The Road to Autonomy

Autonomous Vehicles rankings on the Autonomy Leaderboard. Waymo is ranked #1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
1	Waymo	$126bnEst. Val	Alphabet	—	1	1	9	Bullish
Recent Analysis Jun 7When Ferrari Says Never, They Simply Mean Not NowAutonomy Economy Jun 6WeRide Is Catching Up to Waymo GloballyAutonomy Markets May 30Is Waymo’s Lead Becoming Insurmountable?Autonomy Markets May 24The Great Pivot to L2++Autonomy Economy May 23Waymo’s Lead and Autonomous Trucking’s Inflection PointAutonomy Markets
2	Tesla	$396.68▼ 3.0%	—	—	2	2	4	Bullish
Recent Analysis Jun 7When Ferrari Says Never, They Simply Mean Not NowAutonomy Economy May 24The Great Pivot to L2++Autonomy Economy May 23Waymo’s Lead and Autonomous Trucking’s Inflection PointAutonomy Markets May 15We Rode Zoox and Motional in Las Vegas. One Is Ready to Scale, One Is Not. Field ReportThe Road to Autonomy May 14Uber’s Policy Play to Slow Robotaxis, BYD’s Costly Market Share Grab, Unitree Goes Sci-FiAutonomy Signals
3	Zoox	—	Amazon	—	2	2	9	Neutral
Recent Analysis May 30Is Waymo’s Lead Becoming Insurmountable?Autonomy Markets May 18Inside Kodiak’s Autonomous Trucking Operation in the Permian Basin Field ReportThe Road to Autonomy May 15We Rode Zoox and Motional in Las Vegas. One Is Ready to Scale, One Is Not. Field ReportThe Road to Autonomy May 10Supervised is not Autonomous, Autonomous is not SupervisedAutonomy Economy May 9Vegas Field Report and Autonomous Trucking EarningsAutonomy Markets
4	Wayve	$8bnEst. Val		—	4	3	9	Bullish
Recent Analysis May 30Is Waymo’s Lead Becoming Insurmountable?Autonomy Markets May 28Figure AI Accelerates Commercialization, Stellantis Bets on WayveAutonomy Signals May 24The Great Pivot to L2++Autonomy Economy May 23Waymo’s Lead and Autonomous Trucking’s Inflection PointAutonomy Markets Apr 19History Rhymes, and China is ListeningAutonomy Economy
T-5	May Mobility	$1.49bnEst. Val		—	5	4	7	Positive
Recent Analysis May 24The Great Pivot to L2++Autonomy Economy May 3Truckin’ Autonomously Up to DallasAutonomy Economy Apr 26Mobileye Sure Doesn’t Lack Confidence, But Can It Deliver L4?Autonomy Economy Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 28We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo DepotsAutonomy Markets
T-5	Avride	$2.7bnEst. Val	Nebius Group	—	—	5	4	Positive
Recent Analysis Jun 7When Ferrari Says Never, They Simply Mean Not NowAutonomy Economy Jun 6WeRide Is Catching Up to Waymo GloballyAutonomy Markets Apr 25Tesla’s Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale DelayedAutonomy Markets Mar 29Verne, Pony AI and Uber, A Marriage of Convenience?Autonomy Economy Mar 28We Rode With Uber’s AV Partners in Dallas, Took Several Waymo Rides and Uncovered Two Waymo DepotsAutonomy Markets

Personally Owned Autonomous Vehicles

1 Company

Select any company to view recent analysis from The Road to Autonomy

Personally Owned Autonomous Vehicles rankings on the Autonomy Leaderboard. Tesla is ranked #1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
1	Tesla	$396.68▼ 3.0%	—	—	—	1	9	Bullish
Recent Analysis Jun 7When Ferrari Says Never, They Simply Mean Not NowAutonomy Economy May 24The Great Pivot to L2++Autonomy Economy May 23Waymo’s Lead and Autonomous Trucking’s Inflection PointAutonomy Markets May 15We Rode Zoox and Motional in Las Vegas. One Is Ready to Scale, One Is Not. Field ReportThe Road to Autonomy May 14Uber’s Policy Play to Slow Robotaxis, BYD’s Costly Market Share Grab, Unitree Goes Sci-FiAutonomy Signals

Licensing

2 Companies

Select any company to view recent analysis from The Road to Autonomy

Licensing rankings on the Autonomy Leaderboard. Wayve is ranked #T-1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
T-1	Wayve	$8bnEst. Val		—	—	1	6	Bullish
Recent Analysis May 30Is Waymo’s Lead Becoming Insurmountable?Autonomy Markets May 28Figure AI Accelerates Commercialization, Stellantis Bets on WayveAutonomy Signals May 24The Great Pivot to L2++Autonomy Economy May 23Waymo’s Lead and Autonomous Trucking’s Inflection PointAutonomy Markets Apr 19History Rhymes, and China is ListeningAutonomy Economy
T-1	Nuro	$6bnEst. Val	—	—	2	1	6	Bullish
Recent Analysis Jun 9Hertz Isn’t Just a Rental Car Company AnymoreThe Road to Autonomy May 16Forget the Waymo/Uber News, Focus on the Nuro and WeRide PartnershipsAutonomy Markets May 15We Rode Zoox and Motional in Las Vegas. One Is Ready to Scale, One Is Not. Field ReportThe Road to Autonomy May 10Supervised is not Autonomous, Autonomous is not SupervisedAutonomy Economy May 9Vegas Field Report and Autonomous Trucking EarningsAutonomy Markets

Autonomous Trucks

7 Companies

Select any company to view recent analysis from The Road to Autonomy

Autonomous Trucks rankings on the Autonomy Leaderboard. Aurora is ranked #T-1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
T-1	Aurora	$6.16▼ 1.6%	—	—	1	1	9	Bullish
Recent Analysis Jun 6WeRide Is Catching Up to Waymo GloballyAutonomy Markets May 22Build America 250 Act, XPeng’s Pure Vision Robotaxi, SMILE Reaches OrbitAutonomy Signals May 10Supervised is not Autonomous, Autonomous is not SupervisedAutonomy Economy May 9Vegas Field Report and Autonomous Trucking EarningsAutonomy Markets May 3Truckin’ Autonomously Up to DallasAutonomy Economy
T-1	Kodiak	$6.14▼ 4.7%	—	—	1	1	9	Bullish
Recent Analysis May 24The Great Pivot to L2++Autonomy Economy May 18Inside Kodiak’s Autonomous Trucking Operation in the Permian Basin Field ReportThe Road to Autonomy May 10Supervised is not Autonomous, Autonomous is not SupervisedAutonomy Economy May 9Vegas Field Report and Autonomous Trucking EarningsAutonomy Markets May 3Truckin’ Autonomously Up to DallasAutonomy Economy
T-2	Torc	—	Daimler Truck	—	2	2	9	Positive
Recent Analysis May 11Inside Bot Auto’s Fully Autonomous Commercial Launch Field ReportThe Road to Autonomy May 3Truckin’ Autonomously Up to DallasAutonomy Economy Apr 12The Moon Before ManhattanAutonomy Economy Mar 1Waymo Accelerates Multi-City Rollout and Targets 1M Weekly RidesAutonomy Economy Sep 7Waymo’s Expansion Gamble: Political Risk vs. Market OpportunityAutonomy Economy
T-2	Bot Auto	—	—	—	2	2	6	Positive
Recent Analysis Jun 9Hertz Isn’t Just a Rental Car Company AnymoreThe Road to Autonomy Jun 7When Ferrari Says Never, They Simply Mean Not NowAutonomy Economy Jun 6WeRide Is Catching Up to Waymo GloballyAutonomy Markets Jun 4Uber’s Europe Strategy, FedEx Freight Flips the Script, Undersea Autonomy AcceleratesAutonomy Signals May 30Is Waymo’s Lead Becoming Insurmountable?Autonomy Markets
T-4	Plus	$1.2bnEst. Val	—	▼	3	3	7	Neutral
Recent Analysis Apr 26Mobileye Sure Doesn’t Lack Confidence, But Can It Deliver L4?Autonomy Economy Apr 25Tesla’s Dedicated Superchargers Signal the Real Strategy as Robotaxi Scale DelayedAutonomy Markets Apr 24When a Military Signal Isn’t Necessarily a Commercial OneAutonomy Signals
T-4	Waabi	$3bnEst. Val	—	—	4	3	9	Neutral
Recent Analysis Apr 4Waymo Needs Another OEM and Q4 Might Be Too LateAutonomy Markets Mar 8Field Report: Waymo SFO and HighwayAutonomy Economy Mar 7Waymo Hits the Highway and Should Build Its Own Pit CrewAutonomy Markets Feb 1Waymo’s Valuation Skyrockets 144% in 16 MonthsAutonomy Economy
5	Stack AV	$2.5bnEst. Val	—	—	6	5	9	Neutral
Recent Analysis May 30Is Waymo’s Lead Becoming Insurmountable?Autonomy Markets May 24The Great Pivot to L2++Autonomy Economy May 15We Rode Zoox and Motional in Las Vegas. One Is Ready to Scale, One Is Not. Field ReportThe Road to Autonomy Apr 24When a Military Signal Isn’t Necessarily a Commercial OneAutonomy Signals

Defense — Ground Autonomous Vehicles

3 Companies

Select any company to view recent analysis from The Road to Autonomy

Defense rankings on the Autonomy Leaderboard. Kodiak is ranked #T-1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
T-1	Kodiak	$6.14▼ 4.7%	—	—	1	1	8	Bullish
Recent Analysis May 24The Great Pivot to L2++Autonomy Economy May 18Inside Kodiak’s Autonomous Trucking Operation in the Permian Basin Field ReportThe Road to Autonomy May 10Supervised is not Autonomous, Autonomous is not SupervisedAutonomy Economy May 9Vegas Field Report and Autonomous Trucking EarningsAutonomy Markets May 3Truckin’ Autonomously Up to DallasAutonomy Economy
T-1	Forterra	$1.1bnEst. Val	—	—	2	1	9	Positive
Recent Analysis Nov 17Waymo’s Highway Launch: The Questions Behind the CaveatsAutonomy Economy Jan 19Autonomy Leaderboard Q1 2025 UpdateAutonomy Economy Jul 21AUTONOMY LEADERBOARD July 2024 UpdateAutonomy Economy Apr 28The Tesla EffectAutonomy Economy Apr 21AUTONOMY LEADERBOARDAutonomy Economy
2	Overland AI	$650mEst. Val	—	—	3	2	7	Positive
Recent Analysis Apr 12The Moon Before ManhattanAutonomy Economy Apr 7From DARPA RACER to the BattlefieldThe Road to Autonomy Feb 17An Inside Look into DARPA’s RACER ProgramThe Road to Autonomy Oct 12Tensor Gets Lyft-ReadyAutonomy Economy Jan 19Autonomy Leaderboard Q1 2025 UpdateAutonomy Economy

Software Platforms

3 Companies

Select any company to view recent analysis from The Road to Autonomy

Software Platforms rankings on the Autonomy Leaderboard. Uber is ranked #T-1 with a Positive outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
T-1	Uber	$70.38▲ 0.5%	—	—	—	1	7	Positive
Recent Analysis Jun 9Hertz Isn’t Just a Rental Car Company AnymoreThe Road to Autonomy Jun 7When Ferrari Says Never, They Simply Mean Not NowAutonomy Economy Jun 6WeRide Is Catching Up to Waymo GloballyAutonomy Markets Jun 4Uber’s Europe Strategy, FedEx Freight Flips the Script, Undersea Autonomy AcceleratesAutonomy Signals May 23Waymo’s Lead and Autonomous Trucking’s Inflection PointAutonomy Markets
T-1	Uber Freight	—	Uber	—	—	1	7	Positive
Recent Analysis Jun 7When Ferrari Says Never, They Simply Mean Not NowAutonomy Economy Jun 6WeRide Is Catching Up to Waymo GloballyAutonomy Markets Jun 4Uber’s Europe Strategy, FedEx Freight Flips the Script, Undersea Autonomy AcceleratesAutonomy Signals May 3Truckin’ Autonomously Up to DallasAutonomy Economy Mar 22Uber Aims to Further Fragment the Robotaxi Market with Rivian DealAutonomy Economy
2	Lyft	$13.87▼ 1.1%	—	—	—	2	6	Positive
Recent Analysis May 15We Rode Zoox and Motional in Las Vegas. One Is Ready to Scale, One Is Not. Field ReportThe Road to Autonomy May 10Supervised is not Autonomous, Autonomous is not SupervisedAutonomy Economy Apr 19History Rhymes, and China is ListeningAutonomy Economy Apr 18Waymo Opens Orlando Service, But Who Will Take Mickey Mouse to the Parks?Autonomy Markets Apr 12The Moon Before ManhattanAutonomy Economy

Software Suppliers

1 Company

Select any company to view recent analysis from The Road to Autonomy

Software Suppliers rankings on the Autonomy Leaderboard. Applied Intuition is ranked #1 with a Bullish outlook.
Rank	Company	Price / Val	Parent	Chg	Last Qtr	Peak	Qtrs	Outlook
1	Applied Intuition	$15bnEst. Val	—	—	—	1	9	Bullish
Recent Analysis May 24The Great Pivot to L2++Autonomy Economy May 3Truckin’ Autonomously Up to DallasAutonomy Economy Apr 5Will Tokyo Be Waymo’s First Toyota Market?Autonomy Economy Feb 15Go Big or Go Home, Waymo Went BigAutonomy Economy Nov 8Waymo Expands, Lyft Builds, Uber Ducks as Tesla Rewrites the Autonomy ScriptAutonomy Markets

Composition

Outlook Breakdown

Bullish43%

Positive39%

Neutral17%

Category Breakdown

Autonomous Vehicles6

Personally Owned Autonomous Vehicles1

Licensing2

Autonomous Trucks7

Defense3

Software Platforms3

Software Suppliers1

Outlook Definitions

Bullish

Companies that we believe will be main components of the autonomy economy.

Positive

Companies that currently have a positive outlook and a clearly defined path towards commercialization.

Break Out

Companies that are poised to break out and gain marketshare.

Neutral

Companies where there are business uncertainties and long-term questions about the business still remain.

Methodology

What is The Autonomy Leaderboard?

The Road to Autonomy’s AUTONOMY LEADERBOARD is a quarterly ranking of companies in the autonomy economy. It is proprietary market intelligence tool developed by The Road to Autonomy that consists of our independent analysis of multiple qualitative and quantitative factors within the autonomy economy and reflect our professional judgment and opinions.

How often is it updated?

The AUTONOMY LEADERBOARD is updated on a quarterly basis to reflect the latest developments in the autonomy economy.

When is the next update?

April 26, 2026. Updates are released exclusively in special editions of This Week in the Autonomy Economy.

What categories are covered?

Autonomous Vehicles, Personally Owned Autonomous Vehicles, Licensing, Autonomous Trucks, Defense, Software Platforms, Software Suppliers.

What do the outlook terms mean?

The outlook terms provide an at-a-glance understanding of a company’s future prospects: Bullish: Indicates a very positive outlook. Positive: Indicates a favorable outlook. Break Out: Suggests the company is on the verge of significant growth or advancement. Neutral: Indicates a stable but not necessarily high-growth outlook.

This Week in The Autonomy Economy™

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For Informational Purposes Only. Not Investment Advice.

The AUTONOMY LEADERBOARD is a proprietary market intelligence tool developed by AUTNMY AI, Inc. Rankings are based on independent analysis of qualitative and quantitative factors and reflect professional judgment. Views are subject to change without notice. Companies ranked may be current or former customers/clients of AUTNMY AI. Commercial relationships do not influence independent research or rankings.