Oil supply routes are strained by the closure of the Strait of Hormuz, and that keeps energy security at the front of every investor’s mind. More grids and factories are being wired for electricity, not oil, which puts producers of electric vehicles and the parts that power them on many watchlists. This article walks through three EV related stocks from our screener that exemplify this theme right now.
The three stocks below are just a starting sample, and the full EV screen surfaced 7 more companies with equally compelling narratives that are not covered here. To identify your own high-conviction ideas in this theme, head straight to the EV Stocks screener to filter, analyze, and focus on the opportunities that best match your risk and return preferences.
Tesla (TSLA)
Tesla is the flagship EV manufacturer in this screen. According to Robbo, a Simply Wall St Community investor who wrote the Narrative, it is also one of the most debated businesses in global markets, which makes it a useful reference point for how far the electric shift has already gone.
"Tesla is pursuing a range of ambitious and, in some cases, speculative opportunities: AI leadership, robotaxis, humanoid robotics, and battery storage. In areas such as autonomous vehicles and robotics, significant technological and regulatory hurdles remain."
What happens to Tesla’s rich EV ambitions if a single key assumption about how quickly these side bets scale into profits breaks?
Tesla, Inc. is best known for designing and manufacturing electric vehicles, which anchor its inclusion in this EV-focused list. It also runs an energy generation and storage arm. The group generated about US$91.3b from Automotive and US$12.3b from Energy Generation and Storage, and the stock carries a market value near US$1.54t.
If that profit path interests you, read the full narrative for Tesla to see how Tesla’s side bets could accelerate, stall or quietly reshape the whole EV story.
EnerSys (ENS)
EnerSys gives you exposure to the battery side of electrified mobility, supplying motive power systems for electric forklifts and trucks, while still running a broad industrial power business. The bullish analyst Narrative on Simply Wall St argues the real interest lies in how that mix evolves from here.
"DataSafe Noir targets data centers with higher output power and energy density than leading lithium systems. Wider OEM certification and adoption could let EnerSys compress customer footprints while charging for performance, which would support higher data center revenue and net margins."
What happens to EnerSys’s earnings profile if that same push toward higher value power platforms quietly reshapes how investors think about its margins?
If that margin re-rating angle has your attention, read the full narrative for EnerSys to see how EnerSys could be quietly accelerating its shift toward higher value power platforms.
Littelfuse (LFUS)
Littelfuse leans into the EV stocks theme through protection and power control hardware, especially its Transportation segment’s high voltage fuses, battery cable protectors, circuit breakers, and power distribution modules used in vehicles and packs. Across the group, Electronics generates about US$1.54b of revenue, Industrial about US$517 million, and Transportation about US$699 million, with the overall business valued around US$10.1b.
The bullish analyst Narrative on Simply Wall St sees Littelfuse as a way to play rising electrification, with its EV focused protection hardware linking directly into that thesis while broader electronics and industrial demand round out the story.
"Record bookings in Q2 2026 with book to bill well above 1.0 and guided organic growth of 21% for Q3 point to an order pipeline that could convert into higher revenue and operating leverage if Littelfuse continues to turn these design wins into long term production programs."
What happens to Littelfuse’s earnings power if a single assumption about how far that content mix can lift margins breaks?
If that margin reset is what you are watching, read the full narrative for Littelfuse to see how Littelfuse’s EV content story could be quietly accelerating.
Seeking Alternatives Before The Crowd?
Fresh ideas do not stay quiet for long. Once momentum catches, entry points move fast and information decays quickly. Under the radar for now, act now.
- Spot potential breakout income plays by scanning a curated mix of higher yielding companies through the 6 dividend fortresses before those payouts get fully priced in.
- Hunt for early movers in robotics and automation by tracking businesses grouped inside the 87 robotics and automation stocks while this theme is still flying below most radars.
- Press your curiosity into tangible ideas using a curated 19 high quality undiscovered gems set that highlights under-followed companies before attention and liquidity start crowding in.
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