Three Autonomous Driving Stocks Gaining Cathie Wood's Attention: PONY, WRD, KDK

Legendary investor Cathie Wood has added to her positions in three pure-play autonomous driving stocks—Pony.ai (PONY), WeRide (WRD), and Kodiak AI (KDK)—signaling confidence beyond Tesla. The global robotaxi market is projected to grow from under $1 billion in 2025 to the mid-$100 billion range by 2033 as commercial services expand. Pony.ai, trading at $16.47, has seen a 14% YTD gain and is expected to report fiscal 2025 earnings on March 24, with analysts forecasting a 97% YOY improvement in EPS. WeRide, at $9 per share, is partnering with Uber to launch autonomous rides in Dubai, while Kodiak AI, priced at $9.44, is scaling its hardware solutions with Bosch and Verizon. All three stocks carry "Strong Buy" ratings, with potential upside of 42%, 67%, and 67% respectively, reflecting investor optimism about their long-term growth prospects in the autonomous mobility sector.