With the electric vehicle market still developing, three company stocks are emerging in September of 2025 i.e, BYD, QuantumScape, and EVgo. This discussion shows why all these companies are worth paying close attention to, and how the prevailing market conditions collaborate towards shaping its price, and what awaits each of these companies in future.
The recent years experienced a disintegration in the EV industry. Mixed feelings of investor sentiment set against efforts to develop charging networks slowed the pace.
In addition, the EV industry is not short of fear as part of its price, and thus gives great opportunities to investors who should go beyond the temporary issues and concentrate on the long-term potential.
In 2022, BYD has dethroned Tesla as the largest EV manufacturer in the world, becoming in the process the largest automaker in China. Vehicle sales increased by more than 427000 to 4.3 million in 2020 to 2024 respectively.
Its turnover shot up to $109 billion, a five times increase in four years. The secret of BYD will be in vertical integration producing its own batteries, motors, chips and electronics.
This enabled BYD to manage its costs and prevent supply ceiling, achieve scale at a blistering pace, maintain market share, and provide price cuts that cannot readily be matched by competitors. The batteries produced by the firm, lithium iron phosphate so-called Blade batteries have equally been said to be safer and more efficient than the standard batteries.
Although there are constant concerns in tariff, trade wars, and downward price battle in China, the BYD stock trades at a paltry seven times expected EBITDA in the year. These headwinds will soon subside, and the stock will soon rebound strongly.
QuantumScape, on their part, is a company that has a firm grip on solid-state lithium metal batteries. Such batteries offer improved safety, increased power density and speedy charging.
The company is also capable of charging their QSE-5 batteries to 80% in just 15 minutes, coming much faster than most lithium ion batteries.
QuantumScape already partners with Volkswagen and anticipates to get its first revenues in 2026 through technology license, instead of producing batteries. QuantumScape is a hypothetical investment.
It is valued highly given that analysts are of the opinion that its revenue can increase by jump starting with $5 million in 2026 and integrating to $62 million in 2027. The solid-state battery wider market has the potential to proliferate in the next 10 years to yield expansive growth opportunities.
EVgo completes the trio of essential assemblers of some of the charging stations in the US. By the end of the second quarter of 2025, EVgo would have more than 4,350 charging stalls and 1.5 million customers.
Since 2022, its network has increased more than 50% due to its strategic partnerships and government support. EVgo is projected to increase its revenue by 32% per year until 2027, projecting a positive adjusted EBITDA in 2026.
These three companies are an ideal illustration of resilience and opportunity in a wary market in September, 2025. Four-year outlooks are likely to have an excellent upward viewpoint since the EV industry improves in the coming few years, and the concerned investors will likely gain a lot of returns in those years. Each of BYD, QuantumScape and EVgo has its own story and obvious possibility of further development in an industry in the process of change.
That rotation is creating some promising buying opportunities for contrarian investors who can tune out the near-term noise. Three of those underappreciated EV stocks that are still well below their all-time highs are BYD (BYDDY -2.00%), QuantumScape (QS 9.72%), and EVgo (EVGO 3.68%).
