3 Auto Stocks Accelerating as EV Sales Surge Into 2026

Key Takeaways Global EV sales hit about 18.5M YTD in 2025, up 21%, with EVs making up over one-quarter of new cars sold.Europe drove growth as November EV sales rose 36% year over year, helped by new incentives and more models.General Motors, BorgWarner and Blue Bird are positioned to benefit as EV adoption expands into 2026.Global electric vehicle sales reached approximately 2 million units in November 2025, bringing year-to-date sales to around 18.5 million vehicles, per Benchmark Mineral Intelligence rep ...