KEDI U.S. Robotaxi Index
The index consists of U.S.-listed equities that are highly relevant to the robotaxi industry, with emphasis on software and platform.
Sentiment Summary
Recent Events
NVIDIA Q1 FY2027 earnings release and conference call scheduled. Low importance is estimated as a date announcement typically has >=1% price impact.
Baidu's Q1 2026 earnings release is scheduled for May 19, 2026. Initial market reaction to the announcement of an earnings date is typically minimal, around 1%.
Lyft will release its Q1 2026 financial results after the close of the market on May 7, 2026, followed by a conference call. This will be the first report following a significant stock re-rating and inclusion in the S&P SmallCap 600, with investors focused on sustained margin growth and rider metrics. The event is scheduled.
Uber's Q1 2026 earnings release and conference call are scheduled for May 6, 2026. Quarterly earnings typically result in at least a 1% price fluctuation, scheduled.
Q1 2026 earnings release for May 5, 2026, with analysts forecasting EPS of $1.66 and revenue of $5.02 billion; a neutral impact is expected.
First quarter 2026 financial results scheduled to be released on May 5, 2026; low impact is estimated as the event is a routine disclosure, scheduled.
First quarter 2026 earnings results to be announced after the U.S. market closes on 2026-05-04 and medium impact from earnings volatility scheduled.
Alphabet to announce its first quarter 2026 financial results after market close on April 29, 2026. High importance is assigned as earnings reports typically trigger significant price volatility, expected.
Amazon is scheduled to release its Q1 2026 financial results on April 29, 2026, after market close, as announced by the company, scheduled.
Mobileye announced it will release its financial results for the first quarter of 2026 on April 23, 2026, before the market opens. Medium importance is estimated as earnings releases typically cause significant price volatility, scheduled
Tesla is scheduled to release its financial results for the first quarter of 2026 after the market closes on April 22, 2026, followed by a webcast; a price impact of over 10% is expected based on historical earnings volatility expected.
Baidu is scheduled to increase fees by 5% to 30% on a range of its cloud products and services starting from April 18, 2026 scheduled. Fee increases are expected to have a positive but moderate impact of 1-5% on revenue and stock price.
Uber was reported by the Financial Times to be investing over $10 billion in robotaxis, including vehicle procurement and equity investments, signaling a strategic shift from its asset-light model. On the same day, an expanded partnership with Lucid was announced, increasing Uber's investment by $200 million and its vehicle commitment to at least 35,000. This $10 billion investment signals a major capital-intensive shift, likely impacting valuation by over 5%.
UBS initiated coverage on Versigent PLC with a 'Buy' rating and a $43 price target, causing the stock to rise by 5.9% on April 14, 2026.
On April 14, 2026, the company launched NVIDIA Ising, a family of open-source AI models designed to accelerate research in quantum computing. Low importance is estimated as this niche product launch is expected to have a >=1% price impact.
Reports emerged on April 13, 2026, that Mobileye is planning to sell its subsidiary Moovit for $300-$400 million, significantly below the $915 million acquisition price from 2020. This indicates a strategic shift away from operating mobility services directly.
Goldman Sachs reinstated coverage with a 'Buy' rating and a $74 price target on April 13, 2026, following the spin-off of Versigent forecasted.