Hyundai Motor leaves competitors far behind: bets on artificial intelligence contribute to the rapid growth of the stock price
Hyundai Motor shares have surged this year, adding more than 85% despite uncertainty related to the war in Iran, supply chain disruptions, higher energy prices, the imposition of duties in the United States and lower sales volumes compared to Toyota and Volkswagen in 2025, according to Nikkei. Investors are increasingly focusing on Hyundai's transformation towards artificial intelligence, with analysts describing the company as transitioning from a traditional automaker to a "physical artificial intelligence company."
NH Investment & Securities expects the company's revaluation to continue in 2026, supported by prospects in robotics, autonomous driving, and robotics. Although revenue grew 3.4% in the first quarter, net income fell 23.6% due to disruptions in the Middle East and duties. Analysts say Hyundai's position could strengthen in markets outside of China, especially given its controlling stake in Boston Dynamics and U.
S. restrictions on Chinese humanoids and autonomous vehicles.
Instead, BYD shares are up just 5% this year and remain under pressure due to slowing sales, price competition in China, criticism of supplier payments, and concerns about Huawei and Xiaomi's capacity in autonomous driving. Toyota remains the strongest Japanese contender due to its hybrids, multi-vector strategy and influence on the industry, although its shares have been affected by the war with Iran. In general, investors are looking for automakers with unique technologies, control systems, or market positions, and Hyundai seems to have a good chance.