These are wall street's favorite ev and autonomous plays for next year

The future of transportation has been a popular theme in 2021, with investors interested in shares of companies exposed to electric vehicles, battery development and autonomous driving. And

looking ahead to 2022, analysts say there are a handful of stocks that should be at the top of every buy list. CNBC Pro determined Wall Street's top picks by scanning the stocks exposed

to each of these themes, looking for companies that have a buy rating from at least 60% of analysts who cover the stock. Each company on the list is covered by at least five firms, and the

Street's average price target implies a more than 20% rally from where the stock currently trades. Dana Incorporated tops the list in terms of bullish sentiment, with nearly 90% of

analysts who cover the stock holding a buy rating. The company, which is based in Maumee, Ohio, makes equipment for vehicles, including electric vehicles. Dana's shares have come under

pressure recently after the company revised its guidance during its third-quarter earnings report. "Rising commodity costs, supply-chain constraints, and labor shortages across the

entire global mobility industry continue to impact our business," James Kamsickas, the company's chairman and CEO, said in a statement when the company posted quarterly results on

Oct. 26. Still, RBC is one of the firms that holds a buy-equivalent rating on the company. "We see little changed about the medium-term opportunity, which could provide a good entry

point for investors who like DAN's cyclical exposure and believe the market can increasingly appreciate its EV capabilities," the firm wrote in an Oct. 26 note to clients. Shares

have gained roughly 14% this year, and analysts' average price target implies 24% upside from current levels. Ride-sharing companies Uber and Lyft also make the list, with about 81% and

61% of analysts, respectively, rating the companies at buy. Both stocks have come under pressure this year, and each is down significantly over the last month. A recent narrative in the

market is one of rotation. Investors are shedding high growth names that promise future earnings, in favor of safer areas of the market, including government bonds. Tech names like Uber and

Lyft have been caught up in this rotation. Still, analysts envision each stock rallying significantly from the currently depressed levels. For Uber the projected upside is about 83%. For

Lyft the projected upside is slightly lower at 69%. General Motors also makes the list as the automaker builds out its electric vehicle fleet. Meantime newcomer ChargePoint is also at the

top of analysts' buy list. The company, which is the largest pure-play EV charging company based on market capitalization, began trading earlier this year after completing a reverse

merger with a special purpose acquisition corporation. Plug Power , which is taking a different approach towards decarbonization, is also on analysts' buy list. The company makes fuel

cells that are used in industrial contexts, including to power forklifts. The company is also working on green hydrogen development, which some experts say will be key to decarbonizing

high-emission areas such as steelmaking.