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Earlier this month, Uber announced a partnership with the Carnegie Mellon Robotics Institute to create new autonomous car technology.

Morgan Stanley makes its position clear this morning: This will be revolutionary.

Morgan Stanley points to the CMRI’s research interests (snake robotics and robot swarms) as evidence as to how grandiose the thought is.

Specifically, Morgan Stanley calls this partnership “one of the many forthcoming ‘moments’ we expect will transform the automobile industry and personal mobility for generations to come.” And the good thing is that it’s not too early to get in on the investments that will benefit.

This new change will be akin to when Henry Ford transformed mass production at the dawn of the 20th Century, the analysts predict. Though Morgan Stanley adds, this transformation will not be bad for all automakers.

A change in the way the market values auto companies, they explain, from revenue per unit to revenue per mile, underscores the firm's ratings on a number of stocks.

The Bottom Line

Old-school automakers and auto companies could lose out.

Here is Morgan Stanley’s list of how to take advantage of this trend based on the analysts’ ratings:


·      Delphi Automotive PLC (NYSE: DLPH)

·      Mobileye NV (NYSE: MBLY)

·      Tesla Motors Inc (NASDAQ: TSLA)


·      Hertz Global Holdings, Inc. (NYSE: HTZ)

·      Avis Budget Group Inc. (NASDAQ: CAR)

·      Ford Motor Company (NYSE: F)

·      General Motors Company (NYSE: GM)

Image credit: Public Domain

Latest Ratings for DLPH

Jun 2017GuggenheimInitiates Coverage OnBuy
Jun 2017Raymond JamesInitiates Coverage OnOutperform
May 2017Bank of AmericaUpgradesUnderperformNeutral

View More Analyst Ratings for DLPH
View the Latest Analyst Ratings

Posted-In: Carnegie Mellon Robotics Institute UberAnalyst Color Long Ideas Short Ideas Analyst Ratings Tech Trading Ideas Best of Benzinga


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