Adam Jonas

Adam Jonas has been Morgan Stanley's global head of autos and shared mobility research for many years, developing a strong reputation for forward-thinking analysis of the automotive industry's transition to electrification and autonomous vehicles. He was one of the first major Wall Street analysts to issue high price targets on Tesla, arguing that Tesla's value lay not just in cars but in its data, energy, and mobility services potential. His research on autonomous vehicle market size and the disruption of traditional automotive models shaped how institutional investors thought about the trillion-dollar automotive transformation. His frameworks for evaluating software-defined vehicles, over-the-air update monetization, and the convergence of energy storage with transportation have become standard reference points across the automotive and technology investment communities.