Morgan Stanley has improved its delivery outlook for Tesla, Inc. (NASDAQ: TSLA), anticipating strong delivery numbers for the second quarter of 2026. On June 26, the investment firm maintained its equal weight rating on Tesla's stock, citing unexpectedly robust sales trends in Europe and China as key factors. As a result, Morgan Stanley has raised its delivery estimates for Tesla to 413,000 units, up from a previous estimate of 373,000. Despite this positive adjustment, the firm remains cautious about Tesla's energy storage business and has kept its price target at $415. This cautious stance reflects concerns over the company’s energy storage deployments, even as it acknowledges the potential of Tesla's advancements in autonomous driving and robotics.
Tesla (TSLA) Delivery Outlook Improves as Morgan Stanley Keeps Equal Weight Rating
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RSF defines a common language for robot service capability, lifecycle operations, certification pathways, and service-provider networks.
Lowe’s Introduces Drone Delivery Service for Home Improvement Supplies
Lowe’s has launched its inaugural drone delivery service, enabling customers to receive small home improvement supplies directly at their homes. This pilot program is being conducted from the Matthews, North Carolina store, with deliveries facilitated by Wing drones and available through the DoorDash app. Customers can expect deliveries in as little as 20...
Applications Delivery Drone News
Northglenn, Colorado, Considers Regulations for Commercial Drone Delivery Hubs
The City of Northglenn, Colorado, is evaluating new regulations for commercial drone delivery hubs as the industry grows in the U.S. The proposed ordinance will focus on ground facilities for launching and supporting delivery drones, acknowledging that the Federal Aviation Administration governs airspace and flight operations. This initiative is significa...
Applications Delivery Drone News
Flytrex Introduces Rooftop Dock System to Enhance Drone Delivery Efficiency
Flytrex has launched a new Rooftop Dock system that positions drones at restaurants before orders are placed, aiming to streamline food delivery. This innovative approach utilizes predictive AI to anticipate order patterns, allowing drones to be stationed at optimal locations, thus reducing delivery costs by 60% and cutting delivery times in half. This de...
News
Lowe's Launches Drone Delivery Service for Home Improvement Products in Charlotte
Lowe's has introduced a new drone delivery service, becoming the first home improvement retailer to do so. This service allows customers in Charlotte, N.C. to receive select home improvement items in as little as 20 minutes, enhancing their shopping experience. The significance of this launch lies in its potential to transform the retail landscape, partic...
XPENG Hosts Inaugural Robotics Supply Chain Partner Conference on September 22
On September 22, XPENG conducted its inaugural Robotics Supply Chain Partner Conference, gathering top supply chain firms specializing in essential components such as robot joint modules, actuators, and precision structural parts. This conference is significant as it marks XPENG's commitment to strengthening its robotics business through strategic partner...
Robot.com and Sodexo Extend Partnership with Seven-Year Deal for Autonomous Delivery Robots
Robot.com has entered into a seven-year commercial agreement with Sodexo to enhance the deployment of autonomous delivery robots across North American college campuses. This partnership, which began in 2021, aims to expand the use of these robots and includes new initiatives such as robot advertising. The significance of this agreement lies in Sodexo's co...
Research Reveals Manufacturers Struggle with Data Connectivity Across Systems
Recent research indicates that fewer than half of manufacturers have fully integrated data across their design, production, quality, and business systems. Despite 77% of manufacturers claiming their operations are connected, only 40% have achieved full data connectivity, as reported in Hexagon’s 2026 America's State of Manufacturing Report. This disconnec...
Factory / Digital Transformation
Top Logistics Consulting Firms for Effective Supply Chain Automation Strategies
Warehouse robots represent the appealing aspect of supply chain automation, but the success of automation programs hinges on strategic decisions made prior to implementation. Key factors include network design, freight strategy, and data management, highlighting the critical role of logistics consulting firms in achieving successful automation outcomes. T...
Logistics Supply chain Warehouse robots
Siemens on Robots, Agentic AI and the "Last 3%" Problem
Siemens tells RobotToday at IMTS 2026 why AI robot demos are only the tip of the iceberg, and why agentic AI depends on PLM data and business context.
Industrial Robots
Goldman Sachs Lowers Tesla's Delivery Forecast Amid Weaker Sales Trends
Goldman Sachs has revised its delivery forecast for Tesla, Inc. (NASDAQ:TSLA), cutting Q3 expectations to 435,000 vehicles from 490,000 and Q4 to 475,000 from 515,000. This adjustment reflects declining sales trends in key markets, including China, the US, and Europe, raising concerns about the sustainability of Tesla's demand. The lowered forecasts indic...
USA Rare Earth Partners with Pasqal and Riven Systems for Quantum AI in Rare Earth Supply Chain
USA Rare Earth has announced a collaboration with French quantum computing firm Pasqal and industrial AI company Riven Systems to enhance the separation of rare earth elements in the U.S. This initiative, revealed on September 17, aims to utilize quantum machine learning and automated lab experiments to identify more effective molecules for binding to rar...
AI and Robotics
Addressing Supply Chain Resilience Challenges with Smart Inventory Strategies
The global supply chain has faced significant turbulence over the past year, impacting manufacturers' operations. In a recent podcast, Vincent Vasilevski from Supply Technologies discussed strategies to mitigate supply chain disruptions, emphasizing the importance of additional inventory and contingency planning. However, these methods may not provide the...
Sponsored
Tesla
United States
US EV and energy company developing the Optimus humanoid robot and Full Self-Driving autopilot; targeting 50,000 Optimus units in 2026.
Yuanqi Innovation (Xiamen) Robot Co., Ltd. 元启创新（厦门）机器人有限公司
China
yuanqirobot.com resolves to a Xiamen-based robot company; directory lists it as Qingdao YuanQi Intelligent Robot Tech — city mismatch requires verification.
OM Robot Technology Co. Ltd. 东莞全向机械科技有限公司
China
Chinese manufacturer of mecanum wheels, omnidirectional wheel bases, and mobile robotic platforms for AGV applications.
Techman Robot Inc. (TM Robot) 達明機器人股份有限公司
Taiwan
Techman Robot is a Taiwanese cobot maker producing AI-powered collaborative robots with integrated built-in vision for manufacturing automation.
Drone Delivery Canada
Canada
Vaughan, Ontario drone logistics developer merged with Volatus Aerospace in August 2024; the combined company trades as FLT in Toronto.
Duckietown Robotics
United States
Educational robotics platform provider offering autonomous vehicle kits and AI curricula used by 250+ universities worldwide.
EasyMile
France
Toulouse, France autonomous-vehicle software company founded 2014; EZTow and EZDolly systems automate industrial tow tractors and cargo movers at airports.
E-COBOT
France
French AMR manufacturer and system integrator offering the HUSKY robot range and MyCobot fleet management software.
Filics
Germany
Munich-based robotics startup making ultra-flat omnidirectional AMRs that drive under Euro pallets for space-efficient intralogistics.
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