CAR Group Ltd

CAR: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Car Group: AI Impact Neutral as Market Share Losses Are Offset by Market Size Increases

Roy Van Keulen

Jun 18, 2026

Car Group shares have sold off around 25% from a year ago on fears of technological disruption from artificial intelligence. We have analyzed the AI threat in detail and revisited our thesis.

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CAR Group Ltd

Car Group: AI Impact Neutral as Market Share Losses Are Offset by Market Size Increases

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