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Ford's future plans hinge on EVs and subscriptions amid declining profits and stock underperformance.

Company Fundamentals
29 Oct 2026, 18:44 WIB
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Bearish
Ford's future plans hinge on EVs and subscriptions amid declining profits and stock underperformance.

Ford's latest earnings report highlights CEO Jim Farley's focus on long-term subscription services and digital experiences, alongside the upcoming Fathom EV expected next year. Despite good recent quarterly results driven by strong fossil-fuel vehicle sales, Ford's EV division continues to lose money, with a $1.1 billion loss reported. The company faces challenges as EVs make up only about 6% of US new car sales, and its stock has fallen 30% over five years while the S&P 500 rose 68%. Ford's core business struggles with lower revenue and profit, and its future success may depend on new ventures like Ford Energy and the Fathom EV.

As of Oct 29, 2026 23:01 WIB, Ford's stock price on Pluang is USD 12.35, showing a 3.48% gain in one day despite ongoing challenges in its EV division. The company holds a market capitalization of $47.65 billion and offers a dividend yield of 5.02%. Notably, all Pluang order activity for Ford is currently selling, reflecting cautious investor sentiment amid its strategic shifts.

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