Ford's stock surged about 22% over two days, marking its best rally since March 2020, driven by Morgan Stanley's bullish report on Ford Energy, a new battery storage business. Morgan Stanley values this unit at $10 billion, highlighting its potential to generate significant earnings by 2028 through supplying battery storage to data centers and utilities. The firm's competitive edge includes a licensing deal with CATL, enabling it to benefit from U.S. tax credits. Historically, similar Ford rallies have led to strong 12-month returns, though this time the rally follows a company-specific reset rather than a market crash. The key to sustained growth lies in Ford Energy securing major customers soon.
China has aggressively expanded its electric vehicle (EV) market globally and is now targeting the U.S., the world's second-largest auto market. Direct imports of Chinese EVs face high tariffs and regulatory hurdles, but manufacturing them in the U.S...
Ford Motor Company shares trade around $17, offering a mid-single-digit dividend yield and strong value with a forward P/E of 10 despite a 79% rally over the past year. The company’s solid Q1 2026 results, including $2.548 billion net income and rais...
In April 2026, global electric vehicle (EV) sales increased by 9% year-on-year, reaching a 24% market share. Europe saw a strong growth of 35%, capturing 33% of the market, while China experienced a 7% decline, holding 61% share. The U.S. market drop...
Ford is recalling about 420,000 Ford Expedition and Lincoln Navigator SUVs from model years 2018 to 2022 due to a defect in the seat belt retractor pretensioners. The issue causes the seat belts to lock unexpectedly, potentially leading to injury dur...
