Fool - Investing News
05 Jun 2026, 01:05 UTC · 3h ago
Ford Stock Is Off to the Races. Can Its 55% Rally Continue?
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Fool - Investing News
05 Jun 2026, 01:05 UTC · 3h ago
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Ford announced a five-year deal to supply EDF Power Solutions with up to 4 gigawatt-hours of annual storage capacity starting in 2028. — This represents 20% of the company's planned capacity for its new energy storage business, providing a concrete revenue path for Ford Energy.
+0.60Ford's vehicle sales dropped 14% in April compared to the previous year. — A significant decline in the core business suggests weakening demand and immediate revenue pressure.
-0.50An ongoing aluminum shortage is disrupting the production of the F-150, Ford's most important vehicle. — Supply chain disruptions for a flagship high-margin product directly threaten short-term profitability.
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Ford took a $19.5 billion noncash charge at the end of 2025, which included $8.5 billion for canceled EV models. — Substantial write-downs indicate a failed strategic pivot in the EV market and loss of invested capital.
Morgan Stanley has valued Ford's new energy storage subsidiary, Ford Energy, at $10 billion. — This valuation provides a fundamental basis for the stock's recent rally and suggests a high potential for new revenue streams.
+0.30Ticker attribution
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Despite growth in the energy storage unit, the core vehicle business is slowing, sales are dropping, and the author advises investors to pass on the stock.
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