Ford shares set to log their best day in seven months. Morgan Stanley highlights massive potential in Ford Energy’s battery storage business, with a $600 million profit opportunity.
Ford raised 2026 profit outlook after strong Q1, boosted by higher sales, tariff refund, and growth in trucks and software.
Analysts turn positive on Tesla, Ford Motor Company, and General Motors, seeing better growth and buying opportunities ahead.
GM sales fell 10% in Q1 2026 due to high 2025 sales, storms, and pricey cars; some SUVs did well, EVs dropped 28%.
BofA updates ratings on Rivian, Lucid, GM, and Ford. EV startups face headwinds from slower adoption, while traditional giants like GM and Ford benefit from regulatory changes favoring gas-powered trucks and SUVs.
Ford reports Q4 profit decline to $1B amid tariff surprises and supplier fires, but projects strong 2026 earnings of $8-10B as cost cuts take hold.
