Ford Appoints New President for Energy Business
Written by Emily J. Thompson, Senior Investment Analyst
Source: stocktwits
- New Business Launch: Ford has appointed Lisa Drake as the President of its newly established energy business, responsible for the end-to-end operations of battery energy storage systems, aimed at meeting the growing energy demands from data centers and boosting revenue from underutilized battery capacity.
- Investment Plans: The company plans to invest approximately $2 billion over the next two years to scale its battery storage business, targeting an annual deployment of at least 20 GWh of advanced battery energy storage systems by late 2027, indicating a strong commitment to the renewable energy market.
- Declining EV Sales: Ford's pure electric vehicle sales plummeted by about 52% in Q4 2024, with only 14,513 units sold, reflecting weakened demand following the end of federal tax credits, prompting the company to adjust its electric vehicle strategy.
- Competitor Performance: Despite slowing demand for electric vehicles, General Motors raised its profit outlook for 2026, demonstrating market confidence in EVs, which could have a positive impact on Ford's future earnings.
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Analyst Views on F
Wall Street analysts forecast F stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for F is 13.65 USD with a low forecast of 11.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 13.820
Low
11.00
Averages
13.65
High
16.00
Current: 13.820
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ford Anticipates $600M Loss in Q4 2025 Due to Pension Remeasurement
- Pension Loss Expectation: Ford anticipates a pre-tax remeasurement loss of $600 million in Q4 2025 related to pension and OPEB plans, with half of this loss tied to U.S. pension plans, indicating significant pressure on the company's pension management.
- Net Income Impact: This loss is expected to decrease Ford's Q4 net income by approximately $500 million on an after-tax basis, although it will not affect the company's adjusted EBIT as it is classified as a special item, reflecting the complexity of the company's financial situation.
- Pension Funding Status: By year-end 2025, Ford expects the underfunded status of its pension and OPEB plans to be around $200 million and $4.4 billion, respectively, an improvement from $500 million and $4.4 billion at year-end 2024, indicating progress in pension management.
- Earnings Report Schedule: Ford is set to release its fourth-quarter results after the market close on February 10, and investors should pay close attention to the detailed explanations regarding pension losses and their potential impact on future finances.
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General Motors Achieves Record High Performance in 2025
- Strong Performance: General Motors reported a net income of $2.7 billion for 2025, translating to earnings per share of $3.27, exceeding market expectations and demonstrating robust performance amid a slowing auto industry, with projections for continued growth in 2026.
- Increased Shareholder Returns: GM announced a 20% increase in its dividend and a new $6 billion stock buyback authorization, aimed at boosting investor confidence and enhancing its stock price, further solidifying its market position.
- Robust Cash Flow: The company achieved an adjusted free cash flow of $10.6 billion in 2025, a significant increase from $3 billion five years ago, with plans to invest $10 billion to $12 billion over the next two years to expand U.S. manufacturing capacity and reduce tariff exposure.
- Resilience Against Challenges: Despite facing $3.5 billion in tariffs and $1.25 billion in inflation costs, GM has demonstrated strong adaptability through regulatory savings and production optimization, with expectations for continued improvement in costs and profitability.
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