24/7 Wall Street
29 Oct 2026, 15:44 UTC · 2h ago
Ford Is Broken, Again
Impact · against what's priced in
The article is largely noise for Ford as the reported EV losses and revenue declines align with the market's existing rejection of bull-case scenarios. No material catalyst is present for Altria, Microsoft, or Alphabet.
- F−0.05
Already priced in
- The price assumes
ongoing drag of electric vehicles remaining at roughly 5% of US sales
The reported $1.1 billion EV loss and the fact that EV sales are only about 6% of the US market confirm the market's current refusal to grant Ford a premium for its EV transition.
What F's price assumes · Sep 3
