Yahoo Finance
12 Oct 2026, 22:20 UTC · 2h ago
High gas prices are reviving EV demand, says Ross Gerber
Impact · against what's priced in
The news is largely neutral for RIVN and F as it describes demand trends and production steps already factored into current valuations. While increased EV demand is positive, it aligns with expectations for R2 scaling and Ford's existing EV strategy without introducing a new catalyst.
- F+0.20
Challenges what's priced in
- The price assumes
ongoing drag of electric vehicles remaining at roughly 5% of US sales
High gas prices reviving EV demand and the introduction of cheaper pickups challenge the assumption that EVs will remain a negligible 5% of US sales.
What F's price assumes · Sep 3
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