Ford Motor Company (F)

Ford Credit, which generates 15-20% of Ford's profits despite only 5% of revenue, faces a significant threat from off-lease EVs losing substantial residual value. Experian estimates off-lease EV volume will peak in 2028 with 800,000 vehicles, with resale values expected to be $10,000 less than projected, creating an $8 billion industrywide loss. While Tesla and GM have higher EV lease volumes, Ford's exposure is smaller, and the situation is less dire than 2008, but investors should monitor this through 2028.

The Motley Fool•Daniel Miller

Apr 3

Ford Motor reported Q1 2026 sales of 457,315 units, down 8.8% year-over-year, with electrified vehicle sales plummeting 34.8% and EV sales down 69.6%. While some models like Explorer and Expedition showed strength, key vehicles like F-Series and Escape declined significantly. The stock trades at $11.57 with a Hold rating and $13.02 price target.

Benzinga•Lekha Gupta

Apr 2

Rivian's electric delivery van (EDV) business, initially boosted by Amazon's 100,000-unit order, has disappointed with slow additional orders due to high pricing ($80,000), limited performance specs, and competition from cheaper alternatives. However, the company is positioned for a turnaround with improved unit economics, enhanced EDV performance (30% more range, all-wheel-drive), and achievement of first full-year gross profit in 2025, setting up potential for significant fleet orders in the next 18 months.

The Motley Fool•Daniel Miller

Apr 2

The global EV battery market is expected to grow from $91.93 billion in 2024 to $251.33 billion by 2035 at a 9.6% CAGR, driven by cylindrical battery adoption, anode material innovations, and major infrastructure investments. North America is positioned for significant growth with substantial partnerships and government incentives supporting EV battery production.

GlobeNewswire Inc.•Marketsandmarkets

Apr 1

Tesla rose 4.52% on March 31 as part of a broader market rally, with investors optimistic about AI, robotics, and autonomous driving prospects. However, the stock faces scrutiny ahead of its April 2nd Q1 delivery report, which is expected to show sequential decline to 365,000-366,000 units, highlighting the gap between sentiment and weakening near-term vehicle demand.

The Motley Fool•Eric Trie

Mar 31

As government EV subsidies decline globally, the electric vehicle market faces a profitability crisis. Tesla maintains aggressive pricing strategy despite margin compression (17.8% in 2025), while Ford pivots toward disciplined execution, narrowing EV focus to profitable segments and accepting $4-4.5 billion losses in 2026. The sector now prioritizes capital efficiency and sustainable profitability over growth.

Investing.com•Versus Trade

Mar 30

Major tech companies made significant announcements this week: Netflix and Sony raised prices on streaming and gaming services; OpenAI warned of dependency risks on Microsoft; Arm Holdings entered chip production with its AGI CPU; Tesla reported strong delivery expectations; and various semiconductor and AI companies announced partnerships and expansions. Additionally, Snowflake laid off its documentation team in favor of AI-generated content, and a judge temporarily blocked efforts to sideline Anthropic.

Benzinga•Lekha Gupta

Mar 29

Gene Munster of Deepwater Asset Management views Tesla's Q1 delivery report as a critical indicator of EV demand post-tax credit expiration. With legacy automakers like Ford, GM, and Toyota scaling back EV investments, Tesla faces limited U.S. competition, particularly with BYD absent from the market. Wall Street expects ~466,000 deliveries with 8% growth, while Tesla's focus on high-volume models and autonomy positions it for market share gains.

Benzinga•Ananya Gairola

Mar 28

Ford is implementing a radical production change using 'unicasting' technology to replace hundreds of smaller components with large aluminum castings, aiming to reduce costs and compete with Chinese automakers. While the manufacturing benefits are clear, concerns exist about potential unintended consequences, particularly regarding vehicle repair costs. Early research suggests vehicles with large castings can be less expensive to fix if designed with repairability in mind, which Ford has prioritized. This production evolution is critical for Ford's long-term competitiveness against rising Chinese auto industry threats.

The Motley Fool•Daniel Miller

Mar 28

Stellantis is ticketing employees who drive non-Stellantis vehicles to work at its Michigan headquarters, forcing them to park in distant lots. The practice, implemented after a return-to-office mandate, involves warning tickets rather than fines in most cases. Ford and General Motors have reportedly used similar policies.

Benzinga•Chris Katje

Mar 27