Its stock beat the S&P 500 by 2x in 2025, despite a huge charge to earnings. Ford promises to improve profits in 2026, and turn EVs profitable before 2030.
In 2025, GM and F faced numerous headwinds from tariffs, EV demand destruction, and impairment charges, but notably diverged in mitigation strategies. GM emerges as the winning bet with robust SaaS monetization, higher adj EBIT margins, and lower EV impairment costs, albeit with elevated tariff exposure. GM offers a robust capital appreciation prospect to $101, warranting an upgraded Buy rating...
Defense stocks surged after Trump proposed a $1.5T 'Dream Military' budget for FY2027, reversing prior sector declines. Lockheed Martin (LMT) and General Dynamics (GD) rebounded sharply, recovering losses from earlier threats of dividend and buyback restrictions.
Ford announced it's making a new AI assistant for its cars. It will help drivers answer specific questions, such as how much firewood can fit into their trucks.
Ford announced plans to deploy eyes-off driving software on public roads by 2028. The company said building the tech in-house is 30% cheaper than seeking outside suppliers.
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