"Ford Pro generated 11.4% margins, and paid software subscriptions grew 30% YoY to 879,000, a high-quality recurring stream. CEO Jim Farley stated: 'Our strong first-quarter results and raised full-year guidance reflect the momentum of the Ford+ plan.'"
"Bears point to the Model e segment, which lost $777 million in Q1 and is guided to $4 billion to $4.5 billion of full-year losses. Commodity headwinds of $2.0 billion (led by aluminum) and tariff impacts of $1 billion compress 2026 earnings."
Ford's stock has gained 22.6% over the past year but is down 8.49% year-to-date. Q1 2026 results showed EPS of $0.66 and revenue of $43.25 billion. Management raised full-year EBIT guidance to $8.5 billion to $10.5 billion. The bull case is supported by strong demand for Ford Blue and Ford Pro, with a potential price target of $15.18. Risks include losses in the Model e segment and commodity headwinds affecting earnings.
Read at 24/7 Wall St.
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