Ford Motor’s Bold EV Pivot Sends Shares Surging

Ford Motor ( (F) ) has risen by 7.13%. Read on to learn why.

Ford Motor shares advanced 7.13% over the past week as investors warmed to signs that the century‑old automaker is sharpening both its technology and product mix. A rare look inside Ford’s “skunk works” EV development center in Long Beach highlighted a fast‑moving, physics‑driven engineering culture built around principles like “Fail Fast” and “Down to the Atom.” That glimpse, combined with news of an innovative collision‑avoidance system that could let vehicles steer themselves away from hazards such as runaway shopping carts, reinforced the idea that Ford is serious about competing in the next generation of electric and smart vehicles.

At the same time, Ford is trying to shore up its core business. The company’s new “From Our Business to Yours” promotion offers small firms employee‑level pricing on workhorses like the Transit van, F‑150 and Super Duty trucks, cutting list prices by thousands of dollars. While that strategy briefly weighed on the stock as investors digested the margin impact, it underscores Ford’s bid to lock in professional buyers and keep its truck franchise strong, even as April data showed gas‑powered Mustangs gaining ground while electric models and overall truck volumes slipped, partly due to aluminum supply constraints.

On Wall Street, Ford Motor still carries a Hold consensus, but the recent 7.13% weekly gain reflects growing interest in how its reshaped portfolio might pay off. Analyst Alexander Perry at BofA remains notably bullish, arguing that a richer mix of high‑margin trims like the Ranger Raptor and Explorer Tremor, improving losses in the Model E EV unit, and a pipeline that includes a $30,000 small electric pickup and a scaling universal EV platform could support further upside. He also points to rising software and services revenue as an additional profit lever, even as the company navigates ongoing cost and supply‑chain headwinds.