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Source document· May 16, 2026

Morgan Stanley turns bullish on Ford's EV storage business

View original at finance.yahoo.com

Morgan Stanley turns bullish on Ford's EV storage business Ford Motor stock surged 13% in a single session the week of May 10 after Morgan Stanley issued a bullish call on the automaker's energy storage business…

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Ford is expected to announce supply agreements with large commercial customers, and possibly hyperscalers, within the next few months
60% confidence
Ford Energy has a potential valuation of $10 billion, which could approach Tesla's energy business valuation if Ford builds out capacity and secures a solid order backlog
60% confidence
Ford's CATL licensing agreement gives Ford a rare edge, putting it in a small group of suppliers that can offer FEOC-compliant battery energy storage systems
60% confidence
Morgan Stanley is betting big on Ford Energy as a major bullish catalyst for Ford Motor stock
60% confidence
Ford Energy is a hidden gem that the market has largely ignored
60% confidence

Data points we hold from this source

Ford Motor Company · net income

2 USD