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Global MarketsJuly 30, 2026 at 12:01 AM

Ford's Market Performance: How Is Wall Street's Optimism Shifting?

724FinanceGökberk Uçar

Ford's Market Performance: How Is Wall Street's Optimism Shifting?

Ford Motor Company (F) has outperformed the S&P 500 by 28% in 2026, with a $58.5 billion market cap. Strong demand for the F-Series and high-margin Ford Pro performance are maintaining its competitive edge, but quality control costs and aluminum supply chain issues are squeezing profits. Ford expects to add $1 billion in EBIT, while leveraging AI-powered quality control and software subscriptions to overhaul up to 80% of its vehicle lineup. Analysts project a 48.6% EPS growth to $1.62, with JPMorgan's Rajat Gupta maintaining a 'Buy' rating at $16. How will markets react to this strategic shift?