F Stock Soars Past 100-DMA For First Time In 2 Months — Wall Street Sees Ford Emerging As AI Data Center Power Play

• According to TheFly, Morgan Stanley analyst Andrew Percoco stated in a note on Wednesday that Ford is likely to sign energy storage deals with big customers.
• Percoco stated that the automaker’s relationship with China’s CATL represents an overlooked strategic advantage for its energy storage business.
• He added that the partnership positions Ford to become a major supplier of compliant energy storage systems for utility operators and AI data center customers in the U.S.

Shares of Ford Motor Co. (F) crossed the 100-day moving average (DMA) for the first time in two months, with the stock soaring more than 11% in Wednesday morning’s trade.

If Ford shares continue the momentum throughout the day and end with gains of at least 9.4%, this would be the stock’s best single-day performance in more than six months.

The rally in Ford shares on Wednesday helped the stock turn positive year-to-date. F was among the top trending tickers on Stocktwits at the time of writing.

F Likely To Sign Energy Storage Deals, Says Morgan Stanley

According to TheFly, Morgan Stanley analyst Andrew Percoco stated in a note on Wednesday that Ford is likely to sign energy storage deals with big customers.

Percoco stated that the automaker’s relationship with China’s CATL represents an overlooked strategic advantage for its energy storage business.

He added that the partnership positions Ford to become a major supplier of compliant energy storage systems for utility operators and AI data center customers in the U.S., particularly as electricity demand tied to AI infrastructure continues to rise.

Percoco stated that there is a “fairly high likelihood” of Ford signing an energy storage systems supply agreement with commercial customers and potentially hyperscalers, allowing the automaker to capitalize on the growing power needs in the AI industry.

Morgan Stanley reiterated its ‘Equal Weight’ rating and $14 price target on Ford.

According to Koyfin data, of the 21 analysts covering the stock, five have a ‘Buy’ or ‘Strong Buy’ rating, 15 recommend ‘Hold’, while one has a ‘Sell’ recommendation.

Ford Introduces Energy Initiative

Ford formally launched Ford Energy earlier this week, a wholly owned subsidiary focused on supplying U.S.-assembled battery energy storage systems for utilities, data centers, and industrial customers.

The company said it plans to deploy at least 20 GWh annually, with initial deliveries expected in late 2027, and to repurpose existing battery manufacturing capacity in Kentucky to support the business.

Ford added that the move is aimed at addressing rapidly growing demand for large-scale energy storage driven by AI data centers, renewable energy integration, and grid resilience needs.

The company said its battery systems are designed for long-term reliability and backed by Ford’s decades of large-scale manufacturing experience.

The Dearborn, Michigan-based automaker has also scheduled its annual meeting of shareholders for May 14, 2026.

Building On Ford’s ESS Investments

The introduction of Ford Energy builds on the company’s December 2025 announcement of a battery energy storage business, focused on supplying systems for data centers and grid infrastructure.

The automaker stated that it plans to repurpose underutilized EV battery manufacturing capacity in Kentucky to support the fast-growing energy storage market and create a new revenue stream.

Ford said it expects to invest about $2 billion over the next two years to scale the business.

The company plans to begin shipping battery energy storage systems in 2027 with an annual capacity of 20 GWh.

What Do Retail Traders Think Of F?

Retail sentiment on Stocktwits around Ford trended in the ‘extremely bullish’ territory with message volumes at ‘extremely high’ levels.

One bullish user on the platform stated that this is the best news from Ford in seven years.

F stock is up 2% year-to-date and 26% over the past 12 months. The S&P 500 ETF Trust (SPY) and the iShares Core S&P 500 ETF (IVV) are up 26% over the past 12 months.

The iShares Russell Mid-Cap ETF (IWR) is up 17% over the past 12 months, while the Vanguard Total Stock Market Index Fund ETF (VTI) is up 26%.

Also See: VELO Stock Headed For Best Single-Day Gains In 5 Months — CEO Touts Key Inflection Point For Velo3D In Q1

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