F Stock Headed Toward Best Week In Nearly 6 Years On Energy Storage Momentum – Analyst Believes Execution And Scaling Remain Key

• Barclays said Ford Energy could generate an additional $3 billion in revenue and between $300 million and $500 million in earnings before interest and taxes for Ford.
• It believes Tesla remains the dominant player in the energy storage market.
• The brokerage kept an ‘Equal Weight’ rating with a $13 price target.

Shares of Ford Motor Co. (F) jumped more than 8% on Thursday to their highest levels in nearly three years, as upbeat Street action focused on the automaker’s expanding energy storage business reignited investor optimism.

F shares are on track for their strongest weekly performance in nearly six years, with Thursday’s movement building on Wednesday’s powerful rally, which marked the stock’s biggest single-day gain since June 2020.

Barclays Pegs Tesla As Dominant Energy Player

On Thursday, Barclays analyst Dan Levy said that Ford Energy could generate an additional $3 billion in revenue and between $300 million and $500 million in earnings before interest and taxes (EBIT) for Ford, but flagged execution risks.

Barclays said Ford’s opportunity in the energy storage market should be weighed against potential execution and scaling challenges.

Ford’s opportunity “should be balanced against questions of execution and ramp,” Levy wrote in a note, according to The Fly.

While the firm believes a supply-demand imbalance in the U.S. could work in Ford’s favor, it noted that Tesla (TSLA) remains the dominant player in the market and continues to expand its capacity.

The firm kept an ‘Equal Weight’ rating with a $13 price target.

F’s New Energy Unit Draws Bullish Analyst Comments

On Monday, Ford unveiled Ford Energy, its unit focused on battery energy storage systems (BESS) across multiple industries in the U.S. The automaker expects to begin deliveries in late 2027 and aims to reach an annual deployment capacity of at least 20 gigawatt-hours.

This triggered a bullish response from Morgan Stanley analyst Andrew Percoco, who believes that Ford could soon secure energy storage supply agreements with large commercial customers and hyperscalers as electricity demand from AI data centers accelerates.

Percoco said Ford’s partnership with CATL gives the automaker a strong advantage in the U.S. energy storage market and could help it become a key supplier of battery storage systems for utilities and artificial intelligence-driven data centers.

Here’s What Retail Thinks Of F

Retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘neutral’ a day earlier, while message volumes soared more than 1,100% over a 24-hour period.

One user said the stock could pause near $14.50 to $15.00, consolidate for days or weeks, and then attempt to breakout.

Another user expects results in the next “1-2 years” and urged shareholders to avoid selling till the stock hits $20.

The stock has gained more than 9% so far this year.

Read also: Candel Therapeutics Reported Better-Than-Feared Q1 Loss – But All Eyes Turn To This Pivotal Event Tomorrow

For updates and corrections, email newsroom[at]stocktwits[dot]com.