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Articles > Post Market Movers: Ford's EV Exit and Toyota's Entrance Shake Up Auto Industry

Post Market Movers: Ford's EV Exit and Toyota's Entrance Shake Up Auto Industry

By KlickAnalytics Data Insights  |   May 6, 2026 08:10PM ET

Key Points

- Ford (NYSE: F) left the EV business earlier this year but is planning to re-enter on a smaller scale next year.
- Ford's April U.S. sales declined by 14% due to weak demand for EVs, hybrids, trucks, and SUVs, as well as macroeconomic pressures.
- Chinese carmaker Geely has purchased part of a Ford factory in Spain to build one of its models.
- Ford Motor Company (F) is considered a strong momentum stock with favorable Zacks Style Scores for investors.
- Five 'safer' S&P 500 dividend dogs, including Ford (F), offer attractive yields and potential net gains by May 2027.

Ford made headlines earlier this year when it announced its exit from the electric vehicle (EV) business, leaving many industry analysts surprised. However, recent reports suggest that the automaker is planning to make a comeback in the EV market, albeit on a smaller scale, in the coming year. This strategic shift by Ford has significant implications for the future of the auto industry, as the company aims to capitalize on the growing demand for electric vehicles.

Despite its plans for re-entry into the EV market, Ford faced a setback in April with a 14% year-over-year decline in U.S. sales. This decline was attributed to weak demand for EVs, hybrids, trucks, and SUVs, as well as macroeconomic pressures. However, the company did see gains in select models such as the Bronco, indicating that there is still potential for growth in certain segments of the market.

In a surprising development, Chinese carmaker Geely acquired part of a Ford assembly facility in Spain and announced plans to manufacture one of its models at the plant. This move marks a significant expansion for Geely into the European market and signals the company's ambitions to compete on a global scale.

Meanwhile, Ford Motor Company (F) has garnered attention from investors as a strong momentum stock. Whether investors are focused on value, growth, or momentum, Ford's favorable Zacks Style Scores make it an attractive option. The company's potential for growth and innovation in the EV market could further bolster its position as a top stock pick for investors looking to capitalize on emerging trends in the auto industry.

In addition to its momentum as a stock, Ford is also recognized as one of the 'safer' S&P 500 dividend dogs, offering attractive yields for investors. Alongside companies like VICI, VZ, BEN, and T, Ford presents an appealing opportunity for investors seeking stable returns. Analyst forecasts project significant net gains for the top-ten S&P 500 dividend dogs by May 2027, with Ford positioned to deliver strong returns to shareholders.

As Ford navigates its re-entry into the EV market and continues to attract investor interest as a strong momentum stock and top dividend dog, the company's strategic decisions and market performance will be closely watched in the coming months. With the auto industry experiencing rapid transformation and evolving consumer preferences, Ford's ability to adapt and innovate will be key to its long-term success in a competitive market landscape.

About F
Ford Motor Company develops, delivers, and services a range of Ford trucks, commercial cars and vans, sport utility vehicles, and Lincoln luxury vehicles worldwide. It operates through Ford Blue, Ford Model e, and Ford Pro; Ford Next; and Ford Credit segments. The company sells Ford and Lincoln vehicles, service parts, and accessories through distributors and dealers, as well as through dealerships to commercial fleet customers, daily rental car companies, and governments. It also engages in vehicle-related financing and leasing activities to and through automotive dealers. In addition, the company provides retail installment sale contracts for new and used vehicles; and direct financing leases for new vehicles to retail and commercial customers, such as leasing companies, government entities, daily rental companies, and fleet customers. Further, it offers wholesale loans to dealers to finance the purchase of vehicle inventory; and loans to dealers to finance working capital and enhance dealership facilities, purchase dealership real estate, and other dealer vehicle programs. The company was incorporated in 1903 and is based in Dearborn, Michigan.

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  • Disclaimer: the above is a summary showing certain market information. KlickAnalytics is not responsible for any data errors, omissions or other information that may be displayed incorrectly as the data is derived from various resources and more. Communications displaying market prices, data and other information available in this post are meant for purely for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of any security. Please do your own research when investing. All investments involve risk and the past performance of a security, or financial product does not guarantee future results or returns. Keep in mind that while diversification may help spread risk, it does not assure a profit, or protect against loss in a down market.

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