Ford Stock Clocks Best Rally Since 2009 On Energy AI Battery Bet - Ford Motor (NYSE:F)

Ford stock is rallying on multiple fronts as the company pivots toward energy storage and AI-driven batteries. After years of EV-related losses, Ford Energy—the automaker’s new battery storage unit—launched on May 11, 2026 and plans to deploy at least 20 gigawatt-hours annually from a Kentucky site, with first deliveries expected in late 2027. In the wake of the unit’s debut, Ford’s shares jumped, hitting roughly $16.50 and marking a roughly 36% rise for May. A five-year EDF North America framework contract for up to 20 GWh over its life underpins the move, with Morgan Stanley estimating the unit could reach $10 billion in value and achieve profitability by 2028 at scale, potentially delivering $500–$600 million in run-rate EBIT. The stock rally followed the announcement of a new business model that repurposes battery capacity initially built for vehicles that underperformed.