Morgan Stanley rising more and more bullish on Ford

May 15, 2024 | blog

Morgan Stanley expressed elevated optimism about Ford Motor (NYSE:) in an funding analysis word Wednesday after it hosted an investor bus tour that included intensive conferences with the corporate’s senior administration staff.

During the three-hour session, Ford’s CEO, CFO, and different key executives shared insights into the corporate’s strategic route, which, in accordance with analysts, exhibits a promising shift.

The agency highlighted that Ford, very like Tesla, is reallocating assets and specializing in the digital and data-driven elements of the mobility ecosystem. This pivot includes transferring away from the extra capital-intensive and commoditized parts of electrical autos (EVs) to capitalize on the precious knowledge generated by these autos.

Analysts imagine that this shift from conventional manufacturing to a enterprise mannequin centered on knowledge and providers will change into more and more obvious. The agency emphasizes that automotive firms able to capturing and monetizing real-world knowledge will seemingly succeed within the race for AI supremacy within the “Internet of cars.”

Despite acknowledging that substantial work stays, analysts left Dearborn with a extra optimistic outlook. Noting important enhancements in Ford’s capital self-discipline, the agency reiterated Ford as their Top Pick, underscoring their rising bullish stance on the automaker’s strategic evolution and future potential.

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