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Benzinga
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Ford EV Pivot Wins Praise As 'Rational Response' To Cooling Demand

1. Ford pivots away from EVs due to low demand, analyst says. 2. EV losses estimated at $4.9 billion for 2025. 3. Ford plans a flexible Universal EV Platform for 2030. 4. Company raised 2025 EBIT guidance to $7 billion. 5. Ford stock hit a new 52-week high of $13.99.

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FAQ

Why Bearish?

The strategic shift away from EVs reflects poor demand signaling potential future troubles. Historically, such pivots often affect stock prices negatively as companies reshape core strategies.

How important is it?

The article captures critical strategic shifts at Ford impacting future operations, making it highly relevant. Investors may react strongly to changes in the EV strategy.

Why Long Term?

The shift in strategy may impact Ford's position for years, much like GM's prolonged adaptation. Recovery may take time, particularly if operational delays arise from retooling plants.

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