Morgan Stanley upgrades outlook for Ford's EV storage business

Morgan Stanley analyst Andrew Percoco has upgraded his view on Ford Energy, estimating its potential valuation at up to $10 billion. The firm anticipates supply agreements with major hyperscalers within months and highlights the competitive advantage from Ford’s licensing deal with CATL for battery energy storage systems.

By Aditya Raghunath · TheStreet · May 16, 2026, 15:33 UTC

Tickers: $F $MS

Topics: energy storage Ford Energy Morgan Stanley valuation

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