All articles tagged with #capital markets day
Stellantis CEO Antonio Filosa says 2026 will be the turning point for reviving the automaker’s U.S. sales, focusing on its strongest U.S. brands and outlining a full strategy at a capital markets day, while considering changes to a broad brand lineup as global and U.S. sales have fallen; analysts reflect cautious optimism with a Moderate Buy rating and an average target near $11.30, implying roughly 11% upside.
Ford CEO Jim Farley spoke at the company's Capital Markets Day event, outlining plans to cut costs, generate profits beyond car sales, and improve customer experience for electric vehicle shoppers. Farley acknowledged that Ford has been "stuck in a box" with thin margins, weak growth, and low valuations, but promised "real change" is underway. The automaker plans to reduce warranty and recall costs, lower distribution costs for EVs, and simplify design to save money. Ford also announced new partnerships for battery-grade lithium hydroxide and plans to generate revenue from subscriptions for its Blue Cruise advanced driving assistance system.
Ford will host its capital markets day on Monday to provide details on how it plans to achieve its targets for 8% EBIT margin on its electric vehicle unit and a 2 million EV production runrate by 2026. The automaker is expected to preview its second-generation battery products and technology, which it has said will be crucial to achieving that 8% EBIT margin. Some Wall Street analysts have been skeptical of Ford's ambitious targets, but CEO Jim Farley has promised to demonstrate how the strategy is "coming to life."