Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTNeil Patel, The Motley FoolSun, September 6, 2026 at 5:50 PM GMT+2 5 min readFord Motor Company's (NYSE: F) shares have been in the fast lane. Over the past 12 months, they have climbed 21% (as of Sept. 3). Surprisingly, this performance is ahead of four of the "Magnificent Seven" stocks, high-powered companies sitting in the middle of impactful technological trends.Investors aren't used to this automotive stock putting up strong returns. In the past five years, Ford's share price increased by just 9%. But can the business do a better job at rewarding its investors over the coming half-decade?Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »Here's where I believe Ford stock will be in five years.Image source: The Motley Fool.At a high level, Ford's operations aren't going to change much going forward. Known for its pickup trucks and SUVs, the company will remain a leading player in this segment of the automotive industry. Its Ford Blue segment will remain the most important financial driver. This division reported revenue of $26.1 billion in the second quarter, representing 54% of the company's total.There's also the Ford Pro segment, which sells vehicles, software, and services to commercial and government clients. It's more profitable than traditional car sales and offers greater growth potential. Perhaps most importantly, it brings in a recurring revenue stream from subscriptions.The company's bulls will point to the recent announcement of the Ford energy segment. This division plans to sell battery storage systems to commercial and industrial customers. Given the substantial demand for these solutions, driven by the data center boom, the business is positioning itself at the center of a notable growth trend.The good news is that this move leverages assets from the restructured electric vehicle (EV) operations. In December last year, Ford announced a significant $19.5 billion special charge to pull back its EV investments due to softer-than-expected demand. It's now hoping to monetize these capabilities with the energy segment.The bad news is that Ford energy, no matter how much excitement it adds to the Ford story, isn't likely to move the financial needle much. According to Morgan Stanley, Ford Energy is projected to bring in $550 million (at the midpoint) in operating income once it reaches full scale. This represents a trivial 5% of the $10.5 billion in adjusted operating income that the overall business is expected to report in 2026.Terms and Privacy PolicyEU DSA contactPrivacy & Cookie SettingsMore Info