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21:00
Apr 29 ◎
Jim Farley CEO, Ford Motor Co. F Q1 FY26 call
Ford is actively contracting customers for its Ford Energy business (BESS) ahead of Q4 2027 launch, with 20GWh capacity planned, signaling a new revenue stream and competition for established energy storage players. — New BESS capacity from Ford could disrupt the energy storage market, competing directly with Tesla's Megapack and other established players.
TSLA
MED
22:00
Feb 10 ◎
Jim Farley President and CEO, Ford Motor Company F Q4 FY25 call
Ford views Tesla's profitability in the sub-$35,000 EV market as proof of concept for its own UEV strategy.
TSLA
HIGH

About TSLA Analyst Coverage

Buzzberg tracks TSLA (Tesla, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Jim Farley.