Investors Gene Munster of Deepwater Asset Management and Gary Black, managing director at The Future Fund LLC, have shared their thoughts on Ford Motor Co.'s (NYSE:F) recent EV pullback.



<h2>Gene Munster Thinks Ford's EV Pullback Is Good News For Tesla</h2>



The investor, sharing his thoughts in a post on the social media platform X on Monday, said that the news could be beneficial for Tesla Inc. (NASDAQ:TSLA). &#34;Ford in full retreat from EVs,&#34; Munster said, adding that it could be difficult to build autonomous vehicles from Hybrid powertrains, hinting at Ford being left behind in the AV sector.



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<blockquote>Good news for $TSLA. Ford in full retreat from EVs. Hard to see how you build a big autonomy business on the back of hybrids. Ford will take $19.5 billion in charges to write down EV investments, among the largest impairments taken by a company https://t.co/xVLCICcNk1 via @WSJ— Gene Munster (@munster_gene) December 15, 2025</blockquote>
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<h2>Gary Black Says EV Extension Brands Don't Work</h2>



Also sharing his thoughts on X, Black outlined that Ford's pullback and pivot to hybrids was its &#34;latest admission&#34; that the Detroit-based automaker &#34;can't make money by simply launching EV brand extensions&#34; of its popular vehicles like the F-150 Lightning.



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<blockquote>$F announced it is taking a massive $19.5B write down of its EV assets, in a strategic shift away from pure EVs and toward extended range hybrids. The write down was the latest admission that Ford can't make money by simply launching EV brand extensions of its highly profitable…— Gary Black (@garyblack00) December 15, 2025</blockquote>
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<h2>Ford Scraps F-150 Lightning Amid CAFE Rollback</h2>



The automaker also announced it was ending production of the F-150 Lightning EV Pickup truck, which was at one point the best-selling EV pickup in the U.S., pivoting instead to an Extended Range Electric Vehicle (EREV), which can offer up to 700 miles of range.



Ford's EV pullback also comes as President Donald Trump announced relaxed Corporate Average Fuel Economy (CAFE) Standards, which Ford CEO Jim Farley hailed as a move that would help the automaker produce American-made products. Farley had earlier predicted that EV adoption in the U.S. would be at 5%.



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Ford scores well on Momentum, Value, and Quality metrics, while offering satisfactory Growth. It also has a favorable price trend in the Short, Medium and Long term. For more such insights, sign up for Benzinga Edge Stock Rankings today!



Price Action: F declined 0.80% to $13.65 at market close,  but bounced back 1.11% to $13.80 during the After-hours session, according to Benzinga Pro data.



Check out more of Benzinga’s Future Of Mobility coverage by following this link.



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<li>Ford, SK On To End $11.4 Billion Battery Venture Amid EV Rollback, CAFE Relaxations</li>
</ul>



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Investors Gene Munster and Gary Black discuss Ford's retreat from pure EVs, suggesting it benefits Tesla and highlights Ford's struggle to profit from EV brand extensions. Ford's strategic shift includes a $19.5 billion write-down and ending F-150 Lightning production, pivoting to hybrids amid relaxed CAFE standards. Ford's stock showed slight fluctuations in response.

- Investors Gene Munster and Gary Black commented on Ford Motor Co.'s recent pullback from electric vehicles (EVs), indicating potential benefits for Tesla.  
- Munster suggested Ford's shift to hybrids signals challenges in developing autonomous vehicles, while Black noted this as Ford's acknowledgment that simply extending its EV brands isn't profitable.  
- Ford's decision includes a $19.5 billion write-down of EV assets and the cessation of F-150 Lightning production, as it adapts to new relaxed fuel economy standards.

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Gene Munster Says Ford's EV Pullback Could Be Beneficial For Tesla — Gary Black Says 'Ford Can't Make Money...'