Geopolitics Alpha

Ford Motor Co (F) (Q3 2026) Earnings Call Highlights: Raised Guidance, Record Software Revenue, ...

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GEOPOLITICS ALPHAFord Motor Co (F) (Q3 2026)Earnings Call Highlights: RaisedGuidance, Record Software Revenue…FGEOPOLITICS ALPHA

This report is about software.

Directly affected

  • F Ford Motor-11.6% 30d

    Named in this report.

Indirectly affected

  • IGV iShares Expanded Tech-Software ETF+5.6% 9d

    iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story.

  • MSFT Microsoft+6.8% 30d

    Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.

  • ORCL Oracle-4.2% 30d

    Oracle (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.

  • CRM Salesforce-0.2% 30d

    Salesforce (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.

  • PLTR Palantir Technologies+11.7% 30d

    Palantir Technologies (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
F+0.08%-2.93%base+1.17%after closeafter closeafter close
IGV-2.85%-0.52%base-3.29%after closeafter closeafter close
MSFT-2.00%+0.06%base+0.47%after closeafter closeafter close
ORCL-13.02%-12.63%base-3.87%after closeafter closeafter close
CRM+3.25%+2.14%base-3.88%after closeafter closeafter close
PLTR-0.36%+1.01%base-1.24%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Ford Motor Co (F) (Q3 2026) Earnings Call Highlights: Raised Guidance, Record Software Revenue, ... Yahoo Finance

Source: Yahoo Finance

Ishares Tr (IGV) since this story, compared with the market

CompanyWhenMoveStatus
Salesforce (CRM)that day-3.88%still updating
Salesforce (CRM)three days earlier+2.14%final price
Salesforce (CRM)five days earlier+3.25%final price
Fthat day+1.17%still updating
Fthree days earlier-2.93%final price
Ffive days earlier+0.08%final price
Ishares Tr (IGV)that day-3.29%still updating
Ishares Tr (IGV)three days earlier-0.52%final price
Ishares Tr (IGV)five days earlier-2.85%final price
Microsoft (MSFT)that day+0.47%still updating
Microsoft (MSFT)three days earlier+0.06%final price
Microsoft (MSFT)five days earlier-2.00%final price
Oracle (ORCL)that day-3.87%still updating
Oracle (ORCL)three days earlier-12.63%final price
Oracle (ORCL)five days earlier-13.02%final price
Palantir Technologies (PLTR)that day-1.24%still updating
Palantir Technologies (PLTR)three days earlier+1.01%final price
Palantir Technologies (PLTR)five days earlier-0.36%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ishares Tr (IGV)

Companies tied to this story

  • IGV Ishares Tr

    In “Ford Motor Co (F) (Q3 2026) Earnings Call Highlights: Raised Guidance, Record Software Revenue, ...,” Ishares Tr (IGV) is linked, with no stored direction, medium confidence. Reason on file: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story

  • MSFT Microsoft

    For “Ford Motor Co (F) (Q3 2026) Earnings Call Highlights: Raised Guidance, Record Software Revenue, ...,” Microsoft (MSFT) is linked, with no stored direction, medium confidence. Reason on file: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story

  • ORCL Oracle

    Oracle (ORCL) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Ford Motor Co (F) (Q3 2026) Earnings Call Highlights: Raised Guidance, Record Software Revenue, ....” Reason on file: Oracle (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story

  • CRM Salesforce

    For “Ford Motor Co (F) (Q3 2026) Earnings Call Highlights: Raised Guidance, Record Software Revenue, ...,” Salesforce (CRM) is linked, with no stored direction, medium confidence. Reason on file: Salesforce (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story

  • PLTR Palantir Technologies

    In “Ford Motor Co (F) (Q3 2026) Earnings Call Highlights: Raised Guidance, Record Software Revenue, ...,” Palantir Technologies (PLTR) is linked, with no stored direction, medium confidence. Reason on file: Palantir Technologies (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story

Ishares Tr (IGV)

On 29 Oct 2026, “Ford Motor Co (F) (Q3 2026) Earnings Call Highlights: Raised Guidance, Record Software Revenue, ...” is the story that connects Ishares Tr (IGV) to this story.

The link for Ishares Tr (IGV) is this: iShares Expanded Tech-Software ETF: it holds software companies. Linked by “software” (software) in this story

Microsoft (MSFT) is here too. Its reason reads: Microsoft (prepackaged software): software firms move with business tech spending. Linked by “software” (software) in this story

Price levels for Ishares Tr (IGV)

IGV traded between 103.50 and 112.61 across 8 sessions. The latest close on file is 112.59. MSFT traded between 512.19 and 551.08 across 20 sessions. The latest close on file is 531.56. ORCL traded between 122.78 and 148.43 across 20 sessions. The latest close on file is 144.29.

A simple score for Ishares Tr (IGV)

40 out of 100Price not final

“Ford Motor Co (F) (Q3 2026) Earnings Call Highlights: Raised Guidance, Record Software Revenue, ...” scores 40 out of 100. The score uses 1 sources, and 5 linked companies. The price is not final yet.