Ford Motor Company (F) Stock Price, News, Analysis

Technical Score (1D)

BUY

News Sentiment

MIXED

The Pentagon is engaging with automakers, including Ford, to explore boosting domestic weapons production, a move that could signal increased government orders for the sector. This initiative aligns with broader US defense manufacturing goals and reflects a potential pivot for automotive capabilities. Investors should monitor any specific contract details that emerge from these discussions. In parallel, Ford is undergoing significant organizational changes aimed at achieving an 8% profit margin by 2029, including the formation of a new Product Creation and Industrialization unit. This restructuring, led by COO Kumar Galhotra, seeks to accelerate vehicle development and enhance efficiency. As part of these changes, Doug Field, Ford's Chief EV and Technology Officer, is stepping down after nearly five years with the company. Field's departure occurs as Ford navigates ongoing EV losses and aims to streamline its electric vehicle strategy. Despite this leadership transition, Ford has indicated that an affordable "skunkworks" electric project will continue. Looking ahead, the automotive sector faces continued competition in the EV space, with Tesla reporting strong US sales performance. Furthermore, a new report highlights growth opportunities in connected services for European automakers, including Ford, emphasizing the importance of software platforms, cloud ecosystems, and strategic partnerships. Ford's established leadership in US manufacturing, evidenced by its high domestic production and employment figures, provides a strong foundation as it adapts to these evolving market dynamics.

Market Data

F Stock Snapshot

Ford Motor Company · Consumer Cyclical · ford.com

Ford Motor Company is a global automotive manufacturer primarily focused on designing, manufacturing, and distributing a diverse range of vehicles under the Ford and Lincoln brands. Its product portfolio includes trucks, SUVs, commercial vans, cars, and luxury vehicles, catering to both retail and commercial customers worldwide. Ford's operations are segmented into distinct areas, including internal combustion engine vehicles, electric vehicles, and commercial vehicle solutions, as well as a financial arm. Through its extensive dealer network and direct sales channels, the company provides vehicles, parts, and accessories, alongside digital services and software. Additionally, Ford offers vehicle financing and leasing options to support its sales and enhance the customer experience.

F is currently trading at $12.87, giving Ford Motor Company a market cap of 51.38B. Today's range spans $12.47–$13.04, with shares opening at $12.64 and moving up $0.01 (0.1%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 49/100.

Over the past year F has traded between $9.29 and $14.80 - the current price is +38.5% off the 52-week low and -13.0% from the high. 29 analysts cover the stock with a Hold consensus and a mean 12-month target of $13.87 (range $11.00–$16.00), implying upside of +7.8%.

The bullish case for F is built on complementary signals: 82/100 technical score, BUY designation, and neutral sentiment at 49/100. At $12.87 (in the middle of its 52-week range within $9.29–$14.80), the stock is at a capitalization - 51.38B - where active managers can build meaningful positions without moving the market. That combination of signal quality and position-buildability makes this one of the more actionable large-cap setups in Consumer Cyclical.

F|EarningsFord Motor Company

Earnings Summary

Ford Motor Company is a global automotive manufacturer producing a wide array of vehicles under the Ford and Lincoln brands, including trucks, SUVs, and commercial vans, serving both retail and commercial customers. The company operates across segments for internal combustion engine vehicles, electric vehicles, and commercial solutions, supported by a financial services arm. Ford's business model encompasses vehicle sales, parts, accessories, digital services, and financing, distributed through an extensive network. Ford's recent quarterly performance shows a mixed pattern. Q4 2025 reported EPS of $0.13 on revenue of $42.5 billion, missing analyst estimates for both metrics. This followed Q3 2025 EPS of $0.45 and revenue of $47.185 billion, which beat estimates. The preceding quarters of Q1 2025 and Q2 2025 saw EPS of $0.14 and $0.37 respectively, both beating estimates, while revenues were $37.422 billion and $46.943 billion. The trend indicates volatility, with strong beats in mid-2025 followed by a significant miss in Q4 2025. Historically, Ford's year-over-year (YoY) growth trajectory has been subject to fluctuations. The company has demonstrated an ability to beat EPS estimates in several recent quarters, such as Q1 2025, Q2 2025, Q3 2025, and Q4 2024. However, the significant miss in Q4 2025 EPS and revenue highlights potential challenges in meeting expectations, particularly in the latter half of the year. There isn't a consistent pattern of revenue growth despite EPS misses, as Q4 2025 saw both metrics underperform. Recent news highlights significant organizational changes at Ford, including the formation of a new Product Creation and Industrialization unit aimed at accelerating vehicle development and achieving an 8% profit margin by 2029. CEO Jim Farley has expressed strong concerns about the competitive threat from Chinese EV manufacturers, calling for protection. Analyst sentiment is divided, with UBS upgrading Ford to 'Buy' citing a credible path to exceeding $2 EPS by 2027, while RBC Capital lowered its price target due to challenging EV market conditions and projected losses for the Model e division. Looking ahead, investors will be watching Ford's execution on its product roadmap and its ability to navigate the highly competitive electric vehicle market. Key will be the company's progress towards its EPS targets and its strategy for managing losses in the Model e division. The impact of organizational restructuring and potential government initiatives related to defense production will also be important factors to monitor.

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$0.18	-	-
Q4'25	$0.26	$0.13	-50.5%
Q3'25	$0.36	$0.45	+25.4%
Q2'25	$0.33	$0.37	+11.1%
Q1'25	$0.02	$0.14	+557.0%
Q4'24	$0.32	$0.39	+20.4%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$39.0B	-	-
Q4'25	$39.7B	$42.5B	+7.1%
Q3'25	-	$47.2B	-
Q2'25	-	$46.9B	-
Q1'25	-	$37.4B	-
Q4'24	-	$44.9B	-

Technical Score (1D)

BUY

News Sentiment

MIXED

Market Data

F Stock Snapshot

Ford Motor Company · Consumer Cyclical · ford.com

News Sentiment Analysis

Sentiment gathered from recent headlines

49/100

Strong NegativeNeutralStrong Positive

MIXED

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Ford Motor Company (F) saw its stock price increase by 3.50% to close at $12.88, mirroring a broader positive trend in the automotive sector. This movement occurred as rising oil prices potentially enhance the appeal of electric vehicles. The stock's performance suggests investor confidence is building ahead of upcoming earnings reports for key players in the EV space.

What did this article say?

Ford is recalling approximately 1.4 million F-150 pickup trucks in the U.S. due to an issue causing unexpected downshifts. Federal regulators investigated reports of this problem, which has been linked to two potential injuries and one accident. The fix involves a software update to the powertrain control module, addressing potential signal loss from the transmission range sensor.

What did this article say?

Ford has initiated a significant recall affecting approximately 19.5 million vehicles produced between April 2025 and March 2026. This recall volume surpasses that of all other manufacturers combined. The scale of this recall raises concerns about manufacturing quality and potential financial implications for the automaker.

What did this article say?

Ford Motor Company is part of the European Automobile Manufacturers' Association, which is considering BYD's application for membership. This development occurs as the EU contemplates tariffs on Chinese electric vehicles, potentially altering the competitive landscape for all automakers in the region. BYD's potential representation could influence policy discussions impacting established players like Ford.

What did this article say?

Ford is initiating a software update for approximately 1.4 million F-150 trucks (2015-2017 models) in the U.S. due to a gear shift issue linked to a transmission sensor signal problem. This defect can cause unexpected downshifts to second gear, posing a safety risk that prompted a prior NHTSA investigation. While the company has reported two injuries and one accident related to the issue, the fix involves a free software update at dealerships, avoiding mechanical replacements.

What did this article say?

Ford is initiating a recall for approximately 1.39 million F-150 trucks, spanning model years 2015 to 2017. The issue stems from a potential loss of signal between the transmission range sensor and the powertrain control module, which could cause unexpected downshifting and a loss of vehicle control. Dealers will address this safety concern by updating the powertrain control module software.

What did this article say?

Ford is initiating a recall for approximately 1.39 million F-150 vehicles in the United States due to a potential gearshift issue. This action addresses concerns that could lead to unexpected vehicle movement. The recall impacts a significant portion of the popular F-150 model.

What did this article say?

Ford is initiating a recall of approximately 1.4 million vehicles in the U.S. due to a software issue within the powertrain control module. This defect could potentially lead to an unexpected loss of control. The National Highway Traffic Safety Administration (NHTSA) reported this development. Traders should monitor any potential impact on production or customer relations.

What did this article say?

Ford is recalling 1,392,935 vehicles across the United States, as reported by the NHTSA. The recall is prompted by a software issue that can cause an unexpected downshift, potentially leading to a loss of control. This situation highlights ongoing quality control challenges for the automaker. Investors should assess the operational and reputational implications.

What did this article say?

This analysis assesses Ford's (F) current share price against its intrinsic value, considering recent performance and broader market context. While the stock has seen significant gains over the past year, its year-to-date performance shows a slight decline. Investors are evaluating Ford's position relative to industry peers, which is crucial for understanding the stock's valuation trajectory.

F|EarningsFord Motor Company

Earnings Summary

Earnings | EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$0.18	-	-
Q4'25	$0.26	$0.13	-50.5%
Q3'25	$0.36	$0.45	+25.4%
Q2'25	$0.33	$0.37	+11.1%
Q1'25	$0.02	$0.14	+557.0%
Q4'24	$0.32	$0.39	+20.4%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q1'26	$39.0B	-	-
Q4'25	$39.7B	$42.5B	+7.1%
Q3'25	-	$47.2B	-
Q2'25	-	$46.9B	-
Q1'25	-	$37.4B	-
Q4'24	-	$44.9B	-

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

F·Ford Motor Company

F Stock Snapshot

Earnings | EPS

Revenue

F·Ford Motor Company

F Stock Snapshot

News Sentiment Analysis

Recent News Coverage

Earnings | EPS

Revenue

News Sentiment Analysis

Recent News Coverage

F·Ford Motor Company

F Stock Snapshot

Earnings | EPS

Revenue

F·Ford Motor Company

F Stock Snapshot

News Sentiment Analysis

Recent News Coverage

Earnings | EPS

Revenue

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News Sentiment Analysis

Recent News Coverage

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