Ford recalls 1.74 million vehicles in U.S. over rearview camera malfunctionMarch 6, 2026 6:16 AM
IH Market News
Ford (NYSE:F) is recalling about 1.74 million vehicles in the United States because of a defect that may cause the rearview camera display to fail, potentially limiting the driver’s visibility behind the vehicle, the U.S. National Highway Traffic Safety Administration said Friday.According to the regulator, the issue affects certain Ford Bronco and Ford Edge models. The problem stems from the Accessory Protocol Interface Module, which may overheat and shut down, preventing the rearview camera image from appearing as expected.Ford stock price

Original: Ford recalls 1.74 million vehicles in U.S. over rearview camera malfunction

14.49 F 52 week high

Ford recalls more than 412,000 Explorer SUVs over suspension defectFebruary 24, 2026 5:59 AM
IH Market News
Ford Motor Company (NYSE:F) is recalling 412,774 Explorer vehicles across the United States after identifying a potential defect involving rear suspension toe links, the U.S. National Highway Traffic Safety Administration said on Tuesday.According to the safety regulator, the affected component could fracture, potentially leading to reduced steering control and increasing the risk of a crash. The recall applies specifically to certain Explorer models and targets a safety issue linked to the rear suspension system.Ford stock price

Original: Ford recalls more than 412,000 Explorer SUVs over suspension defect

Yes, over the air or take the car to the dealer, either would work. I just want to shut this "feature" down. I contacted Ford and they reluctantly implied that such could be done. Just that Ford must authorize the dealers to do the work. Seems like a straight forward thing. So I wait .......

It would probably be easier, and I would be just as happy, if they did an over-the-air software update to remember last setting.

Pres. Trump just rolled back a bunch of EPA regs, especially the automatic start/stop (A.S.S.) 'feature". Now Ford needs to authorize dealers to turn this thing off. I'll take my new Escape in for reprogramming as soon as they do.

Ford Q4 profit misses estimates, but 2026 guidance seen as solidFebruary 11, 2026 6:57 AM
IH Market News
Ford Motor (NYSE:F) reported fourth-quarter earnings that fell short of profit expectations but exceeded revenue forecasts, while issuing a stronger outlook for 2026 despite rising tariff-related costs.Shares were marginally higher in premarket trading Wednesday, up less than 1%.The Dearborn, Michigan-based automaker posted adjusted earnings of $0.13 per share for the fourth quarter, missing analyst estimates by $0.05.Quarterly revenue climbed to $45.9 billion, ahead of the $44.2 billion consensus forecast. For full-year 2025, Ford generated total revenue of $187.3 billion.The company recorded a net loss of $11.1 billion in the fourth quarter and $8.2 billion for the year, largely reflecting special items.On an adjusted basis, fourth-quarter EBIT totaled $1.0 billion, below the $1.2 billion analysts had expected. Full-year adjusted EBIT reached $6.8 billion. Operating cash flow for 2025 stood at $21.3 billion, with adjusted free cash flow of $3.5 billion.Looking ahead, Ford projected 2026 adjusted EBIT in the range of $8 billion to $10 billion, along with adjusted free cash flow of $5 billion to $6 billion. Capital expenditures are expected to total between $9.5 billion and $10.5 billion, as the company continues investing in next-generation vehicles and operational efficiency.Morgan Stanley analysts noted that “the midpoint of the 2026 adj. EBIT guidance came in 5.4% below our estimate and 1.2% below consensus.”“Tariffs drove a modest miss in 4Q while ongoing Novelis-related costs drove the midpoint of the 2026 EBIT guide below expectations,” they added.Chief Executive Officer Jim Farley said Ford delivered a “strong 2025 in a dynamic and often volatile environment,” highlighting efforts to reduce material and warranty expenses while improving vehicle quality.Chief Financial Officer Sherry House said the company’s disciplined capital allocation strategy and product pipeline should help expand margins over time.Barclays analyst Dan Levy said Ford’s 2026 forecast “largely cleared the bar.”“While we await more details from the call, the initial underlying assumptions seem reasonable,” he said.Ford expects roughly $2 billion in tariff-related costs this year, stemming from measures imposed under President Donald Trump, with a significant portion linked to aluminum sourcing for its F-150 pickup trucks.The automaker reaffirmed its long-term target of achieving an 8% adjusted EBIT margin by 2029, as it seeks to offset cost pressures while improving execution across its traditional and electric vehicle segments.Ford stock price

Original: Ford Q4 profit misses estimates, but 2026 guidance seen as solid

U.S. payrolls in focus; Ford absorbs $900 million tariff charge – markets in motion: Dow Jones, S&P, Nasdaq, Wall Street FuturesFebruary 11, 2026 5:27 AM
IH Market News
Futures tied to the main U.S. equity benchmarks edged higher ahead of a closely watched employment report that could shape expectations for Federal Reserve rate policy later this year. Ford Motor Company (NYSE:F) recorded a sizeable charge related to a delay in U.S. tariff relief, but stronger-than-anticipated guidance supported its shares in extended trading. Meanwhile, an activist investor is reportedly urging Warner Bros. Discovery, Inc. (NASDAQ:WBD) to reject an approach from Netflix, Inc. (NASDAQ:NFLX), adding another chapter to the protracted takeover story.



Futures tick higher



By 02:33 ET, Dow futures were up 91 points, or 0.2%. S&P 500 futures gained 12 points, also 0.2%, while Nasdaq 100 futures advanced 48 points, or 0.2%.On Tuesday, the Dow Jones Industrial Average closed at a fresh record, but the S&P 500 and Nasdaq Composite slipped, pressured in part by renewed concerns about the impact of emerging artificial intelligence tools.Financial stocks were hit after wealth management start-up Altruis launched an AI-driven tax planning product. The Charles Schwab Corporation (NYSE:SCHW) fell more than 7%, while Raymond James Financial, Inc. (NYSE:RJF) posted its steepest one-day drop since the height of the 2020 pandemic turmoil.The selloff echoed recent AI-related weakness in insurance brokers and software names, reflecting concerns that the rapidly evolving technology could disrupt a wide range of industries, though some analysts argue these fears may be exaggerated.Weak retail sales data also dampened sentiment, prompting speculation that economic growth could slow in 2026. Expectations for a more dovish Federal Reserve stance increased, with CME FedWatch showing higher odds of a rate cut as early as April.



Employment report awaited



Against this backdrop, the spotlight turns to the delayed January U.S. jobs report.Economists expect payrolls to have risen by about 66,000 in January, up from 50,000 in December.At its most recent meeting, the Federal Reserve described the labor market as “stabilizing” after a period of weakness. Combined with still-elevated but steady inflation, this assessment led policymakers to keep rates unchanged in the 3.5% to 3.75% range.Earlier this week, White House economic adviser Kevin Hassett cautioned that advances in AI could weigh on job growth in the coming months, even as productivity improves.Uncertainty around employment and inflation — the Fed’s two key mandates — clouds the outlook for 2026. Today’s payrolls figures, along with Friday’s consumer price data, may provide clearer signals about the direction of rates next year.“Today’s jobs report is a pivotal event for the [foreign exchange] market. A materially weak print would likely pave the way for markets to price in a cut in April,” analysts at ING Groep N.V. wrote.



Ford hit by tariff delay



Ford shares edged higher in after-hours trading after the company issued guidance that topped expectations.The automaker projected annual operating income of roughly $9 billion, ahead of Wall Street’s $8.85 billion estimate. Forecast free cash flow of $5.5 billion also exceeded projections.However, Ford posted a fourth-quarter operating loss of $11.1 billion — the largest in its history — after taking a $900 million charge tied to a delay in the implementation of a Trump-era tariff relief program.Chief Financial Officer Sherry House said the company was informed of the “unexpected” shift “very late” in 2025.



Warner battle intensifies



Separately, takeover developments around Warner Bros. Discovery continued to unfold.The Wall Street Journal reported that activist investor Ancora Holdings has accumulated a stake worth roughly $200 million in Warner and plans to press the company to reject Netflix’s substantial bid for its film and television assets and HBO Max platform.According to the report, Ancora may disclose its position as soon as Wednesday and argue that Warner has not sufficiently considered a competing proposal from Paramount Skydance, led by David Ellison, which envisions acquiring the entire company rather than select divisions.Paramount has reportedly sweetened its offer by proposing additional cash payments to Warner shareholders for each quarter the transaction remains incomplete and by covering any breakup fee linked to abandoning the Netflix deal. However, the overall bid — valued at $108.4 billion including debt — remains unchanged.



Gold and oil move higher



Gold prices climbed after weak U.S. retail sales reinforced expectations of cooling economic momentum, heightening anticipation around payrolls data.Spot gold rose 0.4% to $5,047.08 per ounce, while futures gained 0.8% to $5,071.34, though prices remained below recent record highs.Oil prices also advanced. Brent crude increased 1.2% to $69.64 per barrel, and U.S. West Texas Intermediate gained 1.3% to $64.81 per barrel.Ford stock priceWarner Brothers Discovery stock priceNetflix stock priceCharles Schwab stock priceRaymond James stock price

Original: U.S. payrolls in focus; Ford absorbs $900 million tariff charge – markets in motion: Dow Jones, S&P, Nasdaq, Wall Street Futures

Ford Reports Fourth-Quarter, Full-Year 2025 Financial ResultsFebruary 10, 2026 4:05 PM
Business Wire
Ford Motor Company (NYSE: F) today reported fourth-quarter and full-year 2025 financial results. Visit the company’s Investor Relations website at shareholder.ford.com to view the earnings release, earnings presentation and other supporting material.


At 5:00 p.m. ET, Ford and Ford Motor Credit Company management will hold a conference call to discuss these financial results. For the webcast, click here. Representatives of the investment community will be able to ask questions on the call.


The webcast will be available for replay for approximately one week following the call at this link.


About Ford Motor Company


Ford Motor Company (NYSE: F) is a global company based in Dearborn, Michigan, committed to helping build a better world, where every person is free to move and pursue their dreams. The company’s Ford+ plan for growth and value creation combines existing strengths, new capabilities, and always-on relationships with customers to enrich experiences for customers and deepen their loyalty. Ford develops and delivers innovative, must-have Ford trucks, sport utility vehicles, commercial vans and cars and Lincoln luxury vehicles, along with connected services, including BlueCruise (ADAS) and security. The company offers freedom of choice through three customer-centered business segments: Ford Blue, engineering iconic gas-powered and hybrid vehicles; Ford Model e, inventing breakthrough electric vehicles (“EVs”) along with embedded software that defines always-on digital experiences for all customers; and Ford Pro, helping commercial customers transform and expand their businesses with vehicles and services tailored to their needs. Additionally, the company provides financial services through Ford Motor Credit Company. Ford employs about 169,000 people worldwide. More information about the company and its products and services is available at corporate.ford.com.


For news releases, related materials and high-resolution photos and video, visit www.media.ford.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260210946864/en/
Media

David Tovar

1.773.682.7954

dtovar9@ford.com


Equity Investment Community

Lynn Antipas Tyson

1.203.616.5689

ltyson4@ford.com


Fixed Income Investment Community

Sean Moore

1.313.248.1587

smoor192@ford.com


Shareholder Inquiries

1.800.555.5259 or

1.313.845.8540

stockinf@ford.com


Original: Ford Reports Fourth-Quarter, Full-Year 2025 Financial Results

Ford Motor Company Board Declares Dividend for First-Quarter 2026February 2, 2026 4:05 PM
Business Wire
The board of directors of Ford Motor Company today declared a first-quarter regular dividend of 15 cents per share on the company’s outstanding common and Class B stock.


The dividend is payable on March 2 to shareholders of record at the close of business on Feb. 13.


About Ford Motor Company


Ford Motor Company (NYSE: F) is a global company based in Dearborn, Michigan, committed to helping build a better world, where every person is free to move and pursue their dreams. The company’s Ford+ plan for growth and value creation combines existing strengths, new capabilities, and always-on relationships with customers to enrich experiences for customers and deepen their loyalty. Ford develops and delivers innovative, must-have Ford trucks, sport utility vehicles, commercial vans and cars and Lincoln luxury vehicles, along with connected services. The company offers freedom of choice through three customer-centered business segments: Ford Blue, engineering iconic gas-powered and hybrid vehicles; Ford Model e, inventing breakthrough electric vehicles (“EVs”) along with embedded software that defines always-on digital experiences for all customers; and Ford Pro, helping commercial customers transform and expand their businesses with vehicles and services tailored to their needs. Additionally, the company provides financial services through Ford Motor Credit Company. Ford employs about 170,000 people worldwide. More information about the company and its products and services is available at corporate.ford.com.


https://ford.to/facebook

https://x.com/ford

https://ford.to/linkedin

View source version on businesswire.com: https://www.businesswire.com/news/home/20260202842469/en/
Media

David Tovar

1.773.682.7954

dtovar9@ford.com


Equity Investment Community

Lynn Antipas Tyson

1.203.616.5689

ltyson4@ford.com


Fixed Income Investment Community

Sean Moore

1.313.248.1587

smoor192@ford.com


Shareholder Inquiries

1.800.555.5259 or

1.313.845.8540

stockinf@ford.com


Original: Ford Motor Company Board Declares Dividend for First-Quarter 2026

What do you mean “under this administration?”

Debt levels are rising, making refinancing more expensive. $F

I guess one way to get the stock to go up is burn down your aluminum supplier so you dont have to keep manufacturing EVs that youll get stuck with that wont sell? Perfect timing too. Right before the EV tax credits expire. Insurance pays for new upgraded equipment and it all justifies manufacturing a new plant in Alabama. Nothing to see here. Move along. Haha. Anything is possible under this administration

Big news coming out

It’s gonna be FORD fun today

F! New 52 week high, big gap up Friday

Any company that "upgrades" (Jefferies) a stock to lower than the current trading price, is either incompetent or lying to you. F is trading 40% higher than their previous target! Clearly they are playing a game... and losing!

Jefferies Upgrades Ford, Says Automaker Better Positioned Than GM Amid Shifting U.S. Regulations
Fiona Craig

October 06 2025 11:23AM

Ford Motor Co. (NYSE:F) is better equipped than General Motors (NYSE:GM) to navigate the evolving U.S. landscape on emissions and trade policy, according to Jefferies analysts, who upgraded Ford’s stock and highlighted its stronger regulatory flexibility.

The brokerage raised its rating on Ford to Hold from Underperform and increased its price target to $12 from $9, citing the company’s broader product mix that includes internal combustion, hybrid, and electric vehicles. This balance, Jefferies said, gives Ford an advantage in managing both potential tariff hikes and tighter CO2 standards.

Analysts noted that Ford could benefit if regulators ease greenhouse gas restrictions or extend clean-energy production incentives, while its strong emissions compliance record means it faces lower penalty risks than competitors.

Jefferies added that any relaxation of CO2 limits on heavier models such as pickups and SUVs could boost profitability from Ford’s “Blue” combustion business, which it now expects to deliver improved margins.

Meanwhile, General Motors was kept at Hold, with Jefferies warning that GM remains more vulnerable to tariffs and has less flexibility to adjust its product lineup. While GM maintains market dominance in full-size pickups and SUVs, the firm continues to lose money on its electric vehicle operations, and Jefferies expressed skepticism about its ability to narrow those losses quickly.

Ford has previously identified a multibillion-dollar opportunity if emissions regulations are relaxed, and Jefferies anticipates that management could signal strategic adjustments later this year, including a slower EV rollout or greater emphasis on hybrid models. The firm also raised its 2026–2027 earnings forecast by roughly 4%, citing higher profits from combustion vehicles.

However, the analysts cautioned that warranty costs and European restructuring efforts remain headwinds, and the stock still appears pricey relative to cash flow.

“Operating drivers look more supportive but cannot offset overhangs,” Jefferies wrote, while naming Stellantis as its preferred U.S.-listed auto stock.

F ☝️🥳☝️🌪️

waiting on more news about that $15k truck. Every manufacture has the equivalent lets see who has the guts to pull the trigger fisrt

New 52 WK high.

F daily

With Farley at the helm......that may happen.

Why are you always spamming this board about other companies?

https://www.fool.com/investing/2025/08/05/2-top-electric-vehicle-ev-stocks-to-buy-in-august/ $F

Ford new $15,000 truck ..

$F should buy $MULN for their EV truck chassis https://mullencommercial.com/

$F Flutter Entertainment deal, NIO SUVs, Ford recall

https://finance.yahoo.com/video/flutter-entertainment-deal-nio-suvs-181839124.html $FLUT $NIO

Sold $F grabbed some $NIO

say yes to Ford after Japan says no

Trump megabill axes $7,500 EV tax credit after September
https://www.cnbc.com/2025/07/01/trump-big-beautiful-bill-axes-7500-ev-tax-credit-after-september.html $F

$NIO vs $F

You realize most of that is Ford Credit - you've always been a 🤡

How's your IDEX doing these days?

$F has a mass amount of debt. Total Debt (mrq) $157.78B

NIO’s Profit Potential Just Surpassed Ford & GM – Here’s Why It Could Dominate by 2027
$F $NIO

Very doubtful...

I’ll enter at the $8.50 range.

This is a buy at lower price stock and hold for the dividend. Note the Ford Family owns 40% percent of the company still. They do not favor stock repurchases. They are in favor of dividends. Do not expect huge permanent increases of dividends. If there is extra cash the company will issue a special dividend on top of the regular dividend at the end of the year which makes buying this stock when the price is under pressure a safer play.

F, 10Q due Monday 5/5

F

Ford (F) Stock Eyes 3-Year Lows After Analyst Downgrade
By: Schaeffer's Investment Research | April 9, 2025

• Bernstein downgraded Ford stock to "underperform" from "market perform"

• There was already ample pessimism surrounding the stock

Ford Motor Co (NYSE:F) is under pressure this morning, last seen down 2.7% to trade at $8.46 ahead of the open, as automaker stocks broadly retreat following the implementation of new U.S. tariffs targeting dozens of countries. Adding to the headwinds, Bernstein downgraded F to "underperform" from "market perform," citing weakening consumer confidence and the timing of the tariffs, which it believes could “significantly affects Ford.”

On the charts, Ford stock is on track to breach the $8.50 level for the first time since January 2021, deepening its technical troubles. The equity is already nursing a 34.2% year-over-year deficit and has shed 10.8% in 2025 alone. With shares eyeing a third consecutive daily loss before the session even begins, bearish momentum appears firmly in control.

Wall Street sentiment isn’t offering much relief, either. Analysts remain overwhelmingly pessimistic on Ford stock, with 19 of 23 brokerages maintaining a “hold” or worse rating. Options traders are showing a similarly bearish stance at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX). Ford stock's 50-day put/call volume ratio ranks in the 98th percentile of annual readings, pointing to a stronger-than-usual preference for long puts over calls.

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Ford Motor Company has several factories and manufacturing facilities in Mexico, including assembly plants and engine plants, and they produce various models for the North American market. $F Ford has factories in China through joint ventures, including Changan Ford (with Changan Automobile) and JMC (with Jiangling Motors). Trump to do 104% Tariffs against China TODAY

For sure

How's your portfolio doing today? i hope it is not as ugly as mine.

Maybe orange king can get some advice from the Tarif Lady.

$FORD

wabdon

The previous king wanted to cut your balls, with your taxes.

This is what happens when an Orange king is put in charge of the country.

F, not good

Ford (F) Price Prediction and Forecast 2025-2030 (March 2025)
By: 24/7 Wall St. | March 14, 2025

Shares of Ford Motor Company (NYSE: F) have bucked the downward trend that has afflicted the rest of the market recently. While the broad consumer discretionary sector posted a loss of -15.29% over the past month — the worst among the S&P 500’s 11 sectors — Ford posted a gain of 2.48% over the same period. Year-to-date, the stock has barely broken even with a 0.62% gain, yet it remains down -19.62% over the past year -61.45% since its five-year high on Jan. 14, 2022.

On March 14, the company announced it hired Mike Aragon, a former Lululemon executive, to serve as president of integrated services business segment as Ford seeks to create more revenue via subscriptions and other software-enabled features. When the company reported year-end results, Ford announced a 4.2% increase in U.S. vehicle sales during 2024, reaching a total of 2,078,832 units. This growth was driven by sales increases across both the Ford and Lincoln brands. Additionally, Ford expanded its market share to 12.6% from 12.4% in the previous year.

The legacy automaker’s iconic brand helped to define American mechanical design and business supremacy in the 20th century and continues to remain a major player to this day. Founder Henry Ford created the mass production assembly line manufacturing process, and Ford cars and trucks are sold worldwide. It is the second-largest US auto industry builder after General Motors and sixth largest worldwide.

The Dearborn-headquartered company has remained resilient and has continues to stay competitive with its 6.19% annual dividend yield. But investors are concerned with future stock performance over the next 1, 5 and 10 years. While most Wall Street analysts will calculate 12-month forward projections, it’s clear that nobody has a consistent crystal ball, and plenty of unforeseen circumstances can render even near-term projections irrelevant. 24/7 Wall Street aims to present some farther-looking insights based on Ford’s own numbers, along with business and market development information that may be of help to our readers’ own research.

Key Points In This Article

• Ford’s strong cash generation, brand loyalty, and attention to customer service should help it weather the current market turbulence in the motor vehicle sector as it continues to recover.
• The failure of the EV market to go beyond the niche level and Ford’s own decisions to scale back EV production are a prescient read on the pendulum swinging back towards internal combustion engine (ICE) autos, which is Ford’s strong suit.
• To receive a complimentary copy of our brand-new report, “The Next NVIDIA,” click here. It includes three top stock picks poised to take off from the next breakthroughs in AI. One company is ‘10X Moonshot’, which could become the dominant software player in AI...

* * *

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Ford’s German union fears bankruptcy risk despite $5B help from U.S. parent
By: Markets & Mayhem | March 11, 2025

• Union leaders at Ford’s Germany-based business fear an increased risk of bankruptcy for the automaker’s European operations despite a €4.4 billion ($4.8 billion) cash injection from the U.S. parent.

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Ford slashes manager stock bonuses to cut costs, boost performance
By: Reuters | February 18, 2025

• About 1,650 of Ford's middle managers to miss stock bonuses
• Move aims to improve employee performance, says Ford spokesperson
• Ford's stock fell 23% over last 12 months, lagging behind GM's performance

DETROIT, Feb 18 (Reuters) - Some middle managers at Ford Motor (F.N), opens new tab will not get stock bonuses this year in what is seen internally as CEO Jim Farley's latest attempt to cut the automaker's bloated costs, according to six people familiar with the matter.

Around 1,650 middle managers out of 3,300 globally will not get stock bonuses, according to a person familiar with the discussions.

The stock awards are usually paid in March, but senior managers have been told to select which half of their middle management staff will receive them, four of the sources said.

Ford said the change was meant to incentivize an improvement in employee performance.
"We are focused on driving a high-performance culture that recognizes and rewards employees for their business contributions," a Ford spokesperson said.

The Dearborn, Michigan, automaker has struggled with inefficient operations, within both its cash-burning electric vehicle division and its fuel-powered vehicle business.

Farley has for years told employees and Wall Street that Ford is undergoing a fundamental transformation to become leaner and more competitive, as it races against U.S. rivals as well as Chinese automakers and EV producer Tesla (TSLA.O), opens new tab.

Ford's stock slipped about 23% over the past year, while Detroit rival General Motors' (GM.N), opens new tab shares rose around 23% on the strength of lower costs and higher profits.

The automaker and its competitors are also navigating the uncertainty of U.S. President Donald Trump's trade policies, which Farley said have added "a lot of cost and a lot of chaos." Ford's rivals are more exposed to tariffs on Mexico and Canada, which are scheduled to begin March 1, but the company could still be hit by 25% duties on vehicles shipped from Mexico, including its Mustang Mach-E, Bronco Sport, and Maverick pickup.

'THE BEST TALENT'

Employees were informed of the stock award changes in a company briefing last week and told the rationale for slashing bonuses was performance-based, the six sources said.

Some Ford workers viewed the move as a way for the automaker to slim its ranks, and said they were looking for job openings at other companies.

"With continued profit underperformance versus GM, Farley probably does not want to say the status quo of continued stock awards for all managers is acceptable," David Whiston, analyst for Morningstar, said in an email.

"This could be a way to get some people to quit given the focus is on middle managers," Whiston added.
Stock grant bonuses have typically been regarded as a way to retain talent at the automaker, which Farley recently said was key to its competitiveness. The awards vest over three years.

"The most important for me is the best talent and the best culture," Farley told analysts on an earnings call this month, saying the company could not improve its results without recruiting and keeping the right people.

The stock awards are part of a larger performance-based compensation system, which also includes cash awards. The bonuses are granted to salaried employees companywide, most of them managers.

Separately, Ford sets a companywide bonus based on metrics including vehicle quality, total earnings and EV sales, which amounted to 69% in 2024 of the total potential bonus, three of the sources said. Reuters reported in October that those bonuses would be cut based on lackluster company performance.

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Huge Sell-Off Has Cut Ford Shares by Half
By: 24/7 Wall St. | February 14, 2025

Ford Motor Co. (NYSE: F) shares sold for about $25 apiece in early 2022. Recently, they dropped near their 52-week low of $9.10. What was a promising move into electric vehicles (EVs) has turned out to be multi-billion-dollar losses. Its sales and profits in China, the world’s largest car market, are shaky. CEO Jim Farley said, “So far, what we’re seeing is a lot of cost and a lot of chaos,” referring to tariffs and the new administration’s plans to help U.S. manufacturers.

Ford’s most recent challenges could substantially undermine its financial situation. According to S&P Global Mobility, tariffs on cars and car parts from Mexico and Canada could increase the prices of new vehicles in the United States by as much as 20%.

Ford will continue to post EV losses in 2025, which may be more than the $5.1 billion it lost last year. In 2021, Ford said it would spend over $30 billion on its EV development by 2025. In 2022, Ford said it expected to reach an annual rate of building EVs at 600,000 by late 2023. Last month, total Ford EV sales in the United States were 5,666.

Ford earned $600 million in China last year. However, Ford will be one of the companies hit hardest by Chinese competition. According to Bloomberg: “As the US and China square off over everything from tech to military might, Ford Motor Co. has emerged as the American firm most at risk from its exposure to the world’s No. 2 economy, according to Strategy Risks, beating the likes of Apple Inc. and Tesla Inc.”

Finally, Farley recently said that if inexpensive Chinese EVs entered the U.S. market, it would severely damage his company. He described Chinese car companies as an “existential threat.”

Ford is under siege. And escaping that position will be a monumental task.

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Bear of the Day: Ford Motor Company (F)
By: Zacks Investment Research | February 12, 2025

Ford Company Overview

Zacks Rank #5 (Strong Sell) stock Ford Motor Company (F), established by Henry Ford in 1903, is an American automotive manufacturer headquartered in Dearborn, Michigan. Being one of the world’s leading automakers, Ford provides a vast product portfolio of cars, trucks, SUVs, and commercial vehicles, including its luxury Lincoln brand and electric vehicles (EVs).

Ford Earnings Miss Amid EV Weakness, Competition

Checkered EPS Surprise History

Ford’s recent earnings history has been checkered, with some quarters beating, and some missing badly. Presently, the July quarter is in control. F shares stumbled more than 18% on volume turnover nearly four times the norm, after the automaker missed Zacks Consensus estimates by a wide margin of 26.56%. Conversely, fellow legacy automaker General Motors (GM) has beaten Wall Street’s earnings estimates.


Image Source: Zacks Investment Research

EV Market Slows, Competition is Fierce

An integral reason Ford missed earnings estimates is weakness in its EV segment. Ford has been forced to scale down its EV production amid slowing EV demand. Meanwhile, though EV demand will likely pick up eventually, Tesla (TSLA) dominates the market by a significant margin. Further, many customers who want to avoid diving dive straight into an EV are opting for hybrids from Toyota Motors (TM), leaving Ford out in the cold.
Ford’s relative weakness is illustrated not only in its faltering fundamentals but also in its share price. Tesla and GM are up 74.80% and 18.90% over the past year, respectively, while Ford lags far behind, down 29%.


Image Source: Zacks Investment Research

Ford Faces Quality Issues

Ford’s struggle to manage warranty expenses has been another sore spot for the automaker. Quality issues in several models from 2016-2021 have led to an $800 million increase in warranty costs. Though management intends to address these issues, they have communicated to shareholders that the problems may not be resolved for more than a year, at the very least. In other words, the warranty issues will cause a bearish overhang in the stock for the foreseeable future.

Tariff Concerns

Ford CEO voiced concerns about tariffs on CNBC yesterday, saying,“So far, what we’re seeing is a lot of cost and a lot of chaos.If you look at the tariffs, let’s be real honest, long term, a 25% tariff across the Mexico and Canadian border will blow a hole in the US auto industry that we have never seen.”

Bottom Line

Despite its storied history, Ford Motor faces significant headwinds, including missed earnings, slowing EV demand, and increased competition from Tesla and other automakers. Additionally, persistent quality issues will likely weigh on the stock over the coming months.

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