Written by Emily J. Thompson, Senior Investment Analyst
Source: Yahoo Finance
Updated: 30m ago
0mins
Source: Yahoo Finance
Electrification Trend: The 2026 Consumer Reports’ best new cars list features all models as hybrids or electric vehicles, marking a significant shift towards electrification that meets consumer demands for both sustainability and cost-effectiveness.
Hybrid Power Advantage: While full EV sales in the U.S. have declined due to the loss of federal tax credits, hybrid vehicle sales are rising, with automakers like Ford, General Motors, and Toyota increasing their hybrid offerings to meet market demand.
Diverse Model Range: The list includes models like the Honda Civic Hybrid and Toyota Camry Hybrid, with the Camry’s 2.5L engine achieving an impressive 48 mpg in testing, showcasing the balance of performance and efficiency in hybrid vehicles.
Market Response: Consumer Reports highlights that hybrid vehicles not only offer quicker acceleration and quieter cabins but also lower long-term ownership costs, reflecting a growing market preference for efficient and eco-friendly vehicles, thus driving transformation in the automotive industry.
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Analyst Views on F
Wall Street analysts forecast F stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for F is 13.65 USD with a low forecast of 11.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company’s fundamentals.
Wall Street analysts forecast F stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for F is 13.65 USD with a low forecast of 11.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company’s fundamentals.
Current: 13.810
Current: 13.810
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ford Faces Recall and EV Loss Challenges Amid Investment Appeal1 day agoFool
Surge in Recalls: Ford recorded a staggering 153 recalls in 2024, affecting approximately 13 million vehicles, which led to an $800 million spike in warranty costs during Q2, directly impacting financial performance and brand reputation.
EV Business Losses: Ford’s Model-e division reported over $5 billion in losses for 2024, highlighting significant challenges in achieving profitability despite rising demand for electric vehicles, indicating a tough transition ahead.
Future Electric Pickup Plans: Ford aims to launch a midsize electric pickup priced around $30,000 in 2027, with expectations of early profitability, reflecting a strategic pivot in its electric vehicle approach.
Strategic Transformation and Investment: The company took a $19.5 billion special charge to shift focus from fully electric vehicles to hybrids, aiming for greater profitability than traditional gasoline models, showcasing its adaptability to market changes.
Consumer Reports’ Top New Cars for 2026 Feature Electric Boost
30 minutes agoYahoo Finance
Electrification Trend: The 2026 Consumer Reports’ best new cars list features all models as hybrids or electric vehicles, marking a significant shift towards electrification that meets consumer demands for both sustainability and cost-effectiveness.
Hybrid Power Advantage: While full EV sales in the U.S. have declined due to the loss of federal tax credits, hybrid vehicle sales are rising, with automakers like Ford, General Motors, and Toyota increasing their hybrid offerings to meet market demand.
Diverse Model Range: The list includes models like the Honda Civic Hybrid and Toyota Camry Hybrid, with the Camry’s 2.5L engine achieving an impressive 48 mpg in testing, showcasing the balance of performance and efficiency in hybrid vehicles.
Market Response: Consumer Reports highlights that hybrid vehicles not only offer quicker acceleration and quieter cabins but also lower long-term ownership costs, reflecting a growing market preference for efficient and eco-friendly vehicles, thus driving transformation in the automotive industry.
California Proposes $200 Million EV Incentive Program
5 hours agoBenzinga
Incentive Program Overview: California Governor Gavin Newsom has proposed a $200 million EV incentive program aimed at providing point-of-sale rebates for first-time buyers, intending to stimulate growth in the electric vehicle market.
Automaker Participation: Automakers participating in the program will be required to match the incentive amount offered by the state, a move designed to enhance consumer purchasing power and ensure sustainable market development.
Broad Eligibility: The program will apply to passenger vehicles priced up to $55,000 and SUVs, pickup trucks, and vans priced up to $80,000, while also including used EVs priced up to $25,000, demonstrating a focus on various consumer segments.
Policy Context: This proposal comes after President Trump announced the elimination of the $7,500 federal EV credit, with Governor Newsom vocally opposing Trump’s anti-EV stance and promising to propose a new EV credit program in 2024.
Ford Motor Company Adjusts EV Strategy Amid Losses14 hours agoYahoo Finance
Massive EV Losses: Ford Motor Company anticipates approximately $19.5 billion in charges primarily linked to its electric vehicle (EV) business, marking one of the largest impairments in U.S. auto history and highlighting the challenges domestic automakers face in achieving their EV ambitions.
Strategic Shift: Since 2023, Ford has incurred $13 billion in losses on its EV initiatives, prompting a pivot away from unprofitable projects towards higher-margin vehicles, including gas-powered models, hybrids, and extended-range EVs, aimed at enhancing profitability.
Product Line Changes: The company plans to discontinue the pure electric version of its F-150 Lightning pickup, instead producing an extended-range variant, while also targeting a $30,000 EV pickup by 2027 to cater to consumer demand for practical, lower-cost electric options.
Battery Factory Transformation: Ford is transforming its Kentucky EV battery factory into a battery-storage business serving utilities, renewable energy developers, and large-scale AI data centers, allowing the company to cut losses and focus on profitable segments.
Ford Motor Company Faces Long-Term Underperformance Challenges17 hours agoFool
Poor Stock Performance: Ford’s shares have only grown 16% over the past decade, and even with cash dividends, the total return of 97% is significantly below the S&P 500’s 325%, indicating the company’s persistent underperformance in the market.
Policy Uncertainty Impact: The Trump administration’s tariff policies have significantly affected Ford, disrupting global automotive supply chains and complicating the company’s future planning and production capacity, thereby increasing operational risks.
Electric Vehicle Strategy Misstep: Ford’s overcommitment to electric vehicles has resulted in a staggering $19.5 billion asset write-down, as the company plans to replace the poorly selling electric F-150 Lightning with a hybrid model, highlighting strategic miscalculations amid changing policies.
Investor Confidence Issues: Although Ford’s P/E ratio of 9.8 is relatively cheap, the lack of a stable strategic direction from management may lead to capital allocation mistakes, diminishing investor confidence in future growth and suggesting a search for more forward-looking investment opportunities.
NHTSA Expands Safety Investigation on 1.27M Ford F-150 Trucks22 hours agoNewsfilter
Investigation Expansion: The National Highway Traffic Safety Administration (NHTSA) has expanded its safety investigation into 1.27 million Ford F-150 trucks from model years 2015 to 2017 due to reports of unexpected downshifts and rear-wheel lockup, potentially increasing crash risks.
Downshift Issues: Owners have reported that the F-150 trucks abruptly downshift without warning or driver input, causing sudden deceleration and, in some cases, brief rear-wheel lockup or skidding, which raises the risk of collisions.
Defect Cause Analysis: Ford stated that the defect in the 2015-2017 F-150s differs from the earlier recalls for 2011-2014 models, which were due to manufacturing issues with parts from an external vendor causing signal loss, while the newer models may have issues from electrical connections wearing down over time due to heat and vibration.
Further Testing Plans: NHTSA’s Office of Defects Investigation has initiated an engineering analysis to conduct further testing and review additional technical data to assess the risk of intermittent TRS signal loss potentially causing vehicles to shift into neutral and roll forward when reversing uphill.
