Ford Motor Company (F)

US — Consumer Cyclical Sector
Peers: GM  JD  ROST  TCOM  DHI  CPRT  GELHY  AZO  RACE  STLA 

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Key Metrics & Ratings

  • symbol F
  • Rev/Share 47.5993
  • Book/Share 11.9048
  • PB 1.1989
  • Debt/Equity 3.4664
  • CurrentRatio 1.1206
  • ROIC 0.0133

 

  • MktCap 55828167180.0
  • FreeCF/Share 2.9869
  • PFCF 4.6926
  • PE 12.0734
  • Debt/Assets 0.5458
  • DivYield 0.0526
  • ROE 0.1035

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 4
  • DCF Score 4
  • P/B Score 4
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade F Piper Sandler Neutral Overweight -- $16 Jan. 8, 2026
Upgrade F Jefferies Underperform Hold -- $12 Oct. 6, 2025
Upgrade F Wolfe Research Underperform Peer Perform -- -- April 30, 2025
Initiation F Citigroup -- Neutral -- $10 April 23, 2025
Downgrade F Goldman Buy Neutral -- $9 April 10, 2025
Downgrade F Bernstein Market Perform Underperform -- -- April 9, 2025
Reiterated F JP Morgan -- Overweight $13 $11 March 27, 2025
Initiation F TD Cowen -- Hold -- $10 March 7, 2025
Downgrade F Barclays Overweight Equal Weight $13 $11 Jan. 22, 2025
Downgrade F Jefferies Hold Underperform $12 $9 Dec. 16, 2024

News

As EV Dream Fades, Ford — Not GM — Is the Auto Stock to Buy
F
Published: January 09, 2026 by: 24/7 Wall Street
Sentiment: Positive

General Motors ( NYSE:GM ) announced yesterday it was taking a $6 billion charge related to scaling back several electric vehicle (EV) initiatives, including contract cancellations with suppliers and reduced production plans.

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image for news As EV Dream Fades, Ford — Not GM — Is the Auto Stock to Buy
Ford Bets Big on Level 3 Autonomy With $30,000 UEV Platform Push
F
Published: January 09, 2026 by: Zacks Investment Research
Sentiment: Neutral

Ford plans a $30,000 UEV platform with Level 3 eyes-off BlueCruise by 2028, aiming to deliver affordable highway autonomy.

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image for news Ford Bets Big on Level 3 Autonomy With $30,000 UEV Platform Push
Ford's Best Sales Since 2019: Trucks, SUVs and Hybrids Lead On
F
Published: January 08, 2026 by: Zacks Investment Research
Sentiment: Positive

F posts its best U.S. sales and Q4 since 2019, with trucks and SUVs sales surging and hybrids hitting records in 2025.

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image for news Ford's Best Sales Since 2019: Trucks, SUVs and Hybrids Lead On
General Motors Trumps Ford Amid EV Headwinds And Recurring SaaS Monetization
F, GM
Published: January 08, 2026 by: Seeking Alpha
Sentiment: Positive

In 2025, GM and F faced numerous headwinds from tariffs, EV demand destruction, and impairment charges, but notably diverged in mitigation strategies. GM emerges as the winning bet with robust SaaS monetization, higher adj EBIT margins, and lower EV impairment costs, albeit with elevated tariff exposure. GM offers a robust capital appreciation prospect to $101, warranting an upgraded Buy rating upon a moderate retracement attributed to the overbought technical indicators.

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image for news General Motors Trumps Ford Amid EV Headwinds And Recurring SaaS Monetization
Ford, GM Chase Tesla For US EV Crown: 2026 Outlook Signals New Battleground
F, GM, TSLA
Published: January 07, 2026 by: Benzinga
Sentiment: Neutral

Record third-quarter deliveries for electric vehicles in the U.S. happened for many automotive brands, including Tesla Inc (NASDAQ: TSLA).

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image for news Ford, GM Chase Tesla For US EV Crown: 2026 Outlook Signals New Battleground
Ford Motor Company (F) Is a Trending Stock: Facts to Know Before Betting on It
F
Published: January 07, 2026 by: Zacks Investment Research
Sentiment: Positive

Ford Motor (F) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Ford Motor Company (F) Is a Trending Stock: Facts to Know Before Betting on It
Ford posts best annual sales since 2019 as volumes climb
F
Published: January 06, 2026 by: Proactive Investors
Sentiment: Positive

Ford Motor Company (NYSE:F) reported a strong rebound in US vehicle sales in 2025, posting its best annual performance since before the pandemic as total volumes rose 6% to 2.2 million vehicles. The Detroit-based automaker said Tuesday that the result marks its strongest year since 2019, when it sold 2.42 million vehicles, underscoring a steady recovery in demand despite supply chain disruptions and a more cautious consumer backdrop.

Read More
image for news Ford posts best annual sales since 2019 as volumes climb
Ford axed major EV plans, and these latest numbers show why
F
Published: January 06, 2026 by: Market Watch
Sentiment: Negative

Ford's hybrids are more popular than ever, but the company has struggled to find momentum in EVs.

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image for news Ford axed major EV plans, and these latest numbers show why
Ford Sales Rise on Increased Demand for Lower-Priced Trucks
F
Published: January 06, 2026 by: WSJ
Sentiment: Positive

Ford recorded more fourth-quarter sales compared with the prior year, as lower-priced truck sales helped it more than offset a decline in electric vehicles.

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image for news Ford Sales Rise on Increased Demand for Lower-Priced Trucks
Ford's annual US auto sales rise 6% on demand for hybrids, affordable pickup truck
F
Published: January 06, 2026 by: Reuters
Sentiment: Positive

Ford on Tuesday reported higher auto sales in the U.S. in 2025, as strong consumer appetite for its hybrid models and affordable pickup truck helped it offset slowing electric vehicle sales.

Read More
image for news Ford's annual US auto sales rise 6% on demand for hybrids, affordable pickup truck
Ford reports best annual U.S. vehicle sales since 2019
F
Published: January 06, 2026 by: CNBC
Sentiment: Positive

Ford reported sales of 2.2 million vehicles in 2025, including a 2.7% uptick to more than 545,200 units during the fourth quarter.

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image for news Ford reports best annual U.S. vehicle sales since 2019
Ford Sales Rose 6% in 2025 on Torrid Truck, Hybrid Demand; Gains Share; Highest Sales Year this Decade
F
Published: January 06, 2026 by: Business Wire
Sentiment: Neutral

DEARBORN, Mich.--(BUSINESS WIRE)--Ford Motor Company outperformed the industry for its 10th consecutive month in December, pushing market share higher for the year by 0.6 percentage points. For the year and Q4, Ford registered both sales and share gains, beating the industry on both fronts. This demonstrates the success of Ford's strategy to appeal to a broad customer base through a diverse range of trim series and powertrain offerings. Ford's total sales for the year climbed 6.0% to 2,204,124.

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image for news Ford Sales Rose 6% in 2025 on Torrid Truck, Hybrid Demand; Gains Share; Highest Sales Year this Decade
2 Auto Stocks Cooling Off to Close Out 2025
F, GM
Published: December 29, 2025 by: Schaeffers Research
Sentiment: Neutral

Last time we mentioned General Motors Co (NYSE:GM), the stock was fresh off a post-earnings four-year peak.

Read More
image for news 2 Auto Stocks Cooling Off to Close Out 2025
Investors Heavily Search Ford Motor Company (F): Here is What You Need to Know
F
Published: December 26, 2025 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Ford Motor (F) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Read More
image for news Investors Heavily Search Ford Motor Company (F): Here is What You Need to Know
Ford and Rivian Announce Big Developments -- But Are They Buys Now?
F, RIVN
Published: December 25, 2025 by: The Motley Fool
Sentiment: Neutral

Investments within the automotive industry could be changing for the better. Rivian's new microchip is the most aggressive push into autonomous driving technology yet.

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image for news Ford and Rivian Announce Big Developments -- But Are They Buys Now?
Ford or General Motors: Which Stock to Buy Heading into 2026?
F, GM
Published: December 23, 2025 by: Zacks Investment Research
Sentiment: Positive

GM's U.S. leadership, China rebound, software growth and aggressive buybacks give it an edge over Ford as 2026 approaches.

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image for news Ford or General Motors: Which Stock to Buy Heading into 2026?
Ford Recalls Over 272,000 Vehicles Amid Software Glitch
F
Published: December 23, 2025 by: Zacks Investment Research
Sentiment: Negative

Ford is recalling over 272,000 EVs and hybrids due to a software glitch that can prevent vehicles from properly engaging park, raising crash risks.

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image for news Ford Recalls Over 272,000 Vehicles Amid Software Glitch
Ford recalls over 270,000 electric and hybrid cars due to parking function issue
F
Published: December 19, 2025 by: Fast Company
Sentiment: Negative

Ford is recalling more than 270,000 electric and hybrid vehicles in the U.S. because of a parking function problem that could lead to them rolling away.

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image for news Ford recalls over 270,000 electric and hybrid cars due to parking function issue
Wall Street Roundup: Micron Earnings, EV Check-In
F, MU, RIVN, TSLA
Published: December 19, 2025 by: Seeking Alpha
Sentiment: Positive

Micron (MU) surged to new highs on robust earnings, historic margin guidance, and AI-driven demand, with products sold out through fiscal 2026. Ford (F) pivots its EV strategy, writing down $19.5B, shifting focus to hybrids, extended range, and launching a battery energy storage business targeting data centers.

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image for news Wall Street Roundup: Micron Earnings, EV Check-In
Is Ford Rewiring Its Future With Investment in Battery Energy Storage?
F
Published: December 18, 2025 by: Zacks Investment Research
Sentiment: Positive

F is launching a battery energy storage business, converting a Kentucky plant and investing $2 billion to tap into data centers and grid markets.

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image for news Is Ford Rewiring Its Future With Investment in Battery Energy Storage?
Ford's New EV Strategy: A Pivot, And A Hedge
F
Published: December 17, 2025 by: Forbes
Sentiment: Negative

Ford Motor Company stunned the U.S. automotive sector this week with its announcement that it would sustain $19.5 billion in special charges in what the Wall Street Journal described as “Detroit's Biggest EV Bust.” Ford CEO Jim Farley did his best to put a positive face on the financial carnage, rolling out a hybrid-centric strategic pivot that he claims is “gonna be better for the company's profitability, shareholders and a lot of new American jobs.

Read More
image for news Ford's New EV Strategy: A Pivot, And A Hedge
Ford cuts electric F-150 Lightning production, takes $19.5B charge in strategic shift
F
Published: December 16, 2025 by: Fox Business
Sentiment: Negative

Ford cuts F-150 Lightning production as CEO Jim Farley shifts strategic focus to hybrids and affordable EVs, taking massive $19.5 billion charge.

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image for news Ford cuts electric F-150 Lightning production, takes $19.5B charge in strategic shift
Ford's $19.5 billion EV write-down a reset despite near-term cash hit: analysts
F
Published: December 16, 2025 by: Proactive Investors
Sentiment: Negative

Ford Motor Company (NYSE:F)'s decision to take $19.5 billion in write-downs tied to its electric vehicle assets and product roadmap drew mixed reactions from analysts, with UBS calling the move a “bold action” that could eliminate years of future losses but warning of significant near-term cash impacts and execution risks. Ford disclosed after markets closed that most of the charges will be recognized in the fourth quarter of 2025, including an $8.5 billion impairment to EV-related assets.

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image for news Ford's $19.5 billion EV write-down a reset despite near-term cash hit: analysts
Ford Is Rolling Back Some of Its EV Plans. Here's What You Need to Know
F
Published: December 16, 2025 by: Investopedia
Sentiment: Neutral

Ford's (F) electric vehicle strategy is changing gear.

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image for news Ford Is Rolling Back Some of Its EV Plans. Here's What You Need to Know
Ford Stock Moves Higher on Shift to Smaller, Cheaper Cars
F
Published: December 16, 2025 by: Schaeffers Research
Sentiment: Positive

Ford Motor Co. (NYSE:F) stock is up 0.4% to trade at $13.70 at last check, after the automaker announced it will pivot into hybrids and extended-range EVs in a move that will cost $19.5 billion.

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image for news Ford Stock Moves Higher on Shift to Smaller, Cheaper Cars
Ford's EV pivot is a ‘head scratcher,' says former Tesla board member Steve Westly
F, TSLA
Published: December 16, 2025 by: CNBC Television
Sentiment: Negative

Steve Westly, founder and managing partner at The Westly Group and former Tesla board member, joins 'Money Movers' to discuss Ford's shift away from all-electric vehicles, the global auto market, and more.

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image for news Ford's EV pivot is a ‘head scratcher,' says former Tesla board member Steve Westly
Ford's EV retreat highlights industry dilemma: Build for the US or the world?
F
Published: December 16, 2025 by: Reuters
Sentiment: Negative

Ford CEO Jim Farley walked through Ford's Michigan design studio Monday afternoon, reflecting on how he was about to wipe out thousands of work hours on electric vehicles that he and his team had hoped would revolutionize the American auto industry.

Read More
image for news Ford's EV retreat highlights industry dilemma: Build for the US or the world?
Ford Scales Back EV Push & Lifts EBIT View: Is F Stock a Buy Now?
F
Published: December 16, 2025 by: Zacks Investment Research
Sentiment: Neutral

Ford pulls back on big EV bets, pivots to hybrids and smaller EVs, and raises 2025 EBIT outlook. However, hefty charges and risks cloud the stock's appeal.

Read More
image for news Ford Scales Back EV Push & Lifts EBIT View: Is F Stock a Buy Now?
Ford overhauls EV strategy, takes $19.5B charge as profits elude electric trucks
F
Published: December 16, 2025 by: Proactive Investors
Sentiment: Negative

Ford Motor Company (NYSE:F) on Monday evening announced a major overhaul of its electric vehicle (EV) business, taking a $19.5 billion charge, mainly in the fourth quarter, after years of losses in its EV operations. The automaker said it would halt production of its all-electric F-150 Lightning this month, scrap a planned North American electric van, and shift a Tennessee plant under construction to produce gas-powered trucks instead of electric pickups.

Read More
image for news Ford overhauls EV strategy, takes $19.5B charge as profits elude electric trucks
Ford is taking a page out of Tesla's book
F, TSLA
Published: December 16, 2025 by: Market Watch
Sentiment: Positive

Ford sees a way to capitalize on the AI boom by playing more into energy storage. The move has worked well for Tesla.

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image for news Ford is taking a page out of Tesla's book

About Ford Motor Company (F)

  • IPO Date 1972-06-01
  • Website https://www.ford.com
  • Industry Auto - Manufacturers
  • CEO James Duncan Farley Jr.
  • Employees 170000

Ford Motor Company develops, delivers, and services a range of Ford trucks, commercial cars and vans, sport utility vehicles, and Lincoln luxury vehicles worldwide. It operates through Ford Blue, Ford Model e, and Ford Pro; Ford Next; and Ford Credit segments. The company sells Ford and Lincoln vehicles, service parts, and accessories through distributors and dealers, as well as through dealerships to commercial fleet customers, daily rental car companies, and governments. It also engages in vehicle-related financing and leasing activities to and through automotive dealers. In addition, the company provides retail installment sale contracts for new and used vehicles; and direct financing leases for new vehicles to retail and commercial customers, such as leasing companies, government entities, daily rental companies, and fleet customers. Further, it offers wholesale loans to dealers to finance the purchase of vehicle inventory; and loans to dealers to finance working capital and enhance dealership facilities, purchase dealership real estate, and other dealer vehicle programs. The company was incorporated in 1903 and is based in Dearborn, Michigan.