The latest trading day saw Ford Motor Company (F) settling at $11.57, representing a -2.61% change from its previous close.
With Q2 earnings on deck, Ford's hybrid surge, solid stock gains and dividend strength give it an edge over GM.
Ford Motor (NYSE:F) is under ongoing scrutiny in 2025 regarding its vehicle quality and safety standards, leading the U.S. auto industry in safety recalls by a significant margin. In the first half of the year, Ford has issued 88 recalls — over four times the number of the next manufacturer, as per federal data.
It's been a while since investors have been able to buy off the discount rack, but the sudden reversal in U.S. markets over the last quarter has left analysts scrambling to update their earnings projections and year-end index targets. While the usual tech sector suspects have led the rally, the S&P 500 and the NASDAQ Composite have both made new all-time highs this month, and surges in speculative assets like Bitcoin indicate that risk-takers are once again whetting their appetites.
According to Yahoo, 25 analysts cover Ford Motor Co. (NYSE: F) stock.
I reiterate my buy rating on Ford, citing its 25% total return in 2025 and outperformance versus the S&P 500. Despite tariff headwinds and suspended guidance, Ford beat Q1 earnings estimates, posted strong truck sales, and maintains a robust $27B cash position. Valuation remains compelling: Ford trades below intrinsic value, offers a 5%+ yield, and shows strong free cash flow despite analyst skepticism.
Ford Motor just issued another major recall. On July 7, the brand recalled 850,318 Ford and Lincoln models over concerns about the vehicles' low-pressure fuel pump, which could cause the engine to stall, increasing the risk of a crash.
F has highlighted up to -$1.5B in adj. EBIT impact arising from tariffs, with similar commentaries offered by its automaker peers in varying degrees. This is worsened by the halted EV tax credits and the dismantled provision for electric utility vans, with these likely to trigger its impacted Model-e and Ford Pro performance. With the prior FY2025 guidance suspended and the trade war still developing, we believe that H2'25 may bring forth more volatility as the 90-day tariff pause ends.
Ford recalls over 850K vehicles in its 89th action this year, citing fuel pump issues that may cause engine stalls.
Ford (NYSE: F) has made a name for itself as the recall leader of the car industry.
The automaker says its quality is improving, and the company expects its number of recalled vehicles to drop over time.
U.S. carmaker Ford has agreed with German union IG Metall to protect the jobs of all employees at its site in Cologne through 2032, with voluntary redundancies allowing the company to achieve its restructuring aims, its works council said on Friday.