Ford Stock Rises 2.1% on 2026 EBIT Guidance and Cost-Cutting Plans
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: Fool
- Stock Price Increase: Ford Motor Company closed at $13.85 on Wednesday, reflecting a 2.1% increase, primarily driven by investor focus on record 2025 revenue and 2026 EBIT guidance, indicating market confidence in the company's future performance.
- Surge in Trading Volume: Trading volume reached 125.4 million shares, approximately 113% above the three-month average of 58.8 million shares, reflecting heightened investor interest in Ford's execution of its reshaped EV and hybrid strategy.
- Optimistic Earnings Forecast: Despite facing an approximately $8.2 billion annual loss due to impairments on EV assets, tariff costs, and supply issues, management forecasts adjusted 2026 EBIT between $8 billion and $10 billion, meeting or exceeding most market expectations.
- Strategic Shift: Ford's pivot from purely electric offerings to hybrid vehicles, which have gained popularity among consumers, has pleased investors, and management's focus on profitable growth has contributed to today's trading volume and stock price increase.
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Analyst Views on F
Wall Street analysts forecast F stock price to fall
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 14.000
Low
11.00
Averages
13.65
High
16.00
Current: 14.000
Low
11.00
Averages
13.65
High
16.00
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.
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- Potential Partnership Opportunity: The potential collaboration with China's Geely could provide a turning point for Ford's European operations, as utilizing excess production capacity to manufacture vehicles for Geely could not only reduce tariff costs but also offer advantages in technology sharing, particularly in autonomous driving.
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See More
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