Analysis of After-Hours Trading Performance of Multiple Companies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy F?
Source: CNBC
- Robinhood Revenue Decline: Robinhood's Q4 revenue of $1.28 billion fell short of the $1.34 billion expected by analysts, with transaction revenue also missing at $776 million, leading to a 7% drop in stock price, reflecting market concerns over its profitability.
- Lyft's Poor Performance: Lyft's stock dropped 15%, as its Q4 bookings of $5.07 billion met expectations, but its first-quarter adjusted EBITDA guidance of $120 million to $140 million fell short of the $139.8 million consensus, indicating pressure on profitability.
- Mattel's Disappointing Guidance: Mattel's stock plummeted 25%, with full-year adjusted earnings guidance ranging from $1.18 to $1.30 per share, significantly below the $1.77 expected by the market, and Q4 results also missed expectations, highlighting weakness in the toy market.
- Cloudflare's Strong Outlook: Cloudflare's stock surged 10% after projecting Q1 revenue between $620 million and $621 million, exceeding the $614 million consensus, and its Q4 results also surpassed analyst expectations, showcasing strong growth potential in the cloud networking market.
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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: 13.850
Low
11.00
Averages
13.65
High
16.00
Current: 13.850
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.
Ford Boosts Bonuses Amid Recall Challenges and Quality Improvements
- Bonus Increase: Ford announced a boost in companywide bonuses to 130%, primarily due to significant improvements in initial vehicle quality, as evidenced by repair needs in the first 90 days of ownership, with bonuses set at 84% in 2023 and 69% in 2024, indicating the company's commitment to quality management.
- Recall Situation: In 2025, Ford issued over 150 recalls in the U.S., making it the automaker with the most recalls, primarily addressing issues related to electrical systems and powertrains; however, executives noted that the company has significantly improved launch quality over the past two years.
- Future Outlook: Ford expects adjusted EBIT for 2026 to range between $8.0 billion and $10.0 billion, aligning with the analyst estimate of $9.07 billion, showcasing strong performance in its commercial vehicle and hybrid segments.
- Market Reaction: On Stocktwits, retail sentiment around Ford stock surged from 'bullish' to 'extremely bullish' in the past 24 hours, with message volume increasing from 'normal' to 'extremely high', reflecting investor confidence in Ford's future performance.
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- Electric Pickup Debut: CFO Sherry House announced that the first electric four-door pickup will launch in 2027, marking a significant step in the company's electrification strategy and expected to attract consumers interested in electric vehicles.
- Shared Production Platform: The new electric models will be built on the same mechanical platform as the upcoming pickup, a strategy that not only reduces production costs but also enhances efficiency, further solidifying Ford's market position.
- Positive Market Response: Ford's shares rose 0.2% in Wednesday trading and are up over 3.5% year-to-date, reflecting investor confidence in the company's future strategic direction, particularly in prioritizing affordable trucks and SUVs.
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- Market Reaction: Following the Trump administration's revocation of the greenhouse gas endangerment finding, shares of pure-play EV manufacturers like Tesla (TSLA), Rivian (RIVN), and Lucid (LCID) fell by as much as 5%, while traditional automakers such as General Motors (GM), Ford (F), and Stellantis (STLA) saw their stocks rise, with STLA increasing by 4% at its peak.
- Economic Impact: The EPA stated that the new final rule will save Americans over $1.3 trillion, primarily by reducing the costs of new vehicles and EV equipment purchases, potentially stimulating growth in the traditional automotive market.
- Policy Background: Trump claimed that the revoked scientific finding lacked factual and legal basis, asserting that it “severely damaged the American auto industry” and criticized existing EV promotion laws as “mandates,” which could lead to significant price increases for consumers.
- Consumer Impact: The EPA alleged that the repeal of the finding would result in average cost savings of over $2,400 per vehicle, although this could negatively affect EV sales, especially after the federal tax credit of $7,500 was eliminated last year.
See More
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- Policy Reversal: The EPA's decision to reverse its finding on greenhouse gas harms may boost sales of gas-guzzling vehicles but poses a significant threat to the electric vehicle market, particularly after the removal of federal tax credits, which led to a dramatic drop in EV sales in October.
- Market Reaction: According to Cox Automotive, EVs peaked at 10.3% of the new vehicle market in September, just before federal incentives ended, but sales plummeted afterward, indicating a direct impact of policy changes on consumer demand for electric vehicles.
- Industry Opposition: Automakers like Tesla oppose the EPA's decision, arguing that reversing the endangerment finding undermines the regulatory framework that supports investments in EVs, potentially harming consumer choice and economic benefits while affecting the integrated North American automotive sector.
- Future Outlook: Despite policy challenges, the market potential for EVs remains strong, as battery prices decline and the number of models increases, with experts suggesting that the commercial viability of EVs will continue to grow, albeit at a slower pace due to current regulatory headwinds.
See More
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- EPA Decision Reversal: The EPA's decision to no longer regulate greenhouse gases, based on its interpretation of the Clean Air Act, could pose significant challenges for the U.S. electric vehicle market, especially as global competition in EVs intensifies.
- Decline in EV Sales: Following the removal of federal tax credits, EV sales plummeted in October, dropping from 10.3% market share in September, highlighting a disconnect between consumer demand and policy support that may hinder future market growth.
- Automaker Responses: Ford has expressed support for a unified national standard, arguing that current emissions regulations do not align with consumer choices, reflecting the automotive industry's divisions over environmental policies, particularly between EVs and traditional vehicles.
- Tesla's Position: Tesla opposes the EPA's reconsideration of the endangerment finding, asserting that this regulatory framework has provided stability for its investments in product development, warning that abandoning fuel-efficiency goals could negatively impact consumer choice and economic benefits.
See More
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- Trump's Action: President Donald Trump is set to revoke a significant Environmental Protection Agency finding.
- Impact on Climate Rules: This revocation will affect the legal foundation for climate regulations in the United States.
See More
Ford Boosts Bonuses Amid Recall Challenges and Quality Improvements
- Bonus Increase: Ford announced a boost in companywide bonuses to 130%, primarily due to significant improvements in initial vehicle quality, as evidenced by repair needs in the first 90 days of ownership, with bonuses set at 84% in 2023 and 69% in 2024, indicating the company's commitment to quality management.
- Recall Situation: In 2025, Ford issued over 150 recalls in the U.S., making it the automaker with the most recalls, primarily addressing issues related to electrical systems and powertrains; however, executives noted that the company has significantly improved launch quality over the past two years.
- Future Outlook: Ford expects adjusted EBIT for 2026 to range between $8.0 billion and $10.0 billion, aligning with the analyst estimate of $9.07 billion, showcasing strong performance in its commercial vehicle and hybrid segments.
- Market Reaction: On Stocktwits, retail sentiment around Ford stock surged from 'bullish' to 'extremely bullish' in the past 24 hours, with message volume increasing from 'normal' to 'extremely high', reflecting investor confidence in Ford's future performance.
See More
Ford Plans to Launch Five New Models Under $40,000
- New Model Launch Plan: Ford plans to introduce five new models priced under $40,000 over the next four years, aiming to enhance market competitiveness and meet consumer demand for affordable vehicles.
- Electric Pickup Debut: CFO Sherry House announced that the first electric four-door pickup will launch in 2027, marking a significant step in the company's electrification strategy and expected to attract consumers interested in electric vehicles.
- Shared Production Platform: The new electric models will be built on the same mechanical platform as the upcoming pickup, a strategy that not only reduces production costs but also enhances efficiency, further solidifying Ford's market position.
- Positive Market Response: Ford's shares rose 0.2% in Wednesday trading and are up over 3.5% year-to-date, reflecting investor confidence in the company's future strategic direction, particularly in prioritizing affordable trucks and SUVs.
See More
Trump Announces Major Environmental Policy Change Impacting EV Market
- Market Reaction: Following the Trump administration's revocation of the greenhouse gas endangerment finding, shares of pure-play EV manufacturers like Tesla (TSLA), Rivian (RIVN), and Lucid (LCID) fell by as much as 5%, while traditional automakers such as General Motors (GM), Ford (F), and Stellantis (STLA) saw their stocks rise, with STLA increasing by 4% at its peak.
- Economic Impact: The EPA stated that the new final rule will save Americans over $1.3 trillion, primarily by reducing the costs of new vehicles and EV equipment purchases, potentially stimulating growth in the traditional automotive market.
- Policy Background: Trump claimed that the revoked scientific finding lacked factual and legal basis, asserting that it “severely damaged the American auto industry” and criticized existing EV promotion laws as “mandates,” which could lead to significant price increases for consumers.
- Consumer Impact: The EPA alleged that the repeal of the finding would result in average cost savings of over $2,400 per vehicle, although this could negatively affect EV sales, especially after the federal tax credit of $7,500 was eliminated last year.
See More
Trump's Reversal of EPA Finding Impacts Auto Industry
- Policy Reversal: The EPA's decision to reverse its finding on greenhouse gas harms may boost sales of gas-guzzling vehicles but poses a significant threat to the electric vehicle market, particularly after the removal of federal tax credits, which led to a dramatic drop in EV sales in October.
- Market Reaction: According to Cox Automotive, EVs peaked at 10.3% of the new vehicle market in September, just before federal incentives ended, but sales plummeted afterward, indicating a direct impact of policy changes on consumer demand for electric vehicles.
- Industry Opposition: Automakers like Tesla oppose the EPA's decision, arguing that reversing the endangerment finding undermines the regulatory framework that supports investments in EVs, potentially harming consumer choice and economic benefits while affecting the integrated North American automotive sector.
- Future Outlook: Despite policy challenges, the market potential for EVs remains strong, as battery prices decline and the number of models increases, with experts suggesting that the commercial viability of EVs will continue to grow, albeit at a slower pace due to current regulatory headwinds.
See More
EPA Reverses Greenhouse Gas Regulation Decision
- EPA Decision Reversal: The EPA's decision to no longer regulate greenhouse gases, based on its interpretation of the Clean Air Act, could pose significant challenges for the U.S. electric vehicle market, especially as global competition in EVs intensifies.
- Decline in EV Sales: Following the removal of federal tax credits, EV sales plummeted in October, dropping from 10.3% market share in September, highlighting a disconnect between consumer demand and policy support that may hinder future market growth.
- Automaker Responses: Ford has expressed support for a unified national standard, arguing that current emissions regulations do not align with consumer choices, reflecting the automotive industry's divisions over environmental policies, particularly between EVs and traditional vehicles.
- Tesla's Position: Tesla opposes the EPA's reconsideration of the endangerment finding, asserting that this regulatory framework has provided stability for its investments in product development, warning that abandoning fuel-efficiency goals could negatively impact consumer choice and economic benefits.
See More
Trump Cancels EPA Greenhouse Gas Regulations: Implications for GM, Ford, and Tesla
- Trump's Action: President Donald Trump is set to revoke a significant Environmental Protection Agency finding.
- Impact on Climate Rules: This revocation will affect the legal foundation for climate regulations in the United States.
See More
