Ford January U.S. Sales Down 5.3% to 135,362 Vehicles
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy F?
Ford reports January U.S. sales down 5.3% to 135,362 vehicles, including a 25% year-over-year decrease in electrified vehicles to 14,228 units and a 2.3% decrease in internal combustion vehicles to 121,134 units.
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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.
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 13.720
Low
11.00
Averages
13.65
High
16.00
Current: 13.720
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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- Consumer Price Index Insights: The January CPI is projected to increase by 2.5% year-over-year, with core CPI rising by 2.6%, providing essential inflation details despite not being the Fed's preferred measure, particularly regarding persistent shelter cost inflation.
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- Market Share Growth: The company achieved its highest U.S. market share since 2015, indicating a gradual recovery in competitiveness within the fiercely contested EV market, which boosts investor confidence.
- Increased Shareholder Returns: GM announced a 20% dividend increase and a new $6 billion share repurchase program, aimed at enhancing shareholder value while reflecting management's confidence in future profitability.
- Cost Control Initiatives: Despite incurring over $7 billion in EV production-related charges, GM successfully offset more than 40% of its tariff costs through cost-reduction initiatives, with expectations to further lower tariff expenses in 2026, thereby strengthening long-term profitability.
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