Ford Motor Company Takes $19.5 Billion Write-Down, Restructures EV Strategy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 27 2025
0mins
Should l Buy F?
Source: NASDAQ.COM
- Massive Write-Down: Ford Motor Company announced a $19.5 billion write-down primarily due to the cancellation of several pure EV models, reflecting a significant reassessment of its position in the EV market, which may negatively impact short-term financial performance.
- Strategic Shift: The company has delayed its EV division's profitability target to 2029 from the previous 2026 goal, indicating the challenges faced during the transition to electric vehicles and a recalibration of market realities.
- Market Response: Despite setbacks in its EV ambitions, Ford is actively investing in hybrid models to meet current market demands and maintain profitability, a strategy that could enhance its competitive position in the short term.
- Industry Trends: Ford's adjustments align with a broader slowdown in the EV market, as many traditional automakers reassess the future of electric vehicles, suggesting that the path to widespread EV adoption may be longer than previously anticipated.
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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: 13.800
Low
11.00
Averages
13.65
High
16.00
Current: 13.800
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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