Ford Motor Stock: Is Wall Street Bullish or Bearish?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 01 2025
0mins
Should l Buy F?
Source: NASDAQ.COM
Ford Motor Company Overview: Ford, headquartered in Dearborn, Michigan, is a major automobile manufacturer with a market cap of $40.2 billion, offering a variety of vehicles and related services. Despite a 17.6% decline in stock over the past year, recent developments such as potential tariff exemptions have positively influenced investor sentiment.
Analyst Ratings and Financial Outlook: Analysts predict a 33.7% decline in Ford's EPS for the current fiscal year, leading to a consensus rating of "Hold" among 24 analysts. Citigroup has initiated coverage with a "Neutral" rating, citing production challenges and uncertainties affecting Ford's performance.
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Analyst Views on F
Wall Street analysts forecast F stock price to rise
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 12.810
Low
11.00
Averages
13.65
High
16.00
Current: 12.810
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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- Strategic Adjustments: Ford anticipates losses of approximately $20.9 billion by 2027 due to its revised EV strategy, primarily stemming from the cancellation of the F-150 Lightning electric pickup, reflecting a reassessment of market demand.
- GM's Response: General Motors incurred over $7 billion in EV-related charges in 2025 and expects notable costs in 2026, indicating its strategic adjustments and product line restructuring in the electric vehicle market.
- Market Outlook: Despite facing massive losses, the strategic shifts and heightened market sensitivity of Detroit automakers position them more competitively for the future electric vehicle market, suggesting long-term potential for investors to consider.
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- Large SUV Sales Surge: Despite the overall sales drop, Ford's large SUV sales increased by over 30%, with the Expedition up 27% and the Explorer surging over 33%, demonstrating sustained consumer preference for larger vehicles.
- EV Strategy Shift: Ford has recently scaled back its electric vehicle development efforts to focus more on internal combustion engine models, yet it remains committed to launching a $30,000 midsize electric pickup truck in 2027 based on its Universal EV Platform, indicating a long-term commitment to the EV market.
- F-Series Truck Sales Drop: The F-Series truck sales fell by 16%, with the F-150 Lightning electric pickup experiencing a staggering 76% drop in sales, reflecting the challenges Ford faces in the EV sector and shifting market demands.
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- Price Target Setting: Bank of America has set a price target of $17 for Ford, representing a potential upside of about 34% from Tuesday's closing price, reflecting analysts' confidence in Ford's future profitability despite current challenges.
- EV Strategy Adjustment: Ford expects to incur $7 billion in special charges in 2026 and 2027 related to its updated EV strategy, indicating a pullback on several larger EV models due to insufficient demand and high costs, which could reshape its market positioning.
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See More
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- Significant EV Sales Drop: Ford's electric vehicle sales plummeted by 71% in February, with only 2,122 units sold, indicating weak market demand that could impact the company's future EV strategy and market share.
- Hybrid Vehicle Struggles: Hybrid vehicle sales fell by 21.8% year-over-year, totaling 12,010 units, reflecting ongoing consumer preference for traditional gas-powered vehicles, which may pose challenges for Ford's transition to greener models.
- Diverse Vehicle Sales Performance: Ford's car sales surged by 54.5%, while truck and SUV sales declined by 9.4% and 2.4%, respectively, highlighting shifting consumer preferences that may require Ford to adjust its product lineup to meet market demands.
- F-Series Truck Sales Decline: Sales of the F-Series trucks dropped by 16.2%, with the F-150 Lightning experiencing a staggering 76.3% decline, putting pressure on Ford's profitability and brand image, necessitating a reevaluation of its electric truck strategy.
See More
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- Market Performance: This figure reflects Ford's ongoing efforts to increase its presence in the electric vehicle market.
See More
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- Industry Performance Outlook: Bank of America analysts predict that the auto industry will outperform expectations under a new regulatory environment, particularly as higher-margin internal combustion engine vehicles drive growth, with Ford and General Motors highlighted as top picks.
- Electric Vehicle Sales Forecast: EV sales are expected to decline by over 20% by 2026, primarily due to the phaseout of consumer incentives, with 40% of EV programs being canceled, which will pressure market penetration.
- General Motors Rating Upgrade: General Motors received a Buy rating from BofA, benefiting from the removal of CAFÉ penalties and greenhouse gas relief, allowing a shift towards more profitable trucks and SUVs.
- Ford Motor's Positive Outlook: Ford Motor also earned a Buy rating, as a more favorable regulatory backdrop is expected to enable a shift towards higher-margin truck and SUV platforms, contributing to stock price increases.
See More
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- EV-Related Losses: Stellantis faces a staggering $26 billion in losses related to its electric vehicle transition, including $17.5 billion for canceled vehicle programs and $2.5 billion for supply chain adjustments, highlighting significant impacts from market demand shifts and regulatory changes.
- Strategic Adjustments: Ford anticipates losses of approximately $20.9 billion by 2027 due to its revised EV strategy, primarily stemming from the cancellation of the F-150 Lightning electric pickup, reflecting a reassessment of market demand.
- GM's Response: General Motors incurred over $7 billion in EV-related charges in 2025 and expects notable costs in 2026, indicating its strategic adjustments and product line restructuring in the electric vehicle market.
- Market Outlook: Despite facing massive losses, the strategic shifts and heightened market sensitivity of Detroit automakers position them more competitively for the future electric vehicle market, suggesting long-term potential for investors to consider.
See More
Ford Reports 5.5% Decline in February Sales Amid EV Rollback
- Sales Decline: Ford reported U.S. sales of 149,962 units in February 2026, reflecting a 5.5% year-over-year decline, indicating pressure on traditional vehicle sales amid an unfavorable electric vehicle policy environment.
- Large SUV Sales Surge: Despite the overall sales drop, Ford's large SUV sales increased by over 30%, with the Expedition up 27% and the Explorer surging over 33%, demonstrating sustained consumer preference for larger vehicles.
- EV Strategy Shift: Ford has recently scaled back its electric vehicle development efforts to focus more on internal combustion engine models, yet it remains committed to launching a $30,000 midsize electric pickup truck in 2027 based on its Universal EV Platform, indicating a long-term commitment to the EV market.
- F-Series Truck Sales Drop: The F-Series truck sales fell by 16%, with the F-150 Lightning electric pickup experiencing a staggering 76% drop in sales, reflecting the challenges Ford faces in the EV sector and shifting market demands.
See More
BofA Reinstates Coverage of Ford with $17 Price Target
- Sales Decline: Ford reported a 5.5% drop in U.S. vehicle sales in February, driven by a steep 71% decline in EV sales, particularly for the F-150 Lightning pickup, indicating weak market demand that could impact future revenue growth.
- Price Target Setting: Bank of America has set a price target of $17 for Ford, representing a potential upside of about 34% from Tuesday's closing price, reflecting analysts' confidence in Ford's future profitability despite current challenges.
- EV Strategy Adjustment: Ford expects to incur $7 billion in special charges in 2026 and 2027 related to its updated EV strategy, indicating a pullback on several larger EV models due to insufficient demand and high costs, which could reshape its market positioning.
- Market Sentiment Shift: Retail sentiment around F stock shifted from 'bullish' to 'neutral' over the past 24 hours, while message volume remained at normal levels, indicating cautious investor sentiment regarding Ford's future performance.
See More
Ford's February Sales Decline by 5.5%
- Significant EV Sales Drop: Ford's electric vehicle sales plummeted by 71% in February, with only 2,122 units sold, indicating weak market demand that could impact the company's future EV strategy and market share.
- Hybrid Vehicle Struggles: Hybrid vehicle sales fell by 21.8% year-over-year, totaling 12,010 units, reflecting ongoing consumer preference for traditional gas-powered vehicles, which may pose challenges for Ford's transition to greener models.
- Diverse Vehicle Sales Performance: Ford's car sales surged by 54.5%, while truck and SUV sales declined by 9.4% and 2.4%, respectively, highlighting shifting consumer preferences that may require Ford to adjust its product lineup to meet market demands.
- F-Series Truck Sales Decline: Sales of the F-Series trucks dropped by 16.2%, with the F-150 Lightning experiencing a staggering 76.3% decline, putting pressure on Ford's profitability and brand image, necessitating a reevaluation of its electric truck strategy.
See More
FORD: U.S. ELECTRIFIED VEHICLE SALES REACH 14,132 UNITS IN FEBRUARY
- Sales Figures: Ford reported total electric vehicle sales of 14,132 units in February.
- Market Performance: This figure reflects Ford's ongoing efforts to increase its presence in the electric vehicle market.
See More
Bank of America Optimistic on Auto Industry Outlook
- Industry Performance Outlook: Bank of America analysts predict that the auto industry will outperform expectations under a new regulatory environment, particularly as higher-margin internal combustion engine vehicles drive growth, with Ford and General Motors highlighted as top picks.
- Electric Vehicle Sales Forecast: EV sales are expected to decline by over 20% by 2026, primarily due to the phaseout of consumer incentives, with 40% of EV programs being canceled, which will pressure market penetration.
- General Motors Rating Upgrade: General Motors received a Buy rating from BofA, benefiting from the removal of CAFÉ penalties and greenhouse gas relief, allowing a shift towards more profitable trucks and SUVs.
- Ford Motor's Positive Outlook: Ford Motor also earned a Buy rating, as a more favorable regulatory backdrop is expected to enable a shift towards higher-margin truck and SUV platforms, contributing to stock price increases.
See More
