Ford Partners with Renault to Launch Affordable EVs by 2028
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 09 2025
0mins
Should l Buy F?
Source: Newsfilter
- Strategic Partnership: Ford has entered into a strategic partnership with Renault Group to jointly develop two Ford-branded electric vehicles on Renault's Ampere platform, set to launch in 2028, aiming to enhance efficiency through shared architecture while ensuring distinct Ford design and driving dynamics.
- Multi-Energy Vehicles: Ford plans to introduce a new generation of multi-energy vehicles expected to hit the European market in 2028, which will enhance Ford's existing product lineup and support customer electrification journeys, thereby boosting the company's competitiveness in a highly aggressive market.
- Commercial Vehicle Innovation: The Ford Pro division has delivered an estimated 820,000 additional days of vehicle uptime to European businesses through the Ford Liive Uptime system, showcasing Ford's strong capabilities in the commercial vehicle sector and driving productivity for commercial customers.
- Policy Advocacy: Ford calls on European policymakers to align CO2 targets with market realities to ensure a successful industrial transition, emphasizing the need for diverse electrification options for consumers to stimulate demand rather than stifle it.
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Analyst Views on F
Wall Street analysts forecast F stock price to rise 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: 13.590
Low
11.00
Averages
13.65
High
16.00
Current: 13.590
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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See More
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- Investor Focus: Investors should monitor Ford's order backlog and capacity utilization rates, which indicate strong demand and operational efficiency, while also considering the impact of rising material costs on profit margins.
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- Revenue Decline: The anticipated revenue for the fourth quarter represents a 6.8% decline year-over-year, while adjusted earnings per share are expected to fall by over 50%, highlighting the challenges Ford faces in market competition and profitability.
- Impact of Special Items: The fourth-quarter results for 2025 will include several one-time charges, such as $600 million related to adjustments in postretirement benefits and $19.5 billion for business restructuring, which will affect the clarity of the company's financial picture.
- Investor Focus: In addition to the earnings report, investors will be keen on updates regarding Ford's business plans and its 2026 forecast, particularly concerning production updates for the F-Series pickup trucks following a supplier fire that has impacted operations.
See More
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- Retail Sales Weakness: December retail sales remained virtually unchanged at $735 billion, signaling a significant slowdown from November's 0.6% growth, which could adversely affect overall economic recovery during the holiday season.
- Market Reaction: The weak retail data has led to increased bets on interest rate cuts by the Federal Reserve, with over 75% of traders now expecting lower rates by June, reflecting growing concerns about the economic outlook.
- Corporate Earnings Focus: Companies like Coca-Cola (KO) and CVS Health (CVS) released their latest quarterly earnings, with Coca-Cola reporting a 5% organic revenue growth but offering a 2026 outlook below analyst expectations, resulting in a decline in its stock price.
- Oil Price Trends: Brent crude prices have risen 11% year-to-date, while West Texas Intermediate crude is up 10.4%, indicating that despite geopolitical risks, there remains a bullish sentiment in the oil market.
See More
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- Legal Challenge: BYD has filed a lawsuit against the Trump administration in the U.S. Court of International Trade over a 100% tariff that effectively bans Chinese electric vehicles from entering the U.S., potentially reshaping the competitive landscape of the U.S. EV market.
- Tesla's Protective Barrier: Currently, this tariff acts as a protective moat for Tesla, allowing it to maintain pricing power in the U.S. market against competitors like BYD, which offers cheaper electric vehicles; however, if the tariff weakens, Tesla may face a price war from BYD.
- Detroit's Concerns: A victory for BYD in court could lead to an influx of low-priced Chinese models in the U.S., pressuring Detroit automakers to cut prices, which could significantly impact their margins, especially as they work to stabilize their EV units.
- Historic Lawsuit: This marks the first time a major Chinese automaker has directly challenged U.S. tariffs in court, and if BYD gains traction, it could encourage other Chinese manufacturers to follow suit, turning this lawsuit into a broader challenge against American protectionism.
See More
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- Earnings Expectations: Ford is projected to report adjusted earnings per share of 19 cents and automotive revenue of $41.83 billion for Q4 2025, reflecting a 6.8% revenue decline compared to the previous year, indicating significant revenue pressure and declining profitability challenges for the company.
- Impact of Special Items: The results will include $600 million in postretirement benefit adjustments and $19.5 billion related to business restructuring, which will significantly affect the financial performance and highlight Ford's strategic pullback in electric vehicle investments.
- Historical Comparison: In Q4 2024, Ford reported automotive revenue of $44.9 billion and net income of $1.8 billion, or 45 cents per share, illustrating a stark deterioration in current financial conditions that may impact investor confidence.
- Market Focus: Investors will be keenly watching for updates on Ford's business plans and 2026 forecasts, particularly regarding production dynamics for the F-Series pickup trucks affected by a supplier fire, which will directly relate to the company's market competitiveness and future growth potential.
See More
Ford Motor Company Set to Release Q4 Earnings Report
- Earnings Expectations: Ford is expected to report earnings per share of 19 cents and revenue of $41.83 billion, having beaten revenue expectations in three of the last four quarters, indicating strong market performance.
- Recent Performance: In the latest quarter, Ford posted earnings per share of 45 cents, exceeding the consensus estimate of 36 cents, while revenue of $47.19 billion surpassed the $43.08 billion estimate, showcasing ongoing profitability improvements.
- Market Momentum: Ford shares are currently trading at $13.71, 0.8% below the 20-day simple moving average but 4.9% above the 100-day simple moving average, reflecting a strong long-term market position.
- Investor Focus: Investors should monitor Ford's order backlog and capacity utilization rates, which indicate strong demand and operational efficiency, while also considering the impact of rising material costs on profit margins.
See More
Major Earnings Reports Expected After Tuesday's Close
- Earnings Release Companies: Major companies including Ford Motor Company (F), Gilead Sciences (GILD), Robinhood Markets (HOOD), and Cloudflare (NET) are set to report earnings after Tuesday's close, which is expected to impact the market.
- Market Focus: Investors will closely monitor these earnings reports to assess performance and future outlooks, potentially influencing stock price fluctuations and overall market sentiment.
- Additional Earnings Announcements: In addition to the major players, several other companies such as ADC, AEIS, and AIG are also scheduled to release earnings after Tuesday's close, providing further market insights.
- Earnings Season Calendar: Seeking Alpha offers a comprehensive earnings season calendar, assisting investors in tracking key earnings releases and optimizing their investment strategies.
See More
