Ford Recalls 108,762 Vehicles to Address Safety Issues
Written by Emily J. Thompson, Senior Investment Analyst
Source: Newsfilter
Updated: 56 minutes ago
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Source: Newsfilter
- Large Recall Scale: Ford has recalled 108,762 vehicles in the U.S., specifically 2020-2022 Escape and 2025 Escape models, due to improperly secured liftgate hinge covers that may detach, indicating potential deficiencies in the company's safety management practices.
- Safety Hazard Resolution: The National Highway Traffic Safety Administration (NHTSA) confirmed that Ford will provide inspections and reinstall or replace any missing hinge covers at no cost to dealers, aiming to reduce accident risks and enhance consumer trust.
- Additional Recall Actions: Furthermore, Ford is recalling nearly 12,000 Lincoln MKT vehicles from 2016-2019 due to the risk of driver and front passenger B-Pillar door trim detachment, further highlighting challenges in the company's product quality control.
- Market Impact Assessment: This recall could negatively affect Ford's brand image and market sales, especially as consumer focus on vehicle safety intensifies, compelling the company to increase investments in quality management to restore market confidence.

No Data
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 12.46 USD with a low forecast of 10.00 USD and a high forecast of 15.00 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.
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 12.46 USD with a low forecast of 10.00 USD and a high forecast of 15.00 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.
Current: 13.090

Current: 13.090

In Line
maintain
$10 -> $12
Reason
Evercore ISI raised the firm's price target on Ford to $12 from $10 and keeps an In Line rating on the shares. The firm, which adjusts its auto sector targets to 2027 methodologies, contends that the sector shows promise due to the "K-economy" and replacement demand. The firm sees 20%-plus upside for the auto sector in the next year, driven by a shift from "25 Fears" to "27 Outlooks," the analyst added.
Equal Weight
maintain
$11 -> $12
Reason
Barclays analyst Dan Levy raised the firm's price target on Ford to $12 from $11 and keeps an Equal Weight rating on the shares. The company reported a Q3 beat, solidly ahead of expectations, the analyst tells investors in a research note. The firm likes Ford's setup heading into 2026.
Citi analyst Michael Ward raised the firm's price target on Ford to $13.50 from $11 and keeps a Neutral rating on the shares. The company reported a Q3 earnings beat despite a $1B hit from higher tariffs, the analyst tells investors in a research note. Citi upped estimates earnings for Ford post the earnings beat.
Sector Perform
maintain
$11 -> $12
Reason
RBC Capital raised the firm's price target on Ford to $12 from $11 and keeps a Sector Perform rating on the shares. The company's strong Q3 results likely benefited from some pull-forward from Q4, but with that said, the recent tariff policy adjustment and fire recovery expected in FY26 should result in numbers moving higher, the analyst tells investors in a research note. RBC adds however that it continues to monitor EV losses, which did worsen in Q3.
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.