Ford Recalls 412,774 Explorer SUVs Due to Safety Risks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy F?
Source: seekingalpha
- Safety Recall: Ford is recalling 412,774 units of the 2017-2019 Explorer SUVs in the U.S. due to a rear toe link fracture that can lead to a loss of steering control, significantly increasing the risk of crashes.
- Accident Reports: The automaker is aware of two global accidents potentially related to this issue, where vehicles struck road guardrails, although no injuries have been reported, indicating the severity of the problem.
- Free Repair Initiative: The U.S. National Highway Traffic Safety Administration has recommended that dealers replace the toe links free of charge for affected vehicles, aiming to mitigate accident risks and enhance consumer safety.
- Additional Recall: Furthermore, Ford will recall an additional 40,655 vehicles due to battery failures and brake pedal defects, highlighting ongoing challenges in its safety management practices.
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Analyst Views on F
Wall Street analysts forecast F stock price to fall
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 14.010
Low
11.00
Averages
13.65
High
16.00
Current: 14.010
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.
Ford Motor Company Five-Year Investment Return Analysis
- Underperformance: Ford's total return of 63% over the past five years significantly lags behind the S&P 500's 87%, indicating that a $1,000 investment is now worth only $1,630, reflecting poor portfolio performance.
- Pickup Market Leadership: The F-Series has been the best-selling vehicle in America for 44 consecutive years, leveraging pricing power and high margins, particularly in the commercial and government sectors where growth has been notable.
- EV Segment Challenges: Ford's electric vehicle division has incurred billions in operating losses, forcing management to pivot towards lower-priced EVs and hybrids, with a reported $19.5 billion charge last year, highlighting ongoing demand weakness and quality issues.
- Bleak Future Outlook: Ford shares have historically failed to outperform the market, and revenue and profit growth are expected to remain lackluster over the next five years, suggesting that while the stock is cheap, investors should not anticipate impressive returns.
See More
Tesla's European Sales Continue to Decline Amidst Market Changes
- Market Registration Data: According to the European Automobile Manufacturers' Association (ACEA), new car registrations in the EU fell by 3.9% in January 2026, with the overall market declining by 3.5%, indicating a sluggish automotive market that may impact manufacturers' sales strategies.
- Tesla Sales Decline: Tesla's sales dropped 17% YoY in January, selling only 8,075 units compared to 9,733 units last year, resulting in a market share decrease from 1.0% to 0.8%, highlighting the pressure it faces in a competitive landscape.
- BYD's Growth Momentum: In contrast, BYD reported strong performance in Europe, selling 18,242 units in January, a 165% increase from last year's 6,884 units, raising its market share to 1.8%, showcasing its rapid expansion and competitiveness in the EV market.
- EV Market Share: Despite the overall decline in new car registrations, Battery Electric Vehicles (BEVs) experienced a 13.9% growth, now accounting for 19.3% of the EU market share, indicating sustained consumer demand for EVs and potentially prompting Tesla and other brands to adjust their market strategies accordingly.
See More
Ford Recalls 412,774 Explorer SUVs Due to Safety Risks
- Safety Recall: Ford is recalling 412,774 units of the 2017-2019 Explorer SUVs in the U.S. due to a rear toe link fracture that can lead to a loss of steering control, significantly increasing the risk of crashes.
- Accident Reports: The automaker is aware of two global accidents potentially related to this issue, where vehicles struck road guardrails, although no injuries have been reported, indicating the severity of the problem.
- Free Repair Initiative: The U.S. National Highway Traffic Safety Administration has recommended that dealers replace the toe links free of charge for affected vehicles, aiming to mitigate accident risks and enhance consumer safety.
- Additional Recall: Furthermore, Ford will recall an additional 40,655 vehicles due to battery failures and brake pedal defects, highlighting ongoing challenges in its safety management practices.
See More
Private Credit Faces Serious Test Amid $3 Trillion Boom
- Crisis Signals: The private credit market, having experienced a $3 trillion boom, is facing systemic risks as Blue Owl Capital's decision to permanently halt redemptions for its $1.6 billion OBDC II fund exposes vulnerabilities, indicating not just corporate issues but a warning for the entire non-bank financial ecosystem.
- Bankruptcy Wave: The bankruptcies of Tricolor and First Brands in September 2025 heightened concerns over private credit's exposure to highly leveraged borrowers, leading banks like UBS and Jefferies to face hundreds of millions in losses, which intensified market worries about liquidity risks.
- Increased Regulatory Pressure: With Tricolor executives charged for systematic fraud, scrutiny over lending practices has intensified, as JPMorgan CEO Jamie Dimon highlighted that corporate lending practices have become too lax over the past decade, indicating a pressing need for improved risk management in the market.
- Uncertain Future Outlook: Despite facing numerous challenges, including rising default rates and redemption pressures, global private credit fundraising still grew to $224.25 billion in 2025, suggesting that capital remains active and the growth phase of the industry is not over, potentially leading to better liquidity management strategies in the future.
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Trump's Tariff Policy Faces Significant Challenges Ahead of Midterms
- Opposition to Tariff Policy: Trump's recent attempt to impose new tariffs under Section 122 of the 1974 Trade Act, which caps rates at 15% and requires congressional approval for extensions, could lead to difficult votes for Republicans ahead of the midterms, especially as polls show a 2-to-1 ratio of American voters opposing tariffs.
- Changing Congressional Dynamics: The Supreme Court's decision to strike down Trump's tariffs has dealt a significant blow to his economic agenda, resulting in diminished support among Republicans for extending tariffs, particularly in an election year where many members may prioritize local economic impacts over party loyalty.
- Legislative Pushback Plans: Democrats are planning to use legislative measures to block the extension of Trump's tariffs, with Senate Minority Leader emphasizing the harmful effects of these tariffs on American citizens, suggesting that future votes could turn against Trump.
- Bipartisan Cooperation Potential: Despite being in the minority, some Republican lawmakers have introduced legislation to reassert Congress's constitutional authority over tariffs, indicating a potential for bipartisan cooperation on tariff issues as the election approaches.
See More
Tesla Doubles Down on Electric Vehicle Strategy
- Massive Investment Plan: Tesla has committed to a $20 billion capital spending program, which includes investments in a lithium refinery in Texas and an LFP battery factory in Nevada, crucially supporting its EV production and enhancing its competitive edge in the market.
- Market Share Comparison: While General Motors holds about 13% of the U.S. EV market, Tesla commands a significant 46% share, highlighting Tesla's leadership in the EV sector and reflecting the challenges faced by legacy automakers in their transition to electric vehicles.
- Robotaxi Strategy: Tesla's strategy extends beyond EVs to include the launch of Cybercab and other robotaxi initiatives, demonstrating its commitment to future mobility despite traditional automakers facing setbacks in this area, showcasing Tesla's confidence in achieving its vision.
- Industry Response: In response to fierce competition in the EV market, legacy automakers like Ford and GM have been forced to recalibrate their strategies, while Tesla's ongoing investments and innovations indicate a steadfast position in the EV market, potentially further solidifying its leadership role.
See More
Ford Motor Company Five-Year Investment Return Analysis
- Underperformance: Ford's total return of 63% over the past five years significantly lags behind the S&P 500's 87%, indicating that a $1,000 investment is now worth only $1,630, reflecting poor portfolio performance.
- Pickup Market Leadership: The F-Series has been the best-selling vehicle in America for 44 consecutive years, leveraging pricing power and high margins, particularly in the commercial and government sectors where growth has been notable.
- EV Segment Challenges: Ford's electric vehicle division has incurred billions in operating losses, forcing management to pivot towards lower-priced EVs and hybrids, with a reported $19.5 billion charge last year, highlighting ongoing demand weakness and quality issues.
- Bleak Future Outlook: Ford shares have historically failed to outperform the market, and revenue and profit growth are expected to remain lackluster over the next five years, suggesting that while the stock is cheap, investors should not anticipate impressive returns.
See More
Tesla's European Sales Continue to Decline Amidst Market Changes
- Market Registration Data: According to the European Automobile Manufacturers' Association (ACEA), new car registrations in the EU fell by 3.9% in January 2026, with the overall market declining by 3.5%, indicating a sluggish automotive market that may impact manufacturers' sales strategies.
- Tesla Sales Decline: Tesla's sales dropped 17% YoY in January, selling only 8,075 units compared to 9,733 units last year, resulting in a market share decrease from 1.0% to 0.8%, highlighting the pressure it faces in a competitive landscape.
- BYD's Growth Momentum: In contrast, BYD reported strong performance in Europe, selling 18,242 units in January, a 165% increase from last year's 6,884 units, raising its market share to 1.8%, showcasing its rapid expansion and competitiveness in the EV market.
- EV Market Share: Despite the overall decline in new car registrations, Battery Electric Vehicles (BEVs) experienced a 13.9% growth, now accounting for 19.3% of the EU market share, indicating sustained consumer demand for EVs and potentially prompting Tesla and other brands to adjust their market strategies accordingly.
See More
Ford Recalls 412,774 Explorer SUVs Due to Safety Risks
- Safety Recall: Ford is recalling 412,774 units of the 2017-2019 Explorer SUVs in the U.S. due to a rear toe link fracture that can lead to a loss of steering control, significantly increasing the risk of crashes.
- Accident Reports: The automaker is aware of two global accidents potentially related to this issue, where vehicles struck road guardrails, although no injuries have been reported, indicating the severity of the problem.
- Free Repair Initiative: The U.S. National Highway Traffic Safety Administration has recommended that dealers replace the toe links free of charge for affected vehicles, aiming to mitigate accident risks and enhance consumer safety.
- Additional Recall: Furthermore, Ford will recall an additional 40,655 vehicles due to battery failures and brake pedal defects, highlighting ongoing challenges in its safety management practices.
See More
Private Credit Faces Serious Test Amid $3 Trillion Boom
- Crisis Signals: The private credit market, having experienced a $3 trillion boom, is facing systemic risks as Blue Owl Capital's decision to permanently halt redemptions for its $1.6 billion OBDC II fund exposes vulnerabilities, indicating not just corporate issues but a warning for the entire non-bank financial ecosystem.
- Bankruptcy Wave: The bankruptcies of Tricolor and First Brands in September 2025 heightened concerns over private credit's exposure to highly leveraged borrowers, leading banks like UBS and Jefferies to face hundreds of millions in losses, which intensified market worries about liquidity risks.
- Increased Regulatory Pressure: With Tricolor executives charged for systematic fraud, scrutiny over lending practices has intensified, as JPMorgan CEO Jamie Dimon highlighted that corporate lending practices have become too lax over the past decade, indicating a pressing need for improved risk management in the market.
- Uncertain Future Outlook: Despite facing numerous challenges, including rising default rates and redemption pressures, global private credit fundraising still grew to $224.25 billion in 2025, suggesting that capital remains active and the growth phase of the industry is not over, potentially leading to better liquidity management strategies in the future.
See More
Trump's Tariff Policy Faces Significant Challenges Ahead of Midterms
- Opposition to Tariff Policy: Trump's recent attempt to impose new tariffs under Section 122 of the 1974 Trade Act, which caps rates at 15% and requires congressional approval for extensions, could lead to difficult votes for Republicans ahead of the midterms, especially as polls show a 2-to-1 ratio of American voters opposing tariffs.
- Changing Congressional Dynamics: The Supreme Court's decision to strike down Trump's tariffs has dealt a significant blow to his economic agenda, resulting in diminished support among Republicans for extending tariffs, particularly in an election year where many members may prioritize local economic impacts over party loyalty.
- Legislative Pushback Plans: Democrats are planning to use legislative measures to block the extension of Trump's tariffs, with Senate Minority Leader emphasizing the harmful effects of these tariffs on American citizens, suggesting that future votes could turn against Trump.
- Bipartisan Cooperation Potential: Despite being in the minority, some Republican lawmakers have introduced legislation to reassert Congress's constitutional authority over tariffs, indicating a potential for bipartisan cooperation on tariff issues as the election approaches.
See More
Tesla Doubles Down on Electric Vehicle Strategy
- Massive Investment Plan: Tesla has committed to a $20 billion capital spending program, which includes investments in a lithium refinery in Texas and an LFP battery factory in Nevada, crucially supporting its EV production and enhancing its competitive edge in the market.
- Market Share Comparison: While General Motors holds about 13% of the U.S. EV market, Tesla commands a significant 46% share, highlighting Tesla's leadership in the EV sector and reflecting the challenges faced by legacy automakers in their transition to electric vehicles.
- Robotaxi Strategy: Tesla's strategy extends beyond EVs to include the launch of Cybercab and other robotaxi initiatives, demonstrating its commitment to future mobility despite traditional automakers facing setbacks in this area, showcasing Tesla's confidence in achieving its vision.
- Industry Response: In response to fierce competition in the EV market, legacy automakers like Ford and GM have been forced to recalibrate their strategies, while Tesla's ongoing investments and innovations indicate a steadfast position in the EV market, potentially further solidifying its leadership role.
See More
