Record EV Sales in the U.S. as GM Faces Challenges Ahead
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Source: Benzinga
- EV Sales Growth: Over 1.3 million electric vehicles were sold in the U.S. in 2024, marking a 7.3% year-over-year increase, although 2025 sales are expected to decline, indicating market volatility and intensifying competition.
- GM Performance: General Motors excelled in 2025 EV sales with the Equinox EV leading at 57,195 units sold, despite declines in Blazer EV and Lyriq sales, highlighting challenges within its product lineup.
- Ford's Strategic Shift: Ford announced plans to scale back EV production, focusing instead on traditional and hybrid vehicles, which is likely to negatively impact its future market share, especially following the discontinuation of the F-150 Lightning.
- Uncertain Market Outlook: With the expiration of the federal EV tax credit, traditional automakers like GM and Ford may face increased market pressure in the coming years, potentially leading to significant changes in the EV landscape by 2026.
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.
12 Analyst Rating
2 Buy
9 Hold
1 Sell
Hold
Current: 13.740
Low
10.00
Averages
12.46
High
15.00
Current: 13.740
Low
10.00
Averages
12.46
High
15.00
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.
