The data reveals the challenges faced by the EV market, yet there is a silver lining.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 02 2025
0mins
Source: MarketWatch
Impact of Tax Credits: The loss of key electric-vehicle tax credits is negatively affecting automakers, particularly Ford, which reported a significant drop in EV sales.
Decline in EV Sales: Ford sold only 4,247 all-electric vehicles last month, marking a nearly 61% decrease from the previous year’s sales of 10,821 units in November 2024.
Surge in Hybrid Sales: Despite the challenges in the all-electric segment, there is a notable increase in hybrid vehicle sales, providing a positive outlook for the industry.
Overall Industry Outlook: The combination of declining EV sales and rising hybrid sales indicates a shifting landscape in the automotive market, influenced by changing consumer preferences and regulatory factors.
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 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: 13.710
Low
11.00
Averages
13.65
High
16.00
Current: 13.710
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.
