Ford Investors May Be Overlooking One Key Signal

Ford is recalling 148,663 U.S. vehicles (2024-2026 Mustang) due to potential power loss and reduced visibility. The issue stems from engine compartment wiring harness ground connections, according to the NHTSA. Dealers will replace the affected parts free of charge. This follows a previous recall in June for daytime running lamp issues.

Ford Motor Co. (F.N) shares fell 0.5% to $13.88 on Friday, trading at 7.5x the 2026 consensus EPS estimate of $1.85. The decline was attributed to potential Canadian tariffs. Ford reported Q2 revenue of $48.3B and adjusted EBIT of $2.5B, raising its full-year adjusted EBIT outlook to $10B-$11B. Analysts have an average price target of $15.81, suggesting a 13.9% upside.

The UK government is reviewing its Zero Emission Vehicle (ZEV) mandate, which requires van manufacturers to meet rising annual targets for zero-emission van sales, reaching 100% by 2035. The consultation, running until October 2026, follows industry concerns over market demand and compliance costs. Companies like Ford and Stellantis support the mandate but seek adjustments to reflect current market conditions. The review aims to balance the transition to electric vehicles with economic sustainab

The Zacks Domestic Auto industry shows resilience, with new-vehicle sales remaining healthy. Affluent consumers support demand, while tax benefits may boost purchases. EV market recovery is uneven. Companies like General Motors (GM), PACCAR (PCAR), Ford (F), and Harley-Davidson (HOG) are highlighted. The industry's Zacks Rank is #67, indicating strong near-term prospects. GM raised its full-year adjusted free cash flow guidance to $9.5-$11.5 billion. PCAR expects Parts sales growth of 3-5% in 20

U.S. President Trump announced a 50% tariff on Canadian vehicles, parts, and trucks, effective January 1, doubling the current 25% rate. Automakers like Ford, GM, Stellantis, Toyota, and Honda face higher costs on key models. Canadian-built vehicles made up 6% of U.S. sales in 2025, per Barclays. Industry executives hope for a deal before the deadline, as tariffs could disrupt the U.S. automotive supply chain.

Ford (F) is collaborating with Geely to build a compact SUV using Geely's GEA platform in Spain. Centurion Industries, owned by Geely, will pay Ford $259 million for a 34% stake in the Valencia factory. The partnership aims to leverage Geely's low-cost structure and advanced EV technology, with Ford planning to differentiate the product with rally styling. Ford is also refreshing 80% of its North American lineup and adding affordable models.