Ford Motor Aktie News

Major automakers on Wednesday called for changes in the Trump administration's proposal to reform fuel economy standards, but said they back the plan to drastically slash the efficiency requirements.

The Dearborn, Mich., carmaker said that it has sold a total of 135,362 vehicles in the U.S. last month, a 5.3% decline over the prior-year period.

Sales of new cars and trucks — a barometer for the economy — sank in January to the lowest level in three years after a major winter storm. Yet it could be a tough year for automakers even after the weather gets warmer.

Ford (F) remains a textbook cyclical, warranting disciplined entry below $10.50; current valuation supports a Hold rating. F's revenue and margins remain pressured, with limited growth and declining market share; upside is constrained by cyclical headwinds. 2025 guidance for adjusted free cash flow was reduced to $2B–$3B, reflecting operational and macro challenges.

Ford and China's Geely [RIC:RIC:GEELY.UL] are in discussions about a potential partnership, eight people with knowledge of the ongoing talks said, as the world's carmakers look to share heavier technology and manufacturing costs.

Ford Motor Company (F) is downgraded to 'hold' after a 43.6% rally, citing deteriorating fundamentals and EV market underperformance. F's Q3 2025 saw strong revenue and cash flow, but adjusted net profit declined and significant EV asset write-downs are expected. Electric vehicle sales and market share fell sharply, with Ford's EV segment lagging competitors amid industry-wide adoption headwinds.

Ford has sharply pivoted away from fully electric vehicles in response to changes made by the Trump administration. Will the new strategy work over the next decade?

Production of aluminum at Ford Motor supplier Novelis still has not fully resumed more than four months after a devastating fire disrupted supply of the metal to Ford's lucrative pickup trucks, according to two people familiar with the matter.