- Surging share price: Ford Motor Company (NYSE: F) stock jumped about 12% on Friday, October 24, after a stronger-than-expected Q3 earnings report, closing around $13.84 – near a 52-week high [1]. As of the morning of Oct. 27, shares hover in the mid-$13 range, up roughly 30–40% year-to-date [2] [3].
- Earnings beat expectations: Ford’s Q3 2025 revenue climbed ~9% YoY to $50.5 billion, with adjusted earnings of $0.45 per share – easily topping analyst estimates (around $0.34 on $46B revenue) [4]. Robust pickup and SUV sales powered the beat, and the company maintained its quarterly $0.15 dividend for shareholders [5].
- Outlook trimmed on supplier fire: Despite the strong quarter, Ford cut its full-year profit guidance due to a September fire at a key aluminum supplier (Novelis) that will cost an estimated $1.5–$2.0 billion [6]. Ford lowered its 2025 adjusted EBIT (operating profit) forecast to $6.0–$6.5 billion (from $6.5–$7.5B) [7] and warned of a similar ~$2B hit to free cash flow. CEO Jim Farley said the company is working “intensively” with Novelis and alternate sources to minimize the impact in 2025 and recover lost production by 2026 [8].
- EV challenges persist: Ford’s electric vehicle unit (Model e) continues to lose money – about a $1.1 billion loss in Q3 alone [9] – and U.S. EV sales have slumped ~30% year-over-year, leaving Ford with only ~5% domestic EV market share [10]. The automaker has delayed or canceled some EV launches (including pushing back a new F-150 Lightning and axing a planned electric SUV) and now expects roughly $5.5 billion in EV-related losses this year [11] [12]. Even GM’s CEO Mary Barra acknowledged industry-wide headwinds, noting “near-term EV adoption will be lower than planned” [13]. Ford is responding by cutting EV costs and refocusing on profitable models, though it’s still investing over $50 billion in U.S. battery plants and preparing new models like a high-performance F-150 Lightning and a sub-$30k EV pickup by 2027 [14] [15].
- Quality issues and recalls: A series of safety recalls has clouded Ford’s reputation. The company has issued over 100 recalls in 2025 – more than triple the industry average – including a late-October recall of ~1.45 million vehicles for faulty rear-view cameras [16]. (Earlier in October, another 625,000 vehicles were recalled for camera and seatbelt issues.) Regulators even fined Ford $165 million last year for delays in addressing recalls [17]. Ford insists the latest fixes won’t materially hurt earnings [18], but the cascade of quality woes has been a drag on sentiment and adds to costs.
- Competitive landscape: Ford’s legacy rivals and EV peers present a mixed picture. General Motors (GM) surprised the market by raising its profit outlook for 2025 and enjoyed a 15% stock surge on its own Q3 results [19]. GM credited tariff relief and narrowing EV losses for the boost, and its optimism even lifted Ford’s stock ~5% in sympathy ahead of Ford’s earnings [20]. Tesla (TSLA), meanwhile, remains the EV market leader but has faced slowing demand and margin pressures; Tesla’s Q3 results prompted a modest stock dip (~4% post-earnings) amid an ongoing EV “price war” and rising competition [21]. Analysts note that Ford’s market cap and valuation are far lower than Tesla’s, reflecting very different expectations – Ford trades at under 15× forward earnings [22] with a rich dividend yield around 4–5%, whereas Tesla’s valuation is predicated on high growth.
- Analyst consensus and forecast: On Wall Street, most experts rate Ford a “Hold.” The average 12-month price target is about $11–$12 [23] – slightly below the current price – reflecting caution about near-term headwinds. Price forecasts range from bearish lows near $7 up to optimistic highs around $14–$15 [24], but the consensus sees limited upside unless fundamentals improve. Analysts expect Ford’s earnings to dip in 2025 (consensus EPS around $1.15, roughly 35% lower than 2024) before potentially rebounding in 2026 [25]. Bulls argue that Ford’s strong truck franchise, cost-cutting, and solid dividend make it undervalued, while bears warn that without faster progress in EVs or new growth catalysts, the stock may struggle to break out [26].
Ford Stock Rallies on Q3 Beat, Nears 52-Week High
Ford’s third-quarter earnings delivered a much-needed upside surprise, igniting a rally in the automaker’s share price. The company reported Q3 2025 revenue of about $50.5 billion (up ~9% year-over-year) and adjusted earnings of $0.45 per share [27], handily beating analyst expectations (which were in the mid-$0.30s for EPS). This positive surprise — driven largely by strong demand for Ford’s gasoline pickups and SUVs — made Ford the best-performing stock in the S&P 500 on Friday, Oct. 24 [28]. Investors “were so impressed by Ford’s third-quarter results that they overlooked a guidance cut,” as Investopedia observed [29]. Ford shares spiked more than 10% in reaction, closing at $13.84 on Oct. 24 [30], which is the highest level in roughly a year. With those gains, the stock has now risen nearly 40% since the start of 2025 [31] – a dramatic turnaround from the doldrums of late 2024.
What’s behind the enthusiasm? Ford’s core “Ford Blue” division (gasoline/diesel vehicles) continues to churn out healthy profits thanks to popular models like the F-Series trucks, Bronco SUV, and Maverick pickup. In fact, U.S. sales of Ford’s trucks and SUVs jumped 8.2% in the quarter to 545,000 units [32]. These high-margin vehicles helped offset losses elsewhere and underscore that Ford’s legacy internal-combustion business is still its profit engine. The company also affirmed its quarterly dividend at $0.15 per share (a 4%+ annual yield at current prices) [33], a sign of confidence that will return over $600 million to shareholders this quarter. All of this sent a signal that Ford’s traditional business remains solid even as it navigates a tricky industry transition.
Market optimism was evident not just for Ford but across Detroit automakers during the week. Just days before Ford’s report, crosstown rival GM announced better-than-expected earnings and actually raised its full-year profit forecast, citing easing tariff costs and improvements in its EV operations. GM’s stock surged 15% on Oct. 21 – its biggest jump in six years – and notably “lifted” Ford’s shares about 5% in sympathy [34] [35]. That set the stage for Ford’s own rally after it confirmed strong Q3 numbers. In short, Wall Street cheered the resilience of the Big Three U.S. automakers, which are benefiting from still-robust consumer demand for autos and some recent policy tailwinds. As one analyst put it, Ford’s latest results “added to what has already been a strong year for the stock” [36], reinforcing investor confidence in the company’s trajectory despite lingering concerns.
Guidance Cut After $1.5B Supply Shock
Tempering the good news, Ford did have to dial back its earnings outlook due to an unusual supply-chain disaster. In mid-September, a fire broke out at a Novelis plant in Oswego, New York – a key supplier of aluminum sheets for Ford’s F-150 pickup. The blaze shut down the facility’s operations, suddenly constraining supplies of critical F-Series components. Ford disclosed that this incident will “shave $1.5–$2.0 billion” off its 2025 profits due to lost production and repair costs [37]. In response, management cut its full-year 2025 adjusted EBIT (earnings before interest and taxes) guidance to ~$6.0–$6.5 billion, down from a prior $6.5–$7.5B target [38]. The company also warned of a substantial hit to Q4 cash flow as it scrambles to source alternative aluminum and make up for the shortfall [39].
Notably, Ford’s CFO Sherry House told analysts that “we would have raised guidance had it not been for the Novelis fire” [40] – emphasizing that the core business is performing well aside from this one-off setback. Executives stressed that they are working closely with Novelis and other suppliers to restore capacity. “We have made substantial progress in a short time to minimize the impact in 2025 and recover production in 2026,” CEO Jim Farley assured investors [41]. In practical terms, Ford has re-routed some aluminum sourcing to Novelis’s other facilities and adjusted manufacturing schedules to prioritize its most profitable models. The silver lining is that new U.S. trade policies will cushion some of the blow: a recently expanded federal credit for domestically assembled vehicles (3.75% of a vehicle’s price) will offset roughly $1 billion of Ford’s tariff and supply chain costs next year [42] [43].
Despite the guidance cut, investors largely took this news in stride. Ford’s stock initially dipped when the outlook revision was announced, but the strong earnings beat quickly regained the market’s focus [44]. Analysts noted that hitting even the low end of Ford’s new ~$6B EBIT forecast would still mark solid profitability given the challenges, and that the one-time nature of the supplier fire is easier to look past. Evercore ISI analysts estimate the Novelis issue could ultimately trim $500M–$1B from Ford’s 2025 earnings [45] (less than the top-line impact Ford cited), assuming insurance, alternative sourcing, and production catch-up efforts mitigate the damage. Ford says it expects to “offset about $1 billion” of the loss via these measures in 2025 [46]. By 2026, the lost output (mainly F-150 bodies) should be recovered if the Oswego plant is fully back online. In short, the Wall Street view is that this incident, while costly, is a contained setback rather than a lasting impairment to Ford’s earnings power. The stock’s rally suggests investors are looking through the fire-related hit and remain focused on Ford’s broader execution.
EV Woes Weigh on the Future
The more pressing concern hanging over Ford’s stock is the company’s struggle to find its footing in the electric vehicle (EV) race. Ford’s EV division – known as “Model e” – has been a money-loser so far, and the red ink got deeper this quarter. In Q3, the Model e unit posted about a $1.1 billion operating loss [47], roughly on par with its losses in each of the previous two quarters. For the full year, Ford now expects EV/technology losses to total around $5.5 billion [48]. These steep losses come as U.S. EV demand has slowed significantly. Ford revealed that its EV sales are down roughly 30% year-on-year, a stark reversal from the rapid growth of prior years [49]. The company’s EV market share in the U.S. is stuck at only ~5% [50], vastly trailing Tesla’s dominant share (on the order of 50–60%). Ford’s ambitious EV rollout – which included the F-150 Lightning pickup and Mustang Mach-E crossover – has hit a wall of softening demand, high costs, and intense competition.
Crucially, Ford isn’t alone in hitting the EV brakes. Across the industry, automakers have started warning that the EV transition will take longer and be bumpier than hoped. “It is now clear that near-term EV adoption will be lower than planned,” GM CEO Mary Barra admitted last week [51], as GM itself scaled back its EV production targets and even took a $1.6B charge related to unwinding some EV investments [52]. Tesla, too, has been slashing prices to stoke demand, squeezing its margins and causing its stock to sag post-earnings [53]. In Ford’s case, CEO Jim Farley has been candid that the U.S. EV market “didn’t develop as expected” in 2025 [54] – a mix of higher interest rates (making car loans pricier), inadequate charging infrastructure, and consumer hesitancy has led to EV inventories piling up industry-wide.
Ford’s response has been a strategic pullback to refocus on efficiency and affordability in its EV program. The company delayed the next generation of its Lightning electric pickup (citing the need to improve costs) and canceled a planned three-row EV SUV that was deemed unprofitable in the current environment [55]. Instead, Ford is prioritizing EV projects that have clearer demand or where it holds competitive advantage – for example, a new high-performance F-150 Lightning variant targeting commercial and enthusiast buyers, and the development of a $30,000 entry-level EV truck by 2027 [56]. Executives say Ford will be more “targeted” in EV offerings, focusing on its strengths (like pickups and vans for fleet customers) rather than trying to match Tesla model-for-model. Additionally, Ford is aggressively cutting costs in its EV operations: hiring freezes, factory efficiency improvements, and even merging some EV and gasoline vehicle teams. In fact, a major leadership reorganization this month put all of Ford’s gas, hybrid, and electric vehicle businesses under one executive (Andrew Frick) to streamline decision-making [57]. This move suggests Ford wants closer coordination between its traditional engineers and EV developers – essentially integrating the “Ford Blue” and “Model e” strategies after initially separating them. The goal is to achieve profitability on EVs by not overspending on glitzy volume targets, but rather by leveraging Ford’s scale in trucks and its manufacturing know-how to drive costs down over time.
Despite these challenges, Ford insists it is not backing off the EV transition long-term. The company is still investing heavily in electrification, including a planned over $50 billion outlay on EV and battery development through 2026 [58]. Construction is underway on multiple “BlueOval” battery plants in Kentucky and Tennessee in partnership with SK On, aimed at securing domestic battery supply at scale. Ford is also adding new EV models – albeit in a more demand-driven way. Upcoming launches include new electric commercial vans for its strong fleet business, and refreshes of the Mustang Mach-E to boost its appeal. Ford’s strategy seems to be about finding a sustainable pace: it doesn’t want to abandon the EV market to Tesla and foreign rivals, but it also can’t keep burning billions annually. As a result, investors should expect Ford to walk a tightrope – continuing to develop EV technology (and even absorb some losses as “investments”), while relying on its lucrative gas-powered F-Series and SUV sales to fund that transition. The company’s ability to “bridge” its present to an electric future without letting profits collapse is a key question for the stock’s future. On that front, the market took some solace in Q3: Ford proved it can still grow revenue and earnings for now, buying time to sort out its EV blueprint.
Recalls, Quality & Other Headwinds
Another overhang for Ford has been a string of quality control problems that have led to an extraordinary number of vehicle recalls. By late October, Ford had announced 109 safety recalls in the U.S. in 2025 – more than three times as many as its closest competitors [59]. The issues span everything from faulty rear-view cameras and seat belt latches to fuel pump and steering component defects. The most recent blow came on Oct. 25, when Ford disclosed it will recall ~1.45 million vehicles (mostly 2020-2023 model cars and SUVs) to fix a glitchy backup camera that can suddenly go blank [60]. Earlier in the month, Ford issued two other large recalls totaling over 600,000 vehicles for camera and seatbelt problems [61]. These safety-related repairs not only risk tarnishing Ford’s brand image but also rack up significant costs in warranty and service expenses. In 2024, U.S. regulators even fined Ford about $165 million for delaying certain recalls (a penalty for slow compliance on prior camera issues) [62] – highlighting regulators’ increased scrutiny of Ford’s quality practices.
Ford’s leadership says they are doubling down on improving product quality and reliability to stem this tide. CEO Jim Farley has admitted that the high recall rate is “unacceptable” and has tied a portion of management bonuses to quality metrics going forward. The company has also shuffled some executive roles in manufacturing and product development (including naming a new Chief Manufacturing Officer, Bryce Currie, in October) to enforce stricter quality controls [63]. Encouragingly, Ford claims that none of the recent recalls will have a “material” impact on its earnings [64] – likely because many fixes are software updates or minor part replacements that are relatively low-cost. Still, the sheer volume of recalls this year will shave some points off Ford’s profit margins and has caused reputational damage. Auto industry analysts point out that Ford’s warranty and recall costs have been running well above peers like GM or Toyota, which raises concerns about systemic process issues. If Ford can demonstrate a clear improvement in build quality (thus fewer new recalls) in coming quarters, it would remove a nagging risk factor that has hung over the stock.
Apart from quality problems, Ford faces other headwinds and tailwinds worth noting. Labor costs are on the rise after last year’s deal with the United Auto Workers: in 2024 Ford agreed to a new four-year contract with hefty wage increases (top assembly wages rising to ~$40/hour) and improved benefits [65]. The good news is this contract brought labor stability – unlike 2023, there are no strikes halting production – but it does inflate Ford’s cost base. Meanwhile, global trade policy has been a double-edged sword. The Trump Administration’s tariffs on imported auto parts (particularly from Mexico and China) continue to pressure costs; Ford estimated earlier this year that tariffs would create about a $2 billion headwind in 2025. However, a recent White House move in mid-October expanded credits for U.S.-made vehicles, effectively providing a rebate that will offset roughly $1B of those tariff costs for Ford next year [66] [67]. Moreover, Ford is relatively well positioned versus some rivals on tariffs – about 79% of the vehicles Ford sells in the U.S. are built domestically [68], whereas companies like GM rely more on imports. That means Ford is less exposed to any new 25% duties on foreign-made cars and parts. This home-field advantage, combined with the new tax credit, gives Ford a competitive edge on the trade front that could save it hundreds of millions annually compared to a more import-dependent automaker.
Another development: executive shake-ups. As part of its Ford+ transformation plan, the company announced a series of leadership changes in October 2025 aimed at streamlining operations. Notably, Ford appointed Jim Baumbick as the new President of Ford Europe (effective Nov. 1) to strengthen its European business [69]. Baumbick is a seasoned engineer and product strategist within Ford, now tasked with sharpening the European lineup and operations. Additionally, Ford consolidated oversight of its gasoline and EV divisions under Andrew Frick, who already heads the traditional Ford Blue unit [70]. By putting gas, hybrid, and electric vehicles (as well as the Lincoln luxury brand) under one leader, Ford hopes to “drive faster, more efficient execution” across product lines [71] [72]. This reorganization signals an effort to eliminate silos inside the company – a move that could improve decision-making and cost control, which ultimately benefits shareholders if successful.
Market Comparisons: Ford vs. Tesla vs. GM
In evaluating Ford’s prospects, it’s helpful to compare how it stacks up against both its legacy Detroit rival and the EV pure-play leader. General Motors (GM), like Ford, derives the bulk of its profits from combustion-engine trucks and SUVs. But GM has taken a somewhat different trajectory recently: in Q3 2025 GM managed to grow profit and raise its annual guidance, projecting $12–$13 billion EBIT for the year [73] [74] (double Ford’s forecast). Investors rewarded GM with a major rally, and GM stock is up roughly 30% year-to-date (a bit ahead of Ford’s pace). GM’s upbeat outlook partly comes from policy relief – GM said new tariff credits will reduce its tariff hit by a few hundred million, and it’s mitigating other cost pressures [75]. GM also indicated its EV losses are starting to shrink as it reins in expenses, which gave confidence that its costly EV bets (like big battery factories and new models such as the Silverado EV) won’t derail overall profits. Importantly, GM’s stronger performance lifted sentiment for Ford too, since it implies that strong consumer demand (and perhaps some tariff flexibility from D.C.) is benefiting U.S. automakers broadly. However, Ford’s more conservative guidance stands in contrast – Ford is bracing for flat-to-lower profits next year, whereas GM is more optimistic about matching 2024’s profit in 2025 [76]. This divergence in outlook could explain why GM’s stock trades at a slight premium to Ford’s and why some analysts favor GM in the near term.
Tesla, on the other hand, occupies the opposite end of the spectrum. With a market capitalization many times that of Ford’s, Tesla is valued on rapid growth and tech disruption, but it has also hit some turbulence. Tesla’s Q3 2025 results showed record revenue but weakened margins and softer sales growth, leading to a dip in the stock price [77]. Elon Musk’s company has been aggressively cutting prices on models like the Model Y to spur demand, a strategy that boosts volume but hurts profitability. For Ford, Tesla’s moves are a double-edged sword: cheaper Teslas make it harder for Ford to sell its own EVs (Mach-E, Lightning) without discounting, yet Tesla’s struggles also validate Ford’s caution that the EV market may not be ready for endless expansion at high prices. Interestingly, Tesla’s share price is up only modestly in 2025 compared to Ford’s 30–40% jump – reflecting how Ford’s low valuation allowed for bigger percentage gains once good news hit, whereas Tesla, even after some declines, still trades at over 60 times earnings. As a result, some market watchers see Ford as a “value play” in the auto sector: you get a profitable business, dividend income, and exposure to EV upside, all at a low earnings multiple [78]. Tesla, conversely, is seen as a high-risk/high-reward growth story. The two companies’ fates are not independent though; if Tesla’s aggressive EV push falters or succeeds wildly, it will influence consumer behavior and policy which in turn affect Ford.
To sum up the peer picture: Ford and GM are traditional rivals now navigating similar challenges (EV transition, tariffs, rising costs), with GM currently enjoying a bit more momentum. Ford and Tesla represent old vs. new, with Ford trying to leverage its heritage and financial stability to eventually catch up in EVs, while Tesla leverages innovation but faces growing pains. The broader auto stock landscape in 2025 has been volatile – supply chain surprises, policy changes, and EV sentiment swings have caused big moves (Ford’s own stock swung from under $10 last year to nearly $14 now). This volatility is likely to continue as all players adjust strategies. Ford’s ability to distinguish itself – perhaps by executing EV launches better than expected, or by capitalizing on its strengths in trucks and commercial vehicles – will determine if its stock can keep climbing or if it stalls out relative to peers.
Analyst Sentiment and Stock Outlook
Despite Ford’s recent rally, Wall Street analysts remain cautious overall. According to MarketBeat data, 17 analysts covering Ford have a consensus rating of “Hold”, with only a couple of outright Buy recommendations [79] [80]. The average 12-month price target is approximately $11.5 per share [81], implying modest downside from current levels. In other words, many analysts think the stock’s jump has already priced in the good news, and they’re waiting for clearer evidence of sustained earnings growth before turning more bullish. Price targets do vary widely – recent targets range from as low as $7 (signaling concern that the stock could drop sharply) to as high as about $15.50 [82]. But clustering in the low-$11s suggests most experts see Ford trading sideways, lacking a catalyst to drive it much higher in the next year.
Why the hesitation after such a strong quarter? Profit concerns and execution risks. Analysts point out that Ford’s earnings are actually projected to decline in 2025 compared to 2024 (due to the supplier fire costs, EV losses, and higher labor expenses) [83]. Consensus calls for around $1.10–$1.20 in EPS next year [84], down roughly one-third from 2024’s level, before rebounding in 2026. If 2025 does see a profit dip, it could be hard for the stock to advance significantly beyond recent highs. Additionally, Ford simply has to prove it can execute on all the moving parts of its strategy: ramping EV production efficiently, resolving quality issues, and hitting its cost-cutting goals. “Ford must prove it can execute in the EV era,” as one analyst put it, warning that skepticism will linger until Ford shows concrete progress [85]. Even high-profile market commentators are mixed – CNBC’s Jim Cramer recently cautioned that if Ford’s results stumble again or if the economy turns, “the stock could slip below $11” [86], a reminder that Ford has disappointed before. On the bullish side, value-focused investors highlight Ford’s low valuation (around 6–7× 2024 earnings) and hefty dividend as providing a cushion [87]. They argue that with the stock still under $14, a lot of bad news is already baked in. As TechStock² (TS2.tech) noted, Ford’s strengths – like its iconic F-150 franchise, profitable credit arm, and loyal customer base – give it underlying value that could shine through if the company avoids “self-inflicted” problems going forward [88] [89]. In short, the bull case is that Ford doesn’t need to become Tesla; it just needs to execute steadily, and the current stock price undervalues the durability of its business.
From a technical analysis perspective, Ford’s chart is sending some encouraging signals. The stock has largely traded in a band between roughly $8.50 (support) and $13.50 (resistance) over the past couple of years [90]. With the recent surge, shares are attempting to break out above the upper end of that range. Market technicians note that a decisive move above ~$14 on strong volume could mark a true breakout, potentially opening the door to further gains. One analysis even sees upside toward the mid-teens or higher (even $19+) if Ford delivers improving fundamentals and rides the current momentum [91]. On the flip side, if the rally fades, traders see support around the $11–$12 zone (recent pre-breakout highs) and stronger support around ~$10–$10.50 (the area that held during this year’s sell-offs) [92]. A drop back below ~$10 would be a bearish development, possibly putting the prior ~$8.60 low in play [93], but that scenario seems distant given the positive news flow of late. For now, Ford’s technical trend is upward – the stock’s 50-day moving average has turned up, and its Relative Strength Index (RSI) around the mid-60s reflects bullish momentum [94]. Of course, auto stocks are famously volatile, and Ford’s trading volume has spiked around news events (earnings, policy announcements), so investors should be prepared for swings.
Outlook: cautiously optimistic
Looking ahead, the consensus is that Ford’s near-term outlook is a mix of promise and pitfalls. The company’s Q3 performance showed it can beat expectations and navigate external shocks (like the supplier fire) without derailing its financials – a testament to the strength of Ford’s core business. Ford also enjoys some macro tailwinds: a resilient U.S. auto market (vehicle sales remain solid), favorable policy adjustments (tariff relief, EV credits), and easing supply chain issues (components like chips are more available now than a year ago). These factors could help Ford sustain earnings in the face of challenges. On the other hand, the challenges are real: the EV unit’s losses need to be reined in, competition (both traditional and electric) is fierce, and any slip-ups in execution (be it a major recall, a flop product launch, or a recession dampening car demand) could quickly sour investor sentiment again [95].
Most analysts and experts therefore recommend moderation on Ford. The stock isn’t as cheap as it was at the start of the year, but it still offers value attributes (low P/E, high yield) that could attract buyers on dips [96]. “Hold” is the operative word on Wall Street – essentially a wait-and-see stance. Ford’s own management has struck a similar tone: confident in the long-term (they continue to fund future projects and maintain the dividend) but realistic about the short-term bumps. In the coming quarters, investors will be watching for concrete signs of progress: for example, can Ford hit its cost-cutting target of $2 billion by year-end, and will its EV sales trend improve after recent price cuts and marketing pushes? Also, any new partnerships or strategic moves (say, collaborations on EV charging networks or software, or spinning off a division) could be catalysts that change the narrative. For now, Ford has given the market reason to believe in its resilience, but it must keep delivering. As one market strategist summed up, Ford’s turnaround will depend on avoiding further “self-inflicted” setbacks and proving that its big bets – especially on electric vehicles – “can eventually pay off” [97] [98]. If Ford can execute on that vision while playing to its strengths, the stock’s ride through the rest of 2025 and into 2026 could continue to be an interesting one for investors – perhaps even rewarding those who buckle up for the long haul.
Sources: Ford Q3 2025 earnings coverage and analysis by TS2.tech [99] [100] [101] [102]; Reuters and Investing.com market data [103] [104]; statements from Ford and industry experts via Reuters, Yahoo Finance, and Investopedia [105] [106]. All information is up-to-date as of Oct. 27, 2025.
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