NEW YORK, Jan 10, 2026, 18:59 EST — Market closed
- After a big jump the day before, Ford shares slipped 1.4% on Friday.
- Piper Sandler raised its rating after Ford laid out plans for Level 3 “eyes-off” driving.
- Attention turns to U.S. inflation figures due next week and Ford’s earnings report on Feb. 10.
Ford Motor (F.N) shares slipped 1.4% to $14.20 on Friday, pulling back after a recent rally that had lifted the stock to multi-month highs.
The jump matters now because it reignites debate over whether Ford can convert driver-assistance and software into more reliable profit, just as investors reassess the outlook for rates and consumer demand.
Autos react sharply to shifts in financing costs. As the market rests over the weekend, traders are eyeing potential triggers that might reshape rate forecasts—and with them, cyclical names such as Ford.
Ford’s stock climbed 3.6% Thursday following Piper Sandler’s upgrade of the automaker to “overweight” from “neutral,” according to a Reuters market report. (Fidelity Fixed Income)
Piper Sandler bumped its price target to $16 from $11, describing Ford’s electric-vehicle “capitulation” as a “welcome development.” The firm said Ford’s next-gen EV platform now mirrors the manufacturing strategies used by Tesla and Chinese automakers. (TipRanks)
At CES in Las Vegas, Ford announced plans to introduce a Level 3 driver-assistance system in 2028 that allows drivers to take their hands and eyes off the road on certain highways. Doug Field, Ford’s chief EV, digital and design officer, told Reuters the feature will come at an extra cost, and the company is considering different pricing options. “Should it be a subscription?” he asked. (Reuters)
The company announced that this technology will first appear on a new EV platform, with a midsize electric truck expected in 2027 priced around $30,000. Ford also revealed plans to incorporate lidar and highlighted its current Level 2 BlueCruise system, which customers can subscribe to for about $50 monthly or $495 annually. (Reuters)
The market is still absorbing Friday’s jobs report. According to the Labor Department, U.S. payrolls increased by 50,000 in December, while the unemployment rate remained steady at 4.4%. Average hourly earnings grew 3.8% compared to a year ago. (Bureau of Labor Statistics)
Investors noted a shift in the industry after General Motors announced a $6 billion charge this week tied to scaling back some EV investments. The move underscores the challenge automakers face in aligning spending with weaker demand. (Reuters)
Inflation data is coming up next. The U.S. Consumer Price Index for December is set for release Tuesday, Jan. 13, with the Producer Price Index due the following day, Wednesday, Jan. 14, per the Labor Department’s calendar. (Bureau of Labor Statistics)
Ford faces execution risks. Level 3 systems come with stricter regulations and greater liability than hands-free features. Delays are possible if costs rise or adoption lags.
Ford investors should mark their calendars for Tuesday, Feb. 10, when the company is set to release earnings after the market close, according to Wall Street Horizon. (Wallstreethorizon)
