Ford (F) Stock Plunges After Supplier Fire and EV Slump — Can It Rebound?
Ford shares closed at $11.92 on Oct. 17, 2025, up about 25% year-to-date despite a sharp drop after a key supplier’s plant fire and major recalls. Q3 U.S. vehicle sales rose 8.2% to 545,522 units, driven by strong pickup and SUV demand. Ford’s EV business posted a $1.3 billion Q2 loss as U.S. EV sales fell 31%. The company secured a four-year UAW contract and faces new tariffs on imported trucks.