Friday close
$13.88
▼ 0.50%
Monday premarket: $13.87, -0.07% at 07:49 EDT.
Ford Shares Dip 0.5% After Adjusted Profit of $2.5 Billion Overshadows $1.3 Billion Loss
DEARBORN, Michigan, August 31, 2026, 09:36 — Ford shares slipped 0.5% on Tuesday as the automaker reported adjusted earnings of $2.5 billion, offset by a net loss of $1.3 billion.
FORD MOTOR COMPANY · NYSE: F
Profit quality, not the headline loss
Investor dashboard · Market data through August 31, 2026, 09:36 EDT · Financials through Q2 2026
Market value
$55.4B
3.92 billion shares outstanding.
Adjusted EBIT
$2.50B
▲ 17% YoY
Margin rose 90 bps to 5.2%.
GAAP net loss
$1.33B
Driven by $4.18B of special items.
Price position
41.5% through the range22% below the high
Analyst target map
Average target implies 13.9% upside. Consensus: 7 Buy, 1 Overweight, 13 Hold, 1 Underweight, 1 Sell.
Q2 operating bridge
| Measure | Q2 ’25 | Q2 ’26 | Move |
|---|---|---|---|
| Revenue | $50.2B | $48.3B | -3.8% |
| Adjusted EBIT | $2.14B | $2.50B | +17.0% |
| Adj. EBIT margin | 4.3% | 5.2% | +0.9 pt |
| Adjusted EPS | $0.37 | $0.42 | +13.5% |
| Net income/(loss) | -$36M | -$1.33B | Wider loss |
Segment EBIT: where the gain came from
| Segment | Q2 ’26 | YoY change |
|---|---|---|
| Ford Blue | $1.14B | +$474M |
| Model e | -$919M | +$410M |
| Ford Pro | $1.72B | -$600M |
| Ford Credit | $757M | +$112M |
Blue, Model e and Credit improvement outweighed the Pro decline before corporate items.
2026 guidance and implied second half
Adjusted EBIT
$10–11B
H1 delivered $5.99B. H2 needs $4.01–5.01B, 16%–33% below H1.
Adjusted free cash flow
$6–7B
Key funding source for investment and the regular dividend.
Valuation and financial signals
| FY2026 EPS estimate | $1.85 |
| Price / estimated EPS | 7.5× |
| Dividend yield | 4.32% |
| Cash and securities | $31.6B |
| Company debt, ex-Credit | $23.6B |
| Friday volume / 65-day average | 75% |
Investor bridge
Ford’s adjusted EBIT rose 17% even as revenue fell 4%. Blue pricing and a smaller Model e loss did the heavy lifting, while Ford Pro slipped. The $1.33 billion GAAP loss chiefly reflects strategic reversals already captured in $4.18 billion of special items. The shares trade at about 7.5 times estimated 2026 earnings, but the discount will persist unless cash conversion and Pro margins recover.
Watch: Pro marginWatch: Model e lossWatch: warranty costsWatch: tariffsRisk monitor
Tariffs, pricing pressure, warranty expense and supply disruption can erase the margin gain. More EV cancellations could trigger further charges. Higher delinquencies or used-vehicle weakness would pressure Ford Credit.
Ford Shares Edge Down 0.5% as $4 Billion EV Deficit Challenges $11 Billion Profit Target
Ford Motor Company declined by 0.5% on Friday, even as it raised its profit forecast. The stock ended the session at $13.88, with trading volume reaching 75% of its 65-day average.
Ford investor dashboard
The cheap multiple depends on containing EV losses.
Market snapshot: Aug. 28, 2026, 4:00 p.m. ET
Close
$13.88
−0.50% Friday
Volume
40.25M
75% of 65-day average
Market value
$55.34B
Aug. 28 close
2026 P/E
7.5×
$1.85 consensus EPS
Profit bridge
| Measure | Latest | Signal |
|---|---|---|
| Q2 revenue | $48.3B | −3.8% YoY |
| Adjusted EBIT | $2.5B | ~+20% YoY |
| Adjusted EPS | $0.42 | 20% beat |
| EV/software EBIT | −$919M | 37% of total EBIT |
| 2026 EBIT guide | $10B–$11B | Raised |
Valuation and expectations
Average target$15.81
Implied upside13.9%
FY2027 EPS$1.96
52-week range$11.11–$17.78
Next reportOct. 28, 2026
Target progress
What moved attention
Ford raised 2026 adjusted EBIT guidance after a 20% earnings beat. Friday’s subdued trading shows investors are still discounting the durability of that profit.
The key burden: a roughly $4 billion annual EV loss equals 36%–40% of guided company EBIT.
Next checkpoints
Tariff cost<$1B expected
EV launch$30K pickup, 2027
U.S. sales−9.6% H1
U.S. EV sales−57.4% H1
Price, volume, consensus and target: MarketWatch/market data, Aug. 28–30, 2026. Q2 results and guidance: Ford and Reuters, July 28, 2026. Figures may be delayed; estimates can change.
Ford Shares Slip 0.5% as Threat of Canada Tariffs Challenges 7.5x Earnings Valuation
DEARBORN, Michigan, August 30, 2026, 01:10 – Ford Motor Co. shares dipped by 0.5% as the prospect of tariffs from Canada put pressure on the automaker’s 7.5 times earnings multiple.
NYSE: F · Stock move
Ford Motor Company
Low valuation meets renewed North American tariff risk
Market data: Aug. 28, 2026, 16:03 EDT
Dashboard: Aug. 30, 2026, 01:10 EDT
Dashboard: Aug. 30, 2026, 01:10 EDT
Close
$13.88
-0.50% Friday
Forward P/E
7.5x
$1.85 FY2026 EPS estimate
Target gap
+13.9%
$15.81 average target
Volume
40.25M
0.75x 65-day average
Market tape
| Measure | Aug. 28 |
|---|---|
| Ford | -0.50% |
| Automotive group | -1.78% |
| S&P 500 | -0.25% |
| 52-week range | $11.11-$17.78 |
| Market value | $55.34B |
Guidance bridge · FY2026
Cash-flow valuation
The yield is attractive only if Ford converts guidance into cash after tariff, warranty and EV spending pressures.
Analyst setup
| Indicator | Current |
|---|---|
| Consensus | Overweight |
| Buy / Overweight | 8 |
| Hold | 13 |
| Underweight / Sell | 2 |
| Target range | $11-$20 |
Fresh catalyst
U.S.-Canada trade talks stalled over autos. Washington has threatened 50% tariffs on Canadian vehicles and parts from Jan. 1, 2027. The dispute raises sourcing and production risk across North American supply chains.
TariffsCanadaParts costs
Next checkpoint
Oct. 28
Scheduled Q3 2026 earnings report
| Q3 EPS estimate | $0.41 |
| Three months ago | $0.37 |
| Q2 adjusted EBIT | $2.5B |
| Quarter-end liquidity | $43.4B |
Investor lens
Ford's 7.5x forward earnings multiple and double-digit guided cash-flow yield offer valuation support. The market is demanding proof that Ford Pro and Ford Blue can absorb Model e losses, special charges and renewed tariff pressure. A clean Q3 cash conversion would narrow that discount; weaker margins would justify it.
Ford shares dip 0.5% as Farley highlights savings from quality improvements
DEARBORN, Michigan, August 28, 2026, 18:55. Ford Motor Co's stock edged down 0.5% after Chief Executive Jim Farley said the company's moves to address quality issues are generating savings in the hundreds of millions.
NYSE: F · quality-cost test
Ford’s $1 billion margin lever
Market: Aug. 28, 2026, 17:20 EDT
Financials: Q2 2026
Financials: Q2 2026
Ford close
$13.88
▼ 0.54%
Equity value
$55.34B
≈$300M erased Friday
Volume
40.1M
Regular session
2026 EBIT guide
$10–11B
Midpoint $10.5B
Quality savings versus profit base
What changed
No. 1 mainstream quality41 fewer problems per 100 vehicles year over year.
~300 veteran engineers added to weekly design reviews.
AI inspection supports plant-floor anomaly detection.
Q2 operating map
| Business | Q2 2026 EBIT | Investor read |
|---|---|---|
| Ford Pro | +$1.7B | Commercial profit anchor |
| Ford Blue | +$1.1B | Primary warranty leverage |
| Model e | −$919M | Still absorbs core savings |
| Total adjusted | +$2.5B | Up 17% year over year |
Friday peer tape
| Ford | −0.54% |
| GM | +0.09% |
| Stellantis | +2.56% |
The market did not award Ford a quality premium Friday.
Sources: Ford Q2 2026 results; Ford/J.D. Power quality update; Jim Farley interview; market data timestamped Aug. 28, 2026. Initial-quality results measure early ownership and do not eliminate long-tail recall risk.
Trump News Puts a C$40.8 Billion Upper Bound on Canada Auto Tariff Risk
Trump's latest Canada tariff threat puts a C$40.8 billion mechanical upper bound on the annual auto-trade bill. That estimate applies the threatened 50% rate to C$81.6 billion of 2024 Canadian vehicle and parts exports. It is a stress test, not a forecast.
Google Trend · trump news · macro/policy
A 50% headline rate meets an integrated auto supply chain
The tariff threat is months away. The equity reaction is already here, because Canadian parts feed U.S. assembly and can cross the border more than once.
US premarket · 25 Aug 2026
Threatened auto tariff
50%
From 1 Jan 2027 · not yet final
Canada auto exports to US
C$81.6bn
Vehicles + parts · 2024
Mechanical upper bound
C$40.8bn
50% × C$81.6bn · not a forecast
Total bilateral trade
$872.3bn
Goods and services · 2025
Trade exposure: finished vehicles are 57% of the Canadian auto export base
C$40.8bn is a transparent ceiling: 50% of the full 2024 export value. Content-based treatment, exemptions or a deal would lower the realized duty. Repeated border crossings can still multiply operating disruption.
Auto-stock reaction on 24 August
Monday session moves reported by Reuters; quotes were intraday and delayed by at least 15 minutes.
Scenario map
| Path | Observable trigger | Likely pressure |
|---|---|---|
| De-escalation | Negotiations resume; rate returns toward 15% | Risk premium and landed cost ease |
| Partial implementation | 50% applies only to non-US content | Mixed burden by vehicle and plant |
| Full escalation | Final order covers full customs value | Margins, output and sticker prices |
| Retaliation loop | Broader Canadian list after 8 Sep | US exporters and cross-border demand |
Decision timeline
24 Aug · 13:54 UTC
Reuters reports Trump's 50% Canadian auto tariff threat. Auto shares fall.
25 Aug · 11:00 EDT
Canada schedules its business and worker support announcement.
8 Sep 2026
Canada plans dollar-for-dollar counter-tariffs on selected US goods.
1 Jan 2027
Threatened 50% auto, truck and parts rate would begin.
How the policy reaches markets
Automaker margins
Imported Canadian parts raise U.S. assembly cost unless producers qualify for relief.
Vehicle inflation
Passing costs through lifts sticker prices and can weaken unit demand.
Plant utilization
Parts shortages or relocation can reduce output on both sides of the border.
Working capital
Inventory buffers, customs deposits and supplier changes tie up cash.
Dependence runs both ways
Share of Canada's goods trade, cited by the US Trade Representative and reported 24 Aug 2026.
What investors still do not know
| Tax base | Full value or non-US content? |
| USMCA treatment | Exemption or no exemption? |
| Canadian retaliation list | Pending before 8 Sep |
| Support-package size | Due 25 Aug at 11:00 EDT |
Tesla Rises 5.1% After Securing Nevada Robotaxi Permit; 5,000-Vehicle Limit Not Forward Outlook
Tesla Inc. stock climbed 5.14% on Friday following Nevada’s approval of commercial robotaxi operations in Clark County. The license enables as many as 5,000 Tesla vehicles on the road over the coming year. U.S. trading remains shut for the weekend.
NASDAQ: TSLA · Investor dashboard
Tesla’s permit rally meets an execution gap
Market closed · Price data as of August 21, 2026, 4:00 p.m. EDT
$362.86▲ 5.14% Friday
Daily move
+$17.73
Previous close: $345.13. Tesla beat the S&P 500 by 4.71 percentage points.
Nevada ceiling
5,000 vehicles
Authorized maximum for Clark County during the next 12 months.
Practical ambition
≈2,500 vehicles
Tesla said this would be a strong result within a year—half the permit ceiling.
Why the stock moved
Nevada replaced a narrow interim limit with commercial authority for up to 5,000 Tesla robotaxis. The permit removes a regulatory bottleneck. The next valuation test is deployment: inspections, insurance and fare filings still come before paid rides.
52-week position
33% into range
Range: $297 to $499. Friday close: $362.86.
Low$297
High$499
Friday relative performance
Analyst recommendations remain polarized
| Firm | Call | Target | Vs. close |
|---|---|---|---|
| GLJ Research | Sell | $24.86 | -93.1% |
| Jefferies | Hold | $350 | -3.5% |
| TD Cowen | Buy | $460 | +26.8% |
| Stifel | Buy | $491 | +35.3% |
Recent calls published August 3–18, 2026. The spread reflects sharply different views of autonomy economics.
What matters next
1 · Launch conditionsVehicle inspections, insurance and fare filings.
2 · Cybercab proofEmployee rides, public rollout and fleet additions.
3 · UtilizationPaid rides per vehicle and service reliability.
4 · Unit economicsRevenue, supervision costs and margins.
Sources: Nevada permit reporting from MarketWatch and Investor’s Business Daily; market closes from MarketWatch; Q2 operating data from Tesla Investor Relations; analyst targets from Investing.com. Market data timestamp: August 21, 2026, 4:00 p.m. EDT. Permit figures are ceilings, not forecasts. Dashboard prepared August 22, 2026, 11:40 p.m. CEST.
Ford Stock Rebounds 3.4%, Erasing 94% of Thursday’s Loss on Light Volume
Ford Motor Company shares rose 3.4% to $14.47 on Friday afternoon. The move recovered about 94% of Thursday’s dollar loss, but trading volume remained light.
Ford Motor Company · NYSE:F
The rebound repaired the price.
Volume has not confirmed it.
Market snapshot: August 21, 2026, 14:47 EDT. U.S. regular session open. Intraday price and volume are delayed and preliminary.
Ford price
$14.47
+$0.48 · +3.40%
Friday intraday
Loss recovered
94%
Friday regained $0.48 of Thursday’s roughly $0.51 decline.
52-week position
45%
$14.47 within the $11.11–$17.78 range
Two-session repair
Thursday: -3.52%Friday: +3.40%Two-session: about -0.2%
Volume conviction
65.6%
Projected full-day volume versus three-month average
Traded by 14:4730.211M
Run-rate close37.2M
Three-month average56.737M
Session elapsed81.3%
Straight-line estimate. The closing auction can change the final comparison.
Analyst recommendation map
| View | Analyst | Target | From $14.47 |
|---|---|---|---|
| Consensus · Hold | 22 analysts | $15.78 | +9.1% |
| Hold | Morgan Stanley · Andrew Percoco | $14.00 | -3.2% |
| Sell | Wells Fargo · Colin Langan | $11.00 | -24.0% |
| Buy | DBS · Elizabelle Pang | $17.00 | +17.5% |
Recommendation mix: 5 Strong Buy, 3 Buy, 13 Hold, 0 Sell, 1 Strong Sell. Analyst data
Return frame
Consensus target upside9.1%
Regular dividend yield4.15%
Simple indicated total≈13.2%
Gap to $17.78 high-18.6%
The total combines target upside and annualized regular yield. It is not a forecast.
Q2 profit engine · adjusted EBIT by segment
2026 adjusted EBIT guidance$10B–$11B
Adjusted free-cash-flow guidance$6B–$7B
Capital-spending guidance$9.5B–$10.5B
What can break the setup
Model e losses, weaker Ford Pro profit, pricing pressure, tariffs, recalls, and credit costs could overwhelm the valuation support. A light-volume rebound can also reverse quickly.
Ford Shares Gain 4% After Bronco Pickup Report Raises Questions About 15.5% Sales Franchise
Ford Motor Company ended Wednesday's session up 4.1% after a new report suggested the Bronco lineup could expand to include both a hybrid model and a pickup. The potential pickup version is not expected before 2030, and Ford has yet to confirm these plans.
Ford Motor Company · NYSE:F
Bronco scale meets a long-dated product report
Market data: Aug. 19, 2026, 16:00 EDT. Analyst data checked Aug. 19, 2026. U.S. sales through June 30, 2026.
Close
$14.50
+4.09% · +$0.57
Wednesday’s regular session
Consensus target
$15.78
+8.83% implied
22 analysts · Hold
Bronco family, H1
148,423
15.5% of Ford brand
Bronco plus Bronco Sport
2026 EBIT guide
$10–11B
Midpoint raised $1B
Adjusted company outlook
Price versus analyst range
The target spread is wide: $11 to $20. The average leaves single-digit upside after Wednesday’s rally.
Recommendation mix
Eight positive ratings are outweighed by 13 holds. Wells Fargo’s Aug. 19 call remains Sell at $11.
Q2 U.S. demand: the full-size Bronco carried the badge
Bronco led Wrangler by 3,946 units, or 9.4%. Bronco grew 15.9% while Ford-brand sales fell 10.0%.
Reported roadmap
Now
Bronco SUVConfirmed product · current growth anchor
2027
Bronco hybridReported timing · not announced by Ford
2030
Bronco pickupReported timing · not announced by Ford
The near-term evidence is sales and mix. The new derivatives remain potential, not guidance.
Q2 operating base
Revenue$48.3B
Adjusted EBIT$2.5B
Adjusted FCF$2.1B
Liquidity>$43B
Why it matters
Bronco and Bronco Sport already represent one in every 6.4 Ford-brand U.S. vehicles. A wider family can improve mix only if it adds buyers rather than shifting them from Ranger or other Ford SUVs.
Risk monitor
Recall letters are due to start Aug. 24 for 565,691 Broncos and Bronco Raptors. The reported wiring defect can short-circuit and raise fire risk. Ford will install sheathing free.
Sources: Car and Driver (reported roadmap); Ford U.S. sales table; Ford Q2 results; StockAnalysis (S&P Global/TipRanks analyst data); Associated Press (recall). Calculated figures use the cited reported units. Product timing is explicitly unconfirmed by Ford.
Ford Stock Faces Trade-Rule Cost Equal to 19% of Profit Forecast
Ford Motor Company begins the week facing a trade-policy risk that matches roughly 19% of its updated annual profit forecast. Industry estimates cited Thursday suggest that new rules on North American content may cost every Detroit automaker a minimum of $2 billion annually.
Ford Shares Rise 3.5%, with Lincoln’s 52.5% Tariff Solution Not Expected Before 2030
Ford Motor Company rose 3.5% to $14.37 on Friday, outperforming General Motors Company, Tesla Inc., and Rivian Automotive Inc.. Trading volume for Ford reached approximately 49.6 million shares.
Ford Shares Rise 0.3% as Mustang Dark Horse SC Challenges Market with 2.5-Times Price Premium
Ford Motor Company gained 0.29% to $13.93 in premarket trading Friday, after unveiling the Mustang Dark Horse SC Convertible. Shares last finished Thursday at $13.89.
Ford Shares: $25,000 SUV Draws Interest as $4 Billion in EV Losses Looms
Shares of Ford Motor inched up on Thursday as interest grew in a “ford $25,000 crossover suv,” with the term exceeding 1,000 searches in the US after emerging roughly 18 hours ago.
Ford Shares Gain Following DBS Upgrade as Earnings Forecast Attracts Investors
Shares of Ford Motor Company rose 1.9% on Tuesday following an upgrade from DBS, which raised its rating to Buy with a $17 price target. This target implies a 20.4% potential upside from Ford's late-morning trading level.
Ford (NYSE:F) shares extend six-session drop, $28,350 Fathom EV margins scrutinized
Ford Motor Company traded near flat in early premarket activity on Friday. Shares were quoted at $13.80, a gain of roughly 0.1%. Ford finished at $13.79 on Thursday, declining for a sixth consecutive session.
Ford Motor (NYSE:F) Shares Drop as $29,945 Fathom EV Pressures Profit Margins
Shares of Ford Motor Company fell on Thursday after the automaker announced its new low-priced electric pickup will be called Fathom. The starting base price is set at $29,945.
Ford Motor Company (NYSE:F) Shares: July Sales Decline Hides 5.2-Point Increase in Truck Market Share
Ford Motor stock climbed on Wednesday, despite a 10.2% drop in July U.S. sales. The results indicated a pronounced move toward trucks, while sales of older crossovers declined.
Ford (NYSE:F) Slips Back After Earnings Rally, Even as 2026 Outlook Raised
Ford Motor Company slipped 1.7% on Monday, closing at $14.43. Meanwhile, the S&P 500 advanced 1.48% during the session.
General Motors (NYSE:GM) shares climb 7.5% as gap with Ford (NYSE:F) valuation remains open
General Motors closed on Friday at $88.86, marking a 7.5% rise for the week. U.S. markets did not open on Sunday. The share price ended 3.3% under the 52-week high reached on Wednesday.
Ford Shares Steady With Majority of 2026 Cash-Flow Target Unmet Heading Into H2
Ford Motor Company finished earnings week at the same price it began, with shares closing Friday at $14.68, after peaking at $16.29 on Wednesday. The stock's movement shifted focus from guidance on earnings to cash generation.
Ford CEO Sounds Alarm on China as $30,000 EV Ambitions Hang in the Balance
Ford’s projected five-to-10-year window may obscure a more imminent timeline. The company’s Universal EV platform will be available to customers beginning in 2027. Ford created it to compete with Chinese makers on both price and efficiency.
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