New York, June 15, 2026, 17:08 ET
- Ford was last at $14.77, slipping about 0.3%. The SPDR S&P 500 ETF gained around 1.7%. Ford lagged the index.
- Ford wants to continue importing its China-built Lincoln Nautilus even as the U.S. gets ready to introduce new rules for connected-car software, Reuters said. The company has asked for approval to keep shipping the vehicle from China. Reuters
- Ford will report Q2 earnings in late July. Market watchers look for any changes in aluminum costs, tariffs, and EV losses compared to its forecast. Quartr
Ford Motor fell Monday, lagging the broader market while major indexes climbed. Shares last traded at $14.77, down from an earlier high of $15.475. GM picked up about 3.2%, and Tesla rose 1.2%. Traders often buy when they see more cash ahead or less risk. Ford missed out on the move that lifted both GM and Tesla.
Ford is up against new regulatory trouble over its imported Lincoln Nautilus. The company told Reuters it wants the U.S. Commerce Department to keep letting it import the China-made SUV. The issue: the software comes from Ford in the U.S. but gets loaded in China. Under U.S. rules, a car counts as “connected” if its software gathers data, runs digital features, or connects to networks. The ban on China-origin software kicks in with 2027 models, with hardware phased out by 2030. For Ford shares, delays getting licenses, changing production locations, or supply shifts could put pressure on margins or cut the number of vehicles for sale. Reuters
Ford kept the same guidance it put out in April, a detail that hasn’t gone unnoticed by bulls. For the first quarter, revenue landed at $43.3 billion, net income was $2.5 billion, and adjusted EBIT reached $3.5 billion. The company raised its 2024 adjusted EBIT view to $8.5 billion to $10.5 billion. CEO Jim Farley pointed to the “momentum of the Ford+ plan” with those numbers. There’s a supply chain focus too—Novelis restarted aluminum production at its Oswego, New York plant, a move Reuters noted matters for the F-150. Novelis CEO Steve Fisher called it “an important step forward.” Q4 CDN
Ford’s 2026 targets look tough. The plan has about $2 billion built in for commodity headwinds and some $1 billion in tariffs. Ford Model e is forecast to lose anywhere from $4.0 billion to $4.5 billion. It’s counting on getting a net $1 billion lift from Novelis recovery. Free cash flow is pegged between $5.0 billion to $6.0 billion. If aluminum recovery falls short, warranty expenses rise, tariffs hit harder, or EV losses grow, Ford risks missing the numbers.
Ford shares look fairly priced, but the risk is still there. Analysts tracked by MarketBeat show 10 holds, 5 buys and 1 sell, with a consensus rating of Hold. The average price target is $14.63, just under the company’s most recent share price on the site. Q2 earnings land July 29. Investors are watching if Ford can keep pushing for Novelis gains, maintain higher EBIT targets, lower Model e losses, and steer clear of more trouble with connected-car rules. marketbeat.com
