Ford Motor Company (NYSE: F) shares are edging higher on Tuesday as investors digest a mix of bullish and bearish headlines: reaffirmed 2025 guidance after a supplier fire, a new Amazon partnership that expands Ford’s online sales reach, and fresh recall news that keeps quality concerns in focus. [1]
Ford stock price today (11/25/2025)
As of late-morning U.S. trading on November 25, 2025, Ford stock is trading around $13.21, up roughly 1.9% on the day.
Key snapshot for F stock:
- Current price: ~$13.21 per share
- Intraday range: roughly $12.94 – $13.23 so far today
- Market cap: about $51–52 billion at recent prices [2]
- 52‑week high: ~$13.97 (set after Ford’s Q3 earnings beat in October) [3]
- Year‑to‑date total return: close to 40%, comfortably ahead of the S&P 500’s mid‑teens gain over the past year [4]
By comparison, the S&P 500 index is modestly lower today (around ‑0.1%), so Ford is outperforming the broader market in Tuesday trading. [5]
Why F stock is in focus right now
1. Guidance reaffirmed despite Novelis supplier fire
Ford’s latest leg higher started late last week, after management reaffirmed its full‑year 2025 adjusted EBIT guidance of $6.0–$6.5 billion, even after a second fire at Novelis’ aluminum plant in Oswego, New York — a key supplier for aluminum‑intensive F‑150 trucks, including the Lightning. [6]
- The twin fires (in September and November) are expected to cost Ford $1.5–$2.0 billion in 2025, mostly from lost production of high‑margin pickup trucks. [7]
- Ford plans to recoup roughly $1 billion of that hit in 2026 by increasing truck production once supply is fully restored. [8]
- A partial tariff credit of around $1 billion is providing some offset to the pressure from U.S. auto tariffs. [9]
The decision to stand by guidance after the second fire was interpreted as a sign that the worst operational blow may be behind the company. Ford shares jumped nearly 4% on Friday, November 21, closing at about $12.83, and have continued to grind higher since. [10]
2. Fresh recall headlines keep quality in the spotlight
Balancing that positive guidance story, Ford has also announced new recall campaigns affecting nearly 230,000 Bronco and Bronco Sport SUVs in the U.S. [11]
- About 229,609 2025–2026 Bronco and Bronco Sport vehicles are being recalled because the instrument cluster can fail to display at startup, potentially hiding critical safety information such as warning lights and vehicle speed. [12]
- The fix is a software update, delivered either over the air or at dealerships, at no cost to owners. [13]
- Separately, Ford is recalling around 20,000 hybrid vehicles due to a defect in high‑voltage battery cells that could lead to battery failure. [14]
The recall wave is part of a broader pattern in 2025, with Ford issuing multiple large campaigns and surpassing 100 recalls this year, according to some industry tallies. [15]
For investors, the new recalls:
- Reinforce ongoing execution and quality‑control concerns
- Raise questions around warranty costs and reputation, even if this particular recall is fixable via software
- Add another risk factor on top of tariffs and EV losses
3. Amazon partnership pushes Ford deeper into digital retail
On the strategic front, Ford is getting attention for its new partnership with Amazon Autos:
- As of November 17, 2025, customers in Los Angeles, Seattle, and Dallas can browse and buy Ford Blue Advantage certified pre‑owned vehicles directly on Amazon, complete financing online and then pick up the car at a local dealer. [16]
- The program initially covers certified pre‑owned Fords only, with no‑haggle pricing and money‑back guarantees of roughly 14 days or 1,000 miles, depending on the program specifics. [17]
- About 160–180 dealerships have expressed interest, with roughly 20 live at launch, and the rollout is expected to expand into additional cities over time. [18]
This move attempts to close the digital experience gap with Tesla’s direct‑to‑consumer online model, while still operating within U.S. franchise laws that require Ford to sell through dealers. [19]
For F stock, the Amazon deal is not an immediate earnings game‑changer, but it signals:
- A more aggressive push into e‑commerce and online lead generation
- An effort to capture younger, digitally native buyers
- Potential higher used‑car margins if the Amazon funnel boosts certified pre‑owned volumes
Q3 2025 earnings: strong revenue, soft profitability
Record revenue and resilient cash flow
Ford’s most recent quarter is still shaping how investors view the stock today.
For Q3 2025, Ford reported:
- Revenue of about $50.5 billion, up ~9% year over year and ahead of consensus estimates in the mid‑$40 billion range [20]
- Adjusted EPS of $0.45, beating expectations of roughly $0.35–$0.38 but down from $0.49 a year earlier [21]
- Adjusted EBIT of about $2.6 billion, roughly flat year over year, despite ~$0.7 billion in tariff headwinds [22]
- Free cash flow of $4.3 billion in the quarter and around $5.7 billion year‑to‑date, leaving total liquidity near $54 billion [23]
The Ford Pro commercial division remains a standout:
- Q3 Pro revenue rose ~11% year over year
- Operating margin was a strong ~11.4%, well above the company average
- Ford Pro ended the quarter with about 818,000 paid software subscriptions, highlighting the growth of higher‑margin services revenue [24]
Those figures help explain why Ford stock spiked more than 10% to new 52‑week highs immediately after the earnings release, despite the guidance cut tied to the supplier fire. [25]
EV unit still a drag on profits
The flip side of the Q3 story is Ford’s EV division, Model e, which continues to lose money:
- Q3 Model e EBIT loss: about $1.4 billion on roughly $1.8 billion in revenue, widening from a ~$1.23 billion loss a year earlier [26]
- Year‑to‑date EV losses total around $3.6 billion through September. [27]
Ford has responded by:
- Pausing F‑150 Lightning production at its Rouge Electric Vehicle Center amid the Novelis disruption and softening demand [28]
- Re‑tilting its strategy toward hybrids and more affordable EVs, including plans for a $30,000 midsize EV pickup on a new platform targeted for 2027 [29]
CEO Jim Farley has publicly said the all‑EV market will be “way smaller” than once expected, underscoring a more cautious, returns‑focused approach to the electric transition. [30]
For investors, this means:
- EVs are still a sizable investment sinkhole, but
- Management is signaling a course‑correction away from chasing volume at any cost
How Wall Street views Ford stock now
Analyst sentiment and valuation
Recent research coverage paints a picture of cautious neutrality:
- Evercore ISI on November 24 maintained an “In-Line” rating on Ford with a $12 price target, implying modest downside from current levels. [31]
- Zacks Investment Research currently rates Ford as a Rank 3 (Hold) and expects the shares to deliver a return roughly in line with the market over the next few months. [32]
On the numbers:
- Ford trades at a trailing P/E around 11x 12‑month earnings, notably cheaper than high‑growth EV peers and slightly below the S&P 500’s multiple. [33]
- Over the last 12 months, F has returned roughly 20–23%, outpacing the S&P 500’s gains in that period. [34]
In other words, much of the post‑earnings optimism and EV “reset” story is already reflected in the share price, which is trading not far below its 52‑week high.
Dividend and income profile
Ford remains popular with income‑oriented investors thanks to its dividend:
- The company currently pays a regular quarterly dividend of $0.15 per share, or $0.60 annually. [35]
- At today’s ~$13.21 share price, that works out to an indicated dividend yield of roughly 4.5%. [36]
- Payout ratios based on recent earnings sit in the low‑to‑mid‑60% range, which is high but manageable if free cash flow remains robust. [37]
Ford reaffirmed its commitment to that $0.15 regular dividend when it reported Q3 results, signaling that capital returns remain a priority even as the company absorbs tariff and EV headwinds. [38]
Key risks and catalysts for F stock after today
For investors watching Ford stock on November 25, here are the main factors to keep on the radar.
Bullish arguments
- Solid core business: Trucks, SUVs, and Ford Pro continue to generate strong revenue and cash flow, offsetting EV losses. [39]
- Attractive income: A dividend yield in the mid‑single digits is compelling versus the broader market and many auto peers. [40]
- Reasonable valuation: At ~11x earnings and under 1x sales, Ford is priced as a cyclical value stock, not a growth story, leaving some room for multiple expansion if margins stabilize. [41]
- Amazon partnership and software growth: The Amazon Autos tie‑up and Ford Pro’s rising software subscriptions hint at new, higher‑margin revenue streams beyond traditional hardware sales. [42]
Bearish arguments
- EV losses remain heavy: Model e’s $1.4 billion Q3 loss and $3.6 billion year‑to‑date deficit highlight how far Ford still has to go to make EVs profitable. [43]
- Tariff and policy risk: U.S. auto tariffs have already forced Ford to raise prices and, earlier in the year, even led to withdrawing guidance before the Novelis fire. [44]
- Quality and recall overhang: The Bronco instrument‑cluster recall adds to a long list of 2025 campaigns, keeping regulators, consumers and investors focused on quality issues. [45]
- Limited near‑term upside in consensus: With some analysts seeing F as fairly valued or even slightly overvalued near $13, expectations for big short‑term gains are muted. [46]
Upcoming catalysts
- Q4 2025 earnings (expected early February 2026): Street consensus currently calls for around $0.10 EPS, with at least one forecast modeling a miss. [47]
- Updates on Novelis production recovery: Any confirmation that truck volumes are normalizing sooner than expected could be a positive surprise. [48]
- Further news on Amazon expansion or EV platform progress: Additional cities on Amazon Autos or more detail on the 2027 low‑cost EV truck could influence sentiment about Ford’s long‑term strategy. [49]
Bottom line for F stock today
On November 25, 2025, Ford stock is trading higher against a mostly flat market, as investors balance reassuring guidance and strategic progress (Amazon partnership, strong Ford Pro performance) against persistent EV losses and a new wave of recalls.
At current levels, F looks like a classic value‑and‑income play on the global auto cycle and the strength of Ford’s truck and commercial franchises, rather than a pure EV growth story. Whether that’s attractive depends largely on your risk tolerance for tariffs, cyclical demand, and the company’s ability to fix its EV economics and quality record over the next several years.
Disclosure: This article is for informational and educational purposes only and does not constitute financial advice, investment recommendation, or a solicitation to buy or sell any securities. Always do your own research or consult a licensed financial advisor before making investment decisions.
References
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