New York, February 9, 2026, 09:52 ET — Regular session
Ford Motor Co (F.N) dropped 1.1% to $13.65 in the morning session Monday, slipping from its $13.76 open. Shares have traded between $13.59 and $13.83.
Ford is set to report its fourth-quarter and full-year 2025 results after the bell Tuesday, as listed on the company’s investor calendar. Investors are zeroed in on guidance and any new cost details—both will be key for the stock.
For traders, this isn’t great timing. U.S. jobs and inflation data hit later this week — both still tightly wound up with rate expectations, which continue to weigh on car demand and auto financing. Just a small surprise could rattle car stocks. On the Labor Department’s calendar: January’s jobs report comes Wednesday, CPI lands Friday.
Ford is projected to post quarterly earnings of roughly 18 cents a share, according to Refinitiv numbers gathered by Kiplinger. EPS represents the amount of profit for each share.
Analysts are starting to focus harder on cost moves. Piper Sandler’s Alexander Potter kept his Overweight rating and $16 price target, highlighting that a drop in warranty costs could sharply boost results in 2026. Potter called Ford his “top idea for 2026,” and figures improvements in quality might swell EBIT by $2.8 billion. UBS’s Joseph Spak held firm at Neutral with a $12.50 target, citing Ford’s investments in tech—driver-assist and internal computing among them—but flagged that it’s still early days for a traditional automaker to deliver on those bets. TipRanks
Supply has taken a hit, too. After a fire at a Novelis aluminum plant, Ford’s pipeline for F-Series pickup materials was thrown off; by early February, production wasn’t back to normal, according to Reuters. Ford had already flagged the risk—potentially losing up to 100,000 F-Series units through 2025 and facing as much as $2 billion in costs.
Quality and safety issues remain in focus. U.S. regulators have widened a probe to cover roughly 1.27 million Ford F-150 pickups from model years 2015 to 2017, responding to reports of unexpected downshifts, sudden deceleration, and even rear-wheel lockups, Reuters said. That’s a fresh signal of the lingering warranty and recall risks tied to the nameplate.
Ford’s shares could end up reacting more to what management says about 2026 than to these latest results. Any hint of concern about pricing, incentives, or electric vehicle losses—and even just a lack of faster improvement on warranty expenses—might easily overshadow a small earnings beat.
Ford’s results drop at 4:05 p.m. ET on Tuesday, with CEO Jim Farley and CFO Sherry House set to lead a conference call an hour later, the company confirmed. That 5 p.m. call marks the next key event for the stock.
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