NEW YORK, January 3, 2026, 07:01 ET — Market closed
Ford Motor Co shares rose 1.68% on Friday to close at $13.34, snapping a four-session losing streak as U.S. stocks began 2026 on a firmer note. The stock ended about 4.7% below its 52-week high of $13.99 set in mid-December, and trading volume of 46.3 million shares came in well below its 50-day average. MarketWatch
The rebound leaves Ford near the top of its recent range at a time when investors are trying to sort out whether the new year brings steadier demand for big-ticket goods — including vehicles — or more volatility tied to borrowing costs.
That matters for automakers because vehicle purchases are heavily financed; shifts in interest-rate expectations can quickly change what buyers can afford and what investors will pay for cyclical earnings. The first full trading week of 2026 brings a dense calendar, including the U.S. employment report on Jan. 9 and consumer price data on Jan. 13, both key inputs for rate-cut bets. Reuters
Ford has also given investors a clear set of company-specific markers to watch in coming weeks. The automaker said in mid-December it expects about $19.5 billion in EV-related “special items” — one-time charges — with about $5.5 billion in cash effects, mostly in 2026, while raising its 2025 adjusted EBIT guidance to about $7 billion and reiterating adjusted free cash flow guidance of $2 billion to $3 billion. “This is a customer-driven shift to create a stronger, more resilient and more profitable Ford,” CEO Jim Farley said, as the company pivots toward hybrids and extended-range EVs, which use an onboard engine to generate electricity and extend driving range. Ford said it plans to report fourth-quarter and full-year 2025 results on Tuesday, Feb. 10. Ford From the Road
On the Street, near-term expectations remain modest. Zacks Equity Research said analysts expect Ford’s next report to show earnings of about 6 cents a share on roughly $40.0 billion in revenue, and it put the stock at a #3 (Hold) rating. Finviz
Investors are likely to focus less on the headline profit number and more on the bridge items: how quickly Ford can improve margins in its electrified lineup, how fast cash costs land from its strategy reset, and whether warranty and quality spending is trending down.
Before the next session on Monday, traders will also have an eye on the chart. The $14 area — near the recent 52-week high — is the obvious upside reference point, while Friday’s intraday low near $13.06 marks a short-term level bulls will want to defend.
Macro headlines could still do most of the heavy lifting early next week. The Jan. 9 jobs report and Jan. 13 inflation print are the next high-stakes tests for the view that rate cuts continue in 2026 — and that financing conditions won’t crimp U.S. vehicle demand.
Ford’s next major company catalyst is its Feb. 10 earnings report, where investors will look for fresh detail on segment performance, cash generation and the path to profitability in its EV and electrified offerings.
