Why Ford (F) Is Up 5.2% After Record Q3 EV Sales Despite Recalls and Policy Shifts

• In the past week, Ford Motor Company reported record U.S. sales for the third quarter of 2025, with electric vehicle deliveries reaching new highs despite the expiration of the federal EV tax credit and the announcement of a recall affecting over 115,000 trucks due to a steering-column defect.
• Strong demand for Ford's Mustang Mach-E and F-150 Lightning pickups contrasted with operational headwinds, highlighting how the company's mix of legacy and electric vehicles is influencing its operational focus and resilience amid shifting market policies.
• We'll examine how Ford's robust third-quarter EV sales, amid policy changes and recalls, shape the company's investment narrative going forward.

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Ford Motor Investment Narrative Recap

To be a Ford shareholder right now, one needs conviction in the company's ability to adapt its mixed EV and legacy vehicle strategy while weathering significant cost headwinds and shifting regulatory policies. Ford’s recent record EV sales in Q3 point to strong demand for the Mustang Mach-E and F-150 Lightning, even as the end of the federal EV tax credit and a large truck recall highlight risks tied to policy volatility and legacy warranty costs. At present, the recall, while a headline event, does not appear to materially alter Ford’s core business catalysts or short-term operational trajectory.

One recent announcement that connects directly to these developments is Ford’s launch of a new universal EV platform and production system in August, aimed at improving the efficiency and profitability of its electric vehicles. This pivot supports the company’s ongoing shift toward next-generation U.S.-built EVs and hybrid offerings, potentially addressing both evolving consumer demand and sharpening margin pressures tied to input costs and regulatory risks. Despite this, investors should keep in mind that persistent cost pressures from tariffs and supply chain shifts remain a key risk...

Read the full narrative on Ford Motor (it's free!)

Ford Motor's narrative projects $183.9 billion revenue and $6.6 billion earnings by 2028. This requires a -0.2% yearly revenue growth and a $3.4 billion increase in earnings from $3.2 billion today.

Uncover how Ford Motor's forecasts yield a $10.96 fair value, a 10% downside to its current price.

Exploring Other Perspectives

The Simply Wall St Community’s twelve fair value estimates for Ford stock range from US$8.00 to US$14.34 per share, reflecting widely differing outlooks. In light of ongoing tariff-related cost headwinds, you should consider how these views match your expectations for Ford’s profit improvement and resilience.

Explore 12 other fair value estimates on Ford Motor - why the stock might be worth as much as 17% more than the current price!

Build Your Own Ford Motor Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Ford Motor research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Ford Motor research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ford Motor's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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