Ford Motor(US:F) 247Wallst·2026-01-17 12:25Core Insights - Ford Motor Company's stock has experienced a 0.51% decline over the past month, following a 6.13% increase the previous month, and has risen nearly 57% since its one-year low on April 8, with a year-over-year increase of 38.56% [1][13] - The company currently offers a dividend yield of 4.41%, equating to 15 cents per share quarterly [1][13] Q3 Earnings Performance - In the Q3 earnings call on October 23, 2025, Ford reported earnings per share (EPS) of 45 cents, exceeding analysts' expectations of 36 cents, and revenue of $47.19 billion, surpassing the expected $43.08 billion [2][14] - However, Ford lowered its full-year guidance for 2025 due to anticipated impacts from a fire at a major aluminum supplier [2][14] Historical Context - Ford has a significant historical presence in the automotive industry, being the second-largest U.S. auto manufacturer after General Motors and the sixth largest globally [3][15] - The company has faced challenges in recent years but has shown resilience [3][15] Investor Sentiment - Investors express concerns regarding Ford's future stock performance over the next one, five, and ten years, highlighting the unpredictability of market conditions [4][16] Recent Stock Performance - Ford's stock has not matched the exponential growth seen in other tech stocks, with its last major bull run occurring during the pandemic, where it surged from $4.27 to $25 before stabilizing [5][18] Financial Overview - Ford's revenue and net income have fluctuated over the years, with notable figures for recent fiscal years: - 2023: Revenue of $165.90 billion and net income of $4.34 billion - 2024: Projected revenue of $184.99 billion and net income of $5.88 billion [6][19] Key Drivers for Future Growth 1. Core ICE Vehicles and F-Series Trucks: Ford's internal combustion engine vehicles remain its best sellers, with the F-series trucks leading global sales [7][20] 2. Electric Vehicle (EV) Unit: The EV division is growing but has incurred significant losses, with $1.1 billion burned in a single quarter. Recent announcements indicate a shift back towards ICE vehicles due to market trends [8][21] 3. Quality Control Issues: Past stock declines were linked to increased warranty budgets and quality control concerns, which the company is addressing through new technologies [9][22] Stock Price Predictions - The consensus rating for Ford is "Hold," with a median one-year price target of $13.77, indicating a potential upside of 1.25% from the current price [10][23] - A conservative estimate for the 2026 year-end price target is $13.59, suggesting a slight downside of 0.07% [11][24] - Projections for 2030 indicate potential revenue increases of approximately $10 billion, with a corresponding stock price rise to $15.75, representing a potential gain of 15.80% [12][25] Future Stock Price Forecast - Forecasted stock prices for the coming years are as follows: - 2026: $13.59 - 2027: $14.45 - 2028: $14.66 - 2029: $15.00 - 2030: $15.75 [13][26]