ROMULUS, MI - FEBRUARY 13: Ford CEO Jim Farley pats a Ford F-150 Lightning truck before announcing at a press conference that Ford Motor Company will be partnering with the world's largest battery company, a China-based company called Contemporary Amperex Technology, to create an electric-vehicle battery plant in Marshall, Michigan, on February 13, 2023 in Romulus, Michigan. Part of a multi-billion dollar investment, the battery plant will provide approximately 2,500 jobs. (Photo by Bill Pugliano/Getty Imag ...

Ford Motor Company (NYSE:F) is pivoting away from electric vehicles (EVs) and at least one analyst is praising the move.The Analyst: RBC Capital Markets analyst Tom Narayan maintained a Sector Perform rating on Ford, with a $12 price target.The Analyst Takeaways: Due to lower-than-expected EV demand, Ford is restructuring its strategy, Narayan said in a new investor note.Read Also: Ford Motor Reports Better-Than-Expected Q3 Earnings: What To KnowAmong the coming changes:Exiting the BlueOval SK joint venture ...

Core Insights - Ford Motor Co. is discontinuing production of the F-150 Lightning EV pickup truck, indicating a strategic shift away from pure electric mobility [1] - The company has announced a $19.5 billion charge as it pivots towards hybrids globally and focuses on low-cost EVs for the U.S. market through its Universal EV Platform [2] - Ford expects that approximately 50% of its global volume will consist of hybrids, Extended Range Electric Vehicles (EREVs), and EVs [3] Production Changes - The F-150 Lightning will transition to an Extended Range Electric Vehicle (EREV) with an estimated range of 700 miles, as Ford aims to avoid investing heavily in large EVs that are not profitable [4] - The first vehicle from the Universal EV Platform is set to be a fully connected midsize pickup truck, which will be assembled at the Louisville Assembly Plant starting in 2027 [3] Market Strategy - Ford's CEO noted that premium electric vehicles priced between $50,000 and $80,000 were not selling well, leading to a reevaluation of the company's EV strategy [5] - The company has ended its EV manufacturing partnership with SK On, resulting in Ford fully owning the Kentucky plant while SK On retains ownership of the Tennessee battery plant [5] Regulatory Environment - The CEO praised the relaxation of Corporate Average Fuel Economy (CAFE) Standards by President Trump, suggesting it would allow Ford to concentrate on American-made products [6] - The CEO previously predicted that EV adoption in the U.S. would reach only 5% [6] European Expansion - Ford is expanding its presence in Europe through a partnership with Renault Group, where it will lead the design and driving dynamics for two Ford-badged EVs built on Renault's Ampere platform [7] Stock Performance - Ford's stock declined by 0.80% to $13.65 at market close but rebounded by 1.11% to $13.80 during after-hours trading [7]

Ford Motor said Monday it will take a $19.5 billion writedown and is killing several electric-vehicle models, in the most dramatic example yet of the auto industry’s retreat from battery-powered models in response to the Trump administration’s policies and weakening EV demand.The Dearborn, Mich.-based company said it will stop making the F-150 Lightning in its electric vehicle form, but will pivot to producing an extended-range electric model, a version of a hybrid vehicle called an EREV, which uses a gas-p ...

Core Insights - Hyundai Motor America reported total sales of 74,289 units in November 2025, marking a 2% decrease compared to November 2024, while hybrid sales surged by 42%, achieving the best month for hybrid vehicle sales in history [1][4][3] - The Tucson model achieved an 18% increase in sales, contributing to the overall strength of Hyundai's SUV lineup, which includes the Santa Fe and Palisade, both of which posted double-digit growth [2][4] - Year-to-date sales for 2025 reached 822,756 units, reflecting an 8% increase compared to the same period in 2024 [3] Sales Performance - November 2025 total sales: 74,289 units, down from 76,008 units in November 2024, a decrease of 2% [3] - Year-to-date sales for 2025: 822,756 units, up from 758,304 units in 2024, an increase of 8% [3] - Notable model performances in November include: - Tucson: +18% - Santa Fe: +13% - Palisade: +10% - Sonata HEV: +12% - Elantra HEV: +96% - Elantra N: +45% [1][7] Hybrid Vehicle Sales - Hybrid vehicle sales reached an all-time monthly record, increasing by 42% in November 2025 [1][4] - The strong demand for hybrids is a key factor in Hyundai's sales strategy, with expectations to continue this trend into 2026 [2] Strategic Initiatives - Hyundai's President and CEO José Muñoz outlined the company's strategic vision for 2026, emphasizing agility, innovation, and sustainable growth [5] - The company unveiled the CRATER Concept adventure vehicle and the IONIQ 6 N high-performance EV at AutoMobility LA 2025, highlighting its commitment to electrification [5] - Hyundai's Palisade was named a finalist for the 2026 North American Utility of the Year award, and the company was recognized as the "2026 Best SUV Brand" by U.S. News & World Report [5]

Core Viewpoint - Ford's stock has increased by 31% this year as the company shifts its focus towards efficient growth despite external challenges such as tariff uncertainties and changes in federal support for electric vehicles [1][2]. Financial Performance - Ford's current stock price is $13.28, with a market capitalization of $53 billion [4]. - The stock has a 52-week range of $8.44 to $13.97, and the company has a gross margin of 7.58% and a dividend yield of 4.52% [5]. Tariff Impact - The U.S. auto tariff policy has seen significant changes, including a 25% tariff on imported passenger vehicles and light trucks, which has raised manufacturing costs [6][7]. - In Q3, Ford's net earnings before interest and taxes (EBIT) related to tariffs was approximately $700 million, influenced by preferential tariff treatment [8]. - Recent tariff policy changes have been favorable for Ford, allowing it to offset tariffs on imported auto parts due to its large U.S. manufacturing volume [9]. Strategic Shift - Ford is reducing its costly electric vehicle investments and focusing on hybrid vehicles, commercial vehicles, and software solutions [2][10]. - The Model e segment has incurred losses of $3.6 billion over nine months, prompting a strategy adjustment towards cost efficiency and aligning supply with customer demand [10]. - The company plans to launch its Universal EV Platform (UEV) in 2027, targeting affordable vehicles starting at around $30,000 [11]. Commercial Vehicle Expansion - Ford is expanding its commercial vehicle lineup, which has seen growth in electric vehicle sales, particularly with the E-Transit Custom and E-Transit Courier in Europe [13]. - The adoption of commercial vehicles is supported by integrated software and services that enhance fleet management [13]. Competitive Landscape - The automotive industry is highly competitive, with Ford facing competition from General Motors, Toyota, and electric vehicle manufacturers like Tesla and Rivian [14]. - Despite a solid dividend yield of 4.6%, Ford's total returns have been modest, averaging 4.3% annually over the past decade [15]. - The company may benefit from favorable tariff conditions due to its U.S.-based manufacturing, but the competitive landscape suggests that better growth opportunities may exist elsewhere [16].

Stellantis will produce some 100,000 hybrid Fiat 500s at its Mirafiori plant in Italy next year, giving a lifeline to the historic center of Fiat Spa, as the manufacturer makes good on a pledge to bolster output in Italy https://t.co/Clu9tsDwIu ...

Core Insights - Automakers are adjusting their product strategies in response to the recent removal of a $7,500 federal tax credit for electric vehicles (EVs) and plug-in hybrids, focusing on more affordable models to attract buyers [1][5] Group 1: Automaker Strategies - Volkswagen is shifting its focus to hybrid vehicles, particularly full hybrids, due to lower costs and higher consumer demand, moving away from its previous strategy of prioritizing electric vehicles [2][3] - Lucid Group plans to introduce a more affordable electric model by the end of next year, having absorbed half the cost of the lost tax credit for its Air sedan [4] - Rivian is offering deals for its leased vehicles and is concentrating on launching the R2 SUV at a price around $45,000 in the first half of next year [6] Group 2: Market Trends - U.S. EV sales have not met earlier forecasts, with consumer hesitance regarding charging infrastructure and high prices contributing to this trend [5] - Traditional automakers, including General Motors, Ford, and Stellantis, are scaling back their EV plans in light of the changing regulatory environment and the loss of federal subsidies [7]

Chinese carmakers posted their best month ever in Europe, roaring past previous highs in September on surging demand for battery-powered and hybrid-electric models https://t.co/O3NFz7GtWS ...

Group 1 - Ford Motor Co. and Stellantis NV are in discussions with Nissan Motor Co. to develop a new electrified SUV, potentially an updated version of the Rogue SUV [1][2] - The partnership may involve the use of Nissan's e-power Hybrid powertrain for a new Hybrid crossover SUV, with possibilities for jointly developing all-electric vehicles [2][3] - Nissan is open to strategic partnerships that complement its core model development, but no formal agreements have been established yet [3] Group 2 - A fire at Novelis' aluminum plant in Oswego, New York, which is a key supplier for Ford, may disrupt production, prompting Ford to seek alternative supply channels [4] - Ford has allowed Nissan to utilize half of its battery assembly plant in Kentucky, a joint venture with SK On, and has invested over $5 billion to enhance domestic manufacturing capabilities [5] - Stellantis is planning a $10 billion investment in the U.S. to strengthen its market position, potentially reopening manufacturing plants and launching new models [6]