Core Insights - Ford Motor Company has launched the STX appearance package for the F-150 Lightning to boost interest in its electric pickup, which has experienced a nearly 10% decline in sales year over year in the first eight months of 2025 [1][3][8] Product Features and Upgrades - The STX package replaces the XLT trim and includes dual motors, an extended-range battery with an EPA-estimated range of 290 miles, 536 horsepower, and 775 lb.-ft. of torque, along with a standard rear e-locking differential [1][3] - Additional rugged upgrades from the F-150 lineup include Tremor off-road running boards, new wheels, all-terrain tires, a fresh grille, blue accents, STX badging, and two new paint options: Argon Blue and Marsh Gray [2][8] - A black vinyl floor option is available for enhanced durability [2] Market Position and Expectations - The STX model is expected to fulfill customer demand for a rugged F-150 Lightning with more range than the previous standard range XLT, which often required aftermarket modifications [3] - The starting price for the STX is set at $63,345, and it is anticipated to become one of the best-sellers in the lineup, reaching dealerships in early 2026 [3] Competitive Landscape - Rivian has introduced its 2026 R1T and R1S models featuring a new Gen 2 Quad-Motor powertrain, delivering 1,025 horsepower and 1,198 lb-ft of torque, with deliveries starting in July at prices of $120,000 and $126,000 respectively [5] - Volkswagen's ID.4 has faced production cuts due to declining demand, while the company has introduced the ID.4 Black Package for 2025, starting at $45,095 for the 82 kWh Pro variant [6] Financial Performance - Ford has outperformed the Zacks Automotive-Domestic industry year to date, with shares gaining 16.1% compared to the industry's decline of 12.6% [7] - The company's price/sales ratio indicates it is undervalued, trading at a forward sales multiple of 0.28, significantly lower than the industry's 2.66 [9] - The Zacks Consensus Estimate for Ford's EPS for 2025 and 2026 has seen slight upward adjustments in the past 30 days [10]