Core Viewpoint - Ford Motor Company is facing significant challenges in the electric vehicle (EV) market while showing strong performance in its commercial segment, Ford Pro [1][6]. Company Performance - Ford's stock is currently trading below $12, which may present an attractive investment opportunity despite the company's struggles in the rapidly changing automotive industry [3]. - The stock price is currently $12.67, reflecting a 3.68% increase today, with a market capitalization of approximately $49.53 billion [5]. Segment Analysis - Ford Pro, the commercial business segment, has demonstrated strong performance, particularly in light trucks and vans, contrasting with the low-margin internal combustion engine (ICE) and hybrid car business in Ford Blue [4]. - The EV segment, Ford Model e, reported a significant loss of $5.1 billion last year, indicating challenges in this area and the need for strategic adjustments [4][6]. Analyst Insights - On October 6, 2025, Jefferies set a price target of $12 for Ford, upgrading the stock rating from Underperform to Hold, suggesting a more neutral outlook [2][6].