Key Stats for Ford Stock
- Pre-market Price Change for Ford stock: 1.6%
- $F Share Price as of Dec. 15: $13.65
- 52-Week High: $13.97
- $F Stock Price Target: $12.84
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What Happened?
Ford Motor (F) stock is up roughly 2% in pre-market trading after the Detroit automaker announced a major strategic shift away from large electric vehicles and toward hybrids, smaller EVs, and a brand-new battery energy storage business.
The company said it will take about $19.5 billion in special charges, mainly in the fourth quarter of 2025, as it restructures its business priorities. An additional $5.5 billion in cash will be paid out through 2027, with most of it going out next year.
These charges won’t affect Ford’s adjusted earnings, and the company actually raised its full-year 2025 adjusted EBIT guidance to about $7 billion. That’s up from the $6 billion to $6.5 billion range Ford gave in October, signaling that the underlying business remains strong despite the restructuring costs.
CEO Jim Farley told CNBC the company is “following customers to where the market is, not where people thought it was going to be.”
That means ditching plans for expensive electric trucks and vans that weren’t selling well, and instead focusing on what buyers actually want: hybrids, affordable smaller EVs, and traditional gas-powered trucks.
Ford is canceling the next generation of its all-electric F-150 Lightning and replacing it with an extended-range electric vehicle (EREV) that combines an electric powertrain with a gas-powered generator.
The new Lightning EREV will offer an estimated 700+ mile range and maintain the acceleration customers love.
Ford Motor stock investors should also note that the company is launching an entirely new business focused on battery energy storage systems for data centers and the electric grid.
Ford plans to repurpose its underutilized Kentucky battery plant to manufacture large-scale energy storage units, with production starting within 18 months.
By 2030, Ford expects about 50% of its global vehicle volume to be hybrids, extended-range EVs, and fully electric vehicles. That’s up dramatically from just 17% in 2025, but achieved through a more realistic product mix that matches customer demand.
“The very high-end EVs — the $50,000, $70,000, $80,000 vehicles — they just weren’t selling,” Farley explained to CNBC’s Phil LeBeau.
The collapse of the $7,500 federal EV tax credit under the Trump administration didn’t help, though Farley said that policy change “wasn’t the only reason” for the strategic pivot.
In Europe, Ford announced a partnership with Renault to jointly develop two Ford-branded electric vehicles on Renault’s platform, with the cars arriving in 2028.
The companies will also explore joint development of commercial vans to drive scale and cost efficiency in manufacturing.
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What the Market Is Telling Us About Ford Motor Stock
The positive reaction to Ford Motor stock suggests investors are relieved the company is finally aligning its EV strategy with market realities rather than chasing unrealistic targets.
Ford’s initial “Ford+” plan focused heavily on EVs, but weak demand and high costs made that approach unsustainable.
The $19.5 billion in charges includes $8.5 billion in write-downs of EV assets, underscoring how much capital Ford had tied up in products that weren’t working.
By redirecting that investment toward trucks, hybrids, and the new energy storage business, Ford is betting on higher-return opportunities.
Ford Motor stock has already climbed 41% this year, reflecting growing confidence in the company’s ability to navigate the challenging EV transition. The raised earnings guidance and the promise of profitability in the Model e electric vehicle unit by 2029 give investors a clearer path forward.
The company also emphasized its commitment to American manufacturing, planning to hire thousands of workers and repurpose facilities in Tennessee and Ohio to build new trucks and vans. That message resonates with both policymakers and investors looking for domestic job growth.
For Ford Motor stockholders, the big question is whether this pivot comes soon enough to avoid getting crushed by competitors who figured out the hybrid strategy earlier.
Toyota has dominated the hybrid market for years, and Ford is playing catch-up. But with its strong truck brand and manufacturing scale, Ford has a fighting chance to make hybrids and EREVs work profitably.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
