Ford Motor (F) Stock News

Ford's Q3 adjusted EPS of $0.49 beat estimates, and the company raised its full-year adjusted EBIT guidance to $10.5B-$11B. Ford Pro EBIT missed, and commodity headwinds are approaching $2.5B year over year.

Ford Motor Company filed a recall of 2,276 vehicles in the US, per a National Highway Traffic Safety Administration filing. The recall is small in scale. No details on models or defect have been released.

JP Morgan lowered its price target for Ford Motor from $17.00 to $16.00 per share.

Ford reported Q3 sales of 509,764 vehicles, down 6.6% year over year, reflecting the planned phase-out of Escape and Corsair. Adjusted retail share rose 0.4 percentage points to 12.1%. A short-term supplier issue affecting F-150 production at end of September is expected to be containable within Ford's full-year 2026 adjusted EBIT guidance of $10.0 billion to $11.0 billion.

Cox Automotive forecasts Hyundai will sell 511,421 vehicles in the U.S. in the third quarter, topping Ford's projected 504,172 for the first time ever. Ford shares fell nearly 2% on the report amid F-150 supply shortages, weaker EV demand, and broader auto sector pressure from rising bond yields.

Ford Motor shares fell 1.3% in early trading Wednesday after a Reuters report indicated CEO Jim Farley will not attend President Trump's state dinner for Chinese President Xi Jinping, while Tesla CEO Elon Musk and GM CEO Mary Barra are expected to attend. Ford declined to comment. The dinner is expected to include discussion of auto tariffs and Chinese overcapacity. Ford has faced recent scrutiny from the Trump administration over Chinese battery technology licensing and a planned partnership with Geely in Europe. The stock move suggests investor concern that Ford's absence could leave it at a disadvantage in tariff policy discussions.

Transportation Secretary Sean Duffy criticized Ford for its business ties to major players in China's auto industry, according to a Bloomberg report.