Ford Should Stop Selling EVs
Two bombshell reports from the Times and the Wall Street Journal suggest the American auto industry is running out of time, yet the real threat to Ford may not be Chinese EVs at all.
Archived explainer. For the current picture see today's F page.
FORD MTR CO DEL (F) is drawing unusual attention today. Our newswire has captured 4 stories on F across 3 sources in the last 36 hours, with AI sentiment reading mixed (avg 50/100).
Ford Motor Co (NYSE:F) shares are moving higher, rising 6.4% over the last eight sessions from $13.52 to $14.40. The stock's upward trend appears to be driven by a combination of improved sentiment and recent analyst activity. Despite ongoing challenges in the electric vehicle market and concerns about global competition, Ford's strong performance in its high-margin SUV segment and recent insider buying activity are contributing to the stock's positive momentum.
Ford's large SUV models, including the Bronco, Explorer, and Expedition, have driven the company's best first-half sales in 25 years. These models are generating higher margins and demonstrating strong demand, offering a counterbalance to the company's struggles in the EV space. Meanwhile, Ford's CEO has expressed concern over the need to establish advanced manufacturing capabilities in the U.S., a challenge that has also been noted by other Western automakers. The company's recent recall of 288,314 2016, 2019 Explorer vehicles over roof rail cover issues has not significantly impacted investor sentiment, which remains cautiously optimistic.
Ford's stock has shown a positive price trend, rising 6.4% over the last eight sessions. Recent insider transactions include a purchase by director John L. Thornton on June 23, 2026, and other insider buys totaling $149,000 in the last 90 days. Congressional trades include recent sales by representatives Ro Khanna and Josh Gottheimer, while former President Donald J. Trump disclosed a purchase in March. The stock's fundamentals remain mixed, with a market cap of $55.5 billion, a net loss of $1.53 per share in the trailing twelve months, and a beta of 1.83 indicating higher volatility than the market.
Ford's next major event will be its upcoming earnings report, which will provide further insight into the company's financial health and strategic direction. Investors should also monitor the breadth of analyst coverage and any further developments in the company's EV strategy.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Not financial advice.
Two bombshell reports from the Times and the Wall Street Journal suggest the American auto industry is running out of time, yet the real threat to Ford may not be Chinese EVs at all.
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Ford’s large SUV lineup — the Bronco, Explorer, and Expedition — achieved its best first-half sales in 25 years, demonstrating strong demand for the automaker’s high-margin vehicles. These three models generate higher margins than small cars due to premium pricing, high-end trim levels, and ...
More on F: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier F move explainers: 2026-07-29 · 2026-07-28 · 2026-07-27 · 2026-07-24 · 2026-07-23 · 2026-07-22 · 2026-07-21 · 2026-07-20 · 2026-07-17 · 2026-07-13