2026-10-21 → 10-27 Earnings Bull 🔥Developing
Post-Q3: Maverick Hybrid Sales Surge 60%, Tariff Talks Advance Overall Q3 sales down 6.6% but Maverick Hybrid jumps; US-Canada tariff talks may ease costs
D1 -2.1% · since -1.6%
› 4 waves of this story2026-10-21 Two sources highlight Ford's earnings beat expectations and dividend yield edge vs GM2026-10-24 Q3 report due Oct 28; stock down 10.36% in past month, modest beat could shift sentiment2026-10-27 With earnings due, US-Canada tariff relief talks could impact Ford's cost and profit outlook2026-10-27 Overall Q3 sales down 6.6% but Maverick Hybrid jumps; US-Canada tariff talks may ease costs2026-10-16 Company Bull
Ford Rises 2% as Money Rotates to Consumer Stocks Ford gains 2% amid market selloff, lifted by rotation from AI tech to consumer names
D1 +1.0% · +5d -6.7%
2026-10-16 Analyst Bull
Ford Upgraded to Cautious Buy on EV/Conventional Production Flexibility Seeking Alpha re-rates Ford to cautious Buy, citing flexibility between EV and conventional output
D1 +1.0% · +5d -6.7%
2026-10-09 Capital Bear
Ford's 5-Year Stock Drop 18%, Dividend Sustainability Questioned Multiple sources note Ford's underperformance and high-yield dividend risks
D1 -0.7% · +5d +2.1%
2026-10-06 Earnings
Ford Q3 EV Sales Plunge 80%, Core Trucks/SUVs Steady EV sales slump sharply while truck strength and narrowing EV losses support mixed Q3 picture
D1 +1.1% · +5d -1.5%
2026-10-02 Regulation Bear
Ford Recalls Over 40K Vehicles Over Headlight Issue Headlight issue reduces visibility, raises crash risk, affecting trucks and SUVs
D1 -1.4% · +5d +0.6%
2026-10-02 Earnings
Ford Q3 US Sales Drop 6.6%, Hybrid Shift Accelerates Multiple sources confirm sales decline, but hybrid mix rises, signaling product shift
D1 -1.4% · +5d +0.6%
2026-10-01 Company
Ford CEO Warns of Skilled-Worker Shortage, Says Humans Needed to Fix Robots Despite AI, skilled workers remain essential; shortage may impact production and maintenance
D1 +1.7% · +5d -0.2%
2026-09-25 → 10-01 Company Bear
Ford F-150 Production Halted Again on Parts Shortage, Wholesale Deliveries Hit F-150 is Ford's most profitable model; repeated halts worsen sales decline pressure
D1 +0.9% · +5d -4.8%
› 2 waves of this story2026-09-25 Key profit model halted, impacting deliveries and revenue2026-10-01 F-150 is Ford's most profitable model; repeated halts worsen sales decline pressure2026-09-29 Product Bear
Ford recalls over 11,000 Ranger pickups over display defect Recall addresses rearview camera failure risk, potentially impacting reputation and costs
D1 -0.6% · +5d -0.2%
2026-09-29 Company
Ford CEO warns Europe 'too late' on Chinese automakers, urges US caution CEO's remarks highlight competitive pressure from Chinese automakers, impacting Ford's North America strategy
D1 -0.6% · +5d -0.2%
2026-09-27 Company
Ford Revenue Compared with GM and Tesla, Highlighting Scale Edge Multiple sources show Ford's total revenue exceeds Tesla over eight quarters and beats GM in most recent periods
D1 -2.6% · +5d -1.9%
2026-09-25 Company Bear
Hyundai Poised to Outsell Ford in US Q3 for First Time Cox Automotive forecasts combined Hyundai, Kia, Genesis Q3 sales to top Ford's, underscoring Ford's market share erosion.
D1 +0.9% · +5d -4.8%
› 2 waves of this story2026-09-25 Hyundai-Kia-Genesis combined quarterly sales to top Ford, pressuring share2026-09-25 Cox Automotive forecasts combined Hyundai, Kia, Genesis Q3 sales to top Ford's, underscoring Ford's market share erosion.2026-09-24 Company Bear
Ford's US Market Share Slides Further in 2026, Industry Forecast Warns Reuters cites forecast showing Ford among top US share losers amid high gas prices, adding to recent underperformance.
D1 -2.6% · +5d -2.6%
2026-09-17 Company Bull
Ford Exec Highlights Ford Pro, BlueCruise Growth and High-Margin Software Ambitions Expanding software/services around commercial fleets, ADAS, maintenance and energy storage to boost margins.
D1 +1.9% · +5d -7.4%
2026-09-16 Company Bull
Ford's $1B Kentucky Paint Shop Investment Reported, Adding to Recent $2B Commitment New paint shop construction by year-end, plus prior investments, signals ongoing manufacturing efficiency push.
D1 -1.1% · +5d -3.1%
2026-09-16 Company
Ford Invests $1B to Modernize Kentucky Paint Shop Investment targets paint quality, efficiency and environmental performance in manufacturing
D1 -1.1% · +5d -3.1%
2026-09-12 → 09-15 Product Bear
Ford Recalls 223K F-150s Over Fuel Tank Issue Official recall expands fuel tank safety concern
D1 -0.8% · +5d -5.0%
› 2 waves of this story2026-09-12 NHTSA cites leaky or improperly secured fuel tanks in 223k US units2026-09-15 Official recall expands fuel tank safety concern2026-09-15 Product
Ford Cuts F-150 Prices, Adds V8, Expands Hands-Free Towing Pricing and feature shifts could boost pickup demand
D1 -2.6% · +5d -3.0%
2026-09-09 → 09-13 Regulation
US Transport Secretary Again Warns Ford on China Supply Chain, Media Buzz Fox Business panel discusses Duffy's warning on Ford-China supply chain ties, extending prior controversy
D1 -3.9% · +5d -0.7%
› 4 waves of this story2026-09-09 Top official publicly criticizes Ford's deals with CATL, Geely, potentially impacting strategy2026-09-09 Secretary Duffy's letter and GOP lawmakers' criticism over Ford's China partnerships heighten regulatory risk.2026-09-11 Ford invests $1B in paint shop, stock up 3.3%, but political pressure persists2026-09-13 Fox Business panel discusses Duffy's warning on Ford-China supply chain ties, extending prior controversy2026-09-12 Analyst
Ameritas Q2 Cuts Ford Stake by 54.2% Advisor's 13F filing shows major position reduction in Q2
D1 -0.8% · +5d -5.0%
2026-09-04 Analyst
Ford's 5.5% Yield Draws Scrutiny Over Payout Sustainability Multiple media highlight Ford's high yield, noting income investors are watching payout more closely
D1 +1.5% · +5d -5.2%
2026-09-03 Regulation Bear
Ford Mustang Recall Details: Wiring Defect Risks Propulsion Loss Recall covers ~148,663 units, model years 2024-2026, due to wiring defect affecting critical systems
D1 +1.9% · +5d -3.1%
› 2 waves of this story2026-09-03 Wiring defect could cause loss of drive power or disrupt key functions, impacting safety2026-09-03 Recall covers ~148,663 units, model years 2024-2026, due to wiring defect affecting critical systems2026-09-03 Product
Ford Fathom EV Truck Targets 100K Sales in Year One Priced near $30K, first-year target of 100K units signals aggressive push into affordable EV market
D1 +1.9% · +5d -3.1%
2026-09-02 Regulation Bear
New Canada Tariffs Hit Ford's Canadian-Made Vehicles Tariffs directly impact Ford's Canadian production, potentially raising costs and affecting supply chain
D1 +2.2% · +5d -1.8%
2026-09-02 Earnings
Ford August US Sales 170.7K Units, Electrified 17.2K Monthly sales data reflects demand and EV progress, key metric for performance
D1 +2.2% · +5d -1.8%
2026-08-27 Regulation Bear
50% Canada Tariffs Could Hit Ford F-Series Trump doubles Canada auto tariffs to 50%, F-Series production in Canada at risk
D1 +0.4% · +5d +3.3%
2026-08-14 → 08-15 Regulation Bear
NAFTA rewrite could add $200M annual cost to Ford Trump admin mulls stricter rules of origin; Detroit automakers to lobby White House
D1 +3.5% · +5d +0.3%
› 2 waves of this story2026-08-14 Ford and peers to argue proposed trade deal changes could add billions in costs, hurt competitiveness2026-08-15 Trump admin mulls stricter rules of origin; Detroit automakers to lobby White House
