Ford Stock 2025: The Battle of Titans in the EV Revolution
- Is Ford's Electric Vehicle Strategy Paying Off?
- Why Are Ford's Recalls Hurting Its Stock?
- How Does Ford Stack Up Against Global Competitors?
- What’s Next for Ford Investors?
- FAQs: Ford Stock in 2025
Ford's aggressive push into electric vehicles (EVs) is a high-stakes gamble as it faces operational challenges, massive recalls, and fierce global competition. While its EV sales show promise, profitability remains elusive, and recalls are denting its reputation. This DEEP dive explores Ford's current position, financial health, and whether its stock is a buy or sell in September 2025.
Is Ford's Electric Vehicle Strategy Paying Off?
Ford is betting big on EVs, with a universal platform aimed at cutting assembly times by 40% and a planned $30,000 electric pickup by 2027. The company has invested $5 billion in U.S. EV operations, potentially creating 4,000 jobs. However, its Model e division is bleeding cash, with projected losses of $5.5 billion in 2025. European demand is waning, leading to 1,000 job cuts in Cologne. August saw a 19% spike in U.S. EV sales, driven by the Mustang Mach-E and F-150 Lightning, but profitability is still a distant dream. (Source: TradingView)
Why Are Ford's Recalls Hurting Its Stock?
Ford's reputation is taking hits from a series of costly recalls:
- 115,539 U.S. vehicles for steering column issues
- Expedition and Navigator models for fire risks
- 100,000+ Taurus sedans for loose door panels
- 1.9 million global vehicles for faulty backup cameras
A single recall of nearly 700,000 vehicles cost $570 million this year. Consumer Reports ranks Ford 13th in reliability, with the F-150 Hybrid labeled one of the least reliable trucks. These setbacks are eroding investor confidence.
How Does Ford Stack Up Against Global Competitors?
India’s Maruti Suzuki has overtaken Ford in market cap ($57.6B vs. $46.3B), signaling shifting power dynamics. Meanwhile, Ford is exploring new revenue streams, like selling excess batteries to energy storage firms. The stock trades at €10.26, close to its 52-week high, but the question lingers: Can Ford turn its EV vision into profits before operational issues overwhelm it?
What’s Next for Ford Investors?
Ford’s Q3 2025 results reveal urgent challenges. The BTCC team suggests watching for:
- EV margin trends
- Recall-related costs
- Global market share shifts
This article does not constitute investment advice.
FAQs: Ford Stock in 2025
Is Ford a good investment right now?
Ford shows potential in EVs but faces profitability hurdles and recall costs. Investors should weigh growth prospects against operational risks.
How reliable are Ford’s electric vehicles?
While sales are growing, Consumer Reports ranks Ford mid-tier for reliability, with some EV models facing quality issues.
What’s Ford’s biggest challenge in 2025?
Balancing EV investments with profitability while managing recall fallout and global competition.
