Ford Stock’s 2025 Rally: Can the Legacy Automaker Deliver Millionaire Returns?
Ford Motor Company (F -0.59%) has defied expectations in 2025, posting a 26% total return as of September 12—double the performance of major market indices. The century-old automaker's surprise rally raises questions about its potential to generate transformative wealth in an industry grappling with stagnation.
Global passenger vehicle sales reached just 79.6 million units in 2024, a marginal increase from 2014 levels. Wall Street anticipates Ford's revenue will grow at a meager 1.7% CAGR through 2027, reflecting the automotive sector's maturity. The company's $5 billion bet on U.S. EV production facilities underscores its attempt to capture growth in electrification—a segment forced into existence by Tesla's market disruption.