Ford’s F-150 Lightning on Life Support? Stock (NYSE:F) Defies Logic With Mysterious Rally

Wall Street shrugs as Ford's electric truck faces potential extinction—because nothing says 'bullish' like betting on a dying horse.

Investors cheer phantom gains while analysts whisper about legacy automakers playing musical chairs with their EV divisions. The F-150 Lightning's obituary might be written in pencil, but traders are too busy chasing the next meme stock to notice.

Meanwhile, short sellers lick their chops—this is the kind of irrational exuberance that makes crypto volatility look tame.

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Ford temporarily paused production on the electric pickup truck after that unexpected fire. But most expected the production lines to restart in January, sometime, when the supplier came back online fully. However, there are some signs that Ford may be considering keeping the production paused, potentially indefinitely.

The reason is simple enough: a comparative lack of demand. While the Lightning does make sales in at least some quantity, it does not produce much demand in general. Lester Glenn Auto Group owner Adam Kraushaar noted “The demand is just not there. We don’t order a lot of them because we don’t sell them.” And, as reports further noted, demand for full-size electric pickups seems to be tepid at best throughout multiple automakers, not just Ford.

A Big New Show

Meanwhile, Ford is the subject of an exciting new 4D immersive experience, reports note. Out in Los Angeles’ Arts District, a commercial building is home to an attraction described as “…like a cross between a museum and an amusement park attraction.” It is called “American Icon – Mustang Immersive Experience,” and it offers a historical perspective on one of Ford’s biggest names.

The attraction begins with a replicated version of the 1965 factory that put the first Mustang together, together with a cultural retrospective showing viewers what the world itself was like in a time when the Mustang made its appearance. The attraction follows up with a “motion-enhanced ride” that focuses on the Mustang as well.

Is Ford Stock a Good Buy Right Now?

Turning to Wall Street, analysts have a Hold consensus rating on F stock based on two Buys, nine Holds and two Sells assigned in the past three months, as indicated by the graphic below. After a 18.23% rally in its share price over the past year, the average F price target of $12.14 per share implies 8% downside risk.

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