Ford Stock (F) Plummets as Automaker Announces Massive New Recall—Nearly 1.5M Vehicles Impacted

Ford's latest safety recall sends stock into tailspin as nearly 1.5 million vehicles join the defect list.

Another Quarter, Another Recall

The automotive giant continues its parade of quality control failures—this time dragging almost 1.5 million additional vehicles into the repair shop chaos. Investors aren't waiting around to see what breaks next.

Market Reaction

Shares tank immediately on the news, proving that traditional auto stocks still know how to crash better than their vehicles do. Meanwhile, crypto markets barely blinked—digital assets don't need recalls, just better PR.

Legacy automakers keep proving that their most reliable feature remains disappointing shareholders. At least when crypto volatility hits, you don't need a mechanic to fix it.

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The latest recall affects more than 1.5 million vehicles, according to the National Highway Traffic Safety Administration (NHTSA), the U.S. automobile safety regulator. These vehicles include several of the legacy carmaker’s brands with model years between 2015 and 2019.

The affected models include the Lincoln Navigator, Mustang, Lincoln MKC, F-250, F-350, F-450, and F-550. Others are the Expedition, Edge, Transit, Transit Connect, Econoline, and Ranger.

The vehicles to be recalled will be inspected and have their cameras replaced free of charge, according to NHTSA. The issue also extends to Dutch automaker Stellantis (STLA), which is also experiencing a vehicle recall over the same issue.

Ford Issued Record Number of Recalls

The latest recall comes several weeks after the NHTSA recalled over 355,000 models of the automaker’s F-series trucks. This affected those with model years 2025 and 2026. Luckily, the issue was fixable via an over-the-air software update.

Since the start of this year, the Michigan-based company has recalled over seven million cars across more than 100 notices, marking a record number of recalls. In July, the automotive manufacturer had to recall more than half a million vehicles because of cracked fuel injectors that posed a fire hazard.

Two months earlier, Ford was hit with over 138 complaints as about 1.3 million of its F-150 pickups unexpectedly started to shift gears downwards, with their rear wheels temporarily locking up.

Is F Stock a Good Investment?

Turning to Wall Street, Ford’s shares currently have a Hold consensus recommendation based on analysts’ ratings over the last three months. This is based on two Buy, eight Hold, and three Sell ratings by 13 Wall Street analysts.

At $10.60, its average price target indicates a 9.32% downside risk from its current levels.