Ford Motor (F) News Today

Ford Motor Company (NYSE:F) investors are seeing mixed signals as the stock reacts to strong post-earnings momentum and EV infrastructure expansion, offset by a wave of recalls, cost-cutting measures and competitive challenges. Key headlines from the past 36 hours include:

• Positive Sentiment: Zacks notes Ford shares have climbed 5.8% since the July 30 earnings beat, driven by a $0.37 EPS vs. $0.33 expected and $50.18 billion in revenue, well above forecasts. Why Is Ford Motor (F) Up 5.8% Since Last Earnings Report?
• Positive Sentiment: Ford opened its BlueOval Charge Network—1,200 fast chargers at dealerships—to all EV drivers in North America, bolstering its EV charging footprint. Can Ford's BlueOval Charge Network Make EV Road Trips Easier?
• Positive Sentiment: MarketBeat reports F hit a new 12-month high amid optimism around its turnaround plan and EV push. Ford Motor (NYSE:F) Reaches New 12-Month High – Should You Buy?
• Positive Sentiment: A MarketBeat feature on auto tariff reductions highlights Ford alongside Stellantis and Advance Auto Parts as beneficiaries of lower U.S.-EU auto duties. Auto Tariffs Are Coming Down: 3 Stocks to Benefit Soon
• Neutral Sentiment: MarketBeat flags a 2% drop in F’s share price, prompting commentary on whether it’s “time to sell” amid broader market volatility. Ford Motor (NYSE:F) Stock Price Down 2% – Time to Sell?
• Neutral Sentiment: Former CEO Mark Fields discusses the Slate company’s strategy and pricing in a “Power Lunch” interview—an industry perspective but with limited direct impact on Ford’s fundamentals. Slate has struck a nerve with the industry and consumers, says Former Ford CEO Mark Fields
• Negative Sentiment: 247 Wall Street warns Ford is now the “King of All Recalls” after issuing its 105th recall of 2025. Ford Becomes the King of All Recalls
• Negative Sentiment: Reuters reports Ford is recalling over 105,000 Mustangs in the U.S. for lighting failures that risk water ingress and light malfunction. Ford recalls over 105,000 US vehicles due to lighting failure, NHTSA says
• Negative Sentiment: FastCompany highlights a new recall of nearly 500,000 vehicles for rear brake hose defects that could leak fluid and lengthen stopping distance. Ford's recall streak grows: 500,000 more vehicles pulled for brake defects
• Negative Sentiment: Reuters notes Ford is recalling nearly 500,000 U.S. vehicles over a brake fluid leak issue that could compromise stopping performance. Ford recalls nearly 500,000 vehicles over brake fluid leak
• Negative Sentiment: Zacks questions whether a recall of 355,000 trucks for instrument-panel faults could stall Ford’s push to improve profitability. Ford's Recall Headache: Could This Stall Its Profitability Drive?
• Negative Sentiment: New York Post covers a recall of 500,000 vehicles for rear brake hose leaks that may increase crash risk. Ford recalls 500K vehicles over brake fluid leak that could increase risk of crash
• Negative Sentiment: Forbes reports Ford is recalling nearly 500,000 SUVs for potential brake fluid leaks after already pulling back 355,000 trucks. Ford Recalls Almost 500,000 SUVs For Potential Brake Fluid Leak—After Previously Recalling 355,000 Trucks
• Negative Sentiment: Reuters reports Ford South Africa will lay off over 470 workers at car and engine plants to align production with demand. Ford South Africa to lay off over 470 workers in car and engine plants
• Negative Sentiment: 247 Wall Street warns Ford is falling behind Tesla and GM on software monetization, per the Gartner Digital Automaker Index. Ford Falls Far Behind Tesla and GM in Software