Ford Loses More Ground in Critical Area – How Far Will Its Stock Drop?

Most automakers across the globe have a conundrum on their hands. On one hand, the future roads are almost certainly filled with electric vehicles (EVs), and developing the technology, branding, and growing sales is critical. On the other hand, most automakers lose billions annually on their current EV lineup, and entering the market too early caused a massive pivot and huge charges, such as Ford Motor Company‘s (NYSE: F) near $20 billion charge toward the end of 2025.

In 2026, foreign rival Toyota (NYSE: TM) sold more EVs than Ford in the first quarter with only one vehicle model. Here’s why it’s a big deal.

Will AI create the world’s first trillionaire? Our team just released a report on a little-known company, called an “Indispensable Monopoly,” providing the critical technology Nvidia and Intel both need.

Continue »

The EV industry’s training wheels are officially off, and investors now have a better understanding of how important government incentives, such as the $7,500 federal EV tax credit, are. The U.S. EV industry is now forced to support sales and drive demand by focusing on more affordable products, better pricing and branding strategies, and infrastructure development.

Ford's F-150 Lightning.
Image source: Ford Motor Company.

EV sales in the U.S. dropped 27% during the first quarter, compared to the prior year, according to Cox Automotive. EV market share was 5.8% of new-vehicle sales during the first quarter, flat from the fourth quarter of 2025, and far below the 10.6% peak in the third quarter of 2025.

Not all that long ago, Ford was busy touting its No. 2 EV sales rank in the U.S. market. Few predicted that Toyota would surge ahead of the Detroit icon, especially on its own turf. As Ford announced it would pivot away from EVs in the near term and discontinued its F-150 Lightning in its current form, Toyota quietly launched three new electric SUV models: the 2026 bZ, bZ Woodland, and C-HR.

Toyota’s bZ sold over 10,000 units in the U.S. during the first quarter, up a healthy 79% year over year. Meanwhile, Ford sold a total of 6,860 EVs during the first quarter, a far less healthy 70% decline from the prior year. Ford EVs were also outsold by single models of General Motors‘ (NYSE: GM) Cadillac (9,551) and Chevrolet (13,359) branded EVs. Even Hyundai built a substantial lead over Ford with its 12,662 EVs sold. Of course, we can’t forget Tesla (NASDAQ: TSLA), which clawed back some of its lost market share and accounted for 54% of the industry’s total EV sales in the U.S.

The truth is that Ford may drop even further in EV sales rankings, and is already fighting off a surging Lexus brand and a capable Kia. In the grand scheme, however, it’s not incredibly important at this stage. The difference, other than the outlier Tesla, is a few thousand vehicles.

That said, Ford is currently pivoting to more affordable EVs and hybrids, pushing back some high-end EV projects until 2028, and won’t launch its $30,000 mid-size electric pickup on its upcoming Universal EV Platform until next year. Expect Ford to languish in the rankings until then, with hopes to rapidly regain lost market share once it hits the roads.

Before you buy stock in Ford Motor Company, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Ford Motor Company wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004… if you invested $1,000 at the time of our recommendation, you’d have $524,786!* Or when Nvidia made this list on April 15, 2005… if you invested $1,000 at the time of our recommendation, you’d have $1,236,406!*

Now, it’s worth noting Stock Advisor’s total average return is 994% — a market-crushing outperformance compared to 199% for the S&P 500. Don’t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.

See the 10 stocks »

*Stock Advisor returns as of April 18, 2026.

Daniel Miller has positions in Ford Motor Company and General Motors. The Motley Fool has positions in and recommends Tesla. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy.

Ford Loses More Ground in Critical Area – How Far Will Its Stock Drop? was originally published by The Motley Fool

Source link

Visited 1 times, 1 visit(s) today

Related Article

Why Rocket Lab Stock Took Flight on Tuesday

Rocket Lab (NASDAQ:RKLB) stock took flight on Tuesday, climbing as much as 10%. As of 2:51 p.m. ET, the stock was still up 8.4%. Missed AI’s “Act 1”? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn’t buy Nvidia in 2005. But according to our analysts, we’re

S&P 500 Sell-Off: Is Now the Right Time to Buy the Dip?

The stock market looks a bit wobbly. After reaching a new record high on Oct. 6, the S&P 500 index (SNPINDEX: ^GSPC) has declined by about 2.5% since then (as of this writing). On the one hand, a 2.5% drop in the S&P 500 can be unnerving to some investors. It might be a sign

3 Magnificent Stocks Trading Near Their 52-Week Lows

Many top stocks are down this year, even though the S&P 500 has continued to soar to new heights. That can happen when a good chunk of stocks are up big, including Micron Technology, AMD, and CrowdStrike — they’ve all more than doubled in value thus far in 2026. At the other end of the

Canelo Alvarez lands in Riyadh as U.S. issues tougher travel alert

Mexican boxing star Saúl “Canelo” Álvarez has arrived in Riyadh ahead of his October 31 title clash with Christian Mbilli, touching down in Saudi Arabia just days after the United States deepened its travel warning and ordered some government personnel and family members to depart the kingdom because of rising security risks. Get the latest

Hong Kong travel: Temples, peak walks and fishing villages beyond the crowds

The city makes an impression: a place of extraordinary contrasts. Equal parts exhausting and intoxicating. Armed with a host of recommendations from a friend who lived here for many years, my husband and I have a week in which to explore. We are seasoned travellers and are determined to discover the real Hong Kong. First,

AMD and Nvidia Split the AI Chip Market. 1 Stock Is Far Cheaper Today.

Advanced Micro Devices (AMD +5.09%) and Nvidia (NVDA +0.82%) are two of the biggest names in the artificial intelligence (AI) chip market. Their graphics processing units (GPUs) are the most popular options, and each is growing rapidly. However, from an investment standpoint, they are fundamentally different, especially when price tags are considered. Nvidia is far cheaper

Chaoshan woos Hong Kong tourists, deepening cross-border tourism ties

Visitors learn about Chaoshan’s cultural and tourism products at a tourism promotion event in Hong Kong on Oct 27, 2026. (PROVIDED TO CHINA DAILY) A cultural and tourism promotion event for the Chaoshan region, comprising the cities of Shantou, Chaozhou and Jieyang in eastern Guangdong province, took place in Hong Kong on Tuesday. Under the

5 Best Dividend Stocks with Monthly Payout

Many investors, particularly retirees, look to dividends for passive income. Christine Benz, Morningstar Director of Personal Finance and Retirement Planning, points out that dividends are a bird in the hand. It’s often easier to just take the cash from the dividend than it is to sell shares in order to meet your living expenses. Investors

Israeli Prime Minister Benjamin Netanyahu (in picture) said that "they're trying to steal the election" after reports that individuals were arrested with envelopes of cash. (REUTERS)

‘They’re trying to steal the election’: Netanyahu attacks Arab parties

Prime Minister Benjamin Netanyahu on Tuesday renewed his attacks on Arab parties, warning after casting his ballot that “they’re trying to steal the election” after reports that individuals were arrested with envelopes of cash. Israeli Prime Minister Benjamin Netanyahu (in picture) said that “they’re trying to steal the election” after reports that individuals were arrested

PrimeXBT Adds Seven Tokenized Stock Crypto Futures, Including Tesla, SpaceX and Nvidia

PrimeXBT Adds Seven Tokenized Stock Crypto Futures, Including Tesla, SpaceX and Nvidia PrimeXBT, a crypto and multi-asset broker, has launched a new category of crypto futures linked to the prices of seven major publicly traded companies, including Tesla (NASDAQ: $TSLA), SpaceX (NASDAQ: $SPCX) and Nvidia (NASDAQ: $NVDA), the company announced Tuesday. The product, called Tokenised

Apple’s Next Growth Engine Could Change the Stock’s Trajectory

Quick Read Apple (AAPL) earns a BUY rating with a $398 price target, ~16% upside, backed by nine straight EPS beats and 28.7% earnings growth. Apple (AAPL) trades at 45x P/E versus Microsoft (MSFT) at 30x and Alphabet (GOOGL) at 15x, yet is the only one sustaining buybacks while funding AI. Cook called memory pricing

Why Intel Stock Popped Today

Shares of Intel (NASDAQ:INTC) rose 4% on Monday following bullish analyst remarks and an intriguing acquisition announcement. Image source: The Motley Fool. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction”

Prediction: 3 Stocks That Will Be Worth More Than Apple 5 Years From Now

Apple (NASDAQ: AAPL) recently reclaimed the mantle as the world’s largest company by market cap, at least for a short while. However, when looking five years out, I think three stocks will be worth more: Space Exploration Technologies (NASDAQ: SPCX), Nvidia (NASDAQ: NVDA), and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). Apple is a great company, with

New York City police officers are on duty outside the Lotte Palace Hotel during a United Nations General Assembly leaders reception, late Tuesday, Sept. 22, 2026, in New York. (AP Photo/Julia Demaree Nikhinson)

France’s Youth Are Outnumbered. Their Protests Are Testing Who Gets Heard

Demographically, it is true that young people in aging societies — which include France but also the United States and others — no longer have the same weight of numbers that helped their parents and grandparents make their mark when they were young. In France, protesting pupils have managed to spark a national conversation about

Should You Forget Nike Stock Near a 52-Week Low?

It’s tempting to buy stocks at or near their 52-week low. Still, investors should take a step back before investing. That’s because the market quickly incorporates information. In other words, the share price has dropped for a reason. Turning to individual stocks, Nike‘s (NYSE: NKE) share price closed at $37.30 on Oct. 23. That’s near

Discover HKTB’s Hong Kong Good Take Filming Locations

Hong Kong Tourism Board (HKTB) Unveils “Hong Kong Good Take,” Inviting Travellers to Explore 100+ Iconic Filming Locations Featuring more than 100 filming locations from 50 selected movies, the initiative links up movie-themed landmarks, cultural attractions and distinctive dining experiences to promote movie tourism. Hong Kong has long been known as the “Hollywood of the

Being Right Isn’t Enough in the Stock Market

In the stock market, good analysis does not guarantee a good investment. Even when they correctly anticipate how a company will evolve, investors can lose money. In financial markets, being right is not enough; you have to be right at the right time. The stock market is unforgiving. And paradoxically, that is part of its

0
Would love your thoughts, please comment.x
()
x