Ford Motor stock faces an F-150 supply disruption

Published on 09/28/2026 at 10:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Ford Motor stock stood at USD 12.71 on September 25, 2026, while F-150 production was halted through September 29. Q2 adjusted EBIT reached USD 2.5 billion.

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Ford Motor Company (ISIN US3453708600) was last at USD 12.71 on the NYSE on September 25, 2026 at 3:59 p.m. ET, up 0.87 percent. As BNN Bloomberg reported on September 25, 2026, Ford halted F-150 production at its Dearborn Truck Plant through September 29 because of a supplier problem.

F-150 supply disruption tests production

The stoppage affected all production crews at Dearborn and also caused some shift cancellations at Ford's Kansas City Assembly Plant, while the Kentucky Truck Plant increased output, according to BNN Bloomberg.

The disruption comes as Ford's F-Series sales were down 11 percent year over year through August, while total US vehicle sales declined 10 percent over the same period. That makes production continuity especially important for Ford's highest-volume truck franchise.

Guidance rises after Q2 beat

Ford's second-quarter 2026 results delivered USD 48.30 billion in revenue and USD 2.5 billion in adjusted EBIT. Revenue fell 4 percent year over year, but adjusted EBIT increased 17 percent, according to Benzinga on September 17, 2026.

Benzinga reported that Ford raised full-year adjusted EBIT guidance to USD 10 billion to USD 11 billion and adjusted free cash flow guidance to USD 6 billion to USD 7 billion. The guidance midpoint increased by USD 1 billion, giving investors a stronger earnings framework even as the F-150 interruption adds an operational counterpoint.

Analysts see value above USD 12.71

Ford also beat the second-quarter adjusted EPS consensus with USD 0.42 versus USD 0.33, while revenue of USD 48.30 billion exceeded the USD 47.24 billion estimate, according to MarketBeat on September 19, 2026.

The same MarketBeat review put the average 12-month price target at USD 15.68 and the consensus rating at Hold across 19 brokerages. The target is 23.38 percent above the September 25 price, while higher diesel prices, Treasury yields and full-size pickup competition remain listed risks.

Ford stock remains below consensus target

Ford Motor stock was last at USD 12.71 on the NYSE on September 25, 2026, with a market capitalization of USD 50.7 billion, a 52-week range of USD 11.11 to USD 17.78 and volume of 34,666,079 shares. The figures leave the stock 28.49 percent below its 52-week high, so the supply disruption and the raised guidance pull in opposite directions for the next results checkpoint.