Should Ford's (F) Big Bet on F-Series Truck Expansion Prompt Investor Action?

In the past week, Ford Motor Company reported a US$50.53 billion third-quarter revenue and announced plans to boost F-Series truck production and create up to 1,000 new jobs, while also affirming its regular dividend and managing several large-scale recalls. Ford is prioritizing its most profitable gas and hybrid trucks, pausing F-150 Lightning EV assembly and transferring employees, as supply chain challenges and demand trends drive operational adjustments. We'll examine how Ford's decision to expand F-Series truck production in response to customer demand could impact its investment narrative.

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Ford Motor Investment Narrative Recap

Owning Ford stock today is about believing that its shift toward high-margin gas and hybrid trucks, balanced by an expanding commercial platform, will yield stable earnings even as the auto industry transitions to electric vehicles. The latest announcements, raising F-Series production and adding new jobs, directly address the near-term catalyst of capitalizing on robust truck demand, while recurring challenges with warranties and recalls remain the most immediate risk. This news does not materially shift the short-term risk/catalyst dynamic, but ongoing recalls could pressure margins if not contained.

Among the recent updates, Ford’s decision to boost F-Series truck output stands out. The move is a direct response to resilient demand and helps fill shortfalls caused by supply chain disruptions, reinforcing the focus on profitable core products that support earnings and potential cash flow in the near term.

However, with large recall-related costs persisting, investors should be aware that even as Ford leans into its strengths, ...

Read the full narrative on Ford Motor (it's free!)

Ford Motor's outlook anticipates $183.9 billion in revenue and $6.6 billion in earnings by 2028. This scenario is based on a -0.2% annual revenue decline and a $3.4 billion increase in earnings from the current $3.2 billion.

Uncover how Ford Motor's forecasts yield a $12.26 fair value, a 4% downside to its current price.

Exploring Other PerspectivesF Community Fair Values as at Nov 2025

Thirteen fair value estimates from the Simply Wall St Community range from US$8 to US$14.34 per share. While some see considerable upside or downside, continued recall expenses could play a significant role in Ford's future results, so you may want to consider several viewpoints before forming your own opinion.

Explore 13 other fair value estimates on Ford Motor - why the stock might be worth 37% less than the current price!

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Build Your Own Ford Motor Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

A great starting point for your Ford Motor research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision. Our free Ford Motor research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ford Motor's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include F.

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