Ford Restructures EV Joint Venture Amid Market Challenges

Ford Motor ( (F) ) has issued an announcement.

Ford Motor Company is adjusting its electric vehicle strategy due to challenging market conditions, which include lower-than-expected EV adoption rates and changes in regulatory and competitive dynamics. On December 9, 2025, Ford entered into a Joint Venture Disposition Agreement with SK On and SK Battery America to restructure its involvement in the BlueOval SK joint venture, leading to a $3 billion pre-tax charge. Additionally, Ford announced the cancellation of several planned EV models and the end of the current generation F-150 Lightning EV production, resulting in an $8.5 billion pre-tax write-down. These strategic moves reflect Ford’s efforts to align its operations with the evolving EV market and address the underutilization of EV production capacity.

The most recent analyst rating on (F) stock is a Hold with a $12.00 price target. To see the full list of analyst forecasts on Ford Motor stock, see the F Stock Forecast page.

Spark’s Take on F Stock

According to Spark, TipRanks’ AI Analyst, F is a Outperform.

Ford’s overall stock score reflects strong earnings performance and technical momentum, despite financial leverage concerns. The company’s strategic cost improvements and positive tariff developments further enhance its outlook.

To see Spark’s full report on F stock, click here.

More about Ford Motor

Ford Motor Company is a prominent player in the automotive industry, focusing on the production of vehicles, including electric vehicles (EVs). The company is actively investing in its EV strategy, although it acknowledges the challenges in the EV market.

Average Trading Volume: 92,684,916

Technical Sentiment Signal: Buy

Current Market Cap: $54.83B

For an in-depth examination of F stock, go to TipRanks’ Overview page.