There are times when I feel downright dismayed for legacy automaker Ford (F), and this year has brought plenty of those times. Those times come pretty much any time I hear the word “recall” connected to Ford anymore, and that is far too often for my tastes. But another recall was launched recently anyway, and with it, another chance to feel dismayed about Ford. Investors, though, took it in their stride, and gave Ford stock a modest boost in Monday afternoon’s trading.
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The reports note that owner notification letters will be going out about this one in about three weeks, which will undoubtedly be a surprise to anyone who has one of these cars. And given that about 312,000 vehicles are subject to this recall, that will be a lot of blindsided people. For those who recently—like in the 2025 model year recently—bought a Lincoln Navigator, a Ford F-150, a Ford Expedition, a Ford Bronco, or a Ford Ranger, this is particularly for you.
Reports note that this particular recall goes back to the Electronic Brake Booster (EBB) module, which is experiencing malfunctions in some units. Should that malfunction happen, it causes a loss of “power brake assist” function and can increase stopping distances, along with the risk of a crash. Those users who are turning to Advanced Driver Assistance Systems (ADAS) are particularly at risk, as the vehicle may not stop at all.
Recounting the Tariff Thing
We have already heard bad news about the impact of tariffs on Ford. But Ford also had another look at the numbers regarding its tariff contributions. Originally, figures suggested Ford would be set back $2.5 billion as a result of tariffs. The latest numbers saw that jump to $3 billion.
But reports also note that, as bad as this hit was, it could have been much worse. Many of Ford’s production facilities are domestic, which means a lot of its production was done outside of tariff jurisdiction. But there was still the matter of raw materials, and the tariffs therein. Ford’s imports of steel, aluminum and certain vehicle parts still came with tariff burden attached.
Is Ford Stock a Good Buy Right Now?
Turning to Wall Street, analysts have a Hold consensus rating on F stock based on two Buys, 11 Holds and three Sells assigned in the past three months, as indicated by the graphic below. After an 11.43% rally in its share price over the past year, the average F price target of $10.18 per share implies 7.03% downside risk.
