Good news for legacy automaker Ford (F) today, as the August sales numbers revealed some decent gains. However, this was apparently not enough for Ford shareholders, as share prices were down modestly in Wednesday afternoon’s trading.
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Overall, Ford sales were up, and up about 4% with the August 2025 numbers. Lincoln sales were down a bit, but Ford sales more than made up for those numbers. Ford-branded sales were up 5%, with some vehicles seeing huge gains and others seeing huge losses. The Expedition, for example, was up 53.73%, reaching 8,724 units total. The Explorer was up 22.04% to 53.73%.
Even the electric vehicles had a decent showing, with F-150 Lightning sales up 21.21% to reach 3,217 units sold in August. Mustang Mach-E sales surged 35.29% to 7,226 units, with car buyers likely looking to pick up their electric vehicle before the loss of tax credits. Meanwhile, only the Lincoln Navigator and Lincoln Corsair could post gains, and Lincoln sales overall were down 14.9%.
And Then The Latest Recall Hit
Yes, there is another recall. Hearing about Ford recalls is getting to be a disturbing trend, and the thought of what the warranty expense numbers will look like when the full-year results are revealed gives me a cold chill down my spine. The recall itself is much more dire than you might expect, as its focus is on “airbag tears.”
Over 100,000 Ford vehicles are subject to the recall this time around, noted the National Highway Traffic Safety Administration (NHTSA). The recall focuses on Ford Ranger vehicles released between 2024 and 2026, as the airbags may “…tear when deployed.” Thankfully, no injuries have been reported over this as yet, though there may be a problem in fixing this one. In the short term, dealerships will install “…protective shields…” for free, but final remedies are not expected until December.
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, eight Holds and three Sells assigned in the past three months, as indicated by the graphic below. After a 7.03% rally in its share price over the past year, the average F price target of $10.60 per share implies 8.42% downside risk.
