It is a dark day when shareholders in legacy automaker Ford (F) respond to word of improved sales with a sell-off of their own. Because even as Ford managed to bring in some substantial new sales for July, that was not enough to properly fire up shareholders. In fact, shares were down nearly 3% in Friday afternoon’s trading.
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The sales numbers were terrific. There really is no other way to put it. Ford sales were up around 9% higher than in July 2024, thanks mainly to the still-high popularity of gas-powered trucks and sport utility vehicles (SUVs). And the impressive July numbers added nicely to the solid numbers that have been seen throughout 2025 so far, up about 7% total. The first half of 2024 saw around 1.2 million trucks sold, while 2025’s first half gave us over 1.3 million. Trucks represented about 60% of the numbers, while SUVs kicked in the remaining 40%.
The biggest reason, according to Ford rep Said Deep, is that the combination of tariff panic buying and employee pricing discounts provided just the right environment for people to buy, and buy Ford. This is indeed good news, but it is also enough to make one wonder what Ford will do for an encore when the third and fourth quarters hit.
We’ve Had This Model T Moment Before
So remember yesterday, when we heard about the “Model T Moment” that Ford has in mind for August 11? It turns out, reports note, that this is not the first time that CEO Jim Farley has used that phrase. In fact, Ford had a “Model T Moment” just three years ago, in 2022, when the Ford F-150 Lightning emerged.
And that particular moment left some disappointed. Certainly, the electric pickup proved a welcome addition to the lineup, and a frequent buy. But it certainly was nowhere near the iconic status of the car that brought cars to everyday life. And considering that reports have already emerged to say that the newest “Model T Moment” will be built around an electric car, some are already preparing for disappointment.
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 a 10.37% rally in its share price over the past year, the average F price target of $10.18 per share implies 5.61% downside risk.
