Ford's 0.51% Rally on 177th-Ranked $520M Volume Amid Earnings Optimism and Revised Forecasts

On August 29, 2025, Ford Motor (F) rose 0.51% with a trading volume of $0.52 billion, ranking 177th in market activity. The stock’s performance was influenced by mixed signals from its Q2 earnings report and analyst forecasts. Ford reported adjusted earnings per share of $0.37, surpassing estimates, while total revenue reached $50.18 billion, up 5% year-over-year. The Ford Blue segment saw a 6% decline in wholesale volume but exceeded revenue expectations, while the Ford Model e segment’s revenue surged 105% amid a 218% increase in unit sales. However, the segment posted a wider-than-expected loss before interest and taxes. Ford Pro segment revenue grew 11%, driven by higher unit sales and improved margins.

Analysts noted upward revisions to mid- and long-term earnings estimates from Zacks Research, which boosted investor sentiment. However, a lowered Q4 2025 forecast and concerns over Ford’s dividend sustainability tempered gains. The company’s adjusted free cash flow for the quarter was $2.83 billion, with $23 billion in cash reserves as of June 30. Despite these strengths, Ford’s full-year adjusted EBIT outlook was reduced to $6.5–$7.5 billion, reflecting a $2 billion headwind from tariffs. Capital expenditures are expected to hit $9 billion, signaling ongoing investment in its electrification strategy.

Recent shareholder activity included mixed fund movements, with some institutions trimming stakes while others increased holdings. Analysts reiterated cautious optimism, with a Zacks Rank #3 (Hold) assigned to Ford, indicating expected in-line returns. The stock’s VGM Score of A highlights its appeal across growth, momentum, and value metrics, though downward revisions to near-term earnings estimates underscore lingering uncertainties.