Can Ford's Streamlined EV Strategy Strengthen Its Position in Europe?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 12 2025
0mins
Source: NASDAQ.COM
Ford and Renault Partnership: Ford is collaborating with Renault to develop affordable electric vehicles (EVs) in Europe, aiming to regain market share after a significant decline since 2019. This partnership will leverage Renault's Ampere platform for cost-effective production.
Production and Timeline: The EVs will be produced in northern France, utilizing Renault's existing infrastructure, with the first model expected to launch in early 2028. This collaboration also opens opportunities for joint development of light commercial vehicles.
Strategic Diversification: The alliance with Renault complements Ford's existing partnerships, such as with Volkswagen, providing a diversified strategy for entering the European EV market and enhancing competitiveness against traditional and Chinese automakers.
Market Performance and Valuation: Ford's shares have increased by 38% this year, outperforming the industry average. The company is currently viewed as undervalued based on its price/sales ratio, indicating potential for future growth.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy F?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on F
Wall Street analysts forecast F stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for F is 13.65 USD with a low forecast of 11.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 13.800
Low
11.00
Averages
13.65
High
16.00
Current: 13.800
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Ford Set to Release Quarterly Results, Focus on Profitability
- Profit Guidance Downgrade: Ford lowered its FY25 profit guidance in October due to a devastating fire at the Novelis plant, with Wall Street expecting an EPS of $0.19 and revenue of $41.78 billion for the quarter, indicating a decline of over 13%, which could pressure investor confidence.
- Declining Market Share: Analysts highlight that Ford's revenue and margins are under pressure with limited growth and declining market share, and while the long-term outlook may be positive, short-term sales could weaken due to a deteriorating economy, particularly with EV sales plummeting by 69.2%.
- Weak Sales Data: Ford's vehicle sales in January fell by 5.3% compared to January 2025, indicating challenges in a competitive market that could impact future profitability and market positioning, raising concerns among investors.
- Earnings Forecast Adjustments: Over the past three months, Ford's EPS estimates have seen 10 upward revisions against three downward revisions, showing a mixed outlook, and while the company has historically beaten estimates 88% of the time, cautious sentiment may affect stock performance.
See More
U.S. Stocks Struggle Against International Competitors: Invest Like Buffett.
- Perception of Taste: People often believe that food tastes better while on holiday compared to at home.
- Investment Opportunities: Investors should explore potential stock bargains not only in overseas markets but also within the U.S. market.
See More
U.S. Stock Futures Rise as Market Awaits Data Release
- Market Sentiment Rebounds: U.S. stock futures rose following Monday's positive close, with major benchmark indices showing gains, reflecting investor optimism ahead of critical retail sales and employment cost data that will guide the Federal Reserve's interest rate decisions.
- Trump's Reflection: Former President Trump acknowledged that his 2017 decision to overlook Kevin Warsh for Federal Reserve Chair was a 'big mistake,' a statement that could influence market expectations regarding future Fed policies, particularly as his influence on economic policy wanes.
- Bond Yield Dynamics: The 10-year Treasury bond yield stood at 4.18%, while the two-year yield was at 3.48%, indicating a cautious market outlook on future interest rate movements, with the CME Group's FedWatch tool showing an 82.3% likelihood of the Fed maintaining current rates in March.
- Corporate Performance Highlights: Koninklijke Philips NV (PHG) saw a 6.01% stock increase after posting upbeat fourth-quarter results, indicating strong short-term performance, while Ford Motor Co. (F) is expected to report quarterly earnings of 19 cents per share on revenue of $41.83 billion, further solidifying its competitive position in the market.
See More
Market Movers: AAppLovin, TSMC, BP, ON Semi, Credo, Upwork, ZoomInfo, and Others
- Stock Market Performance: Stock futures rose modestly on Tuesday, indicating a positive trend in the market.
- Tech Sector Influence: The increase in stock futures is attributed to a recent comeback in the technology sector, which has driven equities higher over the past two sessions.
See More
Xiaomi CEO Denies Plans for U.S. EV Market Entry
- Market Entry Plans: Xiaomi founder and CEO Lei Jun confirmed on Weibo that there are currently no plans for the company to enter the U.S. market, despite rumors about its EV being tested in California, which helps alleviate investor concerns regarding Xiaomi's future market expansion.
- Testing Vehicle Situation: Lei mentioned that the YU7 EV seen on a California highway was merely a standard purchase by another company for testing, further clarifying misconceptions about Xiaomi's market intentions and demonstrating the company's cautious approach to market strategy.
- SU7 Ultra Sales Performance: Although the SU7 Ultra sold only 45 units in December 2025, indicating a sharp decline in sales, it still met the CEO's target of 10,000 units, showcasing Xiaomi's potential and goal-oriented approach in the EV market.
- Partnership Rumors: The unconfirmed rumors regarding a partnership between Xiaomi and Ford may influence market expectations about Xiaomi's future collaboration opportunities, particularly in the strategic layout of the electric vehicle sector.
See More
Ford's Upcoming Earnings: Reasons for Hope Amid Tariffs, Fires, and EV Challenges.
Ford's 2025 Challenges: Ford Motor faced significant challenges in 2025, including tariffs, supplier issues, and write-downs related to electric vehicle assets.
Investor Outlook for 2026: Investors are hopeful for a more stable year in 2026, with management set to address concerns during an investor meeting on Tuesday evening.
See More
Ford Set to Release Quarterly Results, Focus on Profitability
- Profit Guidance Downgrade: Ford lowered its FY25 profit guidance in October due to a devastating fire at the Novelis plant, with Wall Street expecting an EPS of $0.19 and revenue of $41.78 billion for the quarter, indicating a decline of over 13%, which could pressure investor confidence.
- Declining Market Share: Analysts highlight that Ford's revenue and margins are under pressure with limited growth and declining market share, and while the long-term outlook may be positive, short-term sales could weaken due to a deteriorating economy, particularly with EV sales plummeting by 69.2%.
- Weak Sales Data: Ford's vehicle sales in January fell by 5.3% compared to January 2025, indicating challenges in a competitive market that could impact future profitability and market positioning, raising concerns among investors.
- Earnings Forecast Adjustments: Over the past three months, Ford's EPS estimates have seen 10 upward revisions against three downward revisions, showing a mixed outlook, and while the company has historically beaten estimates 88% of the time, cautious sentiment may affect stock performance.
See More
U.S. Stocks Struggle Against International Competitors: Invest Like Buffett.
- Perception of Taste: People often believe that food tastes better while on holiday compared to at home.
- Investment Opportunities: Investors should explore potential stock bargains not only in overseas markets but also within the U.S. market.
See More
U.S. Stock Futures Rise as Market Awaits Data Release
- Market Sentiment Rebounds: U.S. stock futures rose following Monday's positive close, with major benchmark indices showing gains, reflecting investor optimism ahead of critical retail sales and employment cost data that will guide the Federal Reserve's interest rate decisions.
- Trump's Reflection: Former President Trump acknowledged that his 2017 decision to overlook Kevin Warsh for Federal Reserve Chair was a 'big mistake,' a statement that could influence market expectations regarding future Fed policies, particularly as his influence on economic policy wanes.
- Bond Yield Dynamics: The 10-year Treasury bond yield stood at 4.18%, while the two-year yield was at 3.48%, indicating a cautious market outlook on future interest rate movements, with the CME Group's FedWatch tool showing an 82.3% likelihood of the Fed maintaining current rates in March.
- Corporate Performance Highlights: Koninklijke Philips NV (PHG) saw a 6.01% stock increase after posting upbeat fourth-quarter results, indicating strong short-term performance, while Ford Motor Co. (F) is expected to report quarterly earnings of 19 cents per share on revenue of $41.83 billion, further solidifying its competitive position in the market.
See More
Market Movers: AAppLovin, TSMC, BP, ON Semi, Credo, Upwork, ZoomInfo, and Others
- Stock Market Performance: Stock futures rose modestly on Tuesday, indicating a positive trend in the market.
- Tech Sector Influence: The increase in stock futures is attributed to a recent comeback in the technology sector, which has driven equities higher over the past two sessions.
See More
Xiaomi CEO Denies Plans for U.S. EV Market Entry
- Market Entry Plans: Xiaomi founder and CEO Lei Jun confirmed on Weibo that there are currently no plans for the company to enter the U.S. market, despite rumors about its EV being tested in California, which helps alleviate investor concerns regarding Xiaomi's future market expansion.
- Testing Vehicle Situation: Lei mentioned that the YU7 EV seen on a California highway was merely a standard purchase by another company for testing, further clarifying misconceptions about Xiaomi's market intentions and demonstrating the company's cautious approach to market strategy.
- SU7 Ultra Sales Performance: Although the SU7 Ultra sold only 45 units in December 2025, indicating a sharp decline in sales, it still met the CEO's target of 10,000 units, showcasing Xiaomi's potential and goal-oriented approach in the EV market.
- Partnership Rumors: The unconfirmed rumors regarding a partnership between Xiaomi and Ford may influence market expectations about Xiaomi's future collaboration opportunities, particularly in the strategic layout of the electric vehicle sector.
See More
Ford's Upcoming Earnings: Reasons for Hope Amid Tariffs, Fires, and EV Challenges.
Ford's 2025 Challenges: Ford Motor faced significant challenges in 2025, including tariffs, supplier issues, and write-downs related to electric vehicle assets.
Investor Outlook for 2026: Investors are hopeful for a more stable year in 2026, with management set to address concerns during an investor meeting on Tuesday evening.
See More
