Renault and Ford Join Forces to Compete in Low-Cost EV Market Against Growing Chinese Rivals
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 09 2025
0mins
Should l Buy F?
Source: SeekingAlpha
Partnership Announcement: Renault and Ford have agreed to co-develop affordable electric vehicles for the European market and collaborate on commercial van production to reduce manufacturing costs and compete with Chinese EV makers.
Vehicle Development Timeline: The partnership will produce two Ford-branded electric vehicles based on Renault's Ampere platform, with the first expected to launch in early 2028.
Call for Policy Alignment: Ford has urged European policymakers to adjust CO₂ targets to align with market realities, as the current electric vehicle share in Europe is only 16.1%, below the 25% target needed by 2025.
Existing Collaborations: Ford already produces electric vehicles in Europe using a Volkswagen platform and aims for the Renault partnership to enhance its current operations, including its Electric Vehicle Center in Cologne, Germany.
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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.
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