Ford Motor stock fell 1.39 percent as Q3 sales declined 6.6 percent

Published on 10/04/2026 at 16:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Ford Motor stock fell to USD 12.10 on October 2, 2026, as third-quarter US sales fell 6.6 percent. Truck production and hybrid demand provided a counterpoint.

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Ford Motor Co. (ISIN US3453708600) was last at USD 12.10 on the NYSE on October 2, 2026, down 1.39 percent from USD 12.27. The immediate issue was a 6.6 percent decline in third-quarter US vehicle sales to 509,764, while Ford kept its full-year 2026 adjusted EBIT guidance at USD 10.0 billion to USD 11.0 billion, according to StockTitan on October 2, 2026.

Sales fell as Ford changed models

The sales decline reflects planned phase-outs of the Escape and Corsair. Excluding those changes, Ford said adjusted vehicle volume was essentially unchanged while the broader industry declined 1 percent, and estimated third-quarter retail share at 12.1 percent.

The quarter also brought an operational risk. A short-term supplier issue affected F-150 production at the end of September, but Ford said the financial impact fits inside its existing adjusted EBIT guidance of USD 10.0 billion to USD 11.0 billion, the filing said.

Trucks offset the volume pressure

Ford's strongest figures came from its core truck and utility franchises. Third-quarter F-Series production rose 4.5 percent to 266,777 trucks, while Super Duty production increased 4.4 percent to 110,275, its best quarterly result in 19 years.

Maverick Hybrid sales reached a third-quarter record of 27,793 vehicles, up 59.6 percent. Active paid software subscriptions exceeded 1.7 million through September, increasing more than 40 percent year over year, according to StockTitan.

Analysts see value beyond the price

Ford's second-quarter financial base was mixed. Revenue reached USD 48.3 billion and adjusted EBIT was USD 2.5 billion, up 17 percent year over year, while the quarter included a GAAP net loss of USD 1.3 billion, according to Benzinga.

Barron's reports a Hold consensus from 22 ratings, with an average price target of USD 16.17, a high of USD 20.00 and a low of USD 14.00. The target range places the stock's valuation debate on future earnings execution rather than on current truck demand alone.

Ford Motor stock stays near its yearly low

Ford Motor stock traded between USD 11.97 and USD 12.30 on October 2, 2026, with volume of 48,917,301 shares. Its 52-week range was USD 11.11 to USD 17.78, and market capitalization stood at USD 48.2 billion.