Ford Motor stock holds near USD 13 after earnings upgrade
Published on 09/22/2026 at 10:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Ford Motor Co. (ISIN US3453708600) closed at USD 13.21 on the New York Stock Exchange on September 18, 2026, after the automaker raised its full-year outlook for adjusted EBIT to USD 10 billion to USD 11 billion. The shares remain below the 52-week high of USD 17.78 recorded on May 30, 2026, keeping earnings execution at the center of the stock story.
Guidance rises after second quarter
For the quarter ended June 30, 2026, Ford reported revenue of USD 48.30 billion, down from USD 50.18 billion in the year-earlier period but above the USD 45.46 billion consensus estimate. Adjusted earnings reached USD 0.42 per share, exceeding the USD 0.35 consensus estimate, according to Stocktwits on September 21, 2026.
The comparison is mixed: quarterly revenue fell USD 1.88 billion year over year, while adjusted EPS improved from USD 0.37 in the comparable period to USD 0.42. Ford also reported a net loss of USD 1.3 billion for the quarter, including a USD 3.6 billion largely non-cash charge related to the BlueOval SK joint venture and USD 0.5 billion of charges tied to cancelled electric-vehicle programs, as Stocktwits reported on September 21, 2026.
Cash flow outlook improves
Ford lifted its 2026 adjusted free cash flow guidance to USD 6 billion to USD 7 billion from the previous USD 5 billion to USD 6 billion range. The company kept capital expenditure guidance at USD 9.5 billion to USD 10.5 billion and included an expected USD 500 million cash recovery related to tariffs in its updated outlook, according to Stocktwits on September 21, 2026.
That guidance change gives the shares a measurable earnings cushion, but the revenue decline and exceptional charges show why the improved EPS result does not remove operating risk. Ford's updated adjusted EBIT range is USD 1.5 billion above the former lower bound and USD 0.5 billion above the former upper bound, making the guidance revision the clearest quantified change for investors.
Ford stock stays below yearly high
Market data showed Ford at USD 13.21 on September 21, 2026, with a 52-week range of USD 11.11 to USD 17.78 and market capitalization of about USD 52.52 billion. The same quote showed volume of 45.60 million shares and a session close down USD 0.04, or 0.30 percent, on September 21, 2026, according to CNBC data.
Ford's closing price was USD 4.57 below the 52-week high, a gap of 25.7 percent based on the cited levels. MarketBeat listed an average analyst price target of USD 15.68 and a consensus rating of Hold as of September 18, 2026, with eight Buy, ten Hold and one Sell rating, but the article does not treat that consensus as a forecast of its own.
Stock remains tied to execution
Ford Motor stock closed at USD 13.21 on the New York Stock Exchange on September 18, 2026. The next market test is whether the higher USD 10 billion to USD 11 billion adjusted EBIT range can offset softer quarterly revenue and the charges recorded in the June 2026 period.
Ford Motor Co. stock data
- Company: Ford Motor Co.
- ISIN: US3453708600
- Ticker: F
- Trading venue: New York Stock Exchange
- Price as of September 18, 2026: USD 13.21
- Market capitalization: USD 52.52 billion as of September 21, 2026
- Sector / Industry: Consumer discretionary / Automobiles
- Index membership: S&P 500
