Ford stock has faced its fair share of ups and downs as of late as the automaker deals with uncertainties pertaining to things like tariffs, trade deals, emissions and fuel economy standards, and demand for electric vehicles. Coupled with soaring warranty costs, it’s safe to say that The Blue Oval has plenty of challenges lying on the road ahead, which is why some investment firms have opted to downgrade their outlook on Ford stock, though others have gone the opposite direction. Ford stock surged just last week amid strong sales results, but now, it’s sliding back to earth amid some specific concerns.
According to Yahoo Finance, Ford stock dipped by 1.86 percent yesterday – outpacing the S&P 500 and its more modest 0.79 percent loss – after gaining 15.11 percent in the past month and reaching its highest mark in seven months, compared to a 5.22 percent gain for the S&P 500 across the same time period. The dip is slightly concerning given the fact that Ford just posted strong Q2 2025 sales results, but there is at least one very good reason why some investors – and one prominent Blue Oval executive – opted to sell.
Ford has announced that it will host its Q2 2025 earnings call with investors on July 30th, during which analysts expect The Blue Oval to reveal that it will post an earnings per share of $0.3, which would be 36.17 percent lower than Q2 2024. The consensus estimate of Ford’s revenue for the second quarter is $41.47 billion – 7.46 percent lower than a year ago, too. Projected earnings estimates are $1.11 per share with a revenue of $160.86 billion, drops of 39.67 and 6.84 percent, respectively.
The other issue pertaining to Ford stock revolves around what will happen in the second half of the year. Most industry analysts expect automotive sales to suffer in the coming quarter or two, given the fact that certain prices are set to rise amid the arrival of imported vehicles subjected to tariffs imposed by the Trump administration. Additionally, The Blue Oval’s extremely popular employee pricing for everyone incentive ended last week, too, which was instrumental in driving Ford’s Q2 sales, resulting in a significant 14.2 percent increase in the past quarter.
Comment
Their new Zero, Zero, Zero offer starts now replacing employee pricing, that should be a very good alternative