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    Does Ford’s US$19.5 Billion EV Pivot Reshape The Bull Case For Ford Motor (F)?

    Simply Wall St·12/25/2025 04:50:54
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    • In December 2025, Ford Motor outlined a major overhaul of its Ford+ plan, redirecting capital away from select larger electric vehicles where the business case has weakened and recording about US$19.50 billion in special items, while also reshaping its EV manufacturing footprint through a planned exit from the BlueOval SK joint venture in Kentucky and adjusting its global van lineup.
    • Behind the headlines, Ford is doubling down on a flexible Universal EV Platform for smaller, more affordable models, expanding hybrids and extended-range EVs, and using AI-driven tools like the Wings platform rollout in South America to improve operational execution and local market fit.
    • We’ll now examine how Ford’s US$19.50 billion capital redeployment and pivot toward hybrids and smaller EVs reshapes its investment narrative.

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    Ford Motor Investment Narrative Recap

    To own Ford today, you need to believe the company can translate its Ford+ overhaul into steadily higher, more resilient earnings while managing a complex transition across EVs, hybrids and ICE trucks. The US$19.50 billion in special items and capital redeployment sharpen this pivot but do not materially change the near term catalyst, which still centers on improving margins in Ford Pro and North American trucks. The biggest risk remains execution whiplash around Ford’s evolving electrification roadmap.

    The December 15 Ford+ update is the key announcement here, as it clarifies how Ford is shifting away from select larger EVs toward its Universal EV Platform for smaller models, hybrids and extended range vehicles. This matters for the catalyst around operational efficiency and product mix, because the plan explicitly targets profitability improvements in Model e from 2026 while also aiming to support Ford Blue and Ford Pro earnings through a richer mix of trucks, vans and services.

    But while Ford is tightening its plan, investors should be aware that recurring warranty and recall costs could still...

    Read the full narrative on Ford Motor (it's free!)

    Ford Motor's narrative projects $183.9 billion revenue and $6.6 billion earnings by 2028.

    Uncover how Ford Motor's forecasts yield a $12.52 fair value, a 6% downside to its current price.

    Exploring Other Perspectives

    F 1-Year Stock Price Chart
    F 1-Year Stock Price Chart

    Thirteen members of the Simply Wall St Community currently see Ford’s fair value between US$8.00 and about US$15.67, reflecting very different expectations about its future. As you weigh those views, the company’s shifting electrification strategy and reliance on profitable trucks and SUVs could have a meaningful influence on how Ford’s performance ultimately unfolds.

    Explore 13 other fair value estimates on Ford Motor - why the stock might be worth as much as 17% more than the current price!

    Build Your Own Ford Motor Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.