Ford Stock (NYSE:F) Tanks Despite Record 2026 Truck Sales Boom—What’s Wall Street Missing?
Ford's electric F-150 Lightning can't outrun its own stock slump.
Trucks Fly, Stock Dies
While Ford reports a monster surge in truck deliveries for 2026—likely juiced by fleet buyers panic-ordering before ICE bans—investors dumped shares like last year's Cybertruck. The Street hates uncertainty, even when it comes wrapped in aluminum alloy.
Numbers Don't Lie (But Analysts Do)
Production targets smashed? Check. Margins expanding? Supposedly. So why the 8% pre-market drop? Blame the usual suspects: supply chain jitters, union rumblings, and that pesky little detail called 'profitability.'
Bottom Line
Another quarter where Ford proves it can move metal—just not shareholder sentiment. Maybe they should start offering stock options with every Super Duty purchase.
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Ford is planning a huge surge in truck production in 2026, planning to increase production by 50,000 across F-150 and F-series models, reports note. To that end, Ford is looking to add jobs to help get more trucks in play, with 900 new jobs coming to its Michigan operations and another 100 in Louisville at the Kentucky Truck Plant.
Interestingly, this comes not long after Ford revealed plans to buy $41 million worth of land NEAR the Kentucky Truck Plant. Many wondered what that land purchase was about, but now it seems clear: Ford wants to put on a lot of new capacity to make up for the Novalis-induced shortfall that production will see this year.
F-150 Diplomacy
Ford will be needing those F-150s, especially as it finds itself about to fill an order to Japan. Apparently, reports note, Japan may be about to pick up several of the pickups, as President TRUMP once again goes off to land some better trade deals with the rest of the world, and this time, Japan is front and center.
Normally, these purchases turn to Boeing (BA) aircraft as a way to narrow the gap quickly, but this time, Japan seems interested in F-150 pickups. Apparently, American cars have had a rough time selling in Japan; reports that Japanese regulators are chucking bowling balls at American cars to keep them from selling in the United States are exaggerated, however. And given the narrow streets Japan is known for, the F-150 may have a tough time getting around if the deals go through.
Is Ford Stock a Good Buy Right Now?
Turning to Wall Street, analysts have a Hold consensus rating on F stock based on two Buys, 10 Holds and two Sells assigned in the past three months, as indicated by the graphic below. After a 21.72% rally in its share price over the past year, the average F price target of $12.06 per share implies 9.26% downside risk.
Disclosure
