Ford Motor Company (F) earnings on April 29, 2026
More Ford Motor Company earnings
Prior outlook: No statistical edge
Ford shares declined following its earnings release, despite a slight recovery from the day's low. The market reacted negatively to the news.
F price around the earnings
12.08
Change: -1.2%
2026-04-30, 20:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: No statistical edge
- Thesis published
Underperforming market, uncertain EV strategy, neutral outlook.
Ford is currently performing worse than the broader market, and its electric vehicle strategy faces uncertainty. While analysts have a neutral outlook, the high expected price volatility suggests a cautious scenario.
Context analyzed before publication
- Summary
- Underperforming market, uncertain EV strategy, neutral outlook.
- Reasoning
- Ford is currently performing worse than the broader market, and its electric vehicle strategy faces uncertainty. While analysts have a neutral outlook, the high expected price volatility is a key factor.
- Playbook
- Given the mixed contexts and underperformance, the scenario suggests waiting until the EV strategy becomes clearer and market momentum improves. Analyst ratings are a key factor.
- Trend
- Neutral price trend, no significant changes.
Analysts
Drivers
-
Analysts
Neutral
Analysts are generally holding a neutral stance on the stock, with an average price target pointing to a modestly optimistic scenario.
Evidence
- Analyst consensus
- Hold
- Consensus average (1-5)
- 2.68
- Analysts covering the stock
- 20
- Average price target
- 13.78
- Lowest price target
- 10
- Highest price target
- 18
- Upside to price target
- 13.4%
- Revenue growth
- -4.8%
- Forward EPS
- 1.86
- Trailing EPS
- -2.06
- Analyst moves in the last 60 days
- 4
- Strong buy: 3
- Buy: 3
- Hold: 15
- Sell: 1
- Strong sell: 0
- Strong buy
- 3
- Buy
- 3
- Hold
- 15
- Sell
- 1
- Strong sell
- 0
- April 15, 2026 · TD Cowen: Maintains rating (Hold → Hold)
- April 14, 2026 · Goldman Sachs: Maintains rating (Neutral → Neutral)
- April 14, 2026 · UBS: Upgrades rating (Neutral → Buy)
- March 31, 2026 · Wells Fargo: Maintains rating (Underweight → Underweight)
News and sentiment
Drivers
-
News & sentiment
Neutral
While earnings previews suggest higher profits, there's significant focus on the unclear delivery of the company's electric vehicle transition.
Evidence
Sentiment
- Sentiment
- Neutral
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (6)
- Ford Likely To Report Higher Q1 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call — Benzinga
- Ford Q1 Preview: The EV Shift Looked Bold — Now We See What It Delivers — Benzinga
- Ford's 2,200 HP All-Electric Mustang Just Blitzed Past Previous Quarter-Mile Record — Benzinga
- 'Ford Motor Co. Denied A News Report That It Has Held Talks With Geely Automobile Holdings About Bringing Chinese Car Technology To The US Market' - Bloomberg News — Benzinga
- 'Ford, Geely Held Talks About Bringing Chinese Tech To America; The Automakers Have Discussed A Tie-Up In Europe, But Any U.S. Collaboration Would Be Politically Fraught' - WSJ Exclusive — Benzinga
- Ford Stock Nears Dreaded Death Cross As EV Setback Sinks In — Benzinga
Technicals
Drivers
-
Technical
Negative
The stock's recent performance is weak compared to the overall market, indicating a potential for continued underperformance.
Evidence
- Average true range (ATR)
- 2.4%
- Distance to 52-week high
- -17.9%
- 14-day change (14d)
- +0.2%
- 30-day change
- +3.0%
- 30-day relative strength
- -2.9%
- Benchmark change
- +6.0%
- Nearest support
- 11.12
- Nearest resistance
- 13.04
- Volume accumulation ratio
- 0.73
Trends
Evidence
- Average earnings surprise
- +124.3%
- February 10, 2026: actual EPS -2.77 vs estimate -3.38 (surprise +18.0%)
- October 23, 2025: actual EPS 0.45 vs estimate 0.36 (surprise +25.4%)
- July 30, 2025: actual EPS -0.01 vs estimate 0.31 (surprise -103.2%)
- May 5, 2025: actual EPS 0.14 vs estimate 0.02 (surprise +557.0%)
Expected move
There is no implied-move data available for this event.
Reactions over its last 19 earnings
- Median move
- 5.8%
- 75th percentile move
- 8.8%
- 90th percentile move
- 12.3%
- Up / down moves
- 10 / 8
- Average up move
- +4.5%
- Average down move
- -8.6%
Monitoring and close
What Ford Motor Company reported
There is no monitoring data available for this event.
Pre-market second reading after the results
There is no second reading available for this event.
How the stock reacted
- Consolidated
- -1.3%
- Max move
- -6.2%
No verdict: the outlook took no direction, so there is nothing to score as a hit or a miss.