On Thursday, the National Highway Traffic Safety Administration (NHTSA) published recall notices involving Ford Motor Co. (NYSE:F) affecting more than 1.7 million vehicles, according to official filings on the agency’s website.
Ford Recall Affects 1.7 Million Vehicles
In one recall, 849,310 vehicles, including 2021–2026 Ford Bronco and 2021–2024 Ford Edge models, are affected after the Accessory Protocol Interface Module (APIM) may overheat and shut down.
NHTSA said the malfunction could prevent the rearview camera image from displaying, reducing visibility behind the vehicle and increasing the risk of a crash.
Dealers will update the APIM software either during a service visit or through an over-the-air update, free of charge. Owner notification letters are expected to be mailed March 30, 2026.
A second recall impacts 889,950 vehicles, including 2020–2022 Ford Escape and Lincoln Corsair models as well as 2020–2024 Ford Explorer and Lincoln Aviator SUVs.
In these vehicles, the rearview camera image may flip or invert when the vehicle is placed in reverse, failing to comply with Federal Motor Vehicle Safety Standard No. 111 on rear visibility.
The recall notice states the remedy is currently under development, with interim owner notification letters expected to be mailed April 17, 2026, and a final fix anticipated in the second quarter of 2026.
Technical Analysis
Ford’s stock is currently trading at $12.36, showing a slight premarket increase. This price positions the stock 1.1% above its 200-day SMA of $12.29, indicating some resilience in a longer-term context.
However, it remains below the shorter-term 20-day and 50-day SMAs, indicating continued short-term pressure. The decline also comes as tensions between the U.S. and Iran escalate, pushing global oil prices higher and weighing on broader market sentiment.
Over the past 12 months, Ford has seen a substantial gain of 28.41%, reflecting a recovery from earlier lows and a strong year-over-year performance.
The technical indicators present a mixed picture. The RSI stands at 31.63, pointing to a neutral stance, while the MACD’s current level below the signal line suggests bearish undercurrents. This combination of factors highlights the ongoing volatility and the critical junctures at which the stock finds itself.
Earnings & Analyst Outlook
The next major catalyst for the stock will be its May 4, 2026, earnings report. Here’s what to expect:
- EPS Estimate: 19 cents (Up from 14 cents YoY)
- Revenue Estimate: $39.27 billion (Up from $37.42 billion YoY)
Analyst Consensus & Recent Actions: The stock carries a Neutral Rating with an average price target of $13.33. Recent analyst moves include:
- RBC Capital: Sector Perform (Maintains Target to $12.00) (Feb. 11)
- Barclays: Equal-Weight (Raises Target to $13.00) (Jan. 23)
- JP Morgan: Overweight (Raises Target to $15.00) (Jan. 21)
Benzinga Edge Rankings
Below is the Benzinga Edge scorecard for Ford Motor, highlighting its strengths and weaknesses compared to the broader market:
- Momentum Rank: Moderate (Score: 69.84/100) — Ford is showing competitive momentum in the market.
The Verdict: Ford Motor’s Benzinga Edge signal reveals a cautiously optimistic outlook. The Momentum score of 69.84 suggests a solid performance trajectory, though investors should remain vigilant of broader sector trends and upcoming earnings.
Top ETF Exposure
- iShares Select Dividend ETF (NASDAQ:DVY): 2.60% Weight
- First Trust Nasdaq Transportation ETF (NASDAQ:FTXR): 7.42% Weight
- Adaptiv Select ETF (NYSE:ADPV): 4.38% Weight
Significance: Because F carries significant weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.
F Price Action: Ford Motor shares were down 0.32% at $12.30 during premarket trading on Friday, according to Benzinga Pro data.
Image via Shutterstock
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