Two Different Vehicles Recalled, Ford Stock (NYSE:F) Surges Up

2026-02-24 21:15:20

Give legacy automaker Ford F +4.00% ▲ investors credit, and a ton of it, for keeping their optimism even as Ford launched two new recalls. But that is what happened today as Ford announced two recalls of nearly 450,000 vehicles, and investors responded by sending Ford shares jumping nearly 4.5% in the closing minutes of Monday’s trading.

Claim 50% Off TipRanks Premium

Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
Stay ahead of the market with the latest news and analysis and maximize your portfolio’s potential

The first recall targeted a total of 412,774 vehicles, all Ford Explorers released between 2017 and 2019. The cause is a rear suspension toe link that can, in the right conditions, shatter and ultimately impact steering control. Toe links are used to keep rear wheels aligned, and if one breaks—especially while driving—it can change how the vehicle handles and increase crash risk. Dealers will be front and center on fixes, replacing the old toe link with a new one that is much stronger.

Meanwhile, another recall hit 40,655 vehicles. Which vehicles are impacted here was not clear, but the cause was connected to battery failures and defects in the brake pedal. Ford issued 103 recalls in 2025, but this is not exactly a bad thing, Ford notes. It is the outcome of Ford’s internal processes that allow defects to be spotted, and addressed, quickly.

Maybe Energy Is Not Such a Bad Play

Ford’s recent moves into the energy sector are not out of line, and some are even starting to wonder if energy would not in fact make a good sideline for Ford. The auto industry has always been cyclical in nature, reports note, so having a sideline that can run while the auto industry is experiencing a downturn might ameliorate some of Ford’s losses in down markets.

With battery storage demand on the rise thanks to data centers, and the need for grid stability, Ford can get in on this market quickly, and use its impressive industrial power to ramp up quickly. And, since batteries are expected to experience commoditization over time, getting in now might be just the move to make since it can build a customer base before batteries become cheaper and more readily available.

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, 12 Holds and one Sell assigned in the past three months, as indicated by the graphic below. After a 44.8% rally in its share price over the past year, the average F price target of $13.88 per share implies 2.08% downside risk.

Disclosure

Disclaimer & DisclosureReport an Issue

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.