What Happened?
Shares of automotive manufacturer Ford (NYSE:F) jumped 5.3% in the afternoon session after the Trump administration announced a one-month delay for tariffs on automakers whose cars comply with the United States-Mexico-Canada Agreement. This is good news, particularly for affected automakers who found their business entangled in the trade war. Markets had projected potential disruptions to the supply networks of auto manufacturers as the tariffs meant an increase in the cost of raw materials, parts, and finished goods. This delay doesn't solve the problem, but it does buy a little extra time to adjust and prepare for what comes next.
Is now the time to buy Ford? Access our full analysis report here, it’s free.
What The Market Is Telling Us
Ford’s shares are not very volatile and have only had 6 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.
The previous big move we wrote about was 27 days ago when the stock dropped 6.8% on the news that the company reported underwhelming fourth-quarter results, as 2025 guidance threw some cold water on things. The outlook was in line to below expectations and "presumes headwinds related to market factors." On the other hand, Ford blew past analysts' sales volume expectations. Its revenue also outperformed Wall Street's estimates by a wide margin. Overall, this was a mixed yet weaker quarter.
Ford is down 0.6% since the beginning of the year, and at $9.60 per share, it is trading 34.1% below its 52-week high of $14.55 from July 2024. Investors who bought $1,000 worth of Ford’s shares 5 years ago would now be looking at an investment worth $1,424.
Do you want to know what moves the business you care about? Add them to your StockStory watchlist and every time a stock significantly moves, we provide you with a timely explanation straight to your inbox. It’s free and will only take you a second.
