Assessing Ford Stock: Should You Buy, Hold, or Sell Ahead of Q1 Earnings?

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Ford Motor Company (F) is set to release its first-quarter 2026 results on Wednesday after the closing bell, with the Zacks Consensus Estimate predicting an earnings per share (EPS) of 20 cents and automotive revenues of $39.34 billion. This reflects a 43% year-over-year growth in EPS, although the revenue estimate indicates a modest 5% increase from the previous year.

In Q1 2026, Ford reported vehicle deliveries of 457,315, down 9% year-over-year, with its F-Series truck sales decreasing by 16% to 159,901 units. The company’s electric vehicle sales plunged nearly 70% to just 6,860 units. For the entirety of 2026, the consensus estimate for Ford’s automotive revenue stands at $176 billion, predicting a slight 1% increase compared to the previous year, while full-year EPS is projected at $1.49, indicating a 37% contraction.

Despite challenges like production disruptions and declining sales in key segments, Ford Pro’s paid software subscriptions increased by 29% year-over-year. The company has a Zacks Rank of #3 and an earnings ESP of -26.11%, complicating predictions for potential earnings beats this quarter.

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