Ford upgraded to cautious Buy despite sales drop, leveraging EV and conventional vehicle flexibility amid market risks.

Ford Motor Company has been upgraded from Hold to a cautious Buy due to its strategic flexibility between electric vehicles (EVs) and conventional cars amid ongoing market volatility. Although Ford experienced an 8% decline in unit sales in the first half of 2026, its revenue grew slightly by 1% to $91.5 billion, but profit margins remain slim at 1.5%. The company faces immediate macroeconomic risks such as economic slowdown, high interest rates, and rising energy prices, which could pressure performance further. However, Ford's strong EV and hybrid lineup and agile management of market segments position it well for recovery, though potential dividend cuts remain a concern for investors.

Ford's strategic flexibility between EV and conventional vehicle production highlights its adaptability in a challenging market. On Pluang, Ford's stock trades at USD 12.46, up 1.18% as of Oct 16, 2026 18:31 WIB, with a market cap of $49.09 billion. The stock shows strong investor interest, with 99% of orders to buy and a dividend yield of 4.87%.