What's Going On With Ford Motor Stock Tuesday?

Ford Motor Co. (NYSE:F) shares were little changed Tuesday after the company recalled more than 254,000 SUVs, extending ongoing concerns around quality control. The recall covers models including the 2022–2025 Lincoln Navigator, 2025 Aviator, 2024–2025 Nautilus, and 2025 Ford Explorer. The issue stems from a faulty Image Processing Module A (IPMA) that may reset, disabling the rearview camera and affecting safety features such as "pre-collision assist, lane-keeping assist, and blind-spot monitoring," according to the NHTSA. Fixes will be deployed via dealer updates or over-the-air software. The move follows a broader pattern of recalls. A recent report noted that nearly all Ford models have faced recalls since 2020. Earlier, the company recalled over 604,000 vehicles for windshield wiper defects. Meanwhile, the automaker's sales also dropped 5.5% in February. Ford sold over 149,962 units in the U.S. market last month, and the automaker's YTD sales during February stood at 285,324 units, which was 5.4% lower than 2025's 301,619 units sold. Technical Analysis Ford is trading 6.3% below its 20-day SMA and 11.4% below its 100-day SMA, keeping the intermediate trend pointed down even after the stock's 14.83% gain over the past 12 months. At $11.78, shares sit in the lower half of the $8.44 to $14.79 52-week range, closer to the lows than the highs. RSI is at 33.50, which is neutral but leaning toward washed-out conditions after the recent dip. MACD is at -0.5359 versus a signal line at -0.4809, a bearish setup that suggests downside momentum is still in control. RSI in the 30–50 range combined with bearish MACD suggests mixed momentum. Key Resistance: $13.00 Key Support: $11.00 Earnings & Analyst Outlook Looking further out, the next major catalyst for the stock arrives with the April 29, 2026 (confirmed) earnings report. 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 Hold 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) Top ETF Exposure iShares Select Dividend ETF (NASDAQ:DVY): 2.35% Weight Invesco S&P Ultra Dividend Revenue ETF (NYSE:RDIV): 4.99% Weight First Trust Nasdaq Transportation ETF (NASDAQ:FTXR): 7.42% Weight Significance: Because F carries significant weight in these funds, any significant inflows or outflows will likely trigger automatic buying or selling of the stock. F Stock Price Activity: Ford Motor shares were up 0.09% at $11.77 at the time of publication on Tuesday, according to Benzinga Pro data. Image via Shutterstock