Ford Motor reported record revenue but modest profit in Q2 2025, amidst rising costs. CEO Jim Farley announced an Aug. 11 event to reveal new affordable electric vehicles, calling it a “Model-T moment.” With strong sales and earnings beat, Ford aims to reassure investors despite recalls, tariffs, and R&D expenses.

Valued at $44.6 billion, Ford stock has gained 13% YTD, outperforming the S&P 500. Trading at a low P/E ratio and offering a 5.4% dividend yield, Ford appears undervalued compared to peers. The upcoming Aug. 11 event focuses on Ford’s plan to launch a new line of affordable EVs, potentially reshaping the company’s future.

Ford’s Q2 earnings surpassed expectations with $50.2 billion in sales and adjusted EPS of $0.37. Despite a net loss of $36 million due to one-time charges, Ford’s adjusted EBIT remained solid at $2.1 billion. Strong cash flow and liquidity position indicate a sturdy financial foundation, with management reaffirming full-year guidance amidst expected tariff headwinds.

Analysts have a mixed yet cautiously optimistic view on Ford, with Bank of America maintaining a “Buy” rating and $14 price target. Goldman Sachs remains “Neutral” with an $11 target, highlighting Ford’s strong core operations potential. Overall, Wall Street analysts hold a “Hold” rating on Ford with a mean price target of $10.33.

Read more at Yahoo Finance: Dear Ford Stock Fans, Mark Your Calendar for August 11