Analysts tracking Ford stock forecast are adjusting models for softer European market demand but strong U.S. performance, balancing overall growth projections to align with macroeconomic trends. “I wouldn’t be surprised if EV sales in the U.S. go down to 5%,” he said Sept. 30 in a speech in Detroit at a conference Ford is hosting on blue-collar jobs. The EV market will be “way smaller than we thought.” The blunt assessment underscored the rapidly changing dynamics for the auto industry under Trump, with many major manufacturers delaying EV production plans and redeploying investment dollars to internal-combustion-engine and hybrid vehicles. Ford has emphasized consumer choice in fuel types while shifting its EV strategy to one around lower-cost vehicles. F Quotes by TradingView See more transportation stock listings Ford’s electric vehicle unit, Model-e, lost about $1.3 billion in the second quarter and the company has forecast that it could lose as much as $5.5 billion on EVs this year. Its U.S. EV sales plunged 31% in the quarter, hurt by aging models and a temporary halt in sales of the electric Mustang Mach-e due to a safety recall. Farley on Sept. 30 said he sees more opportunity in “partial electrification,” such as gas-electric hybrids. He believes pure EVs are best suited for commuter vehicles that make “short runs” and account for only 5% to 7% of the market. He said Ford is looking to add hybrid production to its battery and EV plants. RELATED : Ford, Slate Focus on Affordable EV Pickup Trucks “We have to make these partial electric vehicles in the factories that would have been EVs,” Farley said. “What do we do with all these battery plants? And we will fill them, but it will be more stress” because of policy changes from the Trump administration. Want more news? Listen to today's daily briefing below or go here for more info: These cookies are necessary for the website to function and cannot be switched off in our systems. They are usually only set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not then work. These cookies do not store any personally identifiable information. Ford stock forecast remains influenced by currency fluctuations, especially USD strength against euro, which can impact international revenue streams and earnings translation.