"We Couldn't Find a Way to Compete…" Ford Stock (NYSE:F) Slips as Sedans May Make a Comeback

One odd departure for legacy automaker Ford (F) is that it really no longer sells cars. At least, not in the conventional sense; it sells vehicles, yes, but most of these are trucks or SUVs rather than cars in the truest sense. But Ford may be making a comeback to cars, or rather sedans, as a growing call for affordability emerges. This news did not sit well with shareholders, as shares slipped fractionally in Thursday afternoon's trading.Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Recently, during the Detroit Auto Show, Ford CEO Jim Farley was asked if there were plans to go back to building cars, cars like the Taurus, the Fusion, or the Gran Torino. Farley did not rule the idea out immediately, instead calling on the audience to "never say never." Farley also revealed a telling point, saying, "The sedan market is very vibrant. It's not that there isn't a market there. It's just we couldn't find a way to compete and be profitable. Well, we may find a way to do that." There is a value in a sedan, particularly for single people, and those looking for their first car, which for many was often an older sedan. The idea that the sedan could be brought back successfully to help bridge the mounting affordability gap is a point that needs to be closely considered. The Real Top-Selling Truck Brand As it turns out, determining the top-selling truck brand in the United States is a bit of a challenge, and it all really depends on a few key definitions. One report recently analyzed the numbers, and noted that both Ford and General Motors (GM) had a right to claim the term. As it turns out, Ford can make a case, noting that its F-Series lineup sold 828,832 trucks in 2025. This easily swamps the GMC Sierra, which sold 356,218 trucks, and the Chevrolet Silverado, which sold 588,709 trucks. But lest you reach for your calculator, indeed, GM sold a combined total of 944,927 trucks, which blasts the F-Series out of the water. So determining who the biggest seller is is a matter of determining if you mean by brand, in which GM wins, or by truck line, in which Ford wins. Is Ford Stock a Good Buy Right Now? Turning to Wall Street, analysts have a Hold consensus rating on F stock based on three Buys, 11 Holds and one Sell assigned in the past three months, as indicated by the graphic below. After a 35.53% rally in its share price over the past year, the average F price target of $13.84 per share implies 0.73% upside potential.