---
title: "Jim Farley Predicts Chinese EVs in the United States Market: Ford Stock (NYSE:F) Slips"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294730101.md"
description: "Ford CEO Jim Farley predicted Chinese EVs will enter the US market within 5-10 years, causing Ford stock to slip. He emphasized preparing for this competition, with Executive Chair Bill Ford stating they must 'go toe-to-toe' with China. Additionally, Ford is planning a four-door Mustang sedan (Mach-4) around 2029 using a modified chassis. Analysts maintain a Moderate Buy rating on Ford stock."
datetime: "2026-08-03T19:33:31.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294730101.md)
  - [en](https://longbridge.com/en/news/294730101.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294730101.md)
generator: "portal-rs"
---

# Jim Farley Predicts Chinese EVs in the United States Market: Ford Stock (NYSE:F) Slips

Legacy automaker Ford (F) has been busy lately, and its CEO Jim Farley seems to be no different here. Just recently, he filled everyone in on the price of the new Ford electric vehicles coming up, and maintained that the new pickup would be around $30,000. Farley later offered a prediction on when Chinese-made vehicles would hit the United States market. Investors did not particularly approve, and Ford shares slipped modestly in Monday afternoon's trading.

### Claim 55% Off TipRanks

-   Unlock powerful investing tools with TipRanks Premium to make smarter, more confident investment decisions
-   Subscribe to TipRanks Smart Investor Newsletter, and discover new investing opportunities with data-backed stock picks

The idea of predicting when Chinese EVs hit American markets might sound like a bad idea at first, particularly given how many actual legal trade barriers currently exist in that direction. But Farley believes that it is a matter of if, not when, the barriers are brought down and Chinese vehicles hit the streets.

Farley, during a town hall meeting with employees, suggested that Chinese cars are about five to 10 years away from hitting American markets. Ford is currently preparing plans to address this possibility, Farley noted, and he is not alone on this front. Ford executive chair Bill Ford noted, "We have to go toe-to-toe with China…we can't expect to keep them out forever."

## **More Mustangs**

Part of that plan might involve a resurgence of Mustangs, as Ford looks to bring out a four-door Mustang sedan somewhere around 2029. The concept car has already been shown to dealers, and the name "Mach-4" has been trademarked. That tracks with earlier Mustang naming conventions like the Mach-E electric version.

Reports suggest that the Mach-4 will use a modified S650 Mustang chassis. Though this modification will not be cheap, nor particularly simple, it is generally more cost-effective to modify what you already have rather than build something new from the ground up. And if Ford can get this car out on the market sooner, it stands a much better chance of making money for Ford in turn.

## **Is Ford Stock a Good Buy Right Now?**

Turning to Wall Street, analysts have a Moderate Buy consensus rating on F stock based on six Buys, nine Holds and one Sell assigned in the past three months, as indicated by the graphic below. After a 34.06% rally in its share price over the past year, the average F price target of $15.43 per share implies 6.44% upside potential.

### Related Stocks

- [F-B.US](https://longbridge.com/en/quote/F-B.US.md)
- [F.US](https://longbridge.com/en/quote/F.US.md)
- [FRDU.US](https://longbridge.com/en/quote/FRDU.US.md)
- [FRDD.US](https://longbridge.com/en/quote/FRDD.US.md)
- [F-C.US](https://longbridge.com/en/quote/F-C.US.md)
- [F-D.US](https://longbridge.com/en/quote/F-D.US.md)

## Related News & Research

- [More Than 1.2 Million GM, Ford Vehicles Face Regulatory Scrutiny After Brake Failures and Engine Problems Surface](https://longbridge.com/en/news/296904872.md)
- [Ford names Dave Carroll president of Ford Energy as Lisa Drake set to retire](https://longbridge.com/en/news/297190696.md)
- [Is Florida’s First All‑Electric Fleet Meaningfully Altering The Investment Case For Republic Services (RSG)?](https://longbridge.com/en/news/297149721.md)
- [Canada Hits Back with 50% Tariffs: Ford (F) and GM (GM) Are Back in the Trade Crossfire](https://longbridge.com/en/news/296702272.md)
- [118,110 Shares in Ford Motor Company $F Bought by Meeder Advisory Services Inc.](https://longbridge.com/en/news/296466746.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**