Ford Motor Company

RBC Capital has maintained a Hold rating on Ford Motor (F) with a $15.00 price target, following a report by analyst Tom Narayan. Deutsche Bank also reiterated a Hold rating with the same price target. Ford Motor recently reported a quarterly revenue of $48.3 billion and a GAAP net loss of $1.33 billion for the quarter ending June 30.

Ford discontinued the all-electric F-150 Lightning, but surprisingly, demand for used models has surged. The company is transitioning the F-150 Lightning to a long-range hybrid to address concerns about EV battery range and is also developing a new, affordable $30,000 electric pickup, the Fathom. Despite a significant drop in new F-150 Lightning sales, the used market sees them selling quickly, indicating consumer interest in more affordable and practical electric or hybrid options.

Ford announced a significant increase in its paid software subscriptions, exceeding 1.7 million through September 2026, marking a 40 percent rise over Q3 2025. This growth is driven by strategies such as BlueCruise and Ford Pro paid subscriptions, which aim to provide value to customers and fleets. The company has surpassed its 2024 goals for modem-equipped vehicles and attach rates, indicating continued success and profitability in this segment.

Honda announced plans to launch 15 next-generation hybrid models globally by March 2030, primarily in North America, under the new "Honda Hybrid" name. This initiative follows a strategic shift away from significant EV investments due to substantial write-offs. The new hybrid system will feature a newly developed electric all-wheel-drive system, reduced weight, better roadholding, and aims for a 10% fuel economy improvement and 30% cost reduction compared to current systems.

Manufacturing leaders in Kentucky report that reshoring and technological advancements are attracting billions of dollars in investments to the state. However, these developments also highlight a growing shortage of skilled technical workers. The article preview suggests that GE Appliances and Ford leaders discussed these challenges and opportunities.

Active safety engineers from General Motors and Ford will speak at the SCRS OEM Collision Repair Technology Summit at the SEMA Show next month. They will discuss the engineering decisions that influence vehicle safety before, during, and after a collision. The summit will also feature NHTSA Deputy Administrator Lee White discussing vehicle safety priorities and the agency's role.

Tesla's Cybertruck deliveries in Q3 2026 reached approximately 7,500 units, significantly underperforming its annual sales target of 250,000. Despite comparisons to historical automotive flops like the Ford Edsel and concerns about its future, the Cybertruck still outsells other electric pickups, highlighting the general softness in the EV truck market. Analysts suggest the truck may fade away rather than be discontinued, with a potential redesign considered a "futile effort."

Chinese battery giants like CATL are increasingly turning to South Korean suppliers such as POSCO Future M and Enchem for battery materials. This strategic shift aims to navigate supply chain restrictions and sanctions imposed by the US and Europe. South Korean companies are also boosting their domestic production of critical battery components and securing raw materials from diverse global sources to reduce dependence on China.

General Motors (NYSE: GM) is expected to report higher Q3 earnings and revenue on October 20th. Analysts forecast $3.61 earnings per share and $48.68 billion in revenue. Several analysts, including those from Goldman Sachs, Tigress Financial, Jefferies, Wells Fargo, and Morgan Stanley, have recently revised their price targets and ratings for GM stock ahead of the earnings call.

A Bank of America poll reveals that global investors are at their highest exposure to technology stocks since 2020, driven by the AI-powered equity rally. Despite this, some enthusiasm for AI is waning as investors question the return on heavy spending. The survey also indicates a shift towards bonds, with many participants becoming less pessimistic about fixed income.