Ford Motor Company [NYSE: F] shares fell more than 7% on Friday, May 15, 2026. The stock closed near $13.50 after reaching a 52-week high of $14.94 earlier in the session. This decline erased gains from a weekly rally sparked by the launch of the Ford Energy storage business.
April U.S. sales figures triggered the downturn with a 14.4% year-over-year decrease. Sales of electrified vehicles dropped 31.1% during the same period.
Additional pressure followed a recall of approximately 1.4 million F-150 trucks. Jefferies analysts lowered their price target from $15 to $13.50 while maintaining a Hold rating.
Market experts also attributed the fall to profit-taking following a significant recent run-up. Despite the sell-off, a surge in options market activity indicated continued investor interest in the company’s future performance.