100,000 Reasons to Buy Ford Stock Now

Ford Motor Company (F) is giving investors a fresh reason to revisit its electric vehicle (EV) strategy as the automaker prepares to launch the Fathom, an affordable electric pickup aimed squarely at the mass market. Ford reportedly wants to sell more than 100,000 Fathom trucks in its first year, a target that would put the model in rare company. That'd make it the first non-Tesla (TSLA) EV to cross the 100,000-unit mark for a single U.S. model in one year.

The Fathom is expected to start at $30,000, with customer orders opening in early 2027 and production beginning in the first quarter at Ford's Louisville, Kentucky, plant. Moreover, Ford is building the truck around a new Universal EV platform and a redesigned manufacturing process intended to dramatically lower costs. CEO Jim Farley has described the effort as a potential "Model T moment" for the company.

If Ford can turn an affordable electric truck into a genuine volume product, the Fathom could provide a major catalyst for EV growth. It could also demonstrate that the company's costly lessons from the F-150 Lightning have translated into a more sustainable strategy. That makes Ford stock worth a closer look as the company approaches this potentially transformative launch.

With a market cap of approximately $56.7 billion, Ford Motor Company is a global automotive manufacturer headquartered in Dearborn, Michigan, with operations spanning the design, manufacture, marketing, and servicing of Ford and Lincoln vehicles across major international markets. The company sells a broad range of trucks, SUVs, commercial vehicles, and electric vehicles, while also providing connected services and financing through Ford Credit.

F stock has delivered a positive but volatile performance in 2026, with the stock closing the last session at $14. Shares have gained roughly 7% year-to-date (YTD) and about 22% over the past 52 weeks. However, Ford remains 21% below its 52-week high of $17.78, reached on May 29, 2026.

In the near term, the stock rose a little above 1% over the past five trading days. The latest move has been driven in part by renewed investor confidence in Ford's core truck business and its broader strategy to improve profitability. On Sept. 2, the stock jumped after Ford's August sales update showed Super Duty production reached a 20-year high, while F-150 production hit its highest level in two years. This helped offset a 10.3% decline in total U.S. sales and a sharp decline in EV sales.