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Ford (F) Expands 2025 Market Share to 13.2% on Strong Hybrid Demand, Powertrain Diversification Strategy

Ford Motor Company (NYSE:F) is one of the most buzzing stocks to invest in according to hedge funds. On January 6, Ford Motor Company announced its Q4 2025 earnings report. Total vehicle sales for the full year 2025 rose 6% to 2,204,124 units, driving Ford’s annual market share up to 13.2%, which was a 0.6 percentage point increase. Q4 particularly had sales growing 2.7% and market share jumping 0.9 percentage points as the company used its power of choice strategy across gas, hybrid, and electric powertrains.

The F-Series secured its 49th consecutive year as America’s best-selling truck and its 44th year as the best-selling vehicle overall. Ford sold 828,832 F-Series trucks in 2025, which was an 8.3% increase year-over-year. Hybrids emerged as a primary growth engine, with Ford selling a record 228,072 hybrid vehicles in 2025, which was a 21.7% surge. In the SUV segment, the Explorer remained America’s best-selling three-row SUV with 222,706 sales, rising 14.7%, while the Bronco achieved a new record of 146,007 units, rising 33.7%.

Ford’s digital transformation also gained momentum through Ford Pro Intelligence, which saw paid software subscriptions grow 30% year-over-year to ~840,000 active users. On the consumer side, the BlueCruise hands-free highway driving system surpassed 8.5 million cumulative hours by year-end. Looking toward 2026, Ford Motor Company (NYSE:F) is expanding its lineup with the Explorer Tremor and the F-150 Lobo street truck, while preparing for a new midsize electric pickup in 2027.

Additionally, on December 22, Evercore ISI raised the firm’s price target on Ford to $14 from $12 and kept an In Line rating on the shares. The company’s positive outlook is rooted in a renewed focus on US hybrid and internal combustion vehicles.

Ford Motor Company (NYSE:F) develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans, and cars, and Lincoln luxury vehicles worldwide.

While we acknowledge the potential of F to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than F and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

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In fact, Verge argues this company’s supercheap AI technology should concern rivals.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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