Ford Motor Company (NYSE:F) stock rose Tuesday as the company’s top peer, Tesla Inc. (NASDAQ:TSLA), continued to lose ground in Europe, while federal safety regulators disclosed a new recall tied to certain Ford sport utility vehicles.
According to data released by the European Automobile Manufacturers’ Association (ACEA), new car registrations declined across the European Union in January, although battery-electric vehicles continued to expand their share of the market.
EV adoption trends remain a key focus for legacy automakers like Ford as they navigate competitive pressure from Tesla and rising Chinese entrants.
Ford’s Latest Vehicle Recall
Separately, federal safety regulators recently identified a potential issue affecting rear suspension components that could impact vehicle handling under certain conditions.
In a release dated February 20, the National Highway Traffic Safety Administration said the campaign expands a previous safety action covering select Explorer models, noting that “the rear suspension toe links may fracture.”
Recall Details
The agency said the campaign applies to Explorer vehicles produced between 2017 and 2019.
Officials warned that “a rear toe link fracture can result in a loss of steering control, increasing the risk of a crash.”
Ford’s number for this recall is 26S08.
Repair Plan And Owner Notification
Ford expects to begin mailing owner letters in early March with instructions for scheduling repairs.
The campaign expands NHTSA recall 21V537, and affected VINs will be searchable on NHTSA.gov starting February 25, 2026.
F Price Action: Ford Motor shares were up 4.44% at $14.24 at the time of publication on Tuesday. The stock is trading near its 52-week high of $14.50, according to Benzinga Pro data.
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