Ford Motor Sees Unusual Bullish Options Activity Amid Market Speculation

DEARBORN, Mich. — Financial giants have made a conspicuous bullish move on Ford Motor Co., with unusual options activity signaling growing investor confidence in the automaker. Analysis of recent trades reveals 13 unusual transactions, with 76% of traders showing bullish sentiment and only 7% bearish.

Between December 2025 and February 2026, traders focused on a price band between $8.0 and $10.0 for Ford Motor options. The trades included four puts valued at $685,847 and nine calls worth $339,240. Notably, a bullish put sweep on December 19, 2025, accounted for $372,000 of the total activity, with a strike price of $10.00.

Ford Motor, which manufactures vehicles under its Ford and Lincoln brands, has been restructuring its operations since March 2022. The company now operates its combustion engine business, Ford Blue, and its battery-electric vehicle (BEV) division, Ford Model e, as separate entities under the Ford Motor umbrella.

The automaker holds a 13% market share in the United States, 11% in the United Kingdom, and less than 2% in China, including unconsolidated affiliates. U.S. sales accounted for approximately 66% of Ford’s total revenue in 2023. The company employs about 177,000 workers globally, including 59,000 United Auto Workers (UAW) members.

Analysts have taken note of the recent options activity. Barclays recently revised its rating on Ford to Equal-Weight, setting a price target of $11. This aligns with the average target price from experts who have evaluated the stock in the past month.

Options trading, while riskier than traditional stock trading, offers higher profit potential. Experienced traders often manage this risk through daily education, strategic trade scaling, and close market monitoring. The recent activity in Ford’s options market suggests that major investors are positioning themselves for potential growth in the coming years.

Ford’s restructuring and focus on electric vehicles come as the automotive industry undergoes significant transformation. The company’s ability to balance its traditional combustion engine business with its growing electric vehicle division will likely play a crucial role in its future performance.