Supply chain pressure Last week, shares of Ford suffered their worst day in more than 11 years, when the company announced persistent part shortages. In its earnings preview, Ford said it expects to have 40,000 to 45,000 unfinished vehicles by the end of the third quarter that will have to be sold down the line. "I think it's going to take a while – it could easily take through next year, and demand would have to fall way off for us to have the demand side solve this problem," Farley said. Consumer demand has remained strong for Ford's popular product line up, compounding the company's production challenges. "We have a multiyear order bank now for our commercial vehicles," the CEO noted. In light of Ford's revised production outlook, Citi lowered its price target for Ford shares to $13 from $16.