Group 1 - Ford and China's Geely are in discussions about a potential partnership [1] - The collaboration aims to share technology and resources as the automotive industry evolves [1] - This move reflects a broader trend among global carmakers to seek strategic alliances [1]

Wall Street expects a year-over-year decline in earnings on lower revenues when Ford Motor Company (F) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on February ...

For those looking to find strong Auto-Tires-Trucks stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Ford Motor Company (F) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Auto-Tires-Trucks peers, we might be able to answer that question.Ford Motor Company is a member of the Auto-Tires-Trucks sector. This group includes 104 individual stocks and currently holds a Zacks Sector Rank of #14. The Z ...

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] Company and Industry Summary - Subscribers gain access to a model account with over 50 stocks, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1]

Core Insights - Ford Motor Company (NYSE:F) is recognized for having one of the lowest forward PE ratios among stocks, with Piper Sandler maintaining an Overweight rating and a price target of $16, citing potential warranty enhancements as a significant upside for 2026 [1] - Piper Sandler estimates that resolving quality issues could lead to an EBIT increase of up to $2.8 billion in 2026 compared to 2025, translating to a $0.54 year-over-year increase in EPS, bolstering Ford Pro's performance, which is noted as Ford's highest-margin business [3] - Barclays analyst Dan Levy has reissued a Hold rating on Ford, raising the price target from $12 to $13, reflecting a revised forecast for the mobility segment in the Q4 earnings outlook [4] Financial Performance - Ford has historically outspent General Motors on warranty costs as a percentage of vehicle price in 24 of the last 27 quarters, indicating ongoing quality concerns [1] - The potential EBIT increase of $2.8 billion in 2026 could significantly enhance Ford's financial performance if quality issues are addressed [3] Business Segments - Ford designs, manufactures, markets, and services a comprehensive range of vehicles, including cars, trucks (notably the F-Series), SUVs, commercial vans, and luxury Lincoln models [4] - Ford Pro is highlighted as the company's highest-margin business, with access to the housing sector, which could further contribute to earnings growth [3]

We came across a bullish thesis on Ford Motor Company on stocks subreddit by _hiddenscout. In this article, we will summarize the bulls’ thesis on F. Ford Motor Company's share was trading at $14.00 as of January 29th. F’s trailing and forward P/E were 11.81 and 9.74 respectively according to Yahoo Finance. Jim Cramer Says You Should Stay Away From Ford Motor Company (F). Pixabay/Public Domain Ford Motor Company develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans and ca ...

作为深耕中国市场数十年的老牌车企，福特与宁德时代和比亚迪开展电池技术合作是非常明智的选择。 近年来，LFP电池因其安全性和低成本优势，在储能电池领域占据超过90%的市场份额；在电动汽车领 域也日益成为主流技术方案，2025年全球市场占有率已超50%。宁德时代是LFP电池技术的引领者，在 全球装机量中占比达到48%，稳居第一。而在混合动力汽车电池领域，比亚迪则居于全球领先地位， 2025年3季度市场占比接近30%。 与中国企业的合作，对于福特的新能源转型至关重要。2025年6月，福特电动汽车系统副总裁丽莎·德雷 克曾在接受媒体采访时如此解释引进宁德时代技术的意义："如果你从未亲眼见过某样东西，就很难进 行创新。这就是为什么我们需要把它引进到这里"。 日前，美国众议院中国事务特别委员会主席约翰·穆勒纳尔致信美国福特汽车公司首席执行官吉姆·法 利，就福特与宁德时代等中国电池企业的合作情况进行质询。信中污蔑中国严重威胁美国供应链独立性 和经济安全，并表达了对中国"利用"美国关键产业和将基于中国技术所产电池部署在美国关键基础设施 中的风险等问题的担忧。 很明显，穆勒纳尔此次质询的目的就是对福特施压，阻挠其与中国电池企业 ...

Group 1 - Ford Motor Co. and Xiaomi have both denied reports of a potential collaboration to produce electric vehicles in the U.S. [1][2] - Preliminary discussions were reported by the Financial Times, but both companies refuted these claims, with Ford stating the story is "completely false" [2] - The potential collaboration has raised concerns in Washington, with criticism from John Moolenaar, chair of the House China committee, regarding increased U.S. dependency on China [3] Group 2 - Ford CEO Jim Farley has expressed admiration for Chinese electric vehicles and has imported Xiaomi's SU7 model for personal use, highlighting the competitive threat posed by Chinese manufacturers [4] - The Pentagon has flagged Ford's licensing deal with China's CATL over alleged military ties, which CATL denies, raising further concerns from the House China committee [4] - Ford is actively seeking strategic partnerships to strengthen its position in the electric vehicle market, including discussions with General Motors and a potential partnership with BYD for battery supply [6][7]

Core Viewpoint - Ford Motor Company has struggled with long-term performance, with shares increasing only 16% over the last decade, significantly underperforming the S&P 500's 325% gain during the same period [1][2]. Financial Performance - Current stock price is $13.81, with a market capitalization of $55 billion [3]. - The company has a gross margin of 7.58% and a dividend yield of 4.32% [3]. - Ford's price-to-earnings (P/E) ratio stands at 9.8, which is relatively low compared to the S&P 500 average of 22, indicating limited downside risk [11]. Industry Challenges - The automotive industry is facing significant disruption due to tariffs imposed by the Trump administration, complicating production planning and capacity building for companies like Ford [3][4]. - The uncertainty surrounding tariffs and government policies poses a risk for Ford's long-term strategy [4][10]. Strategic Decisions - Ford's recent decision to pivot away from electric vehicles (EVs) has resulted in a $19.5 billion asset write-down due to canceled EV projects, indicating a miscalculation in response to government policies [6]. - The company plans to replace the underperforming fully electric Ford F-150 Lightning with a hybrid model, which reflects a shift back to gasoline-powered vehicles [6][7]. Market Position - U.S. EV sales have dropped 41% following the removal of a tax credit, making gasoline-powered vehicles more competitive in the near term [7]. - However, by reducing its focus on EVs, Ford risks losing market share and brand recognition to competitors like Rivian, especially in the electric pickup truck segment [9]. Management Strategy - Ford's management appears reactive to political changes rather than adhering to a consistent, long-term strategy, leading to significant capital allocation mistakes [10]. - The inconsistency in strategy could exacerbate challenges if U.S. government policies continue to fluctuate between administrations [10].

Production of aluminum at Ford Motor supplier Novelis still has not fully resumed more than four months after a devastating fire disrupted supply of the metal to Ford's lucrative pickup trucks, accord... ...