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... ...

Ford Denies Collaboration With Chinese EV Maker. Tesla Stock Is Dropped Anyway. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Ford Denies Collaboration With Chinese EV Maker. Tesla Stock Is Dropped Anyway.By [Al Root]ShareResize---Reprint ...

Ford has held preliminary talks with Chinese electric vehicle maker Xiaomi about a possible manufacturing partnership in the US, the Financial Times reported citing four people familiar with the discussions. According to those people, Ford has explored setting up a joint venture with Xiaomi to build EVs in the US. The Detroit carmaker has also spoken with BYD and other Chinese manufacturers about potential cooperation in the country, the FT said. Any such move would be highly contentious in Washington. ...

Core Viewpoint - Major U.S. stock market indices experienced a pullback on January 30, 2026, primarily due to struggles in technology shares and the nomination of Kevin Warsh to lead the Federal Reserve, which has created uncertainty among investors regarding future monetary stability [1]. Group 1: Dividend Growth Stocks - Equity investors may find more stability in steady dividend-growth stocks rather than high-beta growth names, as companies with a history of increasing payouts indicate balance sheet resilience and cash flow durability [2]. - Stocks with a strong history of year-over-year dividend growth are likely to form a healthier portfolio with greater capital appreciation potential compared to simple dividend-paying stocks or those with high yields [3]. - Dividend growth stocks are typically associated with mature companies that are less vulnerable to market volatility, providing a hedge against economic and political uncertainties [4]. Group 2: Investment Criteria - Key investment criteria for selecting dividend growth stocks include a sustainable business model, a long track record of profitability, rising cash flows, good liquidity, a strong balance sheet, and value characteristics [5]. - Stocks with a 5-year historical dividend growth greater than zero, sales growth greater than zero, and earnings per share (EPS) growth greater than zero are highlighted as strong candidates for investment [7]. - A price/cash flow ratio lower than the industry median indicates that a stock is undervalued, while a 52-week price change greater than the S&P 500 ensures that the stock has appreciated more than the broader market [8]. Group 3: Selected Dividend Growth Stocks - Ford Motor (F) has a steady dividend growth with a yield of 4.32% and projected revenue improvement of 6.4% for the first quarter of 2026 [9][11]. - Applied Materials (AMAT) combines dividend growth with a long-term earnings growth rate of 11.70% and a yield of 0.57%, with a projected revenue improvement of 2.3% for fiscal 2026 [9][13]. - Alfa Laval (ALFVY) is expected to see a revenue improvement of 5.9% in 2026, with a long-term earnings growth rate of 8.50% and a yield of 1.31% [9][14]. - Tapestry (TPR) has a projected revenue improvement of 5.6% for fiscal 2026, a long-term earnings growth rate of 10.4%, and a yield of 1.26% [9][15]. - Donaldson (DCI) is projected to have a revenue improvement of 3.5% in 2026, with a long-term earnings growth rate of 10% and a yield of 1.18% [9][16].

胡定坤 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的技术合作。2025年12月， 福特宣布将利用宁德时代的技术授权生产磷酸铁锂（LFP）电池，用于电力储能系统。今年1月15日， 美国《华尔街日报》披露福特还在与比亚迪洽谈混合动力汽车电池交易。当日，穆勒纳尔就发表声明 说，"这是一个严重的安全隐患"，福特应该与美国的盟友而不是对手合作。 讽刺的是，美国议员却无视本国企业利益，频繁发声、质询予以阻挠。殊不知福特将是合作推进的主要 受益者，也将是合作受阻的主要受害者。没有与福特的合作，宁德时代、比亚迪仍然是全球电池产业的 领军者。而与中企的合作拖延一天，福特就离拥有高性能LFP电池、离进军储能电池市场远了一天，美 国相关产业也必然因此受损。 美国议员做出如此不智之举的背后是"泛化国家安全"思维上 ...