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NYSE:F

Ford Motor (F)

14.04
-0.02 (0.14%)
as of Jun 18, 2026, 11:23:17 pm Market Open.
191 watching
0
Investor Insights
star iconJun 21, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Ford Motor Company has experienced significant challenges in its transition to electric vehicles (EVs), leading to a staggering loss of $17 billion over four years. Despite initial investments in battery plants, the demand for EVs has declined in the US while competition has surged from China. As a result, Ford has scaled back its EV initiatives and pivoted towards energy storage solutions. The company's core car sales have declined by 4%, yet revenues have managed a 6% increase, indicating resilience. Analysts note that Ford trades at a low price-to-earnings (PE) ratio of 8x, offers a 4.3% dividend, and has a solid balance sheet, leading to mixed opinions about its future amidst tariff uncertainties and stiff competition in a cyclical industry.

consensus icon
Consensus
Mixed
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Valuation
Undervalued
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Similar
GM,N
TOP PICK
Stocks have been pummeled in automotive because of Japan earthquake. Repositioned themselves really well on the brands. Ford sticks out a little bit cheaper. When you look at how down the auto industry is, they are going to get the replacement business.
BUY
More cyclical than average, but less than TCK.B. Clean balance sheet and outlook was not terrific and market soured on it. He prefers GM but you are not paying much for the business right here and an advantage with the US dollar being as low as it is right here. If we get back to close to normal volumes they will do well.
BUY
Auto sector is one he is interested in. Average age of the car on the street is beyond what it has historically been. Thinks they can do well and may re-instate a dividend over the next year. This is the one of the automakers he would want to own. He’d be adding to a position here.
BUY
Have done a good job. Deserve credit for not taking gov’t assistance. Getting their financial house in order. As we see car sales go up over the next couple of years, they will do well.
TOP PICK
Very cyclical but thinks the automobile fundamentals are improving. Vehicle fleet in North America is quite old. Even just looking at replacement demanderic demand annually in North America you are looking at 12-14 million annually. Recent sales data has been quite good.
BUY ON WEAKNESS
Of all the auto companies, this is the one he likes except for the high-end European ones. Have done a very good job. Didn't get any money from the government. Good growth in their brands and products. Autos are in tough times right now but this is one of the premier companies.
DON'T BUY
Ford (F-N) versus Suncor (SU-T). Caller is thinking of switching from Ford to Suncor.. Doesn't follow Ford but thinks car sales will continue to be slow. Does like Suncor and owns it.
DON'T BUY
Depends on your views of the North American economies. Demand for light vehicles rose from 2009 but has now come off again. Although the best managed of the big 3, it could still drop further.
DON'T BUY
Great company and great turnaround. Got up to 14 times book value. They should have done a big underwriting when their stock price was down to fortify the balance sheet. If we have a double dip they wont necessarily be able to take another hit.
DON'T BUY
Never own auto stocks for the long-term. This is a cyclical business. You buy them when times start to get good in the auto business and you hold them until everybody says everything is great, and then you let them go.
COMMENT
The best of the domestic carmakers in the US. They deserve a lot of credit for coming through 2008 without any government assistance. Have a great product line. This is a good opportunity, but what scares him a little is their balance sheet. Have a lot of debt but they are paying it off.
WAIT
Likes auto group and things we will see a turn in this group as we get through the 3’rd quarter. Wait for more strength in the stock before buying this one.
WATCH
Took profits on his holdings after they missed their earnings. Trading at about 17X forward P/E with a decent growth rate of high single digit. He would revisit this one later on when earnings beats.
DON'T BUY
Doesn’t own any auto stocks right now and if he were, it would probably be Honda (HMC-N) on a valuation point of view and because Japan is very depressed here. Generally the auto sector is a bad business.
COMMENT
Came through the 2008 situation without going to the government for assistance. Doing quite well on both the product side and execution of paying down their balance sheet. Still heavily indebted but are producing a lot of cash. Have some good opportunities if their modeling of 13-13.5 million units is met. He doesn’t like their debt.
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