NYSE:F

Ford Motor (F)

13.88
+0.43 (3.20%)
as of Sep 10, 2026, 8:00:00 pm Market Open.
191 watching
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Investor Insights
star iconSep 10, 2026, 12:00 am

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

Ford Motor Company is currently navigating challenging times in the automotive sector, particularly amidst shifting consumer demand for electric vehicles (EVs) and the impact of global competition, especially from China. While some experts highlight the stock's low price-to-earnings ratio of around 8x and an attractive dividend yield of approximately 4%, concerns persist about the company's struggles in the EV market, which has led to significant losses. Operational adjustments, such as pivoting towards energy storage and a focus on profitable vehicle segments, may position Ford favorably in the long run. Despite a promising strategy in hybrid and EV sectors, experts point to ongoing warranty issues, high capital intensity, and the cyclical nature of the auto industry as persistent hurdles that could impact profitability. Overall, Ford's stock is seen as a trading opportunity, but experts express caution regarding the long-term outlook in an evolving market landscape.

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Consensus
Mixed
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Valuation
Undervalued
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GM,GM
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.
HOLD
Liked it a year ago. He saw the change in balance sheet. Should have been bought last year. Right now it has had its run up. He has shifted away from the auto stocks. Ford has positioned itself far better as a global player. There is a credibility premium attached to them.
BUY
His stock picking method does not allow this one because of debt. It is producing a tone of cash. Likes them amongst the automakers. GM is still a repair job – work in progress.
WEAK BUY
More and more of their business is coming out of Asia, the fastest growing market in the world. They have a joint venture there. But he is concerned about the high levels of debt. Strong management. Prefers over GM. He is investigating this one – kicking tires.
DON'T BUY
Would not hold on to it waiting for a dividend. These are capital-intensive businesses. Likes the theme, but would not expect dividends. It’s a tough business. He would look at suppliers that don’t just have auto manufacturers as customers. Car companies had a good run and you might get them a little cheaper.
WAIT
Never been a big fan of the automakers. Likes auto parts suppliers but not the manufacturers. Looks interesting but you have to let this one play out a bit for the next couple weeks and then you might have a good entry point.
COMMENT
Coming out with numbers tomorrow. Industrial stocks on a seasonal basis usually do well from October to May. Technically testing a key resistance level at around $19. If the numbers are good tomorrow, it could move above its trading range.
HOLD
Tremendous turnaround. Would hold on to it. They are in a lot of ways the go to company. Wishes he bought it.
DON'T BUY
The 3 NA companies have never been great at competing in small car market. In the short term not a bad idea. Longer term there could be strong competition from China and India. Still stuck with the unions, health care costs and inefficient old plants.
DON'T BUY
He totally missed this one. He doesn’t like the company, the balance sheet. Cars from India and China will start to gain a lot of market share. Probably could go higher short term.
BUY
Likes the auto industry. Global economy is doing better, particularly outside of North America, which will create stronger auto sales. Would be more inclined to own Magna (MG-T) or GM (GM-N). (See Top Picks.)
HOLD
He owns auto parts suppliers, e.g. Magna. Ford earnings are good.
HOLD
Looks very good on his screen. Good earnings momentum. Great product lineup with Fusion and Escape, etc. Good quality.
BUY
Terrific company. Tremendous interest in General Motors’ (GM-N) IPO will rub off on Ford. We are in a long term recovery cycle for automobiles and the peak won’t come until about 2013, 2014.
DON'T BUY
Stock price thinks it’s a successful turnaround. June balance sheet has negative shareholder equity so no model price. Certainly stock is way ahead of fundamentals.
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