NYSE:F

Ford Motor (F)

14.00
+0.39 (2.87%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
191 watching
0
Investor Insights
star iconJul 11, 2026, 12:00 am

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

Ford Motor Company has faced significant challenges in its electric vehicle (EV) sector, reporting a $17 billion loss over four years due to declining EV demand in the U.S. and increased competition from China. The company has recently pivoted towards energy storage solutions, utilizing its Kentucky plant, and has also scaled back its EV investments. Despite a slight decline in core car sales, overall revenues have increased, supported by a favorable valuation around 8x PE and a solid 4.3% dividend yield. Experts are divided; while some acknowledge potential growth in the battery storage space and advantages from lower interest rates, others express concern over warranty issues, competitive pressures, and cyclical nature of the automotive industry, arguing that Ford’s stock is not a long-term hold. Overall sentiment suggests that while there are risks, there is also value present in Ford’s diverse strategies and potential for recovery.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
GM, GM
DON'T BUY
Lost money 7 quarters in a row. Have $30 billion in corporate debt with a market cap of about $15 billion. Downside would not be pretty if it doesn't work.
COMMENT
Unable to calculate a model price because they have huge negative equity of probably $8 billion. Doesn't short stocks as a rule.
DON'T BUY
Still not comfortable with the North American auto sector. Cost structure is still misaligned with the global industry. Auto industry is generally oversupplied on a global basis.
DON'T BUY
This is a tricky stock for a retail investor. There is a possibility that Ford could be out of business someday and upside is very limited.
COMMENT
Not a fan of the auto industry. The new CEO seems to be looking at things differently. If you're into high risk, this is probably a reasonable stock to own.
DON'T BUY
Would not invest in the North American type players of the auto industry. Will be very volatile and will trade on news. Virtually owned by employees because of the pension plans. Too difficult to figure out what is going to happen. Speculative.
COMMENT
If you are shorting this, keep pretty tight stops on it. People don't have a lot of hope for this company to be turned around. Have a lot of cash as well as a lot of debt. Be careful.
DON'T BUY
North American auto industry is really in serious difficulty. Foreign competition is too much for them. Doesn’t have a good line up of product.
WEAK BUY
Having a lot of problems competing against Asian car manufacturers. Just announced plans to do and $18 million financing. Highly speculative.
DON'T BUY
Ford (F-N) and General Motors (GM-N) do not meet his criteria of being long-term growth companies, financially strong, gaining market share, generating substantial free cash flow and with long-term sustainable competitive advantages.
DON'T BUY
This is on his stock watch list. This is a company that could have a huge turnaround. Making major changes. Have a new CEO. If and when it turns around, you are looking at a $25 stock, but not out of the woods by any means.
DON'T BUY
It has had a dramatic, so would expect a pullback. The North American automakers still have a lot of work to do to become more competitive with others. If you have a 2/3 year view, hold onto your stock.
WEAK BUY
If you are an investor with a high risk tolerance, the outlook is probably OK. He thinks you have seen the worst and the company is making a number of moves that will hopefully turn it around.
DON'T BUY
According to analysts’ expectations, there will be a loss of $.23 so far this year. There is a lot of confusion as to where their earnings are going to be. He has a model price of $4.30 which is in negative 48% differential.
DON'T BUY
It has been speculated for many years that this company would be taken private but wouldn't count on this. They have some significant issues.
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