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
Not sure how they will get rid of all their obligations. Currently they are trying to negotiate them with the unions, but the other choice is to go into Chapter 11. This would cause upheaval in the price of the bonds if you own them or the price of the stock.
DON'T BUY
Has been a great stock to avoid for some time. Like GM (GM-N) has continued to lose market share to the imports. Costs have gone up dramatically. Credit rating has plummetted into junk status. May have reached bottom and if it stabilizes here, you might want to look at it for a trade.
DON'T BUY
Has a model price of $16.50. Earnings revisions have been coming down and he is a little leery about it.
TOP PICK
Auto companies still fit his quant model. Ford has been in their top 10 for over a year. Model price is $26.
DON'T BUY
Not big believers in the auto companies as most of their profits come from the finance arm rather than car manufacturing. Would rather play the auto parts such as Uni-Select in this sector.
DON'T BUY
Very nervous about auto stocks. In an extended cycle on auto sales and have had a double 8 year cycle. When the correction comes, it's going to be a real doozy.
DON'T BUY
Very nervous about auto stocks. In an extended cycle on auto sales and have had a double 8 year cycle. When the correction comes, it's going to be a real doozy.
BUY
Love this company.
BUY
Still likes this sector. Dirt cheap. If there is any sense of bottoming by the US$, this should do very well.
DON'T BUY
Not enamoured with this sector.
DON'T BUY
Would rather own a bank. Not making any money on cars and expect this will be even more so as people move away from SUVs.
TOP PICK
A bank that produces cars. Model price is $23.50.
BUY
Top holdings in his fund are Ford and General Motors. They're just huge banks that manufacture cars. Good dividends.
WEAK BUY
Makes no money on cars, but makes it on Ford credit. Doing a pretty good job of restructuring.
BUY
Like GM in the top 10% of thir choices. Reported numbers last week that blew the doors off. Earnings estimates have been going up appreciably.
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