NYSE:F
Ford Motor (F)
14.68
-0.18 (1.21%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
191 watching
Financials 
Technical Analysis 0
Investor Insights
Jul 31, 2026, 12:00 amThis summary was created by AI, based on 8 opinions in the last 12 months.
Ford Motor Company, trading under the symbol F-N, is currently characterized by mixed reviews from various experts. While some believe the stock is undervalued, trading at an attractive 8x price-to-earnings ratio and offering a 4% dividend yield, others highlight significant challenges in the EV sector and competition from rivals like GM. The company's heavy investment in battery plants is seen as a potential pivot, though the transition to EVs has so far resulted in substantial losses. Concerns over interest rates and a bifurcated economy underline the cyclical nature of the automotive industry. Experts suggest Ford's long-term growth may hinge on effective management of costs, strategies for commercial vehicles, and the unfolding dynamics of EV demand.
Consensus
mixed
Valuation
undervalued
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GM,GM
BUY
Got way overdone and way too cheap. Yesterday, they just blew it away. Feeling inflation, but reiterated full-year outlook. Raised dividend. Extraordinarily cheap, 5.7x 2023, with a 5.6% growth rate. So it sets up very well on price to growth. If we're going straight into a recession, don't buy. But if you think recession 50/50 over the next 2 years, good name to buy now.
Automotive
BUY
Unspecified
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Premium contentPAST TOP PICK
(A Top Pick Jun 02/22, Down 13.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with F has triggered its stop at $12. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 15%, when combined with the previous buy recommendation.
Automotive
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate F as a TOP PICK. The company has received orders for 200,000 EV versions of its popular F150 truck. It trades at only 5x earnings and 1.2x book value. It pays a nice dividend backed by a payout ratio under 20% of cash flow. We like that it has been prudently using some cash reserves to aggressively retire debt early. We continue to recommend a $12 stop loss, looking to achieve $18.50 -- upside potential over 35%. Yield 2.9% (Analysts’ price target is $18.20)
Automotive
DON'T BUY
F vs. GM vs. LNR Doesn't like the car companies. Very cyclical. Difficult environment to be both a combustion and an electric car company. Combustion division has to pay for the part that isn't making any money yet. For example, TSLA has a much easier environment, as electric is all they do. Parts makers are in better shape, as they supply all the car manufacturers.
Automotive
DON'T BUY
It is moving in the EV and alternative energy direction. Stock has come off and is at 5 or 6X earnings which is the historical average. Has started delivering their electric pickup truck which costs 20% less to produce than the Tesla Model 3. Not keen on auto stocks since sales tend to be quite flat overall and therefore have little growth. On the other hand auto parts suppliers are growing. e.g. Linamar at 25%
Automotive
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly Pandemic related supply chain issues have impacted the company, no doubt; however, indications last month show improvements are coming as expected. EV production is expected to hit 600,000 by end of 2023 - back on track. It trades at less than 10x earnings, compared to peers at 28x and is valued at just 1.2x book value. It has been drawing down some cash reserves, but has prudently used that to aggressively retire debt. We recommend setting a stop loss at $12.00, looking to achieve $20.50 -- upside potential over 40%. Yield 2.72% (Analysts’ price target is $20.23)
Automotive
BUY
Reported after the bell today. They topped the street's earnings estimates and affirmed their full-year forecast despite supply shortages and hot inflation. The CEO said that the semi shortage may ease up in the second half of 2022. Yesterday, they launched the F150 Lightning, the electric version of their most popular pick-up truck. Demand is strong.
Automotive
STRONG BUY
Will spin off its EV business EV has become sexy and fresh, like the electric F-150. It's an exciting time at Ford and the spin-off makes it particularly exciting. The CEO has been laser-focused on EVs. Can they produce EVs globally by 2026 and are there supply issues, ask investors? But you're buying Ford around 7.5x 2023 earnings--earnings that they historically have. That's the story and the tailwind, the multiple.
Automotive
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