NYSE:F

Ford Motor (F)

14.68
-0.18 (1.21%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
191 watching
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Investor Insights
star iconJul 31, 2026, 12:00 am

This 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 icon
Consensus
mixed
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Valuation
undervalued
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Similar
GM,GM
COMMENT
See previous narrative on GM. Ford acted better last week. The manufacturers are using cash flow from internal combustion system to fund EV development. The industry is going through massive changes and will survive with their valuations.. Prefers GM to Ford.
BUY
They report Thursday. 2022 will be their year. The CEO can tell us all about the e-F150, their most exciting vehicle in many years.
BUY
People who buy Ford are looking at the EV market and Ford is very pro-active in that market. It is pulling back after a decent rise so there is an opportunity to buy. He is not in the sector so not buying.
COMMENT
Has not owned in this cycle. Tends to do well at the beginning of a recession and drops quickly at its peak with volatility along the way. Consider it a trading stock. Toyota is a higher quality OEM. More growth with suppliers of components and specialty materials in the business: Sika, Texas Instruments,TSM , LAM. Semi-conductors are the fastest growing space in the auto sector.
COMMENT
Ford is a better grower than GM, but with a higher valuation.
COMMENT
When Tesla surpassed Ford in market cap, some on Wall St said that Tesla was overvalued and should be sold. It turns out that Tesla deserved to surpass Ford and other companies. If you sold Tesla, you missed out on one of the greatest rallies. It deserved to pass Ford. back then, you were told over and over that Tesla's market cap shouldn't surpass Ford's. Wall Street analysts are too bearish. Definitely, buy the dip!
COMMENT
Stock price has gone bananas. Big demand for cars, so these companies now have pricing power. Excitement about EVs. EV revolution is exciting for all car companies. Hasn't done enough research to comment further. His car play is Ferrari.
BUY
Among the 10 top performers on the S&P of 2021 #6, up 136%. The CEO is investing in EV's in a major way, like the F-150 going electronic. He likes the CEO. This could repeat this monster move this year. Ford owns a big stake in Rivian which could do well for Ford.
BUY
He likes it for being a more reliable way to play EVs than Tesla. Also, there appears to be strong demand for their Mustang; they're doing a great job sourcing batteries; and the balance sheet is in great shape. In 2022, he expects supply chain issues to resolve. He's staying long. Ford has incredibly cheap in PE.
BUY
Sadly, he bought this at $12 and sold at $18, but sadly, sold it. Still likes it.
BUY
It makes money, rare in the EV space, and pays a 2% dividend yield.
HOLD
Auto industry mispriced for several years, and OEMs are addressing this. Will EV margins be higher? Will TSLA run away with market share? Ford should be fine. Buyers should move back to these OEMs as excitement in the EV space builds.
BUY
He prefers it to EV stocks; Ford is more reliable. Given volatility this month, why take a risk on EV stocks? He can't wait till January earnings for market stability.
BUY
If the Omicron variant does not slow down the economy and the market snaps back, then buy... It'll become the only major competitor to Tesla. It's a very cheap stock and he expects it to be re-rated upwards when the electric F150 is released. He expects them to sell their shares of Rivian and make a fortune from that, too.
BUY ON WEAKNESS
EV space is a great opportunity. Stock's taken off, now overbought with RSI close to 70. Wait. The name makes a lot of sense. Holds a lot of value compared to the pure play EV companies. Trades at 10x forward earnings.
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