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Markets fails to reboundTSX and Dow make record highs (again)TSX and Dow make record highsThis summary was created by AI, based on 22 opinions in the last 12 months.
Experts are divided in their opinions regarding Ford Motor. While some see potential upside and a recovery in the auto sector due to the transition to electric vehicles, others are concerned about the impact of the UAW strike and the company's EV business losing money. The stock has been under pressure and is facing challenges in the EV market, but it also has potential due to its strong performance in traditional gas-car sales and the agreement to use Tesla's charging network for Ford's EVs.
Tesla's success has drawn all the money out of this space. He expects high-density countries to adopt EVs more than North America which has more geography and space, so Ford will continue to do well. Has reasonable value here, but beware of a value trap.
It yields 4.5%. Is up 10% so far this year. Lags GM but is coming back. Likes the story.
Challenged by people's reluctance to adopt EVs, but it's just a matter of time. Charging is not so easy. Car rental companies have cooled on EVs. Does internal combustion well. He owns GM.
Doesn't owns shares. Transition to EV market going fairly well, but not paying off enough. Car market dynamics tough on business (rising costs etc.). Expecting manufactures being forced to sell products at lower prices (too much competition). Overall, direction of business hard to predict.
Good upside, but not his first choice. Latest earnings were good, but not surprising. He owns GM.
It reports Tuesday. They delivered terrific numbers to CNBC earlier today, because it sells a lot of hybrids, which is where the money is now.
Auto sector due for a recovery. Electric vehicles will increase share of market in 2024. Expecting better times ahead for company.
Going pretty hard in electric, and everything is in place for a transition to EV. EV sales are slowing, inventories building. Good that they locked in a labour contract. As prices go up, people will keep cars longer. He'd prefer Toyota.
Ford's news today about earnings and costs of EV development have scared investors. While it is cheap and likely attractive long term, we think we would prefer to let today's news settle in. Buyers can wait here, we think. But we think current positions can be held, with the decline now embedded.
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Autos are mired in the UAW strike now. Past strikes tend to be a good time to buy shares, though. He prefers GM over Ford for its higher margins, and its EV program competes well against Ford, though Tesla is the winner in EVs (surprises him). Ford and GM are trading at a reasonable multiple, but Tesla's is much higher, which gives him pause.
Prefers GM (higher margins) than Ford.
Electrification program is better.
Pending agreement with UAW good for business.
It can't afford to pay expensive labour if it wants to pivot to EVS and compete with Tesla. Unfair but that's the reality. Ford can either outsource or give in and lose some factories.
Has been cheap for 20 years, and can't get out of its own way. PE around 5-6x. Never any growth rate. Can trade it. If you want something exciting on PEG, buy TSLA when it's on its back.
Ford Motor is a American stock, trading under the symbol F-N on the New York Stock Exchange (F). It is usually referred to as NYSE:F or F-N
In the last year, 17 stock analysts published opinions about F-N. 7 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Ford Motor.
Ford Motor was recommended as a Top Pick by on . Read the latest stock experts ratings for Ford Motor.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
17 stock analysts on Stockchase covered Ford Motor In the last year. It is a trending stock that is worth watching.
On 2024-07-26, Ford Motor (F-N) stock closed at a price of $11.19.
It's been a long time since the Model T. When you think about Ford today, there's more competition coming from the Chinese OEMs, which are dominating the domestic market and giving TSLA a run for its money. Export risk. US auto sales on a more muted path since Covid, residual car prices have been coming down. Competition's really picked up, and that's not going to change.
Yes, investors are definitely in a mood. Earnings season has seen some significant gap downs. When looking at earnings for Ford and all the other automakers, it's kind of deceiving, as the capital intensity of these businesses is high. They're far more expensive on free cashflow than they are on price-to-earnings.