Ford Motor Aktie News

Shoppers are starting to draw the line on what they will pay for a new car, with some turning to used vehicles, taking on longer car loans and holding out for deals.

Ford's stock has risen 31% this year, despite uncertainties surrounding tariffs and a shift in its approach to electric vehicles. The U.S. auto tariff policy has increased duties on imports, though recent changes have benefitted Ford by offsetting tariffs due to its large U.S. manufacturing volume.

Ford has shown strong fundamentals with five consecutive double-beat quarters and a 31% YTD stock gain, outperforming benchmarks. F trades at a 27% discount to peers on a 12x forward P/E and offers a 5.85% dividend yield but faces heavy leverage and no recent dividend growth. Despite recent momentum, F's valuation is at a multi-year high, suggesting limited near-term upside and potential for pr...

Ford Pro is overlooked by too many investors as a core part of Ford's bottom line. It continues to expand its high-margin paid software subscription business.

Given the Novelis fire and the consequently impacted adj EBIT/FCF generation, Ford is unlikely to pay out supplementary dividends in FQ4'25 based on the current dividend policy. With F nearing its 52 week heights after the immense +52% rally from the 52 week lows, it is apparent that the stock continues to enjoy robust bullish support. The management may also take this chance to "pulling the pl...

CEO Jim Farley's bet on electric vehicles makes sense. Ford stock may look cheap, but it is risky.

Ford reported strong results for Q3, momentum that supports the bull case. Investors can't ignore the low profit margins and cyclical nature of vehicle demand.

Even if sales are growing again, Ford faces undeniable profitability challenges. Ford's big move deeper into the electric vehicle space may or may not pay off.