Latest news with #F
Globe and Mail
6 days ago
- Automotive
- Globe and Mail
Ford Stock (NYSE:F) Rises With May Sales Numbers
When legacy automaker Ford (F) first revealed plans to supply all its customers with employee pricing, it was a bold move. A lot of people wondered how it would turn out. And the numbers for May suggest that it went pretty well indeed. Investors were certainly pleased with how it all boiled down, because they sent Ford shares up over 2% in Tuesday afternoon's trading. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter May 2025 brought with it a whopping 16.3% increase in sales against May 2024's numbers. These numbers were led by a 17.2% surge in sales of internal combustion vehicle models. Since these cars are usually the leaders in sales anyway, their surge allowed for a massive gain overall. This was vital, as Ford also posted a 25% drop in the sales of all its electric vehicles. Round things out with a 29% jump in hybrid car sales, and the picture was complete. Admittedly, some of those sales are likely customers front-loading, moving up purchases originally planned for later in the year to take advantage of the employee pricing. And with price hikes likely to come in the second half of the year, future sales may not be so productive. A Captivating Range Those hybrid vehicles are starting to catch a lot of notice, as one report noted that the range on the hybrid F-150 is proving more impressive than imagined. That report found that, despite driving in and around Seattle—which is pretty much a guarantee of stop-and-go urban driving—the vehicle still managed to get around 700 miles on a single tank of gasoline. It certainly helps that the F-150 in question got around 23 miles per gallon, which is respectable for a large-size truck. Throw in the fact the F-150 also has a wallet-busting 30.6 gallon tank—a fill-up for that one would run over $90 in many places—and the longevity of this vehicle becomes almost impossible. Plus, the tester in question reported that the battery life in the vehicle was more than sufficient to keep devices charged while traveling, especially with BlueCruise active. Is Ford Stock a Good Buy Right Now? Turning to Wall Street, analysts have a Hold consensus rating on F stock based on two Buys, 12 Holds and three Sells assigned in the past three months, as indicated by the graphic below. After a 17.04% loss in its share price over the past year, the average F price target of $9.71 per share implies 4.62% downside risk. See more F analyst ratings Disclosure
Yahoo
26-05-2025
- Automotive
- Yahoo
Bernstein Ups Ford (F) Price Target, Cautions on H2 Risks
On May 24, Bernstein SocGen Group maintained its Underperform rating for Ford Motor Company (NYSE:F) but revised its price target from $7 to $8.30. Daniel Roeska, the firm's analyst, cautioned about possible difficulties in the second half of 2025 but pointed to the year's strong start as a reason for optimism. According to Roeska, Ford's strong first-quarter performance in 2025 and probable continued strength in the second quarter are encouraging indicators. He did, however, warn that production reductions and tariff challenges are signs that Ford Motor Company (NYSE:F) may be bracing for a second-half decline. That said, Roeska pointed out that Ford's plans to minimize the effects of tariffs, alongside the robust performance of Ford Credit, might give the company the possibility of weathering the storm. Knowing this, Bernstein SocGen Group lowered Ford's 2026 earnings per share prediction by 5.8% to $1.66. While we acknowledge the potential of F to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than F and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
25-05-2025
- Automotive
- Yahoo
Bernstein Ups Ford (F) Price Target, Cautions on H2 Risks
On May 24, Bernstein SocGen Group maintained its Underperform rating for Ford Motor Company (NYSE:F) but revised its price target from $7 to $8.30. Daniel Roeska, the firm's analyst, cautioned about possible difficulties in the second half of 2025 but pointed to the year's strong start as a reason for optimism. According to Roeska, Ford's strong first-quarter performance in 2025 and probable continued strength in the second quarter are encouraging indicators. He did, however, warn that production reductions and tariff challenges are signs that Ford Motor Company (NYSE:F) may be bracing for a second-half decline. That said, Roeska pointed out that Ford's plans to minimize the effects of tariffs, alongside the robust performance of Ford Credit, might give the company the possibility of weathering the storm. Knowing this, Bernstein SocGen Group lowered Ford's 2026 earnings per share prediction by 5.8% to $1.66. While we acknowledge the potential of F to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than F and that has 100x upside potential, check out our report about the cheapest AI stock. Read More: and . Disclosure: None.
Yahoo
22-05-2025
- Automotive
- Yahoo
Wells Fargo Maintains a Sell Rating on Ford (F) After Q1 Report
In a report released on May 19, Colin Langan from Wells Fargo maintained a Sell rating on Ford Motor Company (NYSE:F) and set a price target of $10.00. A Ford truck roaring down a highway, with powerful headlights blazing its way. The rating came after the company reported its fiscal Q1 2025 results on May 5. Revenue for the quarter took a hit, dropping to $40.7 billion and reflecting a 5% decrease from the same period last year. This was attributed to a reduction in wholesales due to the planned shutdown of certain plants related to inventory rebalancing measures and new product launches. Ford Motor Company (NYSE:F) also reported a notable drop in net profit, which went from $1.33 billion last year to $471 million this quarter. The company has suspended its financial guidance because of tariff-related uncertainty, which includes adjusted free cash flow and full-year adjusted EBIT. While we acknowledge the potential of F as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than F and that has 100x upside potential, check out our report about the . READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
15-05-2025
- Automotive
- Globe and Mail
‘Run for the Hills,' Says Philippe Houchois About Ford Stock
Ford (NYSE:F) has become the first American automaker to increase car prices in response to the tariffs introduced by Trump. At present, the price hike affects only three models, all manufactured in Mexico, which are now subject to a 25% import tariff when brought into the U.S. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. However, while not dismissive of the issue, Jefferies' Philippe Houchois, who's ranked in the top 4% of stock pros on TipRanks, thinks tariffs aren't Ford's main challenge right now. That's because, in his view, much of the potential damage is already being offset. A revision to Proclamation 10908 – the same measure that introduced those tariffs – has since reduced duties on parts and offered credits for domestic assembly, effectively cushioning the blow for U.S. automakers. As a result, Houchois sees a revenue offset of at least $2 billion and has raised his Group EBIT forecast by 42% to $6.8 billion, just below the low end of Ford's original guidance range of $7 to $8.5 billion. That, though, is as positive as Houchois gets, as the analyst thinks Ford continues to face 'multiple overhangs.' Houchois points out that Ford's financial baggage hasn't disappeared. Since early 2020, the company has over-provisioned warranty costs by more than $10 billion, an overhang that will eventually hit cash flow as settlements catch up. Meanwhile, Ford's balance sheet is hanging in there, but just barely. With only $6 billion in net liquidity in Q1 (or $5.2 billion after adjusting for negative working capital), the company's dividend coverage looks shaky at best. Meanwhile, in Europe, the company holds a limited market share in personal vehicles of just 3.3% and relies heavily on Volkswagen for its electric vehicle lineup, raising concerns around CO₂ compliance and long-term competitiveness. Yet, Europe still contributes significantly to Pro earnings (around 25%), which makes its position 'challenged with significant risk of restructuring.' Furthermore, on the EV and software front, despite some one-off improvements in Q1, Ford has yet to show meaningful scale or a clear path forward, especially after scrapping its FNV4 platform. Those issues aside, Ford is also at a disadvantage footprint-wise when compared to rival GM. Even though more final assembly happens in the U.S., Ford is less reliant on U.S. sourcing (about 47% vs 61% for GM). And While Proclamation 10908 provides a benefit, giving Ford an estimated $2.5 billion in offsets in 2025 (vs. GM's $2.1 billion), the overall impact for Ford will remain larger ($1.2 billion, while GM's will be around $1 billion) due to its lower U.S. sourcing and the higher expected tariff impact in 2026 compared to GM. No surprise, then, that Houchois isn't sticking around. Despite nudging his price target up from $7 to $8, he's keeping a firm Underperform (i.e., Sell) rating on Ford stock. With a potential 23% downside from current levels, Houchois's message to investors is loud and clear: run for the hills. (To watch Houchois' track record, click here) One other analyst joins Houchois in the bear camp and with an additional 11 Holds and 2 Buys, the consensus view is that Ford stock is a Hold (i.e., Neutral). Going by the $9.82 average price target, a year from now, shares will be changing hands for a ~7% discount. (See Ford stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
