F Share Price Performance
US$15.28
4.41 (40.57%)
57.5% overvalued intrinsic discount
US$9.70
Fair Value
Price US$15.28
Bailey US$9.70
AnalystConsensusTarget US$14.85
AnalystLowTarget US$11.00
Fair ValueUS$9.70
Share Pricen/a
Seeking Alpha • Jul 29
Ford Motor Company Stock Price
- 4 Narratives written by author
- 0 Comments on narratives written by author
- 514 Fair Values set on narratives written by author
F Community Narratives
BA
Fair Value
·Fair Value US$9.7 57.5% overvalued intrinsic discount
Rising Labor Costs, Tight Competition And Stricter Credit Conditions Put Pressure On EBIT
6users have liked this narrative
0users have commented on this narrative
16users have followed this narrative
AN
Fair Value
·Fair Value US$14.85 2.9% overvalued intrinsic discount
F: Recovery Efforts And Policy Adjustments Will Offset Near-Term Electric Vehicle Challenges
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0users have commented on this narrative
183users have followed this narrative
AN
Fair Value
·Fair Value US$11 38.9% overvalued intrinsic discount
Rising Emissions Pressure And Mounting Capital Costs Will Squeeze Margins
1users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
Rising Labor Costs, Tight Competition And Stricter Credit Conditions Put Pressure On EBIT
Ford faces a tough squeeze as electric car rivals pull ahead overseas while higher labor costs and a weaker lending backdrop make it harder to sell vehicles profitably. The story breaks down how demand, pricing, and Ford’s in-house financing arm could all come under pressure at the same time—and what would need to change for the outlook to improve.Read more
Flexible EV Platform And Digital Services Will Revolutionize Mobility
Ford leans harder into software and services for its commercial customers, aiming to make profits less dependent on the ups and downs of selling vehicles. The big question is whether this push—alongside a new electric platform—can outpace rising competition, supply hiccups, and the company’s legacy costs.Read more
AN
US$19.86
23.1% undervalued intrinsic discount
Fair Value
Profit Margin
7.49%
Future PE
7.81x
Price in 2029
US$28.25
Rising Emissions Pressure And Mounting Capital Costs Will Squeeze Margins
Ford’s heavy bet on trucks and SUVs could look less safe as emissions rules tighten, electric rivals push prices down, and supply costs stay jumpy. At the same time, its fast-growing work-vehicle services business and a flexible mix of hybrids and gas models may help cushion the hit—if execution holds up.Read more
AN
US$11
38.9% overvalued intrinsic discount
Fair Value
Profit Margin
5.62%
Future PE
6.12x
Price in 2029
US$15.64
F: Recovery Efforts And Policy Adjustments Will Offset Near-Term Electric Vehicle Challenges
Ford leans on its trucks and commercial fleet business while building new software and connected-car services that can bring in steadier, higher-quality income over time. But tariffs, recalls, and a slower-than-hoped shift to electric vehicles could keep pressure on costs and make it harder to stay competitive.Read more
AN
US$14.85
2.9% overvalued intrinsic discount
Fair Value
Profit Margin
7.52%
Future PE
5.91x
Price in 2029
US$21.12
Trending Discussion
No trending discussion available.
Recently Updated Narratives
BA
Rising Labor Costs, Tight Competition And Stricter Credit Conditions Put Pressure On EBIT
Fair Value: US$9.7 57.5% overvalued intrinsic discount
16 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
F: Energy Storage Agreements Are Expected To Support Future Margin Mix
Fair Value: US$19.86 23.1% undervalued intrinsic discount
22 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
F: Ford Energy Optimism Will Heighten Risk Of Future Execution Disappointment
Fair Value: US$11 38.9% overvalued intrinsic discount
13 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Ford Motor Company Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
- -1.53
- 7.06%
- -3.22%
- 416.8%
About F
- Founded
- 1903
- Employees
- 169000
- CEO
- WebsiteView website
Ford Motor Company develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles in the United States, Canada, the United Kingdom, Mexico, and internationally. It operates through Ford Blue, Ford Model e, Ford Pro, and Ford Credit segments. The company sells Ford and Lincoln internal combustion engine and hybrid vehicles, electric vehicles, service parts, accessories, and digital services for retail customers; develops EV and digital vehicle technologies, and software; and provides telematics and EV charging solutions. It also sells Ford and Lincoln vehicles, service parts, and accessories through distributors and dealers, as well as through dealerships to commercial fleet customers, daily rental car companies, and governments. In addition, it engages in vehicle-related financing and leasing activities to and through automotive dealers. Further, the company provides retail installment sale contracts for new and used vehicles; and direct financing leases for new vehicles to retail and commercial customers, such as leasing companies, government entities, daily rental companies, and fleet customers. Additionally, it offers wholesale loans to dealers to finance the purchase of vehicle inventory; and loans to dealers to finance working capital and enhance dealership facilities, purchase dealership real estate, and other dealer vehicle programs. Ford Motor Company was incorporated in 1903 and is based in Dearborn, Michigan.
Recent F News & Updates
Narrative Update • Jul 27
