Ford Motor (F) Stock Overview
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. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 3/6 |
| Dividends | 2/6 |
F Community Fair Values
Create NarrativeSee what 332 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$9.7
FV
54.1% overvalued intrinsic discount3.50%
Revenue growth p.a.
636
users have viewed this narrative6users have liked this narrative
0users have commented on this narrative
12users have followed this narrative
Ford Motor Company Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$14.95 |
| 52 Week High | US$17.78 |
| 52 Week Low | US$10.36 |
| Beta | 1.8 |
| 1 Month Change | 21.35% |
| 3 Month Change | 23.45% |
| 1 Year Change | 41.04% |
| 3 Year Change | 5.80% |
| 5 Year Change | -0.33% |
| Change since IPO | 582.11% |
Recent News & Updates
Narrative Update • Jun 08
F: Energy Storage Subsidiary Is Expected To Support Future Margin Mix
Ford Motor's analyst price target has moved higher, with the updated fair value estimate increasing from about $17.12 to $19.45. Analysts point to the growing role of Ford Energy's battery storage opportunity and its potential to support earnings and margins alongside the core auto business.
Narrative Update • May 25
F: Energy Storage Agreements And EV Roadmap Will Shape Measured Margin Outlook
Analysts have trimmed Ford Motor's fair value estimate from $14.09 to $13.70 per share in a cautious response to updated assumptions on discount rates and long-term P/E, even as recent research highlights improving profit margins and new energy storage agreements that support the long-term story. Analyst Commentary Recent research on Ford clusters around the emerging Ford Energy business and its potential impact on valuation, with analysts highlighting both upside from new agreements and practical questions around execution, profitability, and competition.Seeking Alpha • May 25
Ford: A Buy Due To The Resilient Ford Pro Division
Summary Ford earns a buy rating due to the resilient Ford Pro division, which offers stable margins and growth prospects. Ford Blue remains the core profit driver but faces significant macro, competitive, and structural risks, with volatile EBIT margins. Ford Model E's negative EBIT and uncertainty are offset by strategic necessity and the potential for future scale and efficiency gains. Valuation is attractive, with Ford Pro justifying much of the market cap, while Ford Credit and new ventures like Ford Energy provide optionality. Read the full article on Seeking AlphaRecent updates
Narrative Update • Jun 08
F: Energy Storage Subsidiary Is Expected To Support Future Margin Mix
Ford Motor's analyst price target has moved higher, with the updated fair value estimate increasing from about $17.12 to $19.45. Analysts point to the growing role of Ford Energy's battery storage opportunity and its potential to support earnings and margins alongside the core auto business.Narrative Update • May 25
F: Energy Storage Agreements And EV Roadmap Will Shape Measured Margin Outlook
Analysts have trimmed Ford Motor's fair value estimate from $14.09 to $13.70 per share in a cautious response to updated assumptions on discount rates and long-term P/E, even as recent research highlights improving profit margins and new energy storage agreements that support the long-term story. Analyst Commentary Recent research on Ford clusters around the emerging Ford Energy business and its potential impact on valuation, with analysts highlighting both upside from new agreements and practical questions around execution, profitability, and competition.Seeking Alpha • May 25
Ford: A Buy Due To The Resilient Ford Pro Division
Summary Ford earns a buy rating due to the resilient Ford Pro division, which offers stable margins and growth prospects. Ford Blue remains the core profit driver but faces significant macro, competitive, and structural risks, with volatile EBIT margins. Ford Model E's negative EBIT and uncertainty are offset by strategic necessity and the potential for future scale and efficiency gains. Valuation is attractive, with Ford Pro justifying much of the market cap, while Ford Credit and new ventures like Ford Energy provide optionality. Read the full article on Seeking AlphaNarrative Update • May 04
F: Higher Margin Trucks And SUVs Are Expected To Support Future Returns
Analysts have updated their view on Ford Motor, increasing the implied fair value estimate from about $15.67 to $17.12. They cite mixed price target changes across brokers and an ongoing debate around future revenue growth, margins, and an appropriate forward P/E multiple.
Narrative Update • Apr 20
F: Ongoing Execution Risk Around Margin Goals Will Drive Future Downside Potential
Ford's updated analyst price target edges lower to about $10.27 from $11 as analysts factor in modestly softer fair value assumptions, alongside views that improving profit margins and a lower future P/E still support earnings resilience. Analyst Commentary Recent research shows a mixed but cautious stance on Ford, with several bearish analysts trimming price targets while others maintain a more constructive view on earnings resilience and margin potential.Narrative Update • Apr 04
F: 2026 EV Reset And Partnerships Will Drive Margin-Focused Upside Prospects
Ford's updated analyst price target edges up to $14.09, with analysts pointing to slightly firmer revenue expectations, improved margin assumptions, and a lower future P/E framework as they weigh recent research that includes both higher and lower price targets across the Street. Analyst Commentary Recent research on Ford shows a mix of optimism and caution, with target price changes reflecting different views on how well the company can execute on its current plans and manage its electric vehicle transition while protecting profitability in its core truck and SUV lineup.Narrative Update • Mar 21
F: 2026 EV Loss Progress And Truck Focus Will Shape Margin Outcomes
Analysts have nudged Ford Motor's blended price target higher into the mid-teens, with several recent target increases up to $17, based on expectations that a friendlier regulatory backdrop, a sharper focus on higher margin trucks and SUVs, and progress on Model E losses could help the company move closer to its EBIT margin goals into 2026. Analyst Commentary Recent research on Ford highlights a mix of optimism around the price targets in the mid-teens and a more measured tone on execution risks, especially around electric vehicles and long term margin goals.Narrative Update • Mar 07
F: 2026 EV Losses Will Limit Benefits Of Truck And SUV Focus
The analyst price target for Ford has been revised to $17, with analysts citing a more supportive regulatory backdrop, an increased emphasis on higher-margin trucks and SUVs, and expectations for easing Model E losses as key factors supporting the updated view. Analyst Commentary Recent research on Ford centers on how the company balances its traditional strengths in trucks and SUVs with the investment needs and profitability path of its Model E and broader electric vehicle programs.Narrative Update • Feb 21
F: 2026 EV Loss Trajectory Will Constrain Margins And Earnings Multiple
Our analyst price target for Ford Motor has increased by $0.75 to reflect higher estimated fair value, a slightly lower discount rate, modestly slower projected revenue declines, improved profit margin assumptions, and a lower future P/E in line with recent target hikes from multiple firms and analyst views that 2026 could be a more predictable year for automakers. Analyst Commentary Recent Street research around Ford clusters around 2026 as a key year, with several firms adjusting price targets and ratings.Narrative Update • Feb 06
F: 2026 EV Reset And Partnerships Will Shape Balanced Future Prospects
Narrative Update: Ford Motor Analyst Price Target Shift Analysts have nudged their price targets on Ford higher by a few dollars per share, reflecting updated views on slightly firmer margin expectations, a somewhat lower assumed discount rate, and a reduced future P/E, all supported by recent research highlighting Ford's evolving EV plans and outlook into 2026. Analyst Commentary Recent research around Ford highlights a mix of optimism and caution, with several firms revising price targets and rethinking how the company’s EV reset and 2026 setup feed into valuation and execution risk.Narrative Update • Jan 23
F: Future Prospects Will Hinge On 2026 EV Losses And Supply Constraints
Narrative Update: Ford Motor The analyst price target for Ford has moved higher to US$13.76 from US$12.52, as analysts factor in a higher assumed future P/E multiple alongside recent target increases across the Street, tied to Ford's evolving EV plans and expectations for clearer 2026 guidance. Analyst Commentary Recent Street research on Ford highlights a mix of optimism around the valuation reset and execution on its updated EV roadmap, along with some caution around earnings visibility and losses in newer businesses.Narrative Update • Jan 09
F: Prolonged EV Losses Will Pressure Margins And Future Earnings Quality
The analyst price target for Ford Motor has increased to $10.25 from $8.00, with analysts citing the company's EV reset, updated long-term fair value assumptions, and a slightly less pressured revenue trajectory as key supports for the revised outlook. Analyst Commentary Across recent research, you are seeing a mix of optimism around Ford's reset in electric vehicles alongside some clear caution on execution, earnings quality, and longer term profit targets.Narrative Update • Dec 14
F: Tariff Relief And Stronger Mix Are Expected To Support Margins
We raise our fair value estimate for Ford Motor to about $15.67 from roughly $14.34 per share, as analysts modestly lift price targets on the back of solid recent execution, tariff policy tailwinds, and expectations for gradual margin improvement despite ongoing EV losses. Analyst Commentary Bullish analysts have incrementally raised their expectations for Ford, reflecting improving fundamentals and supportive industry dynamics.Narrative Update • Nov 30
F: Future Prospects Will Depend On EV Division Losses And Aluminum Supply Recovery
Ford Motor’s analyst price target has recently increased by $0.25 to $12.52. Analysts cite better-than-expected Q3 results, the positive impact of policy adjustments, and the outlook for improved earnings despite ongoing EV losses.Narrative Update • Nov 16
F: Future Performance Will Depend On EV Losses And Recovery From Supply Chain Disruptions
Ford's analyst price targets have recently moved higher, increasing by amounts ranging from $1 to $4 per share. Analysts cite support from stronger vehicle demand, improved industry trends, and incremental policy and operational tailwinds, despite ongoing challenges in electric vehicle profitability.Narrative Update • Nov 01
F: Recovery Efforts And Policy Adjustments Will Offset Near-Term Electric Vehicle Challenges
Ford Motor's analyst price target has increased to $12.27 from $11.45, as analysts cite strong recent results, expectations for recovery efforts and policy adjustments, and ongoing focus on electric vehicle performance. Analyst Commentary Ford’s recent analyst coverage reflects a nuanced mix of optimism about the company’s path forward and caution regarding near-term challenges.Analysis Article • Oct 28
Ford Motor (NYSE:F) Has Announced A Dividend Of $0.15
The board of Ford Motor Company ( NYSE:F ) has announced that it will pay a dividend of $0.15 per share on the 1st of...Narrative Update • Oct 18
Recurring Digital Revenues And EV Platforms Will Create Value
Ford Motor's fair value estimate has been raised by analysts to $11.45 from $11.15. They cite ongoing earnings improvement, more resilient U.S. demand, and a longer adjustment period supporting the company's electrification strategy, despite ongoing concerns over profit margins and vehicle mix.Narrative Update • Oct 04
Recurring Digital Revenues And EV Platforms Will Create Value
Analysts have modestly lifted Ford Motor’s fair value estimate from $10.97 to $11.15 per share. They cite increased price targets, which are attributed to stronger U.S. auto demand and industry resilience despite ongoing margin and pricing concerns.Narrative Update • Sep 18
Recurring Digital Revenues And EV Platforms Will Create Value
Analysts raised Ford’s price target to $10.96 (from $10.80) on solid Q2 results and improved U.S. auto sales forecasts, though rising competitive pressure from Japanese imports and tariff-related pricing headwinds temper the outlook. Analyst Commentary Japanese trade deal lowers vehicle import tariffs for Japanese automakers entering the U.S. to 15% from 25%, increasing competitive pressure on Ford as domestic OEMs do not benefit equally.Analysis Article • Aug 03
Ford Motor (NYSE:F) Will Pay A Dividend Of $0.15
Ford Motor Company ( NYSE:F ) will pay a dividend of $0.15 on the 2nd of September. Based on this payment, the dividend...Analysis Article • Jul 29
Ford Motor Company's (NYSE:F) Price Is Right But Growth Is Lacking
Ford Motor Company's ( NYSE:F ) price-to-earnings (or "P/E") ratio of 8.9x might make it look like a strong buy right...Seeking Alpha • Apr 21
Ford Motor Is A Stock To Rent, Not Own
Summary Ford faces significant uncertainty due to potential tariffs, impacting its financial stability and manufacturing costs, despite its strong U.S. truck franchise and commercial Transit van business. Ford's balance sheet remains relatively strong with $28.4 billion in cash and investments, but its credit rating is precariously close to non-investment grade. The company's electrification efforts are struggling, with significant losses and underperforming models, necessitating a shift to smaller, lighter battery vehicles and hybrid investments. Given the potential for dividend cuts and the long-term investment horizon, I recommend caution, with Ford being a stock to "rent" rather than own. Read the full article on Seeking AlphaSeeking Alpha • Apr 15
Ford: Rapid Downward EPS Revisions Can Become A Self-Fulfilling Prophecy
Summary Betting on Ford stock at this point can be very risky, despite the 6.5% dividend yield. Ford has never done well in times of an economic slowdown over the last few decades, and the current tariff war could further hurt the supply chain of the company. The stock has received 19 down revisions of EPS in the last 3 months, compared with only 1 up revision. “Trump put” might not work for Ford if there is an overall slowdown of the economy. Ford’s forward PE ratio for the fiscal year ending Dec 2027 is a modest 5.8 but the highest EPS estimate is almost 3X the lowest EPS estimate, which shows huge future uncertainty. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Ford: Dirt-Cheap, EV Potential, And A Solid Yield On Top
Summary Ford Motor's stock has lost about one-fourth of its value in the last year, but it remains a strong long-term investment due to its EV strategy and dividends. Despite challenges, Ford Motor's EV sales grew 15% YoY in the U.S. in 4Q24, and the company anticipates positive free cash flow in 2025. Ford Motor offers a robust 6% dividend yield, supported by strong free cash flow, making it an attractive option for passive income investors. With a leading profit multiple of 6.1x, Ford Motor is a serious bargain compared to General Motors and Tesla, presenting a compelling investment opportunity. Read the full article on Seeking AlphaSeeking Alpha • Mar 21
Ford: Tariffs And EV Losses - A Likely Road To Decline
Summary I expect Ford’s free cash flow to decline due to a combination of the upcoming 25% tariffs and Model E losses, potentially leading to a lower special dividend in 2026. Institutions have been accumulating shares in Q4 2024, but I believe they are primarily chasing dividends. I believe special dividends in 2026, and beyond, will decline. The Model E segment is projected to lose $5B - $5.5B in 2025, offsetting cost savings and raising concerns about long-term profitability. This could further pressure special dividends in 2026. I would caution against shorting Ford, as Trump’s history of unpredictable policy shifts could reverse tariffs, triggering a rally in auto stocks. Read the full article on Seeking AlphaSeeking Alpha • Mar 15
Ford Is Firing On All Cylinders, Expecting Strong Growth
Summary Ford Motor Company is a strong buy due to its attractive 7.71% forward yield and share price trading below $10. Ford's robust market position, especially in the US, and its growing hybrid and EV segments offer significant growth potential. Despite recent challenges, Ford's deleveraging efforts and strong balance sheet position it well to pass on tariff costs to consumers. Risks include potential EV subsidy cuts and ongoing losses in the Model e segment, but overall, Ford's earnings yield of 17.7% is compelling. Read the full article on Seeking AlphaSeeking Alpha • Feb 23
Ford Motor: Inventory Doesn't Lie
Summary Ford’s Q4 earnings report revealed some earnings headwinds ahead. However, for automobile stocks – which are notoriously cyclical - I urge readers to look beyond accounting profits and pay more attention to inventory. F’s latest inventory data indicates strong demand for its products. I anticipate such demand to continue given the popularity many of its vehicles enjoy. Read the full article on Seeking AlphaSeeking Alpha • Feb 01
Ford Has The Product Lineup To Do Alright Regardless Of Fed Interest Rate Trajectory
Summary Ford is undervalued with a P/E ratio under 6, compared to Tesla's 120, and is successfully entering the EV market with models like the Mustang Mach-E. Switching from hold to buy due to Ford's cautious EV pivot and success with the Ford Maverick, a hybrid compact truck. Financials: Q1 2024 revenue up 4% to $127.8B, net income down 20% to $4.1B, and debt reduced by $400M. Ford's 7.7% dividend is sustainable, with earnings at 17% of share price and interest expenses less than 1% of total revenues. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Ford Motor Company: Cash Flow Supports Dividend (Rating Upgrade)
Summary Ford Motor Company's dividend appears safer now, with a dividend coverage ratio of 16% based on TTM average quarterly free cash flow, down from 25%. Despite the improved FCF and debt situation, Ford's dividend growth remains stagnant, with the quarterly dividend stuck at 15 cents since 2022. Ford's long-term debt has slightly reduced, but the stock shows weak technical support, trading below key moving averages. Upgrading Ford from “Sell” to “Hold” due to improved dividend safety and potential for another special dividend, despite ongoing challenges in electric vehicle production. Read the full article on Seeking AlphaSeeking Alpha • Dec 20
Ford: Don't Fall For This Dividend Play
Summary Ford is giving a 6.2% dividend yield which is significantly above the 1.2% dividend yield for the broader S&P 500. However, Ford’s total return of 10% over the last ten years significantly underperforms the 250% total returns shown by S&P 500 during this time. Ford is facing massive challenges in its core business and is bleeding cash in the EV segment without showing any strong growth trajectory. The legacy automakers like Ford will be facing a tough time in the next few years as the overall market shifts to EV and autonomy. The stock continues to show major downward EPS revisions in the near term which will make it difficult to gain a bullish momentum despite the low stock price. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Ford Facing Battery-Electric Roadblocks: Time To Consider BYD?
Summary Ford is struggling with consumer acceptance of BEVs and has postponed $12 billion of its $50 billion BEV investment due to market and political uncertainties. The election of Donald Trump and potential regulatory relaxations could reduce pressure on automakers to develop BEVs, impacting Ford's strategy and profitability. Ford is shifting focus to gas-electric hybrids to bridge the gap until BEVs become more affordable and practical, while Chinese automaker BYD excels in BEV and hybrid technology. Ford's current challenges include lowered earnings guidance, warranty costs, and a canceled electric SUV project, making it a Hold, while BYD is a stronger long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Dec 01
Ford: The Hidden Red Flag, And How You'll Know It's Turned The Corner
Summary Ford's warranty accounting methods are crucial for investors to understand, as they significantly impact reported profits and liabilities. Higher interest rates and warranty costs, not EV issues, are the primary factors affecting Ford's profitability. Ford's management must count warranty costs accurately, and address the underlying causes, to regain investor confidence and stabilize financial projections. I continue to rate Ford as Avoid until warranty issues are resolved. Read the full article on Seeking AlphaSeeking Alpha • Nov 25
Ford: A Cut In EV Tax Incentives Could Shift This Stock Into Reverse
Summary Ford model e segment is a significant drag on the overall profitability of the company, with a $1.2 billion loss in Q3 and a negative EBIT margin of -104.4%. Should Congress eliminate the $7,500 EV tax credit in 2025, I anticipate a drop in EV demand and an increased reliance on discounts and company-based incentives. I anticipate intense pricing pressures as over 150 new EV models hit North America by 2026, forcing Ford to scale down production and offer company-based incentives. Ford's inventory levels, at 91 days compared to a target of 50-60 days, increase the likelihood of write-downs if price adjustments are required in 2025. Due to its low valuation, high dividend yield, and uncertain Congressional decision on tax credits, I believe shorting Ford is not a wise idea, despite my sell rating. Read the full article on Seeking AlphaShareholder Returns
| F | US Auto | US Market | |
|---|---|---|---|
| 7D | -7.4% | -6.2% | -3.3% |
| 1Y | 41.0% | 20.6% | 22.3% |
Return vs Industry: F exceeded the US Auto industry which returned 20.6% over the past year.
Return vs Market: F exceeded the US Market which returned 22.3% over the past year.
Price Volatility
| F volatility | |
|---|---|
| F Average Weekly Movement | 7.2% |
| Auto Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: F has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: F's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1903 | 169,000 | Jim Farley | www.ford.com |
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.
Ford Motor Company Fundamentals Summary
| F fundamental statistics | |
|---|---|
| Market cap | US$59.77b |
| Earnings (TTM) | -US$6.10b |
| Revenue (TTM) | US$189.86b |
0.3x
P/S Ratio-9.8x
P/E RatioIs F overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| F income statement (TTM) | |
|---|---|
| Revenue | US$189.86b |
| Cost of Revenue | US$165.39b |
| Gross Profit | US$13.41b |
| Other Expenses | US$19.52b |
| Earnings | -US$6.10b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | -1.53 |
| Gross Margin | 7.06% |
| Net Profit Margin | -3.22% |
| Debt/Equity Ratio | 416.8% |
How did F perform over the long term?
See historical performance and comparisonDividends
4.0%
Current Dividend Yield-39%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/09 10:15 |
| End of Day Share Price | 2026/06/09 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Ford Motor Company is covered by 43 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| William Selesky | Argus Research Company |
| Dan Levy | Barclays |
| Adrian Yanoshik | Berenberg |