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Ford Motor Company (F)

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19.14-0.73 (-3.67%)
At close: 04:02PM EST
19.11 -0.03 (-0.16%)
After hours: 07:59PM EST
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  • G
    Gregg
    Ford CEO Jim Farley has been steadfastly outlining The Blue Oval’s future since assuming the role in October 2020. The company’s key goals and organizational changes include:

    An expansion and spinoff for Ford’s leading commercial vehicle business with a suite of software services that drive loyalty and recurring revenue streams.
    Offering compelling, uniquely Ford, fully electric vehicles at scale around the world, including the Ford Transit, Ford F-Series, Ford Mustang, SUVs, and Lincoln models.
    An alliance with German automaker Volkswagen.
    Adding more affordable vehicles to Ford’s global lineup, including in North America.
    Increasing the amount of money spent on EV development, to $30 billion through 2025.
    Having Ford Europe transition to zero-emissions vehicles by 2027 and switch completely over to full EVs by 2030.
    The launch of Ford Ion Park, a facility designed to facilitate R&D initiatives on battery production.
    An investment in Solid Power, a producer of solid-state batteries.
    BlueOvalSK, a joint venture between Ford and SK Innovation, Ford’s preferred supplier of EV batteries, which will bolster Ford’s EV manufacturing ambitions, specifically at two upcoming facilities expected to come online in 2025.
    Transforming Lincoln into a fully electrified luxury division by 2030.
    A partnership with Google that will transform the company’s manufacturing operations and see future Ford Motor Company vehicles sport Android-powered infotainment systems.
    Continued investments into EV startup Rivian.
    A shift to a build to order paradigm for retail customers.
    Buyout programs for employees involved in legacy ICE powertrain and platform development.
    Realigning markets according to what’s outlined in the Ford+ plan, which seeks cost reductions in underperforming regions such as South America and India.
    Supporting green initiatives with a comprehensive sustainable financing framework.
    Producing 600,000 EVs per year by 2024.
    Working with semiconductor manufacturer GlobalFoundries to secure additional microchips for its vehicles.
  • G
    Gregg
    There's no reason why Ford shouldn't break above $20, trader says
    Ford's fate looks rosy to Inside Edge Capital Management founder Todd Gordon.
    With shares of the automaker meeting resistance in the $20 range, "I see no reason" why they can't break decisively above that long-standing ceiling, Gordon told CNBC's "Trading Nation" on Thursday.
    Ford's stock was just above $20 a share in premarket trading Friday.
    "As we've sort of been hanging out here, Ford has been showing a lot of relative strength compared to the broader market," Gordon said.
    The stock "actually looks more like Tesla" than industry peers such as General Motors, he said.
    "If the market drops and that stock shows relative strength, you've got to think when the market recovers, you're going to see an upside move up through 20," he said.
    The fundamental layout looks equally supportive for Ford, Gordon said. His firm recently increased its exposure to the automaker, doubling its position in consumer discretionary stocks after stronger-than-expected consumer spending data, and upping Ford's weighting in its growth portfolio.
    Ford also increased November vehicle deliveries year over year, grew its gross profit margins, reduced some of its long-term debt and is taking control of its semiconductor-related supply chain issues by partnering with chipmaker GlobalFoundries, he said.
    "We're bullish," Gordon said. "With a solid technical picture, I see no reason why Ford shouldn't move up through 20."
  • G
    Gregg
    Incredibly good news, 30% of deliveries were ‘per order’ versus from dealer inventory. Say goodbye to discounting!

    New breakthrough products and inventory improvements made Ford America’s No. 1 selling automaker for the third month in a row. Ford was the only major U.S. automaker to report a year-over- year sales increase in November – up 5.9 percent over last year. Retail share totaled an estimated 13.8 percent – 2.7 percentage points higher than November last year.
    Ford’s electrified vehicle sales in November grew at a rate more than three times faster than the overall electrified vehicle segment, taking Ford’s electrified vehicle share to 10 percent compared to 5.4 percent last year. This set up a record November on sales of 11,116 electrified vehicles – up 153.6 percent. New products are providing the boost, with Mustang Mach-E and F-150 Hybrid sales of 3,088 and 4,767, respectively.
    For the month, Ford took in 74,000 new vehicle retail orders - up 64,000 vehicle orders over November of last year. Customer orders continued to be filled at record rates. In November, 29 percent of Ford retail sales came from previously placed customer orders.
    Ford brand SUVs achieved record November retail sales on the success of new products. Sales were up 25.6 percent over a year ago on total sales of 66,390 vehicles. The Bronco family had its highest combined sales since launch – totaling 19,773 SUVs. Mustang Mach-E sales were up 8.4 percent from October on sales of 3,088 SUVs.
    Combined, Ford’s newest must-have vehicles, including Mustang Mach-E, Bronco, Bronco Sport and Maverick, have the fastest turn rates on dealer lots. Ford’s newest products are having their best sales since launch and all are turning in under 12 days, with Maverick turning in just 5 days – essentially trailer-to-customer. Maverick Hybrid recorded its first sales at the end of November and more hybrids are on their way to dealers.
    Ford total pickup truck sales climbed 15.8 percent compared to a year-ago – with sales totaling 70,839. F-Series sales rose 14.6 percent, expanding its leadership position over the second-place competitor to 144,049 trucks for the year.
  • T
    Thomas
    Ford still on pace to release F-150 EV lightening......Going to blow this stock price out into orbit....$30 by end of Jan. 2022
  • S
    Steve
    FORD F150 Lightning preorders are buyers who will take the vehicles,
    not meme traders trying to pump the stock who are not taking delivery.
  • B
    Books
    I LOVE FORD. Simon amazing turn around and the hottest truck discussed on social media is the Lightning. The Brand will blow away competitors - ID4? (Come on VW), GM? (Lost too much trust with Bolt). We are with witnessing a 20 year tailwind as the car is transformed. With said we cannot be rosy eyes/ the genera market is very overvalued and set for a serous tailspin. Many companies are already in a beat market and these get rich while you press buttons on your phone speculative plays have fueled a liquidity boom. If the market implodes, hi prices truck dependent Ford will follow. So, I am offsetting my large Long Ford position by selling short GM (with protective out of money GM calls as you can’t naked short it without excess risk) and buying SPY puts on the 500.
  • G
    Gregg
    The presentation from the Lisa Drake slide deck still shows the Lightning being delivered in the spring of 2022, the rumor of the delivery date being pushed is fake news.
    Go to Ford Motor Investor Relations website and click on presentations - the PowerPoint is there.
    Suspect some of this sell off was based on fake news, back to the 'march' up on Monday assuming we have no china virus fake news over the weekend.
  • M
    MB
    More good news! In the online "Motley Fool" article titled "While Rivals Face Continued Shortages, Ford's Sales Are Booming", these are the concluding verbatim "positive takeaways":

    "First, while some other automakers, including Toyota ( TM 2.73% ), continue to struggle with supplies of chips and other components, Ford's third strong month in a row suggests that the Blue Oval is through the worst of its own supply chain issues. That's clearly good news, at least in the short term: With relatively strong dealer inventories, Ford is well positioned to continue taking market share from rivals over the next few months.

    Second, Ford's latest models are all looking like bona fide hits. As veteran auto investors know, automakers' profits (and generally, their stock prices) benefit when their latest products are in particularly high demand."

    Fellow Ford investors, what's not to like? We are moving on up.
  • G
    Gregg
    I’m not sure how the market will react but I have a feeling the news on Friday is going to be really, really good i.e. great sales improvement yoy, great margin improvement (almost -0- discounts) and unbeatable EV news (we can’t make them fast enough and we are doing all of the following to make sure we can satisfy demand)!
  • G
    Gregg
    The truck that the Lightning is based on – the 2021 Ford F-150 – also recently made Time‘s 100 Best Inventions of 2021 list thanks to its innovative Pro Power Onboard generator, which the Lightning will take a step further with vehicle-to-vehicle charging. And now, the 2022 Ford F-150 Lightning has also made Popular Science‘s Top 100 New Technologies of 2021 list in the Automotive category, too.

    The F-150 Lightning made this prestigious list thanks to its impressive stats, which include up to 563 horsepower and 775 pound-feet of torque, a 0-60 time of 4.5 seconds, up to 10,000 pounds of max towing, 9.6 kW of portable power, as much as 300 miles of range, and a 150-kilowatt fast charger that can add an additional 54 miles of range in just 10 minutes.

    “When we set out to electrify the F-150, we were so excited about the prospect of delivering the most innovative truck Ford has ever built,” said Linda Zhang, F-150 Lightning chief engineer. “We wanted to provide some shock and awe to our customers in a way they’d never seen from a truck before.”

    The editors of Popular Science have reviewed thousands of products across ten categories to determine the Top 100 New Technologies list each year since 1988. The products that make the cut are ones that represent a breakthrough or significant advancement in technology.

    “The Best of What’s New Awards celebrates the year’s greatest feats of human ingenuity – the steps towards safer, healthier, more-sustainable, and happier days ahead,” said Popular Science Editor-in-Chief Corinne Iozzio. “Despite the supply chain challenges making headlines in 2021, breakthroughs across all our categories have helped us glimpse a future brimming with possibilities. This collection, which includes everything from an artificial intelligence mapping more – efficient airline routes to mountain-bike shocks that adjust themselves on the fly, is full of items we’re proud to dub the Best of What’s New.”
  • M
    Mary
    Investing my money in ford and crypto. But own a tesla
  • G
    Grant
    Ford Motor equals sold out products. Electric F150, Mach E, Transit Electric and top selling Bronco, F150, Explorer, Maverick with record transaction prices and record profits. Add over 15 billion dollars in Rivian stock and 30 billion in cash. Ford stock will be over $30 by the end of December. Key to the company is the most competent and competitive CEO in the industry
  • G
    Gregg
    This is a very rare situation IMO - a chance to buy a very sound manufacturer that is reinventing itself, keeping the good from the past, shedding the bad and adding amazing new products and processes. The people and facilities are in place. Rate opportunity to make many times your money over the next few years.
  • w
    warren
    Can F reach $100 by summer of 2022? I think it may, with all the hot new designs of broncos, maverick, and EV emach, and the biggest sellers of all truck F150 Lightning starting price of $40k (cheaper than most high end gas trucks).

    That’s only a market cap of $400 billion which is still 1/3 of Tesla. I think it will reach $100/ sh.
  • J
    Jimmy
    Till end of October, Ford has sold 21,703 Mustang Mach E so far. Ford says that they are on target to sell 50,000 Mustang Mach EV by the end of this year. That means, in November and December, they expect to sell 28, 297 Mustang Mach E. Do you know what this means? Ford shares will go to the moon, and Tesla shares will sink faster than the Titanic .
  • T
    Tom
    F best selling automaker in past 3 months and stock at $20. Should be $50 easily
  • G
    Grant
    Ford facts; sold out products and record profits and transaction prices. Massive sales growth of electric vehicles such as the F150 Lightening and Mach E and Transit Electric. Money losing operations shut down. Partnerships with Google, Argos, Wal-Mart and Volkswagen. Over 15 billion in Rivian stock and most importantly the most competent and competitive CEO in the industry. Ford stock will be over $30 by the end of the year.
  • G
    Gregg
    I'm not sure where we end up price wise by years end, Ford is so undervalued that IF market sentiment changes, the stock could go up 2-5x from here. It will simple be a matter of the market believing Ford will execute at or near the 5 year estimates, when that happens look out above because the price will BLOW up.

    Here's why
    Do you know what the 5 year PEG (price to earnings growth/PEG) is for Ford? .13 - 1 is considered fair value i.e. a neutral PE ratio over the coming 5 years. Ford's PEG growth ratio is about 1/10th of 1, meaning in 5 years the current PE ratio (discounted for time) would be 1/10th or a PE in 5 years of about 2. Is Ford undervalued? Extremely, grossly undervalued. At some point the market sentiment will change and Ford could literally go up 10x (minimum) in a very short time frame.

    As a point of reference; TSLA's PEG is 2.6, over 20x higher than Ford's. Who can't sneeze, or get their share price halved or worse, and who can steadily execute and see steady price appreciation over the next decade. Tesla can't sneeze, Ford has an easy path to 10x the current market cap.
  • G
    Gregg
    Ford Motor (NYSE:F) was downgraded by analysts at Wolfe Research from an "outperform" rating to a "peer perform" rating in a report issued on Thursday, The Fly reports. They presently have a $22.00 target price on the auto manufacturer's stock, up from their prior target price of $17.00. Wolfe Research's price target indicates a potential upside of 12.36% from the stock's current price.
  • G
    Gregg
    Great news there are no delays in Lightning deliveries - hoping for them beating the spring date!