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Since first turning bullish on Ford Motor Company (F) in May 2021 (total return of ~60% but the S&P 500 (SP500) has outperformed F easily), I have hardly looked back. There have been major bumps
Ford: New Risks And Opportunities Have Emerged
Summary
- Ford Motor Company’s historic pivot effectively kills Gen 1 large EV ambitions, including the all-electric F-150 Lightning and Project T3, in a decisive move to stem bleeding in the Model e division.
- By swapping loss-making pure EVs for premium EREVs, I project Ford Pro margins to expand beyond 13%, finally decoupling the company's profit engine from EV drag.
- In a direct challenge to Tesla Energy, Ford is entering the battery storage market to salvage sunk costs. However, this creates new competitive risks against established players in this market.
- Despite delayed EV profitability targets (now 2029) and the loss of the EV growth premium, shares remain attractive at 12.8x forward earnings for investors willing to embrace the new-look Ford.
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About F Stock
| Symbol | Last Price | % Chg |
|---|---|---|
| 13.29 | -1.26% | |
| Post | 13.30 | 0.08% |
Chart
Combination chart with 2 data series.
The chart has 1 X axis displaying Time. Data ranges from 2025-12-18 09:30:00 to 2025-12-23 16:00:00.
The chart has 1 Y axis displaying values. Data ranges from 13.265 to 13.565.
End of interactive chart.
