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Latest ideas and analyses related to Ford Motor Company Common Stock

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F

+13 pts



3Q shortfall on supply issues & inflation; questions for reiterated FY guide

By realjoe on Sept. 20, 2022, 2:09 p.m.
Tagged topics: preannouncement

Views: 7, Votes: 1, Responses: 0, Attachments: 2
F , GM

+32 pts



Ford and GM diverge

By junkfoodlover on Aug. 8, 2022, 12:47 p.m.
Tagged topics: earnings read through

Views: 9, Votes: 2, Responses: 0, Attachments: 1
APTV , VC , LEA , ST , TEL , APH , FLEX , JBL , TSLA , F , GM

+37 pts



Senate announces climate bill, including EV tax credits; initial thoughts

By ethonomics on Aug. 2, 2022, 5:09 p.m.
Tagged topics: EV tax incentive

Views: 18, Votes: 4, Responses: 0, Attachments: 1
F

+32 pts



$F Ford 2Q Reaction: Big Beat, Ups Dividend - Now What?

By realmomobags on July 28, 2022, 6:49 a.m.
Tagged topics: earnings results

Views: 12, Votes: 2, Responses: 0, Attachments: 1
F , GM , RACE , RIVN

+33 pts



Expect Strong Underlying Profits for GM & F in 2Q As Pressures on Supplier Margins Peak

By josiebe on July 26, 2022, 2:11 p.m.
Tagged topics: earnings preview

Views: 20, Votes: 3, Responses: 0, Attachments: 1
F

+35 pts



$F Impressive EV progress but we worry about margins and macro risk

By puckerman17 on July 22, 2022, 3:06 p.m.
Tagged topics: macro pressures

Views: 18, Votes: 5, Responses: 0, Attachments: 1
ADNT , ALV , APTV , BWA , VC , GM , F , GT , LAZR , LEA , NKLA , RIVN

+33 pts



2Q Earnings and 2022 Guidance Preview and Playbook

By cassie on July 18, 2022, 1:57 p.m.
Tagged topics: earnings preview

Views: 21, Votes: 2, Responses: 0, Attachments: 1
BMW , STLA , MBG , VOW , F , GM , RNO

+31 pts



OEM Q2 Moving Parts - Chronicle of Recession Foretold

By junkfoodlover on July 11, 2022, 5:03 p.m.
Tagged topics: recession

Views: 19, Votes: 2, Responses: 0, Attachments: 1
ALV , ADNT , APTV , AXL , BWA , DAN , LEA , MGA , VC , APH , ST , TEL , F , GM

+37 pts



Autos: 2Q22 preview; can we have a clearing event?

By josiebe on July 7, 2022, 4:10 p.m.
Tagged topics: earnings preview

Views: 35, Votes: 6, Responses: 0, Attachments: 1
TSLA , GM , F , VC , APTV , RIVN

+43 pts



The Software Defined Vehicle

By mooreideas on June 24, 2022, 10:54 a.m.
Tagged topics: deep dive , software defined vehicle

Views: 30, Votes: 4, Responses: 1, Attachments: 1
TSLA , GM , F

+36 pts



Thoughts on recent news from Tesla, GM, and Ford

By ethonomics on June 6, 2022, 5:20 p.m.
Tagged topics: analyst checks

Views: 35, Votes: 3, Responses: 0, Attachments: 1
F

+33 pts



$F CEO and CFO meeting takeaways

By cassie on May 5, 2022, 2:51 p.m.
Tagged topics: non deal roadshow

Views: 25, Votes: 3, Responses: 0, Attachments: 1
F

+33 pts



Can $F really get another $2.5bn of pricing/mix benefit this year?

By cassie on April 28, 2022, 5:42 p.m.
Tagged topics: earnings results

Views: 20, Votes: 2, Responses: 0, Attachments: 1
GM , F , RIVN

+36 pts



$GM $F - analysts see 2022 EPS below consensus as macro headwinds grow

By bbern3 on April 25, 2022, 1:36 p.m.
Tagged topics: analyst lowers estimates

Views: 203, Votes: 4, Responses: 0, Attachments: 1
ST , TEL , APH , NATI , KEYS , JBL , FLEX , TSLA , GM , F , BWA , LEA , MGA , VC , APTV

+43 pts



1Q22 EPS preview — expect a difficult earnings season

By ethonomics on April 8, 2022, 6:40 p.m.
Tagged topics: earnings preview

Views: 60, Votes: 4, Responses: 2, Attachments: 1
F , GM

+33 pts



Gas prices hitting used pickup values

By realjoe on March 17, 2022, 3:13 p.m.
Tagged topics: oil price

Views: 46, Votes: 2, Responses: 0, Attachments: 1
ADNT , ALV , APTV , AXL , BWA , DAN , F , GM , GT , LEA , VC

+39 pts



Direct impact from Russia/Ukraine conflict on auto production appears manageable, rising input costs the bigger headwind

By cassie on March 10, 2022, 10:46 a.m.
Tagged topics: analyst checks , deep dive , auto production

Views: 175, Votes: 7, Responses: 0, Attachments: 1
F

+33 pts



$F - Increased Profitability & EV Sales Targets + Reorganization Highlighting SOTP Value

By realjoe on March 3, 2022, 4:32 p.m.
Tagged topics: reorganization , transition from ICE to BEV

Views: 35, Votes: 2, Responses: 0, Attachments: 1
F

+31 pts



$F - reorg into #FordBlue and #ModelE increases transparency, but lack of spinoff caps benefits from valuation

By cassie on March 2, 2022, 4:55 p.m.
Tagged topics: electric vehicles , reorganization , transition from ICE to BEV

Views: 228, Votes: 2, Responses: 0, Attachments: 2
F

+33 pts



Ford Motor Company North America Farley Really Gets It and Mussel-Watermelon Smoothies

By tvalerttelegram on Feb. 18, 2022, 4:24 p.m.
Tagged topics: Morgan Stanley

Views: 44, Votes: 2, Responses: 0, Attachments: 1