Core Insights - Ford Motor Company's Explorer SUV remains a popular choice among U.S. consumers, ranking as one of the most common vehicles on American roads in Q2 2025 [1][8] - The Ford Explorer is the 10th most prevalent vehicle in the U.S., accounting for 1.2% of all vehicles, while the Ford F-150 leads the market with a 3.7% share [2][8] - Ford holds the top position among automotive brands in the U.S. with a market share of 14.6%, and ranks second overall among manufacturers with 15.6% of all vehicles [3][4][8] Market Performance - General Motors sold 2.2 million vehicles in the U.S. in the first nine months of 2025, achieving a market share of 17.2%, the highest since 2015 [5] - Tesla leads the U.S. electric vehicle market with a 43.1% share as of September 2025, although this is a decline from 49% at the end of the previous year [6] Financial Metrics - Ford's stock has outperformed the Zacks Automotive-Domestic industry, with a year-to-date gain of 20.4% compared to the industry's 13% [7] - The company appears undervalued with a forward price/sales ratio of 0.29, significantly lower than the industry's 3.48 [10] - The Zacks Consensus Estimate for Ford's EPS has increased by a penny for 2025 and by 5 cents for 2026 over the past 60 days [11]

After turning bullish on Ford Motor Company (NYSE: F ) in early 2021, I have had to deal with a bumpy ride that has literally taken Ford stock nowhere. Breaking the $12 barrier has proven difficult for Ford stock. In the few instances itDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertis ...

After turning bullish on Ford Motor Company (NYSE: F ) in early 2021, I have had to deal with a bumpy ride that has literally taken Ford stock nowhere. Breaking the $12 barrier has proven difficult for Ford stock. In the few instances itDilantha De Silva is an experienced equity analyst and investment researcher with over 10 years in the investment industry. He writes insightful articles for Seeking Alpha, GuruFocus, TipRanks, and ValueWalk, with a significant following on Seeking Alpha. Dilantha’s expertis ...

Core Viewpoint - A fire at the Novelis aluminum plant in Oswego, New York, is expected to disrupt the supply of aluminum to the automotive industry, particularly affecting Ford and other automakers for several months [3][4]. Group 1: Impact on Automotive Industry - The Novelis plant supplies approximately 40% of the aluminum sheet used in the auto industry, and its hot mill is projected to resume operations in early 2026 [4]. - Ford is the largest customer of the Novelis plant, heavily relying on aluminum for its F-150 pickup, and is actively working with Novelis to mitigate disruptions [6]. - Other automakers, including Toyota, Hyundai, and Stellantis, are also affected, with Toyota seeking alternative suppliers and Stellantis working to manage the impact [7][8]. Group 2: Supply Chain Management - Novelis is sourcing materials from its overseas plants and collaborating with industry peers to fill the supply gap, although U.S. aluminum imports face a 50% tariff, leading to increased costs [5]. - Experts highlight that factory fires are common supply chain disruptions, and companies with robust supply chain risk management strategies are better positioned to respond [9][10]. - Companies like General Motors have learned from past disruptions and have implemented comprehensive risk management solutions to quickly assess and respond to supply chain impacts [11][14]. Group 3: Risk Management Solutions - Advanced AI-powered supply chain risk management solutions are being utilized by some automotive companies to identify and respond to disruptions in real-time [10][17]. - Autoliv, a major supplier in the automotive industry, has recognized the competitive advantage of implementing risk management technologies and has developed a comprehensive program to address potential disruptions [16][17]. - The effectiveness of risk management programs often remains confidential, and it is unclear if Ford or other affected OEMs have similar solutions in place, which could influence the severity of the impact from the fire [18].

It's frustrating because we're the most American auto company and we export the most and yet we have this $2 billion headwind which prevents me from investing even more in the US. So it's frustrating but I got to tell you uh we've had some really good conversations with the Trump administration. They feel our pain.I know they want to help us with this problem. What I've seen them do on the EPA side really put the EPA tailpipe emissions more in line with customer real demand. That gives me hope that we're go ...

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potenti ...

Core Insights - A fire at a New York aluminum plant is expected to significantly impact Ford Motor's production of the F-150 truck for several months [1] - Analysts from Evercore ISI estimate that the incident will reduce Ford's earnings by up to $1 billion [1] Company Impact - The production disruption is specifically related to the F-150 truck, which is a key model for Ford [1] - The financial implications of the fire are substantial, with a potential earnings hit of $1 billion indicating a serious operational challenge for the automaker [1] Industry Context - The incident highlights vulnerabilities in the supply chain for automotive manufacturers, particularly those reliant on specific materials like aluminum [1] - The fire's impact on production timelines may affect Ford's competitive position in the truck market during the recovery period [1]

According to Yahoo, Ford Motor Co. (NYSE: F) stock traded for just above $11 in January 2021. ...

Core Insights - Ford Motor Co. has mandated employees to return to the office four days a week, warning that non-compliance could lead to termination [1][2] - Some employees reported receiving termination notices despite adhering to the mandate or having approved work-from-home arrangements [3][4] Employee Compliance and HR Issues - Ford's HR director stated that employees in compliance with the return-to-office mandate would not face termination, while some notices were sent incorrectly due to an automated system [4] - The system requires supervisors to confirm employee leave status and existing remote work agreements [4] Workforce Challenges - CEO Jim Farley highlighted a shortage of skilled technicians, with over 6,000 service bays at Ford dealerships currently empty, leading to average repair wait times of two weeks [5] Production and Partnership Developments - Ford is facing production challenges due to a fire at its aluminium supplier Novelis, which has affected about 40% of the facility's operations [6] - The company is reportedly in discussions with Nissan to develop a new electrified SUV, potentially based on the Rogue model [6] Company Performance Metrics - Ford is noted to have satisfactory momentum, growth, and quality, with a favorable price trend across short, medium, and long-term metrics [7]

Group 1 - Ford Motor Co. and Stellantis NV are in discussions with Nissan Motor Co. to develop a new electrified SUV, potentially an updated version of the Rogue SUV [1][2] - The partnership may involve the use of Nissan's e-power Hybrid powertrain for a new Hybrid crossover SUV, with possibilities for jointly developing all-electric vehicles [2][3] - Nissan is open to strategic partnerships that complement its core model development, but no formal agreements have been established yet [3] Group 2 - A fire at Novelis' aluminum plant in Oswego, New York, which is a key supplier for Ford, may disrupt production, prompting Ford to seek alternative supply channels [4] - Ford has allowed Nissan to utilize half of its battery assembly plant in Kentucky, a joint venture with SK On, and has invested over $5 billion to enhance domestic manufacturing capabilities [5] - Stellantis is planning a $10 billion investment in the U.S. to strengthen its market position, potentially reopening manufacturing plants and launching new models [6]