Tag
ford
12 articles
Ford Trades at 7x Forward Earnings With 4.9% Yield—A Buy at $12.25
Ford beat Q3 earnings with $0.49 adjusted EPS and $4.7 billion in free cash flow, yet Goldman, Morgan Stanley and RBC all cut price targets post-earnings. The stock is undervalued.
Automakers Deploy 3D Printing to Slash Tooling Costs and Compress Cycles
Rivian, Ford and GM are scaling additive manufacturing to cut supplier expenses and accelerate prototyping—with payback periods under one year.
Rivian Bets $5M on In-House 3D Printing to Break Free From Supplier Tooling
Rivian is deploying additive manufacturing across its factory to cut part production from weeks to hours and recoup equipment costs within a year, a strategy now spreading through Detroit.
Rivian Raises 2026 Outlook on R2 Strength; Tesla Robotaxi Fleet Shifts to Cybercabs
Rivian beat Q3 revenue estimates and raised full-year delivery guidance to 67,000–70,000 units, while Tesla's Texas robotaxi fleet now deploys more purpose-built Cybercabs than Model Ys.
Tesla's Political Bet May Backfire on EV Tax Credit
Musk's Republican support could block legislation that would help Ford and GM far more than Tesla, creating an asymmetric risk to sector valuations.
Doug Field's Moves Reveal Who Wins the EV Talent War
The engineering executive's path through Tesla, Apple and Ford shows how scarce product-delivery talent now commands premium valuations across the industry
Ford Bets on F-150 and Bronco to Drive Margin Recovery
Ford is concentrating production and marketing on trucks, SUVs and performance vehicles, abandoning a broad sedan lineup to chase higher margins.
Ford Rises 4.5 Percent as ICE Truck and SUV Sales Offset Overall Decline
Strong F-Series and SUV demand cushioned a 3 percent drop in total Q2 sales, lifting Ford shares 4.5 percent.
Ford Gains 20% as AI Infrastructure Power Demands Drive Energy Asset Revaluation
Legacy automaker's battery production facilities and charging networks attract speculative interest tied to data center energy needs
Ford and GM Face $20B Supply Chain Risk as China Controls 10,000 U.S. Auto Parts Firms
Chinese ownership of American auto suppliers creates unpriced geopolitical vulnerability for traditional automakers
Auto Lenders Face Underwater Consumer Debt Crisis: Ford, GM Risk Significant Downside
Mounting consumer car loan defaults and diminished trade-in values signal a deepening crisis for auto manufacturers and lenders, threatening their earnings outlooks.
Traditional Automakers Power Up: ICE Innovation Sets Ford, GM for Revaluation
The market's premature dismissal of internal combustion engines overlooks significant innovation, positioning legacy automakers for substantial upside as next-generation powertrains emerge.