Ford Motorの空売り状況は、投資家がFord Motorの株価下落に賭けている度合いを知ることができます。空売りデータは2週間ごとに更新されます。

Ford Motor (NYSE:F) 株価情報, 空売り情報

Ford Motor

Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands. In March 2022, the company announced that it will run its combustion engine business, Ford Blue, and its BEV business, Ford Model e, as separate businesses but still all under Ford Motor. The company has nearly 13% market share in the United States, about 11% share in the UK, and under 2% share in China including unconsolidated affiliates. Sales in the US made up about 66% of 2023 total company revenue. Ford has about 177,000 employees, including about 59,000 UAW employees, and is based in Dearborn, Michigan.

News

Price Target

Pre-Market Outlook

Markets

Analyst Ratings

Trading Ideas

市場が荒れ模様で不安定な時期には、多くの投資家が利益を出す株に目を向けます。これらはしばしば、フリーキャッシュフローが高く、株主に高い配当を支払っている銘柄であることが多いです。

ウォール街のアナリスト　経済動向を予測

Earnings

After-Hours Center

Movers

米自動車大手のGM（ジェネラル・モーターズ）の株価が冴えない。同じく米自動車大手のフォード自動車が第2四半期決算を発表した後に、GMの株価は水曜午後の取引で大きく下落する展開となった。

フォードが第2四半期の業績を発表　GMの株価に影響か

Penny Stocks

WKSP

自動車メーカーが電気自動車（EV）の製造と改良に競っているかのように、ほぼ毎週新たなEVが登場するという感覚が近々する。

電気自動車市場に　新技術を搭載したプロトタイプが追加

Ford Motor Co

First Advantage Corporation - Common Stock

First Advantage Corp

First Trust Alternative Absolute Return Strategy ETF

DigiAsia Corp

First Trust Multi Cap Value AlphaDEX Fund

Fabric

FAB-FORM INDUS LTD by Fab-Form Industries Ltd.

Fab-Form Industries Ltd

Farmers Bancorp

FIRST ASSET CD EQ ETF UNT by First Asset Cambridge Core

FAST ACCOUNTING CO LTD by FAST ACCOUNTING CO LTD.

FIRST ACCEPTANCE CORP by First Acceptance Corp.

First Acceptance Corp

FACT II Acquisition Corp

FANCL CORP YOKOHAMA ORD by Fancl Corp. (Yokahama, Japan)

FANCL Corp

First Trust Multi Cap Growth AlphaDEX Fund

First American Corporation (New) Common Stock

First American Financial Corp

FIRST AMERICANO FINCL CP by First Americano Financial Corp. (Elizabeth, NJ)

FULL ALLIANCE GROUP INC by Full Alliance Group, Inc.

Full Alliance Group Inc

FGV Holdings Bhd

FAHEY BKG CO MARION OHIO by Fahey Bkg Co. Marion Ohio

Fahey Banking Co

First Trust Exchange-Traded Fund II First Trust Bloomberg Artificial Intelligence ETF

Cambria ETF Trust Cambria Global Tail Risk ETF

FairGame

FALCONSTOR SOFTWARE by FalconStor Software, Inc.

FalconStor Software Inc

Falcon Metals Ltd

FALCO HLDGS CO LTD by FALCO HLDGS CO LTD.

Falco Holdings Co Ltd

iShares Fallen Angels USD Bond ETF

First Trust/abrdn Global Opportunity Income Fund Com Shs

FUTURA MEDICAL PLC ORD by Futura Medical Plc

Futura Medical PLC

FLAMEMASTER CORP by Flamemaster Corp. (The)

Flamemaster Corp

Farmmi Inc

First Trust Global Wind Energy ETF

FIRST ATLANTIC NICKEL CRP by FIRST ATLANTIC NICKEL CORP

First Atlantic Nickel Corp

Firstrand Ltd

FIRSTRAND LTD UNSP/ADR by Firstrand Limited

Diamondback Energy Inc

Fanuc Corp

FT Vest U.S. Equity Buffer ETF - April

FaraLand

Farmer Bros Co

Harvest Finance - United States dollar

Faro Technologies Inc

FAR Ltd

Direxion Financial Bull 3X Shares

FANTASY ACES FAN ORD by FANTASY ACES DAILY FANTASY SPORTS CORP

Fantasy Aces Daily Fantasy Sports Corp

Fastenal Co

FAT Brands Inc

FAT Brands Inc. - 8.25% Series B Cumulative Preferred Stock

Fate Therapeutics Inc

Fathom Digital Manufacturing Corp CL A NEW

Fathom Digital Manufacturing Corp Warrants (01/01/9999)

FATTAL HLDGS 1998 LTD by Fattal Holdings (1998) Ltd.

Fattal Holdings (1998) Ltd

FT Vest U.S. Equity Buffer ETF - August

FIRST AMERN URANIUM INC by FIRST AMERN URANIUM INC.

First American Uranium Inc

Forvia SE

Favo Capital Inc

FTAI Aviation Ltd XDFR PRF PERPETUAL USD 25 - Ser D

abrdn Asia-Pacific Income Fund, Inc. Common Stock

Aberdeen Asia-pacific Income Fund Inc

FAIRFAX FINCL HLDGS PFD G by Fairfax Financial Holdings Ltd.

Fairfax Financial Holdings Ltd

FAIRFAX FINCL HLDG PFD H by Fairfax Financial Holdings Ltd.

Direxion Financial Bear 3X Shares

FAZE HLDGS INC COM

FAZE HLDGS INC WT EXP RED

Fenerbahçe Token

FIRST NB ALASKA by First National Bank Alaska

First National Bank Alaska

DEUTSCHE BANK MEX REIT by Deutsche Bank Mexico SA Real Estate Investment Trust

Fibra Uno Administracion SA de CV

FACB INDUSTRIES BHD ORD by FACB Industries Inc BHD

PrologisProperty Mexico SA de CV Certificados Bursatiles Fiduciarios Inmobiliarios Series 14

PrologisProperty Mexico SA de CV

FBC Holding Inc

FiberCore Inc

Fidelity Blue Chip Growth ETF

Fabled Copper Corp

FABLED COPPER CORP by FABLED COPPER CORP.

Fidelity Blue Chip Value ETF

FBD Holdings PLC

FBD HOLDINGS PLC UNSP/ADR by FBD Holdings Plc

Fuss Brands Corp

FBEC WORLDWIDE INC by FBEC Worldwide, Inc.

FBEC Worldwide Inc

Fabege AB

FOODBASE GROUP INC by Foodbase Group Inc.

Foodbase Group Inc

UBS AG LONDON BRH FI ENHANCED LARGE CAP GROWTH ETN

Fortune Brands Innovations, Inc. Common Stock

Fortune Brands Innovations Inc

Fortress Biotech Inc

Fortress Biotech, Inc. - 9.375% Series A Cumulative Redeemable Perpetual Preferred Stock

FNB BANCORP INC NEWTON PA by FNB Bancorp, Inc.

F N B Bancorp Inc

First Business Financial Services, Inc. - Common Stock

First Business Financial Services Inc

FB Financial Corp

FIRST INTL BANK OF ISRAEL by First International Bank of Israel

First International Bank of Israel Ltd

FIRST BK OF TOYAMA LTD by FIRST BK OF TOYAMA LTD

GraniteShares 2x Long META Daily ETF

FB Bancorp Inc

Fashion Bel Air SA

Many, including Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk and Microsoft Corp. co-founder Bill Gates, have previously <a href="https://www.benzinga.com/news/23/09/34809593/affordability-or-desire-tesla-ceo-elon-musk-emphasizes-cost-as-primary-driver-for-wider-electric-veh">flagged the high price point of electric vehicles</a>, as compared to gas counterparts, as hindering mass adoption of EVs. However, EV makers are now gearing up to make more affordable models.
EV Giant Paves The Way: During Tesla's third-quarter earnings in October, the company said that it is preparing to launch new vehicles, including more affordable models, starting in the&nbsp;<a href="https://www.benzinga.com/news/24/07/39923738/tesla-reiterates-new-electric-vehicles-on-track-for-2025-but-ceo-elon-musk-refuses-to-divulge-detail" target="_blank" rel="noreferrer noopener">first half of 2025.</a>
"These vehicles will utilize aspects of the next-generation platform as well as aspects of our current platforms and will be able to be produced on the same manufacturing lines as our current vehicle line-up,&#8221; the company then said.
&#8220;This approach will result in achieving less cost reduction than previously expected but enables us to prudently grow our vehicle volumes in a more capex-efficient manner during uncertain times.&#8221;
Startups Follow Track: EV startup Rivian Automotive Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), meanwhile, intends to start production of R2 in the first half of 2026.
The <a href="https://www.benzinga.com/news/24/07/39911412/rivian-reports-well-over-100k-r2-reservations-ahead-of-2026-launch" target="_blank" rel="noreferrer noopener">R2 SUV</a> is expected to be priced at around $45,000, making it a cheaper and more mass-market offering than the company's R1 vehicles which have a starting price of around $70,000.
Lucid Motors Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) is also looking forward to starting production of a high-volume midsized platform priced at around $48,000 in late 2026 as a <a href="https://www.benzinga.com/news/24/06/39135581/youtuber-mkbhd-praises-lucid-air-sapphire-if-it-couldnt-be-a-tesla-it-would-have-to-be-this" target="_blank" rel="noreferrer noopener">direct competitor</a> to Tesla&#8217;s mass-market offerings Model 3 and Model Y.
Legacy Players Strive To Keep Up: Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) CEO Jim Farley said in February that it developed a &#8220;<a href="https://www.benzinga.com/news/24/06/39312185/jim-farleys-ford-boosts-low-cost-ev-team-with-top-talent-from-rivian-tesla-and-apple">super-talented skunkworks team</a>&#8221; to create a low-cost EV platform two years ago and they have developed a flexible platform that will be deployed to several types of vehicles.
However, in August, Ford said that it is&nbsp;<a href="https://www.benzinga.com/top-stories/24/08/40496864/ford-scraps-electric-suv-as-it-adjusts-to-lower-electric-vehicle-demand" target="_blank" rel="noreferrer noopener">killing its plans to build a three-row electric SUV</a>, initially slated for production in 2025. The company also postponed its plans for a new electric version of its F-150 pickup to 2027 and said it will start making a new electric commercial van in 2026.
More details on the company&#8217;s EV strategy are now expected in the first half of 2025.
Check out more of Benzinga's Future Of Mobility coverage by&nbsp;<a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noreferrer noopener">following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/24/12/42453807/spacex-hits-350-billion-valuation-in-insider-share-sale-ceo-elon-musk-says-no-investors-wanted-to-sell-shares" target="_blank" rel="noreferrer noopener">SpaceX Hits $350 Billion Valuation In Insider Share Sale: CEO Elon Musk Says ‘No Investors Wanted To Sell Shares&#8217;</a></li>
</ul>
Photo courtesy: Wikimedia

Tech

LCID

RIVN

TSLA

Bill Gates Once Pinned Price As Hurdle To Mass EV Adoption: Now, Tesla, Lucid And Rivian Are Gearing Up To Launch Cheaper EV Models

<a href="https://media.ford.com/content/fordmedia/fna/us/en/news/2024/12/11/new-collaboration-to-deliver-electrification-blueprint-to-southe.html" title="https://media.ford.com/content/fordmedia/fna/us/en/news/2024/12/11/new-collaboration-to-deliver-electrification-blueprint-to-southe.html">https://media.ford.com/content/fordmedia/fna/us/en/news/2024/12/11/new-collaboration-to-deliver-electrification-blueprint-to-southe.html</a>

Ford Pro And Southern Company Launch Pilot Program To Develop Electrification Blueprint For Southeast U.S. Businesses; Study To Optimize Charging, Vehicle Uptime, And Cost Efficiency Using Data From 200 F-150 Lightning Trucks And 150 Chargers

The Future Fund LLC Managing Partner Gary Black highlighted on Tuesday that General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) is abandoning its robotaxi ambitions to save $1 billion annually, marking a significant <a href="https://www.benzinga.com/trading-ideas/movers/24/12/42425386/general-motors-stock-is-rising-after-the-bell-whats-driving-the-action">shift in the autonomous vehicle race</a>.
What Happened: &#8220;Cruise and GM&#8217;s technical teams will be combined into a single effort focused on developing autonomous and advanced driver safety technology for future models sold by GM,&#8221; Black wrote on X, noting the strategic realignment of GM&#8217;s autonomous driving efforts.
Black, a prominent Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) bull, emphasized GM&#8217;s decision to exit robotaxi development &#8220;given the considerable time and resources that would be needed to scale the business, along with an increasingly competitive robotaxi market.&#8221;
&#8220;The move could clear the way for GM to begin licensing TSLA's full-self-driving technology,&#8221; Black wrote on X. 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24GM&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$GM</a> Cruise will exit the robotaxi business, a move that will save <a href="https://twitter.com/search?q=%24GM&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$GM</a> $1B/year in annual costs. Cruise and GM's technical teams will be combined into a single effort focused on developing autonomous and advanced driver safety technology for future models sold by GM. GM said it…
&mdash; Gary Black (@garyblack00) <a href="https://twitter.com/garyblack00/status/1866603630171934933?ref_src=twsrc%5Etfw">December 10, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/markets/equities/24/12/42428726/jim-cramer-id-be-a-buyer-after-oracle-earnings-dip-but-will-take-something-off-the-table-on-c3-ai-rally">Jim Cramer: &#8216;I&#8217;d Be A Buyer&#8217; After Oracle Earnings Dip, But Will &#8216;Take Something Off The Table&#8217; On C3.ai Rally</a>
Why It Matters: The move comes after Cruise suspended operations following an October incident where one of its vehicles dragged and injured a pedestrian. GM plans to increase its ownership in Cruise from 90% to 97% <a href="https://www.benzinga.com/trading-ideas/movers/24/12/42425386/general-motors-stock-is-rising-after-the-bell-whats-driving-the-action">through shareholder agreements</a>.
&#8220;GM is committed to delivering the best driving experiences to our customers in a disciplined and capital efficient manner,&#8221; said GM CEO Mary Barra in a company statement. The automaker will now focus on expanding its Super Cruise driver assistance system, currently available in more than 20 vehicle models.
The retreat from robotaxis comes as Alphabet Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Waymo expands its autonomous taxi service to more cities and Tesla targets a 2026 launch for its robotaxi business. The decision follows industry peers Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and Volkswagen AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>), who <a href="https://www.benzinga.com/news/22/11/29818363/ford-and-volkswagen-folded-argo-ai-after-failing-to-reach-deal-with-amazon">shuttered their self-driving venture</a> Argo AI in 2022.
Price Action: General Motors&#8217; stock closed at $52.74 on Tuesday, up 0.057%. In after-hours trading, the stock rose by 2.20%, to $53.90. Year to date, the stock has gained 46.30%.
According to <a href="https://www.benzinga.com/quote/GM/analyst-ratings">data from Benzinga Pro</a>, General Motors has a consensus price target of $56.10 from 24 analysts, with a high of $96 and a low of $28. The three most recent ratings from Morgan Stanley, Mizuho, and Bernstein suggest an average price target of $57, indicating a potential upside of 5.75%.
<figure class="wp-block-image size-large"><img decoding="async" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/10235011/Screenshot-2024-12-11-at-10.19.23%E2%80%AFAM-1024x377.png" alt="" class="wp-image-686519" /></figure>
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/movers/24/12/42428327/bitcoin-ethereum-dogecoin-mirror-stock-declines-ahead-of-crucial-inflation-data-release-top-analyst-says-buy-the-dip-predicts-275k-btc-target-2">Bitcoin, Ethereum, Dogecoin Mirror Stock Declines Ahead Of Crucial Inflation Data Release: Top Analyst Says &#8216;Buy The Dip,&#8217; Predicts $275K BTC Target</a></li>
</ul>
Image Via Shutterstock 
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Equities

GOOG

GOOGL

VWAGY

Robotaxi Exit To 'Clear The Way' For GM To License Tesla FSD, Says Gary Black — Move Will Save The Mary Barra-Led Company $1B A Year

Macro Economic Events

Market Summary

Economics

General

BABA

ORCL

Benzinga Market Summary: Chinese Stocks Fall On Weak Import Data, Oracle Misses Earnings And Revenue, Google Unveils Quantum Chip, Morgan Stanley Raises Tesla PT

- Reuters Citing House Hearing&nbsp;

STLA

WKHS

Postal Service Chief Defends Plan To Buy Rising Number Of Electric Delivery Vehicles

Editor&#8217;s Note: This story has been updated with a statement from Oshkosh.
President-elect Donald Trump&#8216;s transition team is reportedly considering canceling the U.S. Postal Service&#8217;s (USPS) contracts aimed at electrifying its delivery fleet.
What Happened: The move could be unveiled in the starting days of Trump&#8217;s new administration, Reuters reported, citing multiple sources familiar with the matter. 
The transition team is reviewing how it can undo the postal service&#8217;s multiple, expensive contracts including with Ford Motor Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and Oshkosh (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OSK#NYSE">OSK</a>) for battery electric delivery trucks, the report said. Breaking the contracts would be legally challenging, Reuters noted, given that the federal agency has its own governing board.
&#8220;Since we were selected to fulfill the NGDV (Next Generation Delivery Vehicles) contract in 2021, Oshkosh and the USPS have worked closely together to design and deliver a modernized fleet with a flexible mix of American-made electric- and gas-powered vehicles that will connect every home and business across the country. New vehicles are in service today, which have received overwhelmingly positive feedback from Postal Carriers, and we remain on track to meet all delivery deadlines,&#8221; Oshkosh told <a href="https://pro.benzinga.com/dashboard">Benzinga</a> in an emailed statement.
Ford, meanwhile, said it will not comment on stories related to customers&#8217; business proceedings.
USPS, however, did not respond to <a href="https://pro.benzinga.com/dashboard">Benzinga&#8217;s</a> request for comment.
Why It Matters: The U.S. Congress gave the USPS $3 billion in 2023 to buy EVs and charging infrastructure. The federal agency is planning to buy around <a href="https://www.benzinga.com/news/24/01/36752397/ford-electric-delivery-vehicles-siemens-charging-stations-shown-off-by-usps">66,000 electric vehicles by 2028. </a>
Trump, during his election campaign, had said that he would roll back the Biden administration&#8217;s push towards electrification. 
Reuters previously reported that his transition team is also planning to <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41988194/trump-plans-to-erase-ev-tax-credit-analyst-says-its-net-bullish-calls-sell-off-wrong-knee-jerk-reaction">kill $7500 in consumer tax credit </a>on the purchase of electric vehicles. 
Check out more of Benzinga's Future Of Mobility coverage by&nbsp;<a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noreferrer noopener">following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/tech/24/12/42361181/more-than-tesla-rivian-customers-are-most-likely-to-return-to-the-brand-survey-shows" target="_blank" rel="noreferrer noopener">More Than Tesla, Rivian Customers Are Most Likely To Return To The Brand, Survey Shows</a></li>
</ul>
Photo courtesy: USPS

Politics

Trump's Transition Team Considering Undoing USPS's Contracts With Ford, Oshkosh For Electrifying Fleet: Report (Updated)

Macro Notification

Trump Transition Team Weighing Plan To Cancel Postal Service's EV Supply Contracts With Oshkosh, Ford; Effort To Unwind Postal Service EV Contracts Would Be Part Of A Broader Executive Order On EVs

Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) said on Wednesday that the company sold 10,821 electric vehicles in the U.S. in November, marking a growth of 20.8% from last year, after its Mustang Mach-E SUV sales surged to balance the fall in sales of the F-150 Lightning EV pickup truck.
What Happened: The Mach-E was Ford&#8217;s best-selling EV last month in the U.S. with nearly 6,000 units sold. The E-transit electric van also docked significant growth in sales to collectively balance the 17% drop in Lightning sales.
Ford sold just 3,643 Lightning vehicles in November as compared to 4,393 in Nov. 2023. However, Mach-E sales rose from 4,294 to 5,938, and E-Transit sales from 271 to 1,240 units. 
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Model</td>
<td>Nov. 2024 Sales</td>
<td>Nov. 2023 Sales</td>
</tr>
<tr>
<td>Mustang Mach-E</td>
<td>5,938</td>
<td>4,294</td>
</tr>
<tr>
<td>F-150 Lightning</td>
<td>3,643</td>
<td>4,393</td>
</tr>
<tr>
<td>E-Transit</td>
<td>1,240</td>
<td>271</td>
</tr>
<tr>
<td>Total</td>
<td>10,821</td>
<td>8,958</td>
</tr>
</tbody>
</table>
</figure>
Ford said in October that it would halt production of the F-150 Lightning for six weeks from&nbsp;<a href="https://www.benzinga.com/markets/equities/24/10/41661764/ford-to-halt-f-150-ev-production-for-7-weeks-next-month" target="_blank" rel="noreferrer noopener">Nov. 18 to Jan. 6</a>&nbsp;at the Rouge Electric Vehicle Plant.
"We continue to adjust production for an optimal mix of sales growth and profitability,&#8221; a company spokesperson told&nbsp;<a href="https://pro.benzinga.com/dashboard" target="_blank" rel="noreferrer noopener">Benzinga</a>&nbsp;about the decision.
The Lightning pickup truck is up against Tesla&#8217;s Cybertruck in the U.S. While Tesla sold 16,692 Cybertrucks in the third quarter, Ford sold only 7,162 units of the Lightning, according to data from<a href="https://www.benzinga.com/news/24/10/41325252/tesla-cybertruck-leads-the-pack-as-most-popular-ev-truck-in-us-in-q3-outselling-rivals-from-ford-gm" target="_blank" rel="noreferrer noopener">&nbsp;Kelley Blue Book</a>.
Why It Matters: Ford has a smaller EV lineup in the U.S. as compared to Tesla and General Motors. 
In August, Ford said that it is&nbsp;<a href="https://www.benzinga.com/top-stories/24/08/40496864/ford-scraps-electric-suv-as-it-adjusts-to-lower-electric-vehicle-demand" target="_blank" rel="noreferrer noopener">killing its plans to build a three-row electric SUV</a>, initially slated for production in 2025. The company also postponed its plans for a new electric version of its F-150 pickup to 2027 and said it will start making a new electric commercial van in 2026.
For the third quarter, Ford's EV segment called "Model e" reported an EBIT (earnings before interest and taxes) loss of $1.2 billion after&nbsp;<a href="https://www.benzinga.com/news/24/10/41597865/fords-ev-segment-weighed-down-by-pricing-pressures-competition-ceo-jim-farley-points-out-very-aggres" target="_blank" rel="noreferrer noopener">cost improvements were offset by industrywide pricing pressure</a>, taking its loss this year through the end of September to $3.7 billion. The company now expects a full-year EBIT loss of $5 billion from the segment.
Price Action: Ford shares closed down 2.8% at $10.44 on Thursday. The stock is down 14.14% year-to-date, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>. 
Check out more of Benzinga's Future Of Mobility coverage by&nbsp;<a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noreferrer noopener">following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/24/12/42283241/gm-to-sell-its-stake-in-jvs-new-battery-cell-plant-in-lansing-to-lg-energy-solution" target="_blank" rel="noreferrer noopener">GM To Sell Stake In Michigan Battery Plant To JV Partner For Nearly $1B</a></li>
</ul>
Photo courtesy: Ford

Ford EV Sales Surge In November On Strong Mustang Mach-E Sales Despite Drop In Lightning EV Pickup Popularity

Ford Motor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) underwent analysis by 10 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">3</td>
<td align="right">5</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">2</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
In the assessment of 12-month price targets, analysts unveil insights for Ford Motor, presenting an average target of $11.9, a high estimate of $16.00, and a low estimate of $9.00. Experiencing a 9.3% decline, the current average is now lower than the previous average price target of $13.12. 
<img src="https://www.benzinga.com/files/images/story/2024/1733414428_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
A clear picture of Ford Motor's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Daniel Roeska</td>
<td>Bernstein</td>
<td>Announces</td>
<td>Market Perform</td>
<td>$11.00</td>
<td>-</td>
</tr>
<tr>
<td>Edison Yu</td>
<td>Deutsche Bank</td>
<td>Lowers</td>
<td>Hold</td>
<td>$10.00</td>
<td>$11.00</td>
</tr>
<tr>
<td>Tom Narayan</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Sector Perform</td>
<td>$10.00</td>
<td>$10.00</td>
</tr>
<tr>
<td>Dan Levy</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$13.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Dan Levy</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$14.00</td>
<td>$16.00</td>
</tr>
<tr>
<td>Mark Delaney</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$13.00</td>
<td>$12.00</td>
</tr>
<tr>
<td>Adam Jonas</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$12.00</td>
<td>$16.00</td>
</tr>
<tr>
<td>Adam Jonas</td>
<td>Morgan Stanley</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$16.00</td>
<td>$16.00</td>
</tr>
<tr>
<td>Colin Langan</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$9.00</td>
<td>$10.00</td>
</tr>
<tr>
<td>Edison Yu</td>
<td>Deutsche Bank</td>
<td>Announces</td>
<td>Hold</td>
<td>$11.00</td>
<td>-</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Ford Motor. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering insights into predictions, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Ford Motor compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Ford Motor's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Capture valuable insights into Ford Motor's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/F/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Ford Motor analyst ratings.</a>
<h2>Unveiling the Story Behind Ford Motor</h2>
Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands. In March 2022, the company announced that it will run its combustion engine business, Ford Blue, and its BEV business, Ford Model e, as separate businesses but still all under Ford Motor. The company has nearly 13% market share in the United States, about 11% share in the UK, and under 2% share in China including unconsolidated affiliates. Sales in the US made up about 66% of 2023 total company revenue. Ford has about 177,000 employees, including about 59,000 UAW employees, and is based in Dearborn, Michigan.
<h3>Unraveling the Financial Story of Ford Motor</h3>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
Revenue Growth: Over the 3 months period, Ford Motor showcased positive performance, achieving a revenue growth rate of 5.47% as of 30 September, 2024. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Net Margin: The company's net margin is a standout performer, exceeding industry averages. With an impressive net margin of 1.93%, the company showcases strong profitability and effective cost control.
Return on Equity (ROE): Ford Motor's ROE surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 2.03% ROE, the company effectively utilizes shareholder equity capital.
Return on Assets (ROA): Ford Motor's ROA stands out, surpassing industry averages. With an impressive ROA of 0.32%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: The company faces challenges in debt management with a debt-to-equity ratio higher than the industry average. With a ratio of 3.59, caution is advised due to increased financial risk.
<h2>Analyst Ratings: Simplified</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;utm_source=benzinga-insights">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Cracking The Code: Understanding Analyst Reviews For Ford Motor

Wolfe Research analyst Emmanuel Rosner downgrades Ford Motor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) from Peer Perform to Underperform.

Downgrades

Wolfe Research Downgrades Ford Motor to Underperform

Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) reported U.S. sales growth of 14.3% year-over-year to <a target="_blank" href="https://s201.q4cdn.com/693218008/files/doc_news/2024/Dec/04/Ford-U-S-November-2024-Sales-Release.pdf" rel="noreferrer noopener">166,373 </a>units in November.
This was driven by a 27.1% increase in F-Series trucks, a 38.3% surge in Mustang Mach-E sales, and a 20.8% Y/Y rise in EV sales.
The Lincoln brand experienced significant growth, with sales up 48.7% Y/Y. Electric vehicle sales growth in the U.S. was also led by an increase in E-Transit sales (+357.6% Y/Y).
However, with a drop in sales for its F-150 Lightning EV (-17.1% Y/Y) and Ford sold 10,821 electric vehicles in the month, with its Mustang Mach-E generating 5,938 unit sales.
Combustion engine vehicles sales rose 13.4% Y/Y, while Hybrid Vehicles sales surged 18.5% Y/Y.
Last month, the company reportedly slowed production of the electric Capri and Explorer at the Cologne factory in Germany <a target="_blank" href="https://www.benzinga.com/news/global/24/11/41969355/ford-cuts-capri-explorer-ev-output-due-to-significantly-lower-than-expected-demand-after-pausing-f-150-lightning-production" rel="noreferrer noopener">owing to&nbsp;slowing EV demand</a>.
Ford also said that it would pause the production of its&nbsp;F-150 Lightning pickup truck for six weeks through the end of the year at the Rouge Electric Vehicle Plant in Michigan.
Apart from this, Ford agreed to $165 million NHTSA penalty for delayed recalls of defective rearview cameras, marking<a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/24/11/41982273/whats-going-on-with-ford-motor-stock-today-4" rel="noreferrer noopener"> second-largest fine in agency&#8217;s history</a>.
Investors can gain exposure to the stock via&nbsp;First Trust Nasdaq Transportation ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXR#NASDAQ">FTXR</a>).
Price Action: Ford shares are down 1.71% at $10.64 at the last check Wednesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/24/12/42308219/ford-uk-chair-calls-on-govt-for-ev-incentives-of-up-to-5000-pounds-per-car-amid-weakening-demand-report" target="_blank" rel="noreferrer noopener">Ford UK Chair Calls For &#8216;Substantial&#8217; Incentives To Boost EV Demand: &#8216;We Need And Want To Sell Electric Vehicles&#8217;</a></li>
</ul>
Photo via Shutterstock.

Large Cap

FTXR

Ford's Mustang Mach-E Sales Skyrocket 38.3% In November Amid Growing EV Momentum

<a href="https://shareholder.ford.com/Investors/news/news-details/2024/Ford-U.S.-November-2024-Sales-Release-2024-hk0ZgY0Wze/default.aspx" title="https://shareholder.ford.com/Investors/news/news-details/2024/Ford-U.S.-November-2024-Sales-Release-2024-hk0ZgY0Wze/default.aspx">https://shareholder.ford.com/Investors/news/news-details/2024/Ford-U.S.-November-2024-Sales-Release-2024-hk0ZgY0Wze/default.aspx</a>

Ford Reports November U.S. Sales Up 14.3% YoY To 166,373 Units, Led By 27.1% Growth In F-Series, 38.3% Jump In Mustang Mach-E, And 20.8% Rise In EV Sales; Lincoln Brand Surges 48.7%

Ford Motor Co.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) UK chair Lisa Brankin has reportedly called on the government to provide consumer incentives of up to £5,000 (approx. $6,350) per car to boost electric vehicle demand.
What Happened: Direct support for consumers to purchase electric vehicles is crucial for the automotive industry to hit net zero milestones, Brankin said, as<a href="https://news.sky.com/story/fords-uk-boss-demands-taxpayer-incentives-to-drive-electric-car-future-13266038"> reported</a> by Sky News. Demand for EVs has fallen from the time the milestones were set, she added.
&#8220;The mandate is a really aggressive trajectory to 2030 and the phase out of new petrol and diesel vehicles. For us to get a return on our investment as a manufacturer &#8211; we have spent £380m here [at Halewood] and £2bn in Cologne &#8211; we need and want to sell electric vehicles. The problem is customers are not moving as we would want,&#8221; she said.
&#8220;The number one thing we want is direct customer incentives, perhaps a scrappage scheme, we have been calling for a cut in VAT on electric vehicles. Something that will incentivize customers to buy EVs, and incentivize the van and car sales that we badly need in the UK.&#8221;
Brankin added that the incentives would need to be &#8220;substantial.&#8221;
Why It Matters: The European car industry is currently faced with intense challenges towards EV transition including <a href="https://www.benzinga.com/tech/24/12/42263381/tesla-registrations-tumble-64-in-uk-in-october-even-as-overall-ev-registrations-rise">softening demand and competition from Chinese EV makers</a>.
The UK government is currently reviewing its mandate which requires 22% of cars sold this year to be electric and higher every year until new <a href="https://www.benzinga.com/markets/equities/23/09/34760132/ford-says-uk-petrol-car-ban-delay-could-risk-ev-transition-report">petrol and diesel car sales are banned</a> in 2035. Manufacturers will have to pay a fine if unable to meet the targets.
According to data from the Society of Motor Manufacturers and Traders (SMMT), Ford&#8217;s new car registrations in the UK have fallen by 23.7% this year as of the end of October to 94,519 units. In 2023, the company had 123,894 car registrations in the UK as of the end of the first ten months. 
However, its Ford Puma continues to be among the best-selling car models in the country. 
Check out more of Benzinga&#8217;s Future Of Mobility coverage by&nbsp;<a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noreferrer noopener">following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/24/12/42259569/chinese-ev-behemoth-and-tesla-rival-byd-marks-68-growth-in-november-sales-on-rising-popularity-of-plug-in-hybrid-evs" target="_blank" rel="noreferrer noopener">Tesla Rival BYD Marks 68% Growth In November Sales Driven By Popularity Of Plug-In Hybrid EVs</a></li>
</ul>
Photo courtesy: Ford

Global

Ford UK Chair Calls For 'Substantial' Incentives To Boost EV Demand: 'We Need And Want To Sell Electric Vehicles'

One of the most anticipated vehicle launches of all time happened on Nov. 30, 2023 with Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) delivering its first Cybertruck vehicles to a long waiting list of reservation holders of the highly anticipated<a href="https://www.benzinga.com/analyst-ratings/analyst-color/23/11/36032944/cybertruck-delivery-event-elon-musk-highlights-teslas-best-product-says-finally-the"> electric pickup truck.</a>
Here's a look back at the company's unveiling of the truck and how much investors could have made timing their stock purchase.
What Happened: Tesla recently shared a look back at what the company accomplished in <a href="https://www.benzinga.com/24/12/42262279/a-year-after-teslas-first-cybertruck-deliveries-the-truck-has-a-long-way-to-go-to-meet-musks-goals">its first year</a> with the Cybertruck on the market.
"1 year since we launched the truck that ‘they'd never actually make,'" Tesla <a href="https://x.com/cybertruck/status/1862987583141142936?t=1NyPunb3h46OS_CE8vY56Q&amp;s=19">tweeted</a>.
Tesla shared that since the launch, the Cybertruck has had multiple highlights, including achieving a positive gross margin in less than a year and starting deliveries in Canada.
Other highlights shared in the X thread are the Cybertruck driving and parking itself, having Powershare, testing the bulletproof abilities, beating a Porsche 911 while towing a 911 and winning over diesel truck owners.
The Nov. 30, 2023 delivery event was a long time coming for Tesla and fans of the company.
Tesla CEO&nbsp;Elon Musk&nbsp;<a href="https://www.benzinga.com/news/23/11/35891943/from-shattered-window-to-production-line-tesla-cybertruck-was-unveiled-four-years-ago-today" target="_blank" rel="noreferrer noopener">unveiled</a>&nbsp;the Cybertruck at a public event on Nov. 22, 2019.
Originally set for a 2021 launch, the vehicle suffered several delays and setbacks before its eventual 2023 launch. The film &#8220;Blade Runner&#8221; and <a href="https://www.benzinga.com/general/entertainment/23/04/32100580/elon-musk-owns-an-iconic-1m-james-bond-movie-car-the-crazy-story-of-couple-who-bought-it-fo" target="_blank" rel="noreferrer noopener">the James Bond vehicle from</a> &#8220;The Spy Who Loved Me&#8221; inspired the design.
The vehicle&#8217;s unique design and fans of Tesla and Musk have led to strong demand. A week after the unveiling, Tesla <a href="https://www.benzinga.com/news/23/08/33995360/how-many-cybertruck-reservations-are-there-tesla-fans-predict-a-staggering-total-ahead-of-launch" target="_blank" rel="noopener">reported 250,000 reservations, </a>via a $100 deposit. In recent comments, Tesla has said there are over one million reservations for the vehicle. Third-party estimates put the estimate closer to two million units reserved.
With the Cybertruck, Tesla added another vehicle class to compete with&nbsp;Ford Motor Company&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>),&nbsp;General Motors Company&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) and Rivian Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>).
In the U.S., trucks <a href="https://www.benzinga.com/news/23/01/30337806/tesla-had-a-top-10-selling-vehicle-in-the-us-for-2022-what-it-means-and-whats-next-for-2023" target="_blank" rel="noreferrer noopener">remain top sellers</a>. In 2022, five of the top 10 bestselling vehicles were pickup trucks, including the top three vehicles.
Pop culture references, like when the vehicle appeared <a href="https://www.benzinga.com/general/entertainment/22/10/29491435/tesla-cybertruck-featured-on-the-simpsons-episode-ahead-of-the-evs-2023-release" target="_blank" rel="noreferrer noopener">on an episode</a> of &#8220;The Simpsons,&#8221; sparked interest. Podcast host Joe Rogan has also <a href="https://www.benzinga.com/general/entertainment/23/11/36004998/joe-rogan-tops-spotifys-2023-podcasts-list-once-again-deal-likely-to-expire-in-2024-a-major" target="_blank" rel="noreferrer noopener">discussed the vehicle</a> and praised its unique design during several of his interviews.
Tesla has estimated it will sell 250,000 Cybertruck units annually by 2025. Musk has tried to downplay early expectations for the highly anticipated vehicle&#8217;s deliveries.
&#8220;I always try to downplay the start of production because the start of production is always very slow. It increases exponentially, but it&#8217;s always very slow at first. So I wouldn&#8217;t put too much thought into the start of production. It&#8217;s kind of when volume production happens, and that&#8217;s next year,&#8221; Musk&nbsp;<a href="https://www.benzinga.com/news/23/01/30595045/are-cybertruck-expectations-too-high-in-2023-musk-says-i-wouldnt-put-too-much-thought-in-start-of-pr" target="_blank" rel="noreferrer noopener">said during an earnings call.</a>
Investors and analysts see the Cybertruck as a big catalyst, which could mean more upside for Tesla shares. If you purchased shares when the Cybertruck was first unveiled, you have already been rewarded.
Are you buying when the CEOs of the Magnificent 7 are selling?
<ul>
<li>Stay in the know with our Insider Trades page — <a href="https://www.benzinga.com/sec/insider-trades/">see when leaders like Mark Zuckerberg, Elon Musk, and Jensen Huang are offloading their own shares.</a></li>
</ul>
Investing $1,000 in Tesla Stock:&nbsp;A $1,000 investment could have purchased 2.94 shares of TSLA at the opening print on Nov. 22, 2019.
Tesla underwent stock splits of five-for-one in 2020 and three-for-one in 2022. The splits would take the 2.94 shares to 44.1 total Tesla shares.
The $1,000 investment would be worth $15,747.67 today, based on a Tesla price of $357.09 at the time of writing. It would be up 1,474.8% over the last five years.
The same $1,000 invested in the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which tracks the top 500 U.S. stocks, wouldn&#8217;t have fared as well. The $1,000 investment in the SPY would be worth $1,937.65 today. This represents a return of 93.8% over the last five years, significantly trailing the performance of Tesla over the same period.
Investors who passed up the opportunity to buy Tesla stock when the Cybertruck was first unveiled may have considered buying the stock last November when deliveries took place. An investor could have bought 4.08 Tesla shares with $1,000 based on a price of $245.22 on Nov. 30, 2023.
The $1,000 investment would be worth $1,456.93 today, up 45.7%.
The same $1,000 invested in the SPY on Nov. 30, 2023, would be worth $1,321.95 today, up 32.2%.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/23/12/36104426/elon-musk-wanted-to-make-a-vehicle-for-the-future-one-that-blade-runner-would-drive">Elon Musk Wanted To Make A Vehicle For The Future, One That Blade Runner Would Drive</a></li>
</ul>
This article was previously published by Benzinga and has been updated.
Image created using artificial intelligence via Midjourney.

Education

Cybertruck Turns 1: If You Invested $1,000 In Tesla Stock When EV Truck Was Unveiled, Here's How Much You'd Have Today

The U.S. auto industry may be staring down a massive profitability crunch as President-elect Donald Trump's proposed 25% tariffs on vehicle imports from Mexico and Canada threaten to squeeze margins by nearly one-fifth, according <a href="https://www.benzinga.com/topic/expert-ideas">to S&amp;P Global Ratings.</a>
Michigan-based automakers like General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), Stellantis N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>), and Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) could lose up to 17% of their combined annual EBITDA – a financial acronym that stands for earnings before interest, taxes, depreciation, and amortization – in a worst-case scenario. That&#8217;s according to a note published Friday by S&amp;P Global analysts including Lukas Paul.
<h3 class="wp-block-heading">GM, Stellantis Could Lose The Most From US Tariffs On Mexico</h3>
The proposed tariffs would be especially painful for GM and Stellantis, which depend heavily on Mexican manufacturing for key models, S&amp;P Global Ratings said. 
GM, for example, builds eight vehicle lines in Mexico, including the Silverado and Sierra pickup trucks — some of its most profitable products, the analysts said. Stellantis , meanwhile, relies on its Mexican operations for the Jeep Compass and Ram truck models.
For GM and Stellantis, the percentage of EBITDA at risk would be above 20%,Paul said. 
Ford's exposure to Mexican tariffs is lower given its more modest footprint there, producing three models: the Bronco, Maverick and Mustang Mach-E.
All three automakers could feel the sting of higher costs and disrupted supply chains.
Tariffs &#8220;could have an incremental negative effect on the auto industry, which already faces pricing pressure from sluggish demand growth, into 2025,&#8221; S&amp;P Global wrote. 
The report also downplayed the gains from a &#8220;reshoring.&#8221; Shifting production from Mexico back to the U.S. is an option, but it would come with high costs, the analysts said. 
Labor in the U.S. is significantly more expensive, and automakers would have to untangle deeply integrated supply chains that have been built around Mexican facilities. For GM, which assembles some of its highest-margin vehicles south of the border, this would be particularly burdensome.
Read also: <a href="https://www.benzinga.com/24/11/42225506/canada-prepares-retaliatory-tariffs-as-trumps-threat-looms-analysts-warn-of-further-loonie-weakness">Canada Prepares Retaliatory Tariffs After Trump Threats: Analysts Warn Of Further Loonie Weakness</a>
<h3 class="wp-block-heading">EV Tax Credits Under Fire</h3>
The potential tariffs aren't the only challenge on the horizon. 
Trump has also suggested revisiting the Inflation Reduction Act (IRA), including the possibility of repealing the $7,500 tax credit for qualifying battery electric vehicles and plug-in hybrids.
For automakers like Ford and GM, which are investing heavily in electric vehicles, this could be another blow to their bottom lines.
The IRA credit has been a key incentive driving consumer adoption of electric vehicles, particularly as prices remain high relative to internal combustion engine vehicles.
A rollback could dampen EV sales just as automakers ramp up production in response to rising competition from Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Chinese automakers like BYD.
<h3 class="wp-block-heading">Could Tariffs Raise Risks For Credit Downgrades?</h3>
&#8220;If the tariffs materialize as outlined, the rating impact would depend on the current rating headroom and the success of mitigation strategies,&#8221; S&amp;P Global stated. 
Yet, while the proposed tariffs alone are unlikely to trigger credit rating downgrades, they compound an already challenging environment for U.S. automakers. 
Sluggish demand, tougher CO2 emissions targets in Europe and growing competition from Chinese automakers are already straining profitability.
Read now: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/42219612/usmexico-trade-tensions-escalate-as-mexican-peso-hits-august-2022-lows-why-is-auto-industry-most-at-risk">US–Mexico Trade Tensions Escalate As Mexican Peso Hits August 2022 Lows: Why Is Auto Industry Most At Risk?</a></li>
</ul>

Analyst Color

Government

Regulations

GM, Other US Automakers Face Sharp Profit Squeeze From Trump Tariffs, Analysts Warn

Wall Street eyes 2025 with confidence as JPMorgan declares the <a href="https://www.benzinga.com/trading-ideas/long-ideas">U.S. will remain</a> the global growth leader.
While Europe wrestles with structural woes, the emerging markets face headwinds from high interest rates and a strong dollar. Meanwhile, the U.S. is powering ahead, fueled by an AI-driven spending spree and robust capital market activity.
<h1 class="wp-block-heading">AI Spending: A $1 Trillion Juggernaut</h1>
Artificial intelligence is sparking a capital expenditure boom that dwarfs anything seen in decades. The Magnificent 7 — Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>), Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) — plan to invest over $500 billion into capex and R&amp;D next year, roughly 25% of their combined sales.
JPMorgan estimates the broader AI ecosystem could surpass $1 trillion in spending by the end of the year. This includes costs for infrastructure, engineering talent and data center upkeep.
While this AI frenzy promises to drive earnings growth, JPMorgan analysts warn of potential pitfalls. Capital misallocation and lofty growth expectations could draw investor skepticism by late 2025. 
Still, the long-term AI opportunity is undeniable, and JPMorgan sees key players poised to capitalize.
Read Also: <a href="https://www.benzinga.com/economics/macro-economic-events/24/11/42137929/2025-us-economy-outlook-cloudier-than-normal-jpmorgan-says-boom-bust-scenarios">2025 US Economy Outlook &#8216;Cloudier Than Normal,&#8217; JPMorgan Says: Boom, Bust Scenarios</a>
<h1 class="wp-block-heading">A Broad Earnings Recovery</h1>
JPMorgan projects a bounce-back year for earnings growth in 2025. S&amp;P 500 companies are projected to achieve an 11.4% earnings increase with all 11 sectors turning positive after 2024&#8217;s uneven performance.
Meanwhile, small-cap Russell 2000 firms should see rebounding with double-digit earnings growth after enduring two years of declines.
Even the Magnificent 7 are expected to sustain a 15% growth rate.
JPMorgan analysts note a surprising upside could emerge if borrowing costs or the U.S. dollar ease. This should boost S&amp;P 500 earnings by 1% for every 2% drop in the dollar.
<h1 class="wp-block-heading">Stock Picks: Who's In JPMorgan's Cart?</h1>
Here are a few of the top picks per theme, from JPMorgan&#8217;s 2025 outlook, which the firm has an Overweight (OW) rating on:
<ul>
<li>AI Winners: Amazon, Microsoft, Nvidia, Alphabet, Meta, Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>), Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>).</li>
<li>Deregulation Darlings: Apple, ExxonMobil Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NYSE">XOM</a>), Baker Hughes Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), Bank of America Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>).</li>
<li>America First Beneficiaries: Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), General Motors Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), Ford Motor Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), Caterpillar Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAT#NYSE">CAT</a>), and more.</li>
</ul>
With an AI boom, a broad earnings recovery, and pro-American policies potentially reshaping the landscape, JPMorgan's 2025 vision sets a bold tone for the year ahead. 
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/42222736/jpmorgans-volatility-play-long-vix-calls-short-spy-puts">JPMorgan&#8217;s Volatility Play: Long VIX Calls, Short SPY Puts</a></li>
</ul>
Photo: Sutthiphong Chandaeng via Shutterstock

Comments

Ford Motor

空売り

Ford Motor (NYSE:F) 株価情報, 空売り情報

こんな人も見ています

ニュース

パートナーシップ

ベンジンガ・グローバル