Added to YB: 2025-09-15
Pitch date: 2025-07-28
F [bullish]
Ford Motor Company
+2.51%
current return
Author Info
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Company Info
Ford Motor Company develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles worldwide.
Market Cap
$45.5B
Pitch Price
$11.14
Price Target
N/A
Dividend
6.57%
Sector
Automobiles
Category
special_situation
Show full summary:
Ford Motor Company - $F
F: Trump admin regulatory changes to eliminate GHG/CAFE standards that force Ford to lose $5.1B annually on EVs to sell profitable ICE vehicles. 80% US assembly benefits from tariffs. Current 6-8x earnings multiple on business that could see EBIT double/triple as $15B+ ICE profits freed from EV albatross. Catalyst: Zeldin removing GHG regs.
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