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FF

Ford Motor Company

$F·$50B·Auto - Manufacturers·Consumer Cyclical
$12.43+1.0%YTD-8.6%1Y+5.9%
Price updated 8h ago·X counts updated 5d ago
FF
$FFord Motor Company
$12.43+0.97%557 posts1.2×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $F on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

557X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $F's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 91% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-10-02

Sentiment is bullish on Ford after Trump shouted out GM, Ford and Stellantis while announcing the end of Biden's EV mandate and lower fuel-economy targets — holders invoke the "remember what happened when he name-dropped Dell, Eli Lilly, Nokia and Micron" pattern. The sober counter-note is that removing clean-air tech "will absolutely not lower vehicle prices." The thread is small and news-driven.

Read what X is saying about $F

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $F — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Ford is cheap because Detroit Three is losing ground to Asian rivals and F-150 supply hiccups keep showing up.

Ford is one of the Detroit Three automakers — F-150 trucks and commercial vehicles, Lincoln luxury, plus the Model e EV initiative that still loses money. The stock has gone roughly nowhere TTM, trading in the lower third of its 52-week range after a supplier issue paused F-150 production.

  • The business is low-margin by design: revenue grew 6.4% YoY to $43.3B at 1.8% operating margin — F-150 is the cash engine, Pro commercial is the one bright spot, and Model e losses are the structural drag that doesn't close easily.
  • The Trump EV-mandate rollback is a legitimate near-term tailwind: lower fuel-economy targets reduce the Model e penalty on earnings and let Ford allocate R&D back to internal-combustion vehicles that are actually making money — the "post-shoutout rip" X cites has real mechanics behind it.
  • The F-150 supplier issue (announced Sep 29) is the kind of operational disruption that keeps wholesale deliveries soft — not catastrophic, but exactly the type of noise that keeps the P/E depressed on a classic cyclical story.

Stalled holds until Oct 22 earnings confirm wholesale deliveries sequential recovery and the Pro commercial segment margin expansion continues. A soft wholesale print, or more market-share loss commentary to Asian rivals, is what tips this toward breaking-down; a Trump-tailwind-plus-wholesale-recovery combo is what restarts the move.

Agrees with X sentimentX bulls citing the Trump shoutout and Biden-EV-mandate rollback, plus the Dell/Lilly/Nokia/Micron post-shoutout precedent, have real catalysts — but the "Detroit Three losing market share to Asian rivals" piece is a legitimate counter-signal the posters are completely skipping over.

What to watch: Oct 22 earnings — F-150 wholesale deliveries recovery from the supplier issue, Pro commercial segment margin, and Model e losses trajectory. A soft wholesale print, or widening Model e losses, is what breaks the stalled tape lower.

On the calendar: 2026-10-22 — Q3 FY26 earnings

Read the AI verdict on $F

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Manufactures Ford trucks, commercial vehicles, SUVs, and EVs (F-150 Lightning, Mustang Mach-E) globally, with a separate Ford Pro commercial segment.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Manufacturers sits in its cycle right now — and what that implies for $F.

Auto - Manufacturers · Consumer Cyclical

No material change from last week — Tesla remains the autonomous and robotaxi thesis vehicle while legacy OEMs navigate tariff cost structures and margin-dilutive EV transitions.

What this means for $F

Partial — Manufactures Ford trucks, commercial vehicles, SUVs, and EVs (F-150 Lightning, Mustang Mach-E) globally, with a separate Ford Pro commercial segment.

Industry benchmark

16-name peer basket
-31.1%YTD
-35.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-9.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
20.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-14.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
9.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
4.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$0.42$0.36+17.1%
Q1 2026Apr 29, 2026$0.66$0.20+230.0%
Q4 2025Feb 10, 2026$0.13$0.18-27.5%
Q3 2025Oct 23, 2025$0.45$0.35+27.2%
Next earningsWed, Oct 28·consensus EPS $0.41

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$43.3B+6.4%18.4%5.4%$0.64$1.3B
Q4 FY25$45.9B-4.8%3.7%-2.0%$-2.78$1.1B
Q3 FY25$50.5B+9.4%8.9%3.2%$0.61$5.3B
Q2 FY25$50.2B+5.0%6.5%0.9%$-0.01$4.2B

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$186.1B$179.6B – $192.1B$1.85$1.78 – $1.928
FY27$190.2B$184.0B – $198.7B$1.94$1.85 – $2.078
FY28$196.5B$178.0B – $210.4B$2.14$1.87 – $2.626
FY29$199.2B$189.4B – $212.2B$2.59$2.43 – $2.814
FY30$210.1B$199.8B – $223.8B$3.31$3.10 – $3.593

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.20%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-6.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-7.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 3.9B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.945-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 23John L ThorntonDirector10.6K sh$149K
+ 35 other (25 awards · 5 exempts · 3 inkinds · 1 gift · 1 other) in window

See when $F insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDOct 28-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KMaterial agreementMay 218-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Ford Motor Company (F) filed an 8-K on May 20, 2026 disclosing a material definitive agreement (Item 1.01), creation of a direct financial obligation (Item 2.03), and an other-event disclosure (Item 8.01). Ford is a Dearborn, Michigan-based automaker with multiple note series on the NYSE. The combination of Items 1.01 and 2.03 suggests a significant financing transaction — likely a new credit facility or term loan — which is a capital structure event for a major automaker managing EV investment and legacy operations.

8-KShareholder voteMay 198-K — Item 5.07: Shareholder vote
AI summary

Ford Motor Company held its 2026 Annual Meeting of Shareholders on May 14, 2026. Shareholders voted on director elections; nominees included CEO James Farley Jr. (4.91B for), Executive Chair William Clay Ford Jr. (4.58B for, 449M against — notably more opposition than peers), family members Henry Ford III and Alexandra Ford English, and others. All nominees were elected. The Ford family retains effective voting control through its Class B shares. This is routine annual meeting governance with no material corporate transactions.

+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 11-Ks · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Devon Energy: Eagle Ford Sale Is A Significant Step To Closing The Valuation Discount (Upgrade To Strong Buy)seekingalpha.com·12h agoFord Rises 2%, General Motors and Stellantis Edge Higher While Stock Market Sells Off247wallst.com·14h agoHere's Why Ford Motor Company (F) is a Strong Value Stockzacks.com·18h agoFord's Ability To Easily Shift Between EV And Conventional Production Provides Flexibilityseekingalpha.com·21h ago2 Revolutionary Developments That Should Change Your Investing Thesis on Ford and General Motorsfool.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

EVs & Autonomous Vehicles

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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