The Street: FORD to be CARBON NEUTRAL: Ford's latest all-electric truck, the F-150 Lightning, is at the forefront of the Ford Motor Company's (F) $22 billion global electric vehicle plan. The company is starting with zero-emissions versions of its most popular and best-loved franchises – Mustang, Transit, and F-150 – with much more to come.
Bullish
U
For those that missed it, CFRA was the latest to upgrade Ford, and now has set a price target of $18. Of note is the Maverick reservations of 36K in just one week.
"We increase our 12-month price target by $5 to $18, based on a '22 P/E of 10x and a premium to F's 10-year mean forward P/E of 8.5x. Our adjusted EPS estimates increase by $0.25 to $1.15 for '21 and by $0.35 to $1.80 for '22. Ford said it expects Q2 adjusted EBIT to come in above its prior expectations and has seen improvement since providing full year guidance in tandem with its Q1 earnings release on April 28, driven by lower-than-anticipated costs and favorable market factors. The announcement suggests that the worst of its operational challenges are behind it (i.e., semiconductors and other parts shortages). We raise our opinion to Buy, as Ford appears to have turned the corner operationally and given strong reservations for several new vehicle models: the full-size Bronco (190K units so far), the F-150 Lightning pickup EV (100K), the Maverick compact pickup (36K), and the electric E-Transit commercial van (20K). Additionally, we consider Ford's EV strategy the most prudent of the major U.S. automakers."
S
The National Interest: June 20,2021: Ford’s New F150 Truck Is Changing How We Think About Electric Cars: When President Biden took Ford’s electric F-150 Lightning pickup for a test drive in Dearborn, Michigan, in May 2021, the event was more than a White House photo op. It marked a new phase in an accelerating shift from gas-powered cars and trucks to electric vehicles, or EVs.
Bullish
S
Motley Fool: June 14, 2021 : FORD #1 ROBINHOOD STOCK TO BUY AND HOLD FOREVER. It may surprise you to know that Ford is this year's biggest winner among the three names on this list. The iconic automaker's shares are up a whopping 74% in 2021. The economy turning the corner out of the pandemic was already giving car manufacturers in general a boost, but Ford's surprisingly strong push into electric vehicles is turning heads.
Bullish
B
ge is bringing back dividend... so when will Ford?
J
California Ford dealerships is having a hard time keeping the Super Sonic Mustang Mach E in stock. It's a BEAST, and is selling within 24 hours after arriving at the dealership. Teslas best days are far behind them.
S
Business Insider : June 19, 2021 : Ford seems to be making electric Maverick and Ranger trucks. The recently revealed F-150 Lightning Is Ford's first all-electric truck, but it won't be the company's last. Although Ford hasn't officially announced any new electric pickups yet, it has given every indication that it's working on a battery-powered version of the mid-size Ranger or its new compact truck, the Maverick. Or both.
s
When you look at the 5 year Ford chart and realize it’s only up 6%…. Compared to s&p that’s up 50%
B
Old car maker's are the hot new trade. Experience, diversity, mass appeal and domination on a variety of affordable EV/hybrid/gas vehicles, trucks, SUV's, Van's and commercial vehicles is the key no matter how fast or cool you are, Ford is thinking everyone. Total domination!
Bullish
J
This isn't a daily watchathon - this is an investment with excellent potential for growth. let the shills do the minute thing;)
P
Earnings estimates have moved up for this quarter, next quarter, this year, and next year. And they’re still too low.
S
VALUATION: FORD: 4 billion total shares Revenue: 130b. $32.5 per share .48 x revenue = $15.65 share price
GM: 1.5 billion total shares Revenue: 122b $81.33 per share .79 x revenue = $64.00 share price
IN COMPARISON: If Ford was trading @ GM multiple of .79 times revenue it would be trading @$25.75 Last earning report clearly revealed the turnaround is working and Fords profits are growing fast. We are headed to 26$ soon.
Bullish
P
After a 1/4 mile race between the mustang cobra 1400 and Tesla model S plaid which ford would win by a full second, there should be a real truck pull between the F150 lightning and Tesla cyberjuck in a real contest rather than Tesla’s stunt setup between a 2 wheel drive F150 and their cyberjunk.
s
I think Ford will beat Tesla. Tesla is just a fad
P
Shorty, you’re dealing with fire. Excessive demand at any price and lots full of chip ready completed vehicles, including Broncos. There’s going to be a huge surge in vehicle sales when chips come in steady.
G
I'm buying tomorrow. we may never see this low price again. It's a gift.
Bullish
T
I am a LONG for 5 years and my cost basis is $11.22 and I am happy😬. And I know there are those who have a cost basis of MUCH less and they should be very,very happy.😃😃😃
U
Some customers have now received emails stating their Broncos have been built, and will be shipped this week. So far, there are 125K confirmed orders, with profit expected to be around $7500 per vehicle.
B
This is why bashers are trying to shake shares: "Ford Motor Company (NYSE:F) was in 49 hedge funds' portfolios at the end of the first quarter of 2021. The all time high for this statistic was previously 42. This means the bullish number of hedge fund positions in this stock currently sits at its all time high. F shareholders have witnessed an increase in support from the world's most elite money managers of late. There were 41 hedge funds in our database with F positions at the end of the fourth quarter. Our calculations also showed that F isn't among the 30 most popular stocks among hedge funds."
Bullish
J
Nothing like watching Wall Street bash this stock ever time it make a positive gain. You can see the down volume. Every day at the end of the day. Every time a large volume is bought, then like clock work a big dump. Yay !! Wall Street. Keep us all out of the money on a great investment. Keep up the good work.
The company is starting with zero-emissions versions of its most popular and best-loved franchises – Mustang, Transit, and F-150 – with much more to come.
Of note is the Maverick reservations of 36K in just one week.
"We increase our 12-month price target by $5 to $18, based on a '22 P/E of 10x and a premium to F's 10-year mean forward P/E of 8.5x. Our adjusted EPS estimates increase by $0.25 to $1.15 for '21 and by $0.35 to $1.80 for '22. Ford said it expects Q2 adjusted EBIT to come in above its prior expectations and has seen improvement since providing full year guidance in tandem with its Q1 earnings release on April 28, driven by lower-than-anticipated costs and favorable market factors. The announcement suggests that the worst of its operational challenges are behind it (i.e., semiconductors and other parts shortages). We raise our opinion to Buy, as Ford appears to have turned the corner operationally and given strong reservations for several new vehicle models: the full-size Bronco (190K units so far), the F-150 Lightning pickup EV (100K), the Maverick compact pickup (36K), and the electric E-Transit commercial van (20K). Additionally, we consider Ford's EV strategy the most prudent of the major U.S. automakers."
It may surprise you to know that Ford is this year's biggest winner among the three names on this list. The iconic automaker's shares are up a whopping 74% in 2021. The economy turning the corner out of the pandemic was already giving car manufacturers in general a boost, but Ford's surprisingly strong push into electric vehicles is turning heads.
The recently revealed F-150 Lightning Is Ford's first all-electric truck, but it won't be the company's last.
Although Ford hasn't officially announced any new electric pickups yet, it has given every indication that it's working on a battery-powered version of the mid-size Ranger or its new compact truck, the Maverick. Or both.
FORD: 4 billion total shares
Revenue: 130b. $32.5 per share
.48 x revenue = $15.65 share price
GM: 1.5 billion total shares
Revenue: 122b $81.33 per share
.79 x revenue = $64.00 share price
IN COMPARISON:
If Ford was trading @ GM multiple of .79 times revenue it would be trading @$25.75
Last earning report clearly revealed the turnaround is working and Fords profits are growing fast. We are headed to 26$ soon.
we may never see this low price again. It's a gift.
And I know there are those who have a cost basis of MUCH less and they should be very,very happy.😃😃😃
"Ford Motor Company (NYSE:F) was in 49 hedge funds' portfolios at the end of the first quarter of 2021. The all time high for this statistic was previously 42. This means the bullish number of hedge fund positions in this stock currently sits at its all time high. F shareholders have witnessed an increase in support from the world's most elite money managers of late. There were 41 hedge funds in our database with F positions at the end of the fourth quarter. Our calculations also showed that F isn't among the 30 most popular stocks among hedge funds."