Ford Motor Company (F): I'm Looking For A Good Quarter, Says Jim Cramer

We recently published 12 Stocks Jim Cramer Discussed As He Said “Pilots Are Too Expensive”. Ford Motor Company (NYSE:F) is one of the stocks Jim Cramer recently discussed.

The impact of tariffs on US companies and car manufacturers in particular has reversed the thesis surrounding Ford Motor Company (NYSE:F) and its rival and peer, General Motors. Ahead of the tariffs, investors appeared to be preferring GM as it managed to maintain product demand in 2024 while Ford Motor Company (NYSE:F) suffered from high warranty costs. However, exposure to the Mexican supply chain has turned the tables. Here’s what Cramer said:

“They’re gonna have a lot more that I think can go their way. Uh, when I was speaking to Cleveland Cliffs yesterday, to Lorenzo Goncalves. . I mean he’s just talking about this is the beginning of a lot of different things. Very in flux. GM has, Ford has told me GM has much, much exposure. Versus Ford. So I’m looking for Ford to have a good quarter. By the way, Ford’s going for 10, Ford’s making a 20% move here. So I look to see who has the most exposure. And I’ve got to tell you, Ford was right when it said be careful, GM. Because everyone in the industry knows that there’s a lot of companies ship a lot of stuff. Get to Allison Motor, down there in Mexico, it comes back. GM, David, it’s like back and forth with the car. . .that is not what they want.”

While we acknowledge the potential of F as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.