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Jim Cramer on Ford: "Just Too Tough to Recommend"

By Syeda Seirut Javed | August 07, 2025, 11:49 PM

Ford Motor Company (NYSE:F) is one of the stocks on Jim Cramer’s radar. A caller asked if the stock is a buy given the recent recalls and rising cost of raw materials, and Cramer commented:

“The stock acts better despite that bad news, which I like. However, I will have to say that if they don’t get that warranty stuff down, it is just too tough to recommend.”

Jim Cramer on Ford: "Just Too Tough to Recommend"
Image by Marcin Machalski from Pixabay

Ford (NYSE:F) designs and sells a range of vehicles, including trucks, SUVs, EVs, and luxury models, along with parts, accessories, and digital services. During a July episode, Cramer discussed the company in light of auto tariffs, as he commented:

“I believe these auto tariffs are real. They’ll change the landscape even if Japan and Korea start putting in giant orders for natural gas turbines and airplanes. How can I tell? It’s easy. I look at the stock of Ford Motor. This stock would’ve been moribund for ages for a host of reasons, from warranty issues to electric vehicles slow down to too many white collar workers, is suddenly on the move. Ford is the biggest winner because its cars and trucks have the most content made in the US, even more than General Motors, although GM’s a winner from these tariffs too. I bet Ford stock could mimic the stock of Whirlpool…

We can get into the weeds of whether or not this is good policy. I think it’s got plenty of justification, but whether you like it or not, it is the policy. Even if you don’t believe President Trump will follow through on any other tariffs, he’ll definitely follow through with the ones on Japan and Korea, which means the stocks of General Motors and especially Ford are headed higher.”

While we acknowledge the potential of F as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, 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.

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