Ford Motor Company (F): A Bull Case Theory

We came across a bullish thesis on Ford Motor Company on stocks subreddit by _hiddenscout. In this article, we will summarize the bulls’ thesis on F. Ford Motor Company's share was trading at $14.00 as of January 29th. F’s trailing and forward P/E were 11.81 and 9.74 respectively according to Yahoo Finance.

Ford Motor Company develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles worldwide. Ford Motor announced it expects to take approximately $19.5 billion in charges, largely linked to its electric-vehicle (EV) business, reflecting the company’s strategic retrenchment amid weaker-than-expected EV demand.

This marks one of the largest impairments in U.S. auto history and underscores the challenge domestic automakers face in achieving their EV ambitions. Since 2023, Ford has lost $13 billion on its EV efforts, prompting a shift toward higher-margin vehicles, including gas-powered models, hybrids, and extended-range EVs that combine electric power with onboard gasoline engines.

The company aims to exit unprofitable EV projects and redeploy capital to models with stronger profitability. CEO Jim Farley emphasized that the company is pivoting after learning from the U.S. market, focusing on vehicles that are more practical and economically viable. As part of this strategy, Ford will discontinue the pure EV version of its F-150 Lightning pickup and instead produce an extended-range variant, while remaining on track to deliver a $30,000 EV pickup by 2027, which will anchor a broader low-cost EV rollout.

By 2030, the company plans for roughly half of its global volume to consist of hybrids, extended-range vehicles, and EVs, up from 17% currently, reflecting the accelerating consumer preference for practical, lower-cost electric and hybrid options. Additionally, Ford is transforming its Kentucky EV-battery factory into a battery-storage business serving utilities, renewable-energy developers, and large-scale AI data centers. This strategic repositioning allows Ford to cut losses, focus on profitable segments, and capitalize on emerging growth areas, presenting a significant opportunity for long-term value creation as the company recalibrates its EV ambitions.

Previously we covered a bullish thesis on Tesla, Inc. (TSLA) by Oliver | MMMT Wealth in April 2025, which highlighted Tesla’s long-term ambitions in autonomy, AI, robotics, and energy despite near-term delivery and margin pressures. The company's stock price has appreciated approximately by 78.55% since our coverage. This is because investor focus shifted back to long-term optionality. The thesis still stands as Tesla’s platform vision remains intact. _hiddenscout shares a similar but emphasizes profitability and capital discipline over EV scale.

Ford Motor Company is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 44 hedge fund portfolios held F at the end of the third quarter which was 45 in the previous quarter. While we acknowledge the risk and potential of F as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than F and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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Disclosure: None.