Ford Motor Company (F)'s CEO Should Be Worried, Says Jim Cramer

Ford Motor Company (NYSE:F) is one of the Jim Cramer Says US Has To Give Some Chips To China & Discusses These 10 Stocks.

Ford Motor Company (NYSE:F) is one of the biggest car manufacturers in America. Its shares are up by 9% year-to-date after having recovered all of their post-Liberation Day losses. Ford Motor Company (NYSE:F), like other car manufacturers, has seen several headwinds drag its shares down in 2025. The firm has suffered from investor worries about tariffs impacting its supply chain and costs, President Trump’s EV policy rollbacks affecting infrastructure, and the continued burden of high warranty costs on Ford Motor Company (NYSE:F)’s income statement. Cramer has commented on all these factors in 2025. He believes the firm is better off than peer and rival GM on the tariff front but also believes that it could suffer from losses on EV infrastructure that’s already been built. His recent remarks about Ford Motor Company (NYSE:F) saw the CNBC host maintain that the firm should continue to be worried about trade tensions despite other firms being nonchalant. Cramer commented:

“There’s a little bit of a disconnect. If I were the CEO of Ford. . .I’d be worried.”

In a previous appearance, Cramer commented on Ford Motor Company (NYSE:F) suffering from shifting US government policies on EV infrastructure:

“I’m just very concerned about Ford. . . I just think that they, like many companies, built a lot of infrastructure, that was around, electric vehicles. They are under pressure.”

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