Bernstein Ups Ford (F) Price Target, Cautions on H2 Risks
Daniel Roeska, the firm's analyst, cautioned about possible difficulties in the second half of 2025 but pointed to the year's strong start as a reason for optimism.
According to Roeska, Ford's strong first-quarter performance in 2025 and probable continued strength in the second quarter are encouraging indicators. He did, however, warn that production reductions and tariff challenges are signs that Ford Motor Company (NYSE:F) may be bracing for a second-half decline.
That said, Roeska pointed out that Ford's plans to minimize the effects of tariffs, alongside the robust performance of Ford Credit, might give the company the possibility of weathering the storm. Knowing this, Bernstein SocGen Group lowered Ford's 2026 earnings per share prediction by 5.8% to $1.66.
While we acknowledge the potential of F to grow, 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 AI stock that is more promising than F and that has 100x upside potential, check out our report about the cheapest AI stock.
Read More: and .
Disclosure: None.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
6 minutes ago
- Yahoo
Preserve capital, don't swing 'for the fences,' portfolio manager says
STORY: "If you have investments that generate current income, you have the ability to take advantage of the most powerful force in the universe, and that's compound interest," Dean said. Until President Trump's trade policy is settled, "this is not a time to be buying dips [on stocks]," he added.
Yahoo
6 minutes ago
- Yahoo
GOP Senator Gets Fooled By Obviously Fake Fed Chair Resignation Letter
Sen. Mike Lee (R-Utah) posted — and then deleted — what appeared at first glance Tuesday to be a resignation letter from Federal Reserve Chair Jerome Powell, President Donald Trump's nemesis of the past several months. Trump has repeatedly argued that Powell should either lower interest rates across the country or resign. He has gone so far as to hint at — and then backtrack on — the idea that he may fire Powell himself. The letter briefly shared by Lee, however, is clearly a fake, and Powell is not going anywhere immediately. The formatting of the letter is strange, with line breaks at odd intervals. But most tellingly, the words around an official-looking blue seal stamped to the letter appear to read: 'OEOD OF GOVERYAEB EIREBAL RESERVE SIEIVA.' ADVERTISEMENT In other words, gibberish. Lee told a reporter for The Hilland others that he swiftly deleted the image after realizing he had not confirmed its authenticity. A spokesperson for the senator did not immediately respond to HuffPost's request for comment. Trump appointed Powell as chair of the Fed back in 2017, although he has tried to distance himself from that decision in recent days. Sen. Mike Lee tweeted (and appears to have deleted) what he appears to believe is a resignation letter (??) from Powell — Jordain Carney (@jordainc) July 22, 2025 Related...
Yahoo
6 minutes ago
- Yahoo
Stellantis Posts $2.7B First-Half Loss as Tariffs Hit Jeep Maker
Stellantis (STLA, Financials) reported a 2.3 billion ($2.7 billion) net loss for the first half of 2025, reversing a 5.6 billion profit from the same period a year ago, as tariffs, restructuring costs and weak shipments hit the automaker's bottom line. In preliminary results released Monday, the Jeep and Chrysler parent said it incurred 300 million ($349 million) in costs from early impacts of new U.S. tariffs. Revenue dropped 13% year over year to 74.3 billion from 85 billion. The company had suspended its full-year outlook in April citing tariff-related uncertainty. North American vehicle shipments in the second quarter fell 25% to 109,000 units, though U.S. retail sales were described as relatively flat, supported by a 13% gain from Jeep and Ram combined. Overall global sales declined 10% from a year earlier. This is the first earnings report under new CEO Antonio Filosa, who took over following the sudden exit of Carlos Tavares last December. Final results are due July 29. UBS analysts said Monday that Stellantis' free cash flow is likely to remain negative in 2025, as the second half is unlikely to offset the first-half cash burn. Shares were little changed in premarket trading and are down nearly 30% year to date. This article first appeared on GuruFocus.
