Mach E effect on Ford stock price?

[ChasingCoral]

The thing with Ford is:

• They report bad news....the stock goes down
• They report good news....the stock goes down

Can't win for losing.

Except Ford stock is up.

 

[dbsb3233]

Except Ford stock is up.

Not in a relative sense. Depends on where you measure from, but for instance, F is -26% YTD while the overall market (S&P 500 index) is +1% YTD.

 

[Billyk24]

Not in a relative sense. Depends on where you measure from, but for instance, F is -26% YTD while the overall market (S&P 500 index) is +1% YTD.

Depends upon where you measure from but the other factor is the future projections and cash flow inward.

 

[dbsb3233]

Depends upon where you measure from but the other factor is the future projections and cash flow inward.

Yep. I'm not saying I'm down on the stock per se, and I hope it does well. But saying it's "up" isn't really meaningful because the whole market is up. The first thing we should always look at for telling how well an individual stock is doing is relativity to the overall market. Because that movement has nothing to do with the specific stock, it's just general market tide.

On any timeframe longer than just the last 2 months, Ford stock is way down relative to the overall market. And one could argue that the June bounce could just be more of a delayed rebound out of April/May (where the rest of the market started rebounding but Ford didn't). GM stock did the same thing. They track almost identically.

 

[ChasingCoral]

FORD RECORDS BETTER-THAN-ANTICIPATED Q2 OPERATING RESULTS AS COMPANY MANAGES FOR BOTH CORONAVIRUS AND LONG TERM
JUL 30, 2020 | DEARBORN, MICH.


Click here for full release PDF
DEARBORN, Mich., July 30, 2020 -- Ford Motor Company (NYSE:F) today reported its 2020 second quarter financial results. Click here or visit media.ford.com to view the news release. Visit shareholder.ford.com for the slide presentation and access the webcast to the Ford earnings call, which begins at 5 p.m. ET. The call will feature Jim Hackett, president and CEO; Tim Stone, chief financial officer; and other members of the Ford senior management team.

 

[JCHLi]

$1,100,000,000 and as far as I can tell, no counting of future credit sales...

 

[Raymondjram]

Ford has two other products that will generate more sales than the Mach-E, perhaps more than all the Mustangs models ever will. They are the F-150 truck and the Bronco SUV. The F-150 by itself generates more then half of all Ford sales put together, selling one truck every minute or less. And the new Bronco will compete against the FCA Jeep easily. So I believe that these two products will increase interest in Ford stock and increase its price.

 

[mark360]

Ford has two other products that will generate more sales than the Mach-E, perhaps more than all the Mustangs models ever will. They are the F-150 truck and the Bronco SUV. The F-150 by itself generates more then half of all Ford sales put together, selling one truck every minute or less. And the new Bronco will compete against the FCA Jeep easily. So I believe that these two products will increase interest in Ford stock and increase its price.

Yep, Ford is well undervalued at the moment. I knew from my financial background how well positioned Ford is for the future and this Q2 result proves that they are doing very well. Their stock is a must buy at the moment for long term and even with their older models on the way out, they still impress with sales numbers and profitability. Ford appears to be on the right path to sustainable growth through EV's, Technology, new models, etc.

I don't think Ford will ever get Tesla valuation, because their stock bears reality. Tesla stock from the beginning has never shown reality and at some point, stocks reflect a company's true performance.

In two years I put a $16/share value on Ford if not higher depending on execution and innovation.

 

[Mach Daddy]

Strange that Tesla fans keep comparing Fords Total vehicle -33% drop in Q2 with Tesla's -5% drop. However Ford's retail Sales dropped only -14%, which is not bad, and assuming Tesla's sales are 100% retail. If Tesla hadn't released the MY in Q2 I wonder what its sales would have been.

FYI, F-150 retail sales were up 2% during the same quarter as were total SUV sales.

 

[trutolife27]

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[trutolife27]

Ford Report. Sales

 

[Newbie]

Depends on where you measure from, but for instance, F is -26% YTD while the overall market (S&P 500 index) is +1% YTD.

Both GM and Tesla are up 8% on EV news. Not sure why F is down. GM is around $30 and Tesla is almost $1,800. Ford is still around $7.

 

[tex]

Both GM and Tesla are up 8% on EV news. Not sure why F is down. GM is around $30 and Tesla is almost $1,800. Ford is still around $7.

GM is up on breakup rumors to unlock EV value. Tesla up on stock split news. Ford not moving because it has a higher debt load and no rumors - only three new products (Bronco, F150, Mach e) being launched. Pick your choice - rumors, stock splits or potential sales increase in 2021.

 

[dbsb3233]

Both GM and Tesla are up 8% on EV news. Not sure why F is down. GM is around $30 and Tesla is almost $1,800. Ford is still around $7.

Just today, you mean? Yeah, daily blips are all over the place on daily news. YTD though, GM is -20%. F is -26%.

TSLA is one of those "irrational exuberance" (as Alan Greenspan made famous) tech stocks who's investors (astoundingly) don't seem to care about profits and revenues and bottom line.