Ford and Geely Discuss Potential U.S. Partnership
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy F?
Ford Motor and Chinese automaker Geely held talks as recently as this year exploring whether the European tie-up they are negotiating could extend into the U.S., though the discussions, which involved Ford potentially licensing Geely's technology in the U.S., have stalled in recent months, people familiar with the matter told The Wall Street Journal's Stephen Wilmot, Raffaele Huang and Sharon Terlep.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy F?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on F
Wall Street analysts forecast F stock price to rise
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 12.380
Low
11.00
Averages
13.65
High
16.00
Current: 12.380
Low
11.00
Averages
13.65
High
16.00
About F
Ford Motor Company is an automobile company. The Company develops and delivers Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles, along with connected services. The Company’s segments include Ford Blue, Ford Model e, Ford Pro, and Ford Credit. The Ford Blue segment primarily includes the sale of Ford and Lincoln internal combustion engine (ICE) and hybrid vehicles, service parts, accessories, and digital services for retail customers. The Ford Model e segment primarily includes the sale of its electric vehicles, service parts, accessories, and digital services for retail customers. The Ford Pro segment primarily includes the sale of Ford and Lincoln vehicles, service parts, accessories, and services for commercial, government, and rental customers. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. Its vehicle brands are Ford and Lincoln.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- White House Chaos: An armed man charged a security checkpoint during the White House Correspondents' Dinner, prompting evacuation of President Trump and officials, which has drawn widespread condemnation and highlights increasing political violence in the U.S.
- Investigation Closure: The Justice Department has ended its criminal investigation into Fed Chair Jerome Powell, clearing the way for Trump's nominee Kevin Warsh, which could significantly influence future monetary policy decisions.
- Iran Negotiation Halt: Trump canceled plans to send U.S. representatives to Pakistan for ceasefire talks, resulting in Brent crude prices surpassing $106 per barrel, exerting downward pressure on stock futures amid faltering peace talks.
- Tesla AI Testing: Tesla is beta testing xAI's Grok chatbot for in-vehicle voice commands, aiming to enhance driver experience, but safety experts warn that such features could distract drivers and compromise road safety.
See More
- White House Dinner Chaos: An armed man charged a security checkpoint during the White House Correspondents' Dinner, prompting the evacuation of Trump and other officials; Trump reported that one officer was shot but saved, highlighting the increasing political violence in the U.S.
- Iran Negotiation Cancellation: Trump canceled plans to send U.S. representatives to Pakistan for ceasefire talks with Iran, stating that Iran could initiate dialogue by calling, which led Brent crude prices to surpass $106 per barrel, exerting downward pressure on stock futures.
- Fed Investigation Closure: The Justice Department ended its criminal investigation into Fed Chair Powell, clearing the way for Trump's nominee Warsh to gain support for confirmation, while Powell now faces a decision on whether to remain as a Fed governor after his term ends.
- Musk vs. Altman Trial: The trial between Musk and OpenAI CEO Altman begins today in Oakland, California, with Musk alleging in a $134 billion lawsuit that OpenAI failed to uphold its promise, which could significantly impact the future business trajectories of both tech leaders.
See More
- Strong GM Performance: General Motors is expected to report an EPS of $2.61 for Q1, reflecting its steady growth in market share and margins, which solidifies its leadership position amid the transition to electric vehicles.
- Ford Faces Challenges: Ford has lost 100,000 units of production due to supply chain disruptions in aluminum, and while it aims for an adjusted EBIT of $8 billion to $10 billion in 2026, market sentiment remains cautious regarding its ability to meet these targets.
- Stellantis Recovery Plan: Stellantis saw a 12% increase in global vehicle shipments in Q1, with a 4% rise in the U.S. market, indicating a gradual recovery in market share under CEO Antonio Filosa's leadership.
- Market Environment Impact: Rising raw material and freight costs due to the Iran war have led analysts to adopt a cautious outlook on the earnings expectations for the
See More
- Strong Earnings Performance: So far, about 140 S&P 500 companies have reported earnings, with 82% exceeding expectations, indicating resilience in the overall market and improved corporate profitability, which may set a positive tone for upcoming reports.
- Coca-Cola Growth Expectations: Coca-Cola is expected to see an 11% year-over-year growth this quarter, with management holding a conference call at 8:30 a.m.; analysts believe the company's agility in navigating market volatility could further boost investor confidence.
- General Motors Dividend Increase: General Motors topped expectations last quarter and raised its dividend by 20%, although slight declines in earnings and revenue are anticipated this quarter, analysts remain optimistic about its operational resilience, potentially attracting more investor interest.
- Amazon and Microsoft Outlook: Amazon is expected to report slight growth, while Microsoft anticipates double-digit earnings and revenue growth; investors will focus on both companies' performances in AI and cloud computing to assess their future growth potential.
See More

- Ford Denies Reported Talks: Ford has denied reports suggesting discussions with Geely regarding the transfer of technology to China.
- Bloomberg News Coverage: The information was initially reported by Bloomberg News, which highlighted the potential implications of such talks.
See More
- Negotiation Breakdown: Ford's discussions with Geely to extend a potential European joint venture to the U.S. have stalled due to political concerns, highlighting a divergence in market entry strategies between the two companies.
- Licensing Intent: Ford had considered licensing Geely's technology in the U.S. to leverage more advanced automotive technology while circumventing U.S. bans on Chinese tech, reflecting Ford's desire for technological advancement.
- Industry Warning: Ford CEO Jim Farley warned that allowing Chinese automakers to sell cars in the U.S. would be “devastating” to the American auto industry, emphasizing the critical role of manufacturing in the U.S. economy.
- Continued European Collaboration: Despite the stalled negotiations in the U.S., Ford and Geely continue to explore potential joint ventures in Europe, indicating a sustained willingness for collaboration in other markets.
See More










