Ford CEO Jim Farley Praises Trump Administration for Boosting Profitable Vehicle Production
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
0mins
Should l Buy F?
Source: Benzinga
- Support from Trump Administration: Ford CEO Jim Farley noted that changes in environmental policies and relaxed CAFE standards under the Trump administration have enabled Ford to produce more profitable vehicles, thereby enhancing the company's market valuation.
- Importance of USMCA Negotiations: Farley emphasized the critical nature of USMCA negotiations and pointed out that tariff issues need to be addressed, with talks between Canada and the U.S. expected to begin this month to maintain the competitiveness of the U.S. auto industry.
- Competition from China: Farley expressed concerns about the rapid expansion of Chinese automakers in the European market, noting their market share is nearly 10%, and even higher for EVs, highlighting the strong competitive position of Chinese brands.
- Future Technology Challenges: Farley questioned how Chinese authorities could manage a self-driving car equipped with ten cameras if they were fearful of a balloon incident, reflecting concerns about regulatory oversight of advanced technologies.
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Analyst Views on F
Wall Street analysts forecast F stock price to fall
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 14.430
Low
11.00
Averages
13.65
High
16.00
Current: 14.430
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.
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- Dow Jones Dynamics: The downward trend in the Dow Jones further exacerbates the situation, suggesting poor performance among traditional blue-chip stocks, which may impact large companies' financing costs and market valuations.
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- Poor Market Response: CEO Antonio Filosa pointed to a sluggish EV market as the primary reason for the company's massive losses, emphasizing the need to realign the business to accommodate customer preferences for a range of powertrain technologies.
- Future Investment Commitment: Despite the substantial losses, Stellantis pledged to invest $13 billion in its midwestern manufacturing plants to create more jobs and launch new products, aiming to mitigate costs incurred from tariffs.
See More
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See More
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- Record Revenue: Ford achieved a record revenue of $187.3 billion in 2025, marking its fifth consecutive year of growth, which underscores its strong performance in the North American market and potential for future expansion.
- Market Share Increase: Ford's U.S. market share rose by 0.6 percentage points to 13.2%, primarily driven by the growth in hybrid vehicle sales, reflecting the company's successful pivot back to traditional gasoline-powered vehicles.
- Significant Cost Reductions: Ford has made notable progress in mitigating the impact of new tariffs, successfully delivering $1.5 billion in cost reductions, which exceeded initial targets by 50%, thereby enhancing the company's profit margins.
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See More
