Opinion | ‘Tariff Man’ Is Back for More ‘Liberation’
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 07 2025
0mins
Source: WSJ
Trump's Tariff Announcement: President Trump announced 25% tariffs on Japan and South Korea, creating uncertainty in the U.S. economy just days after signing a budget bill to avoid a significant tax increase.
Trade Deficit Concerns: In his letters to the leaders of Japan and South Korea, Trump expressed concerns over trade deficits, which he believes indicate foreign exploitation, leading to the new tariffs set to begin on August 1.
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Analyst Views on F
Wall Street analysts forecast F stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for F is 13.65 USD with a low forecast of 11.00 USD and a high forecast of 16.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
3 Buy
10 Hold
1 Sell
Hold
Current: 13.720
Low
11.00
Averages
13.65
High
16.00
Current: 13.720
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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- Dividend and Buyback Initiatives: The company announced a 20% increase in dividends and authorized a $6 billion share repurchase program, which not only boosts investor confidence but also lays a solid foundation for future shareholder returns.
- EV Production Adjustments: Although GM anticipates a decline in EV volumes for 2026, it plans to cut EV losses by $1 billion to $1.5 billion to navigate market challenges, showcasing its adaptability in the EV transition.
- Production Relocation: GM is moving its Buick compact crossover production from China to Kansas, which is expected to incur about $1 billion in near-term costs, but this move will help mitigate future tariff expenses and strengthen the company's long-term competitiveness.
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