{
}
The Trump administration's 25% tariff on imported vehicles and certain auto parts, effective April 2, 2025, is viewed by Deutsche Bank as a permanent policy to encourage reshoring of automotive production to the US. Analysts predict that while Tesla and Ford will be less affected due to their domestic operations, General Motors will face significant challenges due to its manufacturing in Mexico. The tariffs are expected to lead to production adjustments and cost recovery efforts among OEMs and suppliers, creating a volatile environment in the automotive industry.
The Trump administration has confirmed a 25% tariff on imported vehicles and certain auto parts, effective April 2, 2025, which Deutsche Bank views as a permanent policy to encourage reshoring of automotive production to the US. Analysts predict that Tesla and Ford will be less affected due to their significant domestic operations, while General Motors may face greater challenges due to its manufacturing in Mexico. The tariffs are expected to lead to production adjustments and cost recovery efforts among OEMs and suppliers, creating a volatile environment in the automotive industry.
Elon Musk asserts that Trump's 25% auto tariffs won't significantly impact Tesla, as the company manufactures all its US-sold vehicles domestically. While Tesla's stock rose amid competitors' declines, concerns linger about potential retaliatory tariffs and rising international parts costs. Musk acknowledged the tariffs' significant effects, despite investor optimism.
Ford Motor Company, which sells Ford and Lincoln vehicles, has seen its stock target price cut by several analysts, with JPMorgan lowering it from $13.00 to $11.00 while maintaining an "overweight" rating. Currently, the stock holds a "Hold" rating from analysts, with an average target price of $11.37. Institutional investors own 58.74% of the company, which reported a quarterly EPS of $0.39, exceeding expectations.
Market instability has created opportunities for investors to consider undervalued stocks like Citigroup, Ford, and Whirlpool, each showing potential for significant rebounds. Citigroup's restructuring and rising interest rates may enhance profitability, while Ford's shift to electric vehicles positions it for future growth. Whirlpool, despite facing short-term challenges, could benefit from easing supply chain issues and a recovering housing market, making these companies attractive for long-term value investors.
Ford Motor Company reported a quarterly EPS of $0.39, exceeding estimates, and declared a $0.15 per share dividend, yielding 6.06%. Analysts maintain a "Hold" rating with a consensus target price of $11.77, while institutional investors hold 58.74% of the stock. The company's shares opened at $9.91, with a market cap of $39.26 billion.
Duties are customs fees imposed on imported goods, aimed at protecting domestic industries, increasing government revenue, and addressing trade imbalances. Tariffs can lead to stock market volatility, currency fluctuations, and commodity price changes, with significant impacts on sectors like automotive and technology. The recent tariffs have strengthened the dollar and gold, while adversely affecting companies such as General Motors, Ford, and major tech firms like Apple and Nvidia.
Tesla's global market share declined significantly in January, with a 51% drop in European sales and a 15% decrease in China, marking it as the region's "biggest loser." Despite strong overall EV demand, competition is intensifying, particularly from local Chinese brands like Xpeng, which saw a 251% sales surge. In the U.S., EV sales rose 25%, but high auto inventories and potential tariff implications loom for manufacturers.
BNP Paribas Exane has lowered its price target on Ford Motor Company to $8.50 from $9 while maintaining a neutral rating. Ford, the largest car manufacturer globally, generates 93.4% of its net sales from car sales under the Ford and Lincoln brands, with financing services accounting for 6.6%. Geographically, 67.6% of net sales come from the United States, followed by Canada (7.3%), the United Kingdom (5.4%), Mexico (1.4%), and other regions (18.3%).
The recent U.S. tariffs on Canada, Mexico, and China have created significant market volatility, with automakers like General Motors and Ford facing losses due to increased costs on vehicles produced in Mexico. Conversely, stocks linked to precious metals, such as Newmont Corporation and Barrick Gold, may benefit amid rising gold prices. The tech sector, including giants like Apple and Nvidia, is also bracing for potential impacts from tariffs on Chinese imports.
Ford Motor Company
Companies
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
us auto tariffs aim to reshape industry and encourage domestic production
Mexican Peso
United States Dollar
Danae
Ford Motor Company
Visteon Corp
Aptiv PLC
Tesla Inc
BorgWarner Inc.
American Axle & Manufacturing Holdings, Inc.
General Motors Company
MEX
USA
Edison Yu
Show more
18:46 27.03.2025
deutsche bank views us auto tariffs as permanent reshoring strategy
United States Dollar
Danae
Ford Motor Company
Visteon Corp
Aptiv PLC
Tesla Inc
BorgWarner Inc.
American Axle & Manufacturing Holdings, Inc.
General Motors Company
MEX
USA
Edison Yu
Show more
18:18 27.03.2025
Tesla thrives amid Trump's auto tariffs while rivals struggle
United States Dollar
Stellantis N.V.
Ford Motor Company
General Motors Co
Rivian Automotive, Inc.
Tesla, Inc.
Lucid Group, Inc.
DEU
USA
Elon Musk
Donald Trump
Jamieson Greer
Show more
17:47 27.03.2025
ford motor faces price target cuts amid mixed analyst ratings
Ford Motor Company
Wolfe Research LLC
Barclays PLC
Wells Fargo & Company
Piper Sandler Cos
JPMorgan Chase & Co.
USA
Show more
14:19 27.03.2025
undervalued stocks poised for recovery amid market instability
13:16 17.03.2025
ford motor reports earnings beats estimates and announces dividend
11:15 09.03.2025
tariffs impact on financial markets winners and losers in trade policy
Mexican Peso
Canadian Dollar
Chinese Yuan
United States Dollar
NVIDIA Corporation
AMD/BRX
Volkswagen AG
Qualcomm Inc
Apple Inc.
Ford Motor Company
Stellantis N.V.
GENERAL MOTORS
CHN
USA
MEX
CAN
Joe Biden
Donald Trump
Show more
15:33 14.02.2025
Tesla's market share declines amid rising competition and sales challenges
Chinese Yuan
Euro
United States Dollar
GENERAL MOTORS
Uber Technologies, Inc.
Ford Motor Company
DEU
CHN
USA
Patrick Hummel
Elon Musk
Show more
14:30 14.02.2025
bnp paribas exane lowers ford motor price target to eight fifty
12:14 10.02.2025
early tariffs impact markets winners and losers in various sectors
United States Dollar
Mexican Peso
Canadian Dollar
AMD/BRX
Wheaton Precious Metals Corp.
Qualcomm Inc
Apple Inc.
Agnico Eagle Mines Ltd
Constellation Brands, Inc.
VOLKSWAGEN
NVIDIA Corporation
Barrick Gold Corp
Ford Motor Company
Newmont Corporation
Royal Gold, Inc.
Stellantis N.V.
GENERAL MOTORS
Diageo plc
CHN
USA
MEX
CAN
Claudia Sheinbaum
Justin Trudeau
Donald Trump
Show more
16:18 06.02.2025
Trending
Subcategory
Stock Market Updates
Corporate News
Industry Trends
Banking Regulations
Finance Mergers & Acquisitions
Global Financial Events
Retail and Consumer Goods
Central Bank Actions
GDP Growth & Recession Forecasts
CEO Changes
Global Trade Developments
Industry Mergers & Acquisitions
Financial Scams and Security
Market Analysis and Predictions
Inflation and Monetary Impact
Government Policies
Government Economic Policies
Supply Chain Management
Domestic Politics
Workplace Trends
Countries:
Companies:
The Goldman Sachs Group, Inc.
JPMorgan Chase & Co.
Tesla, Inc.
Apple Inc.
Bank of America Corporation
Barclays PLC
Wells Fargo & Company
Citigroup Inc.
Deutsche Bank Money Market PP
Morgan Stanley
Huawei Technologies CO. Ltd.
Lloyds Banking Group plc
Credit Suisse Strategic Income I
AXA SA
Safran SA
Banco Santander, S.A.
Novartis AG
Swiss Re AG
Beazley plc
UBS AG
Currencies:
United States Dollar
Euro
Chinese Yuan
British Pound Sterling
Swiss Franc
Japanese Yen
Indian Rupee
Russian Ruble
Canadian Dollar
Australian Dollar
United Arab Emirates Dirham
Saudi Riyal
South Korean Won
Danish Krone
Offshore Chinese Yuan
Hong Kong Dollar
Mexican Peso
Indonesian Rupiah
Malaysian Ringgit
Vietnamese Đồng
People: