Ford Motor Company develops, delivers, and services a range of Ford trucks, commercial cars and vans, sport utility vehicles, and Lincoln luxury vehicles worldwide. It operates through Ford Blue, Ford Model e, and Ford Pro; Ford Next; and Ford Credit segments. The company sells Ford and Lincoln vehicles, service parts, and accessories through distributors and dealers, as well as through dealerships to commercial fleet customers, daily rental car companies, and governments. It also engages in vehicle-related financing and leasing activities to and through automotive dealers. In addition, the company provides retail installment sale contracts for new and used vehicles; and direct financing leases for new vehicles to retail and commercial customers, such as leasing companies, government entities, daily rental companies, and fleet customers. Further, it offers wholesale loans to dealers to finance the purchase of vehicle inventory; and loans to dealers to finance working capital and enhance dealership facilities, purchase dealership real estate, and other dealer vehicle programs. The company was incorporated in 1903 and is based in Dearborn, Michigan.

Ford Motor Company

Investors seeking to establish meaningful stock positions in valuable companies may be considering American Airlines AAL and Ford Motor F after exceeding their Q3 expectations last Thursday.
Of course, the backdrop to why American Airlines and Ford stock could be enticing after their favorable Q3 results is that both are still trading under $15 a share.
With their “cheap” stock prices reflecting perceived discounts to other major airliners and automakers, let’s see which may be the better investment, or if they are presenting the remnants of a value trap.
American Airlines' Narrower Q3 Loss & Improved Outlook
Although rising fuel prices and labor costs have weighed on American Airlines' profitability, Q3 net income came in at a narrower-than-expected loss of $114 million or -$0.17 a share compared to expectations of -$0.27 per share.
Delivering on a projection that Q3 would mark a turnaround, American Airlines' operating income surged 70% year over year to $151 million. Furthermore, Q3 sales of $13.69 billion topped estimates of $13.62 billion and were pleasantly up from $13.64 billion in the comparative quarter.
American Airlines also raised its full-year guidance, reflecting confidence in a continued recovery, strong cost management, and stable travel demand despite industry and tariff-related headwinds. Notably, American Airlines now expects full-year adjusted EPS between $0.65-$0.95, which came in well above expectations of $0.33 per share. Additionally, American Airlines projects its full-year free cash flow will now exceed $1 billion.
Ford Motors’ Record Q3 Revenue but Lowered Guidance
Overcoming $700 million in tariff costs and a fire at a key supplier's (Novelis) aluminum plant, Ford went on to post record Q3 sales of $47.18 billion. Thanks to strong demand across its vehicle lineup, particularly in trucks and SUVs, including electrified models, Ford’s top line stretched over 9% from $43.06 billion a year ago and impressively surpassed estimates of $42.65 billion by 10%.
Ford’s EPS of $0.45 dipped from $0.49 in the prior year quarter, but this was attributed to a higher share count, as net income of $2.4 billion was up from $1.6 billion in Q3 2024. Plus, Ford comfortably exceeded Q3 EPS expectations of $0.38.
However, the recent disruption at the Novelis aluminum plant led to Ford lowering its full-year guidance amid reduced production of its high-margin trucks like the F-150. As a result, Ford cut its full-year adjusted EBIT guidance to $6-$6.5 billion from a previous range of $10-$10.5 billion. Ford also trimmed its free cash flow forecast from $6 billion to a range of $2-$3 billion.
Performance & Valuation Comparison
Ironically, American Airlines' stock is down over 20% in 2025, stemming from previous fears of a continued decline in its outlook. Meanwhile, Ford shares are still up over +30% YTD, driven by improved operational efficiencies and expanded margins.
Taking a longer view, Ford stock is sitting on gains of +70% in the last five years, which has topped American Airlines' +20% although both have lagged the benchmark S&P 500’s return of more than +100%.
Image Source: Zacks Investment Research
At current levels, American Airlines and Ford stock trade well under the preferred level of less than 2X forward sales, and have the robust top lines that echo their valuations are overlooked in this regard.
Ford’s 12X forward earnings multiple also stands out at a slight discount to its auto peers and is well below the benchmark’s 26X. American Airlines, on the other hand, trades at 41X forward earnings, an elevated premium to the broader market and its Zacks Transportation-Airline Industry average of 10X. Still, American Airlines’ raised EPS guidance should start to rectify its inflated P/E valuation.
Image Source: Zacks Investment Research
Conclusion & Strategic Thoughts
Ford’s price performance has shown why it has been beneficial to add positions, especially on the dip, considering the automaker's valuation is still attractive. As for American Airlines, it could start to shake off the notion that AAL has had some remnants of a value trap in recent years.
Given their guidance, it wouldn’t be surprising if American Airlines’ stock starts to outperform going forward, and Ford shares begin to lose steam. That said, Ford is currently offering a generous 4.34% annual dividend yield to reward patient investors, while American Airlines doesn’t offer a payout.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

American Airlines Vs. Ford Motors: Which is the Better Value Stock After Q3 Earnings?

Monday, October 27, 2025
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Microsoft Corp. (MSFT), Alphabet Inc. (GOOGL) and Berkshire Hathaway Inc. (BRK.B), as well as two micro-cap stocks, C&F Financial Corp. (CFFI) and Syntec Optics Holdings, Inc. (OPTX). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Pre-markets Pick Up Where They Left Off Last Week
Today's Featured Research Reports
Microsoft’s shares have outperformed the Zacks Computer - Software industry over the year-to-date period (+24.9% vs. +21.8%). The company capitalizes on AI business momentum and Copilot adoption alongside accelerating Azure cloud infrastructure expansion. Recently, MSFT introduced its first proprietary AI models, MAI-Voice-1 and MAI-1-preview.
Microsoft projects Azure growth of 37% for fiscal first-quarter 2026. Strong Office 365 Commercial demand has been propeling Productivity and Business Processes revenue growth. ARPU is increasing through E5 and M365 Copilot uptake across key segments. Strategic execution through expanding scale and enterprise customer growth is driving non-AI services.
Xbox revenues are benefiting from strength across third-party and first-party content offerings. The Zacks analyst expects fiscal 2026 net sales to grow 12.9% from fiscal 2025. However, elevated operating expenses and Azure investments amid intensifying cloud competition remain headwinds.
(You can read the full research report on Microsoft here >>>)
Shares of Alphabet have outperformed the Zacks Internet - Services industry over the year-to-date period (+37.7% vs. +37.1%). The company is benefiting from accelerated growth across AI infrastructure and Generative AI Solutions. Google Cloud’s annual revenue run rate is now more than $50 billion. GOOGL is advancing visual and contextual search capabilities.
The Circle to Search feature is now active on more than 300 million devices. AI Overviews reach more than 2 billion users per month and are available in above 200 countries across 40 languages. It is now driving above 10% more queries globally.
On the litigation front, per the latest ruling in the ongoing lawsuit between GOOGL and the DOJ, the former is now required to share Search data with rivals, but need not divest Chrome and Android, providing a much-needed relief. However, stiff competition in cloud computing has been concerning.
(You can read the full research report on Alphabet here >>>)
Berkshire Hathaway’s shares have outperformed the Zacks Insurance - Property and Casualty industry over the year-to-date period (+7.7% vs. +7.2%). The company is one of the largest property and casualty insurance companies with numerous diverse business activities. A strong cash position supports earnings-accretive bolt-on buyouts and is indicative of its financial flexibility.
Continued insurance business growth fuels an increase in float, drives earnings and generates maximum return on equity. The non-insurance businesses have also been doing well in the last few years. The insurer has also started increasing its investment in Japan. A sturdy capital level provides further impetus. Shares of Berkshire have outperformed the industry year to date.
However, exposure to cat losses induces earnings volatility and also affects underwriting results. Huge capital expenditure remains a headwind. Also, it remains to be seen how the behemoth fares when Greg Abel succeeds Warren Buffett as CEO of Berkshire.
(You can read the full research report on Berkshire Hathaway here >>>)
Shares of C&F Financial have outperformed the Zacks Banks - Southeast industry over the past year (+15.7% vs. +1.1%). This microcap company with market capitalization of $223.18 million offers strong earnings momentum and profitability, with Q2 2025 net income up 54% year over year to $7.8 million and ROE at 14.7%.
Loan growth remains disciplined at 10.3% annually, supported by geographic expansion and diversified credit exposure. Asset quality is sound, with minimal nonperforming loans (0.07%) and strong reserves (4.85% of loans). Capital strength (Tier 1 ratio 10%) and liquidity ($984 million) underpin dividend sustainability and valuation upside. Shares trade at 0.93X tangible book and 8X earnings.
However, rising charge-offs (2.42%) in consumer finance, high uninsured deposits (30%) and potential margin compression from rate normalization present near-term risks, alongside competition in auto lending and mortgage volatility.
(You can read the full research report on C&F Financial here >>>)
Syntec Optics’ shares have outperformed the Zacks Technology Services industry over the past year (+77.1% vs. +55.4%). This microcap company with a market capitalization of $104.48 million is strategically positioned in high-growth, high-barrier defense and aerospace markets, producing over 17,000 optics for LEO satellites and rocket fuel actuators.
Syntec Optics’ expertise in hyperspectral imaging supports advanced military surveillance, with capabilities in nanotech-enabled optics and coatings. Operating from a vertically integrated U.S. facility, Syntec offers agile, end-to-end manufacturing aligned with reshoring and national security priorities. It benefits from strong photonics sector tailwinds, including CHIPS Act incentives.
However, governance concerns loom with nine material internal control weaknesses, raising risks around financial reliability. Profitability declined in Q2 2025 amid margin pressure and reduced consumer sales, contributing to a net loss. Liquidity is tight, with high leverage, and end-market volatility. Despite a 80% one-year stock gain, valuation remains above industry peers.
(You can read the full research report on Syntec Optics here >>>)
Other noteworthy reports we are featuring today include Capital One Financial Corp. (COF), Ford Motor Co. (F) and Martin Marietta Materials, Inc. (MLM).
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
Featured Reports
Ford (F) to Get a Boost from Pro Unit Amid Novelis Fire Impact
Per the Zacks analyst, strong Super Duty demand and software/services growth aid Ford Pro, but supply chain disruptions from the Novelis fire will weigh on the company's near-term margins.
Martin Marietta (MLM) Banks on Public Spending Amid Housing Softness
Per the Zacks analyst, Martin Marietta benefits from robust infrastructure spending, pricing gains, and its SOAR 2025 plan. However, weak residential demand amid high interest rates poses a risk.
Improving Air Traffic Aid Curtiss-Wright (CW) Amid Labor Shortage
Per the Zacks analyst, Curtiss-Wright is likely to benefit from the improving air traffic. Yet labor shortage result in delays and likely impact operating results.
TechnipFMC (FTI) to Gain from Expanding Subsea Backlog
The Zacks analyst believes that TechnipFMC's record backlog of $16 billion in the Subsea unit ensures strong revenue visibility and supports margin improvements.
WEX Gains From Sawatch Labs Acquisition Amid High Debt
Per the Zacks Analyst, the Sawatch Labs buyout supports WEX's ability to support customers through EV evaluation processes. Past buyouts and expansions elevate the debt burden.
Silicon Motion (SIMO) Rides on Healthy Demand, Robust Portfolio
Per the Zacks analyst, growing demand for memory and storage solutions in industrial, automotive, consumer and commercial verticals will likely drive Silicon Motion's top line.
Winnebago (WGO) to Gain From Motorhome Recovery Amid Weak Marine Sales
Winnebago's Motorhomes unit is set to benefit from stronger product mix and lower discounting. However, continued softness in Marine unit could clip overall near-term margins, per the Zacks analyst.
New Upgrades
Strength in Credit Card Business Supports Capital One (COF)
Per the Zacks analyst, Capital One's solid card and online banking business, along with its inorganic growth efforts will aid revenues. Its efficient capital deployments reflect a solid balance sheet.
High Rates, Deposits & Loans to Aid East West Bancorp (EWBC)
Per the Zacks analyst, relatively higher rates, robust loan pipeline and attractive deposit mix alongside a solid balance sheet position will likely support East West Bancorp's financials.
Strong MA growth and Cost Control to Aid Clover Health's (CLOV) Margin
Per the Zacks analyst, Clover Health's margin is likely to be aided by expanding Medicare Advantage market along with disciplined cost control and improved medical cost ratios.
New Downgrades
Viking Therapeutics' (VKTX) Lack of Marketed Durgs A Concern
While Viking Therapeutics' progress with its obesity drug is encouraging, the lack of a stable stream of revenues concerns the Zacks Analyst.
TreeHouse Foods' (THS) Volumes Hurt by Weak Consumption Trends
Per the Zacks analyst, soft consumption trends and slow category growth remain a concern for TreeHouse Foods. In the second quarter of 2025, the company experienced a 6.2% decline in volume and mix.
Consumer Beauty Segment Hurts Coty's (COTY) Sales Performance
Per the Zacks analyst, softness in Coty's Consumer Beauty unit continues to weigh on overall performance. Net sales fell 12% in fourth quarter, reflecting weakness in color cosmetics and body care.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Analyst Reports for Microsoft, Alphabet & Berkshire Hathaway

U.S. legacy automaker Ford F and electric vehicle biggie Tesla TSLA released third-quarter 2025 results last week. While Ford surpassed earnings estimates, Tesla missed the same despite record deliveries. Tesla’s operating income contracted 40% year over year in the last reported quarter amid higher year-over-year SG&A, R&D and restructuring expenses.
Tesla is betting high on autonomous vehicles (AVs) and robotaxis as its next growth frontier. On the latestearnings call CEO Elon Musk even said that the company plans to move closer to unsupervised autonomy, targeting the removal of safety drivers from robotaxis in much of Austin by year-end. Meanwhile, Ford’s hybrid strategy is likely to gain traction as EV adoption in the United States is set to slow down following the expiration of $7,500 federal EV tax credit incentive at the end of September. Additionally, Ford is taking steps to roll out new affordable EV offerings to match customers’ preferences.
Both auto giants are at pivotal junctures now. Over the past three months, shares of Tesla have gained 33%, while Ford has risen roughly 22%. Let’s compare their growth drivers and challenges to see which stock is currently placed better.
Image Source: Zacks Investment Research
The Case for Tesla
Tesla delivered 497,099 vehicles in the third quarter of 2025, up 7.4% year over year, and set a new quarterly record. However, this surge likely reflected a “pull forward” effect, as buyers rushed to take advantage of the expiring $7,500 federal EV tax credit. Other automakers, including Ford and General Motors, also logged record EV sales from this incentive-driven spike.
The quarter offered Tesla a temporary breather after sales volumes fell for the first two quarters of the year. Demand has been challenged by a maturing lineup, intensifying competition and reduced pricing power. While management highlighted strong operational momentum going forward without providing any specific delivery guidance, it also admitted that margins would remain under pressure from price cuts and higher costs.
One bright spot continues to be Tesla’s Energy Storage segment. The company posted record deployments across residential, industrial and utility markets, fueled by strong demand for its Megapack and Powerwall products. This division is now Tesla’s most profitable, with the highest margins among its businesses.
Another catalyst could be Tesla’s big pivot into artificial intelligence (AI), autonomous driving and robotics. Its robotaxi service, launched in Austin in June, has been expanded to California, Nevada and Arizona. With millions of vehicles already equipped with self-driving hardware, Tesla is positioned to scale quickly once regulations evolve. Musk plans to test robotaxis in 8-10 metro areas by year-end.
Looking ahead, Tesla is focused on new product launches, including the Cybercab, Tesla Semi, and Megapack 3, all slated for 2026. The Optimus humanoid robot is another ambitious project, with a production-intent prototype expected in early 2026. Financially, Tesla remains strong, ending the third quarter with over $41 billion in cash and investments and generating a record $4 billion in free cash flow.
The Case for Ford
Ford's vehicle lineup is strong, led by the F-Series, Maverick pickup and SUVs like the Escape, Explorer, Expedition, Bronco and EcoSport. The F-Series is on track to retain its title as America’s best-selling truck for the 49th consecutive year. Bronco delivered another record quarter in the three months ending September with a segment share above 30%, while Expedition achieved its best third-quarter performance in two decades, driven by strong demand for premium trims such as the Tremor.
Ford dominates the hybrid truck market, holding roughly 70% share, reflecting growing consumer preference for hybrid options amid a slowing EV adoption rate. The company’s Ford Pro division remains a key growth driver. Its integrated model combining vehicles, software and services is fueling higher recurring revenues and stronger margins. Paid software subscriptions continue to expand, boosting aftermarket parts sales and customer retention.
Ford is investing in long-term electrification through its Universal EV Platform, which will underpin digitally advanced, affordable EVs priced around $30,000. The company plans to start installing equipment for UEV production in Louisville and begin LFP battery cell production at its Michigan facility later this year.
Financially, Ford’s position remains solid, ending the third quarter of 2025 with $54 billion in liquidity, including $33 billion in cash. Its dividend yield above 4% offers strong income potential, and management aims to return 40–50% of free cash flow to shareholders.
However, Ford faces near-term challenges from the Novelis aluminum plant fire, which disrupted supply and is expected to cause an EBIT hit of $1.5–$2 billion in the fourth quarter of 2025 and reduce free cash flow by $2-$3 billion. As a result, the company trimmed its 2025 EBIT forecast to $6-$6.5 billion, down from $10.2 billion in 2024 and below its earlier forecast of $6.5-$7.5 billion, reflecting temporary margin pressure.
What Do Estimates Say for F & TSLA
Image Source: Zacks Investment Research
The EPS estimates for Tesla’s current and next year have been revised downward by 5 cents and 3 cents each, respectively, over the past seven days.
Image Source: Zacks Investment Research
While the EPS estimates for Ford’s current year have been revised downward by 2 cents, the same for 2026 have moved north by a cent over the past seven days.
Final Thoughts
Ford and Tesla carry a Zacks Rank #3 (Hold) each, but Ford appears relatively better positioned at this stage. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Despite record Q3 deliveries, Tesla continues to grapple with softening demand (especially in Europe), rising competition from Chinese EV players and policy headwinds. Its ambitious bets on AI, robotaxis and robotics could take years to yield meaningful results, and the company’s history of missed timelines adds execution risk.
While the promise of unsupervised robotaxis remains exciting, it still hinges on successful rollout and regulatory approvals. So, investing in Tesla now will be mostly betting on the company’s high hopes and ambitions.
Ford, meanwhile, faces challenges of its own, including EV losses, recall costs and tariff pressures. Yet it is actively reshaping its EV strategy, strengthening its profitable Ford Pro business, and leveraging a solid balance sheet to support growth and shareholder returns.
The automaker also expects evolving global emissions regulations to ease compliance costs by 2026, allowing better optimization of its ICE, hybrid and EV mix. While the Novelis plant fire poses near-term headwinds, Ford’s diversified portfolio and steady execution make it a relatively stronger bet among the two for now.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

TSLA vs. F: Which Stock Holds an Upper Hand Post Q3 Earnings?

Shares of Intel Corp. (INTC) rose 0.3% after the company reported third-quarter adjusted earnings of $0.23 per share, surpassing the Zacks Consensus Estimate of $0.01 per share.
SS&C Technologies Holdings Inc.’s (SSNC) shares surged 4.6% after the company posted third-quarter adjusted earnings of $1.57 per share, outpacing the Zacks Consensus Estimate of $1.48 per share.
Shares of Ford Motor Co. (F) jumped 12.2% after reporting third-quarter adjusted earnings of $0.45 per share, exceeding the Zacks Consensus Estimate of $0.38 per share.
General Dynamics Corp.’s (GD) shares gained 2.7% after posting third-quarter adjusted earnings of $3.88 per share, beating the Zacks Consensus Estimate of $3.73 per share.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Company News for Oct 27, 2025

Key Points
Dividend stocks have historically outperformed non-dividend payers.
Ford Pro is a thriving higher margin business for Ford right now.
A newly appointed CEO has many problems to solve for Stellantis.
Dividend stocks are a great way for investors to build long-term wealth thanks to reinvested dividends and the power of compounding. They offer stability as the businesses are typically more mature and stable, and dividend stocks have historically outperformed non-dividend paying stocks.
If you're screening for high-yielding dividends, both of the next stocks probably appear on the list -- but one is clearly a better option for income investors.
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A higher margin story
Ford Motor Company (NYSE: F), a global automotive company developing and delivering trucks, SUVs, commercial vans, cars, and luxury vehicles, is separated into three business segments: Ford Blue, its iconic gas-powered and hybrid lineup; Model-e, its electric vehicle (EV) lineup; and Ford Pro, its commercial business.
Ford Blue continues to chug along while Model-e is suffering billions in losses as the company builds scale and volume with electric vehicles, but the growth story is found with Ford Pro. Let's compare the business segments real fast: Ford Blue generated $5.3 billion EBIT (earnings before interest and taxes) in 2024 at a 5.2% EBIT margin, while Model e lost $5.1 billion. Ford Pro checked in with $9 billion EBIT at an impressive 13.5% EBIT margin.
Not only did Ford Pro generate significantly more earnings, it did so at more than double the EBIT margins. Further driving Ford Pro's margins are its software and physical services, which contributed 17% of Ford Pro's EBIT on a trailing-12-month basis ending in the second quarter of 2025. Ford Pro paid subscriptions also surged 24% during the second quarter compared to the prior year, to 757,000.
Ford's investment thesis is pretty straightforward: Let Ford Blue chug along as it has historically while riding Ford Pro's higher margin business, and build scale and lower costs to turn Model-e's billions in losses to billions in profits. While Ford does that it will pay you a generous 5% dividend yield and will typically dish out a supplemental dividend annually with excess cash flow.
Problems continue to mount
EV maker Stellantis (NYSE: STLA) has a major turnaround effort on its hands, but at least it has a newly appointed CEO as of June 2025, Antonia Filosa, to try to lead the charge. Here's a few of the developments he'll have his hands full with in the near term, and why Stellantis' over 7% dividend yield is fool's gold.
For the first issue facing Stellantis, let's rewind to April when the company suspended its guidance due to a massive profit drop in 2024 and uncertainty with the Trump administration's tariffs. The good news is that Stellantis at least has a plan to help offset tariffs and that's to invest a hefty $13 billion on expanding production in the U.S. by 50% and launch five new vehicles for the market. That's important because it will reduce imports -- Stellantis imported roughly 600,000 of the 1.3 million vehicles it sold to Americans last year.
The rest of Stellantis' issues might not be so easy to solve in the near term. The newly appointed CEO faces some tough decisions when it comes to the company's 14 brands -- it may be time to discontinue some and refocus investment in others. Filosa will also have to mend relationships with not only suppliers but with its own dealership network.
Making the company's profitability crunch worse is that analysts, according to Barron's, estimate Stellantis' factory capacity utilization in Europe and North America to be between 50% and 60% -- a low level for the automotive industry. Filosa has his hands full with a near complete turnaround needed at Stellantis.
What it all means
While both of these dividends will likely pop up on any screener looking for high-dividend yields, not all dividends are created equal. Ford has a clear path forward with profitability and cash flow as well as a thriving higher margin business in Ford Pro. Meanwhile, Stellantis is having profitability concerns and newly appointed CEO Filosa has many problems to fix. Ford is the dividend you want here, and it's hardly even comparable.
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Daniel Miller has positions in Ford Motor Company. The Motley Fool recommends Stellantis. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

1 Dividend Stock Yielding Over 5% to Buy and 1 to Avoid

Key Points
Rivian’s stock is now down by more than 80% from its all-time high.
The electric vehicle maker has grappled with supply chain issues, a difficult macroeconomic environment, and intensifying competition.
The stock looks like a bargain, but the company still has a lot to prove.
Rivian Automotive (NASDAQ: RIVN), a producer of electric vehicles, attracted a lot of attention when it went public in November 2021 at an IPO price of $78 per share. It opened trading at $106.75 and closed at its record high of $172.01 just a week later.
Three tailwinds fueled that rally. First, Rivian generated a lot of buzz because it was backed by Amazon (NASDAQ: AMZN) and Ford Motor Company (NYSE: F). Second, it had already started mass-producing its first vehicles. Lastly, the buying frenzy around hypergrowth and meme stocks in late 2021 helped inflate its valuations.
Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue »
But today, Rivian shares trade at about $13. A $150 investment made at its IPO price (including fractional shares) would have shrunk to a value of around $25. That same investment in an S&P 500 exchange-traded fund (ETF) would have grown to be worth roughly $230 with reinvested dividends. Let's see why Rivian underperformed the market -- and consider if it's worth buying today.
What happened to Rivian after its IPO?
Rivian currently produces three types of EVs: the R1T pickup truck, the R1S SUV, and electric delivery vans (EDVs) for Amazon and other businesses. When Rivian went public, it forecast that it would be able to produce 50,000 vehicles in 2022. It also planned to co-develop an electric pickup with Ford.
But in 2022, Rivian grappled with supply chain constraints and intermittent factory shutdowns, and as a result, it only produced 24,337 vehicles and delivered 20,332 of them to customers. In addition, Ford scrapped its plans for an electric pickup to be built on the "skateboard" platform that sits at the heart of Rivian's EVs, and sold off most of its 12% stake in the automaker throughout 2022. On the bright side, Amazon -- which placed a long-term order for 100,000 EDVs to be delivered through 2030 -- retained its 17% stake.
In 2023, Rivian more than doubled its production to 57,232 vehicles and delivered 50,122. It resolved most of its supply chain issues and rolled out its own Enduro drive unit for its R1 and EDVs to reduce its dependence on third-party suppliers. It also strengthened its relationships with its suppliers and improved the efficiency of its factories.
Metric
2022
2023
2024
H1 2025
Vehicles produced
24,337
57,232
49,476
20,590
Vehicles delivered
20,332
50,122
51,579
19,301
Revenue
$1.66 billion
$4.43 billion
$4.97 billion
$2.54 billion
Net income
($6.75 billion)
($5.43 billion)
($4.75 billion)
($1.66 billion)
But over the past year and a half, Rivian's production and delivery rates slowed down again. It only expects to deliver 40,000 to 46,000 vehicles this year.
That slowdown wasn't disastrous, but rising interest rates crushed the company's valuations as its growth cooled off. At its post-IPO peak, Rivian's market cap reached $153.3 billion, or 92 times the revenue it would go on to generate in 2022. The business simply couldn't support that type of meme-stock valuation, and the stock crashed.
What will happen to Rivian over the next few years?
Rivian mainly attributed its deceleration to inflation, high interest rates, and lower EV subsidies -- all of which curbed consumers' appetite for new EVs. Intense competition from other EV makers exacerbated the pressure on Rivian. It also temporarily shut down its main Illinois plant for upgrades to prepare for the launch of its lower-priced R2 SUV in 2026.
Analysts still expect Rivian's revenue to rise by 7% to $5.3 billion this year as it offsets its slower deliveries with higher average selling prices and generates more revenue from its software upgrades, subscriptions, services, and licensing deals.
Its gross margin briefly turned positive in the first quarter of 2025 as those higher-margin strategies kicked in, but it turned negative again in the second quarter. Nevertheless, analysts still expect it to narrow its net loss to $3.71 billion for the year.
For 2026, the consensus expectation among analysts is for Rivian's revenue to rise by 32% to nearly $7 billion as it narrows its net loss to $3.65 billion. That acceleration is anticipated to be driven by the rollout of the R2 SUV, a stabilization in the sales of its other vehicles, and its joint venture with Volkswagen (OTC: VWAP.Y) for the co-development of new EV architecture and software.
In 2027, analysts expect Rivian's revenue to surge by 62% to $11.32 billion and for its net loss to narrow further to $3.23 billion. That relatively rosy outlook assumes it can scale up its production of the R2, stabilize its sales of other vehicles, and finally start production at its new plant in Georgia, which could triple its annual EV manufacturing capacity by 2028.
Is Rivian's stock worth buying?
With a market cap of $15.9 billion, Rivian trades at just over 2 times next year's expected sales. Tesla (NASDAQ: TSLA), which is much bigger and firmly profitable, trades at 13 times its expected 2026 sales. Rivian certainly won't evolve into the next Tesla anytime soon, but any positive news about the business could push its valuations higher. The stock is still worth nibbling on as a speculative play, but investors should keep a close eye on how the upcoming launch of the R2 plays out. This could be the model that either makes or breaks the upstart EV maker.
Should you invest $1,000 in Rivian Automotive right now?
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

If You'd Invested $150 in Rivian Stock 4 Years Ago, Here's How Much You'd Have Today

The S&P 500 Index ($SPX) (SPY) on Friday rose by +0.79%, the Dow Jones Industrials Index ($DOWI) (DIA) rose by +1.01%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose by +1.04%. December E-mini S&P futures (ESZ25) rose by +0.74%, and December E-mini Nasdaq futures (NQZ25) rose by +1.00%.
The S&P 500 and the Nasdaq 100 indexes both rallied to new record highs on Friday. Stocks found support from the slightly weaker-than-expected US CPI report, which gave the Fed a bit more latitude to cut interest rates. The Sep CPI report of +0.3% m/m and +3.0% y/y was slightly weaker than market expectations of +0.4% m/m and +3.1% y/y. Also, the Sep core CPI report of +0.2% m/m and +3.0% y/y was slightly weaker than market expectations of +0.3% m/m and +3.1% y/y.
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While the markets reacted favorably to Friday’s CPI report, the Sep CPI report of +3.0% y/y rose to match the current 16-month high, and the core CPI report of +3.0% y/y was still far above the Fed’s inflation target of +2.0%.
Stocks also saw support from Friday’s Oct S&P US manufacturing PMI report of +0.2 to 52.2, stronger than expectations of unchanged at 52.0. Also, the Oct S&P US services PMI report of +1.0 to 55.2 was stronger than expectations for a -0.7 point decline to 53.5.
On the negative side, Friday’s final-Oct University of Michigan US consumer sentiment index fell -1.4 points to 53.6, which was weaker than market expectations of a -0.5 point drop to 54.5.
Stocks were undercut when President Trump late Thursday announced he had terminated trade negotiations with Canada, citing an anti-tariff advertisement released by the provincial government of Ontario that apparently hit a nerve with Mr. Trump. The ad featured former US President Reagan speaking out in a 1987 address in favor of free trade and against tariffs, calling tariffs an outdated idea that stifles innovation, drives up prices, and hurts US workers.
Mr. Trump claimed the ad was deceptive and said it was designed to influence the US Supreme Court ahead of oral arguments on November 5 on the legality of Mr. Trump’s reciprocal tariffs. Lower courts have already deemed Mr. Trump’s reciprocal tariffs illegal, ruling the tariffs are based on a specious claim of emergency authority. If the US Supreme Court upholds those rulings, the US government will have to refund the tariffs already collected, and Mr. Trump’s power to impose tariffs will be limited to well-founded sections of US trade law.
Later in the day, Ontario said it plans to pause the anti-tariff ad campaign. Also, Canadian Prime Minister Carney said Canada is prepared to resume trade talks “when the Americans are ready.”
The markets are focused on US-China trade talks, as President Trump reiterated his threat on Monday to boost tariffs on Chinese goods “if there isn’t a deal” by November 1. President Trump is scheduled to meet Chinese President Xi Jinping next Thursday on the sidelines of the Asia-Pacific Economic Cooperation conference in South Korea.
The US government shutdown continues into its fourth week, weighing on market sentiment and delaying key economic reports. The government shutdown is delaying the release of government reports, including the last four weeks of weekly initial unemployment claims and the September payroll report. Bloomberg Economics estimates that 640,000 federal workers will be furloughed during the shutdown, which would expand jobless claims and push the unemployment rate up to 4.7%.
The markets are focused on earnings results as the Q3 earnings season continues. Positive corporate earnings expectations are a bullish backdrop for stocks. According to Bloomberg Intelligence, 85% of the S&P 500 companies that have reported so far have beaten forecasts, on course for the best quarter since 2021. However, Q3 profits are expected to have risen by +7.2% y/y, the smallest increase in two years. Also, Q3 sales growth is projected to slow to +5.9% y/y from 6.4% in Q2.
Overseas stock markets on Friday closed higher. The Euro Stoxx 50 closed up +0.11%. China’s Shanghai Composite closed up +0.71%. Japan’s Nikkei Stock 225 closed up +1.35%.
Interest Rates
December 10-year T-notes (ZNZ5) fell -1 tick, while the 10-year T-note yield fell -0.4 bp to 3.997%. T-notes rebounded from early losses on the slightly weaker-than-expected US CPI report. Also, the 10-year breakeven inflation expectations rate fell by -0.6 bp to 2.298%.
T-notes have support from the ongoing US government shutdown, which could lead to additional job losses, reduced consumer spending, and a weakened US economy, potentially allowing the Fed to continue cutting interest rates.
The markets are discounting a 97% chance of a -25 bp rate cut at next week’s FOMC meeting on Oct 28-29.
European government bond yields rose. The 10-year German bund yield rose +4.3 bp to 2.626%. The 10-year UK gilt yield rose +0.8 bp to 4.432%.
Swaps are discounting a 1% chance for a -25 bp rate cut by the ECB at its next policy meeting on October 30.
US Stock Movers
The Magnificent Seven stocks on Friday closed higher, except for the -3.4% decline in Tesla (TSLA). Alphabet (GOOG) and Nvidia (NVDA) both showed gains of more than +2%.
There were some notable gains in chip stocks Friday, which supported gains in tech stocks and the overall market. Advanced Micro Devices (AMD) rallied more than +7%, and Micron Technology (MU) rallied more than +5%. Broadcom (AVGO), Arm Holdings (ARM), and Lam Research (LRCX) rallied more than +2%. Intel (INTC) rose +0.3% on a favorable earnings report and strong revenue guidance.
Crypto stocks saw support on Friday, with Bitcoin up +1% and Ethereum up +2.7%. Also, Coinbase (COIN) rallied more than +9% on an upgrade from JPMorgan to overweight from neutral due to some risk abatement and increasing monetization opportunities. Riot Platforms (RIOT) rallied +4.5%, and MARA Holdings (MARA) rallied +1.7%.
Ford (F) rallied more than +12% after beating analyst earnings expectations and expressing optimism about a bounce-back from a disruptive fire at a major supplier.
Newmont (NEM) fell more than -6% after the company said that gold production in 2026 may be no higher than in 2025.
Deckers Outdoor (DECK) fell more than -15% after reporting disappointing 2026 net sales.
Earnings Reports(10/27/2025)
Keurig Dr Pepper Inc (KDP), Revvity Inc (RVTY), Arch Capital Group Ltd (ACGL), Whirlpool Corp (WHR), Simpson Manufacturing Co Inc (SSD), Alexandria Real Estate Equities (ARE), Brixmor Property Group Inc (BRX), Nucor Corp (NUE), NOV Inc (NOV), Hartford Insurance Group Inc/T (HIG), Brown & Brown Inc (BRO), Cincinnati Financial Corp (CINF), Crane Co (CR), F5 Inc (FFIV), Universal Health Services Inc (UHS), Amkor Technology Inc (AMKR), FTAI Aviation Ltd (FTAI), Principal Financial Group Inc (PFG), Kilroy Realty Corp (KRC), Welltower Inc (WELL), Avis Budget Group Inc (CAR), Cadence Design Systems Inc (CDNS), Confluent Inc (CFLT), Olin Corp (OLN), Waste Management Inc (WM), BioMarin Pharmaceutical Inc (BMRN), NXP Semiconductors NV (NXPI).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Rally to Record Highs on Favorable US CPI Report

Fintel reports that on October 24, 2025, Wells Fargo maintained coverage of Ford Motor (NYSE:F) with a Underweight recommendation.
Analyst Price Forecast Suggests 19.51% Downside
As of September 29, 2025, the average one-year price target for Ford Motor is $11.14/share. The forecasts range from a low of $8.08 to a high of $17.14. The average price target represents a decrease of 19.51% from its latest reported closing price of $13.84 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Ford Motor is 159,665MM, a decrease of 15.78%. The projected annual non-GAAP EPS is 1.70.
What is the Fund Sentiment?
There are 2,270 funds or institutions reporting positions in Ford Motor. This is an decrease of 12 owner(s) or 0.53% in the last quarter. Average portfolio weight of all funds dedicated to F is 0.16%, an increase of 0.86%. Total shares owned by institutions increased in the last three months by 3.77% to 2,744,826K shares. The put/call ratio of F is 0.91, indicating a bullish outlook.
What are Other Shareholders Doing?
Newport Trust holds 148,448K shares representing 3.80% ownership of the company. In its prior filing, the firm reported owning 150,349K shares , representing a decrease of 1.28%. The firm decreased its portfolio allocation in F by 0.00% over the last quarter.
Charles Schwab Investment Management holds 145,172K shares representing 3.71% ownership of the company. In its prior filing, the firm reported owning 140,054K shares , representing an increase of 3.53%. The firm increased its portfolio allocation in F by 3.38% over the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 123,898K shares representing 3.17% ownership of the company. In its prior filing, the firm reported owning 122,872K shares , representing an increase of 0.83%. The firm decreased its portfolio allocation in F by 2.68% over the last quarter.
SCHD - Schwab U.S. Dividend Equity ETF holds 111,528K shares representing 2.85% ownership of the company. In its prior filing, the firm reported owning 102,796K shares , representing an increase of 7.83%. The firm increased its portfolio allocation in F by 21.69% over the last quarter.
VFINX - Vanguard 500 Index Fund Investor Shares holds 109,364K shares representing 2.80% ownership of the company. In its prior filing, the firm reported owning 108,158K shares , representing an increase of 1.10%. The firm decreased its portfolio allocation in F by 2.82% over the last quarter.
Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.
Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options sentiment, insider trading, options flow, unusual options trades, and much more. Additionally, our exclusive stock picks are powered by advanced, backtested quantitative models for improved profits.
This story originally appeared on Fintel.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Wells Fargo Maintains Ford Motor (F) Underweight Recommendation

Fintel reports that on October 24, 2025, RBC Capital maintained coverage of Ford Motor (NYSE:F) with a Sector Perform recommendation.
Analyst Price Forecast Suggests 19.51% Downside
As of September 29, 2025, the average one-year price target for Ford Motor is $11.14/share. The forecasts range from a low of $8.08 to a high of $17.14. The average price target represents a decrease of 19.51% from its latest reported closing price of $13.84 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Ford Motor is 159,665MM, a decrease of 15.78%. The projected annual non-GAAP EPS is 1.70.
What is the Fund Sentiment?
There are 2,270 funds or institutions reporting positions in Ford Motor. This is an decrease of 12 owner(s) or 0.53% in the last quarter. Average portfolio weight of all funds dedicated to F is 0.16%, an increase of 0.86%. Total shares owned by institutions increased in the last three months by 3.77% to 2,744,826K shares. The put/call ratio of F is 0.91, indicating a bullish outlook.
What are Other Shareholders Doing?
Newport Trust holds 148,448K shares representing 3.80% ownership of the company. In its prior filing, the firm reported owning 150,349K shares , representing a decrease of 1.28%. The firm decreased its portfolio allocation in F by 0.00% over the last quarter.
Charles Schwab Investment Management holds 145,172K shares representing 3.71% ownership of the company. In its prior filing, the firm reported owning 140,054K shares , representing an increase of 3.53%. The firm increased its portfolio allocation in F by 3.38% over the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 123,898K shares representing 3.17% ownership of the company. In its prior filing, the firm reported owning 122,872K shares , representing an increase of 0.83%. The firm decreased its portfolio allocation in F by 2.68% over the last quarter.
SCHD - Schwab U.S. Dividend Equity ETF holds 111,528K shares representing 2.85% ownership of the company. In its prior filing, the firm reported owning 102,796K shares , representing an increase of 7.83%. The firm increased its portfolio allocation in F by 21.69% over the last quarter.
VFINX - Vanguard 500 Index Fund Investor Shares holds 109,364K shares representing 2.80% ownership of the company. In its prior filing, the firm reported owning 108,158K shares , representing an increase of 1.10%. The firm decreased its portfolio allocation in F by 2.82% over the last quarter.
Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.
Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options sentiment, insider trading, options flow, unusual options trades, and much more. Additionally, our exclusive stock picks are powered by advanced, backtested quantitative models for improved profits.
This story originally appeared on Fintel.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

RBC Capital Maintains Ford Motor (F) Sector Perform Recommendation

Fintel reports that on October 24, 2025, Piper Sandler maintained coverage of Ford Motor (NYSE:F) with a Neutral recommendation.
Analyst Price Forecast Suggests 19.51% Downside
As of September 29, 2025, the average one-year price target for Ford Motor is $11.14/share. The forecasts range from a low of $8.08 to a high of $17.14. The average price target represents a decrease of 19.51% from its latest reported closing price of $13.84 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Ford Motor is 159,665MM, a decrease of 15.78%. The projected annual non-GAAP EPS is 1.70.
What is the Fund Sentiment?
There are 2,270 funds or institutions reporting positions in Ford Motor. This is an decrease of 12 owner(s) or 0.53% in the last quarter. Average portfolio weight of all funds dedicated to F is 0.16%, an increase of 0.86%. Total shares owned by institutions increased in the last three months by 3.77% to 2,744,826K shares. The put/call ratio of F is 0.91, indicating a bullish outlook.
What are Other Shareholders Doing?
Newport Trust holds 148,448K shares representing 3.80% ownership of the company. In its prior filing, the firm reported owning 150,349K shares , representing a decrease of 1.28%. The firm decreased its portfolio allocation in F by 0.00% over the last quarter.
Charles Schwab Investment Management holds 145,172K shares representing 3.71% ownership of the company. In its prior filing, the firm reported owning 140,054K shares , representing an increase of 3.53%. The firm increased its portfolio allocation in F by 3.38% over the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 123,898K shares representing 3.17% ownership of the company. In its prior filing, the firm reported owning 122,872K shares , representing an increase of 0.83%. The firm decreased its portfolio allocation in F by 2.68% over the last quarter.
SCHD - Schwab U.S. Dividend Equity ETF holds 111,528K shares representing 2.85% ownership of the company. In its prior filing, the firm reported owning 102,796K shares , representing an increase of 7.83%. The firm increased its portfolio allocation in F by 21.69% over the last quarter.
VFINX - Vanguard 500 Index Fund Investor Shares holds 109,364K shares representing 2.80% ownership of the company. In its prior filing, the firm reported owning 108,158K shares , representing an increase of 1.10%. The firm decreased its portfolio allocation in F by 2.82% over the last quarter.
Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.
Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options sentiment, insider trading, options flow, unusual options trades, and much more. Additionally, our exclusive stock picks are powered by advanced, backtested quantitative models for improved profits.
This story originally appeared on Fintel.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ford Motor Company

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