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

We tiptoe into one of the busiest weeks of the year — not only because Q2 earnings season shifts into a higher gear, but because this is the week that gives us a new Federal Open Market Committee (FOMC) meeting and Personal Consumption Expenditures (PCE) report (PCE is the Fed’s preferred gauge on inflation). It’s also Jobs Week, because June JOLTS, ADP ADP private-sector payrolls for July, Weekly Jobless Claims and the always-important Employment Situation report from the U.S. Bureau of Labor Statistics (BLS).
Q2 Earnings Outlook This Week
Again, we’re starting slow in this busy week, but Q2 earnings season sets up to bring us four of the “Magnificent 7” stock earnings reports between now and Thursday afternoon: Microsoft MSFT and Meta Platforms META on Wednesday after the bell and Apple AAPL and Amazon AMZN a day later. We’ll see Cadence Design Systems CDNS and Whirlpool WHR report after today’s closing bell.
This week also brings us important mainstays on the earnings front such as Procter & Gamble PG, Starbucks SBUX and Visa V tomorrow, Ford F and Qualcomm QCOM Wednesday and ExxonMobil XOM Friday morning. In all, 164 companies of the S&P 500 will have posted earnings results by Friday, August 1st.
Fed Unlikely to Lower Rates on Wednesday
Despite President Trump’s long and very visible campaign to change Fed Chair Jerome Powell’s mind about the ongoing Fed funds rate — it’s been at +4.25-4.50% since December of last year, meaning for the entirely of Trump’s second term so far — due to a relative equilibrium having been reached in the Fed’s dual mandate. An Unemployment Rate of +4.1% and an Inflation Rate at +2.7% (up from +2.3% reached a couple months ago) demonstrate current rates are having their desired effect.
That said, Fed Governors Chris Waller and Miki Bowman are likely to file the first dissents in some time from the ongoing narrative about interest rates at the conclusion of the upcoming FOMC meeting Wednesday afternoon. There’s only a 2% chance the Fed has enough votes to cut to outstrip Powell’s opinion to keep interest rates where they are. After an August break, September’s odds go up to +67% for a 25 basis-point (bps) cut.
This is expected to once again raise Trump’s hackles, although perhaps his early-week successes — a trade deal with the EU and ongoing negotiations with China in Stockholm, Sweden — will soothe the president somewhat. Any big, unexpected changes to PCE or the labor market this week — say a sub-100K read on monthly employment, a negative Q2 GDP or a near-+3% year over year PCE — will happen too late for the Fed to pivot on its final decision on rates this summer.
Labor Market Solid… but Weakening?
We don’t see it in continually shrinking Initial Jobless Claims per week (back down to 217K last Thursday), but this week’s jobs figures ought to help answer several questions raised in last week’s Jobs Week reports: ADP private sector payrolls posted a negative -33K jobs filled in June, the first negative print in more than two years.
And, while that Friday’s subsequent BLS report came in at +147K, more than half of those new jobs came from State & Local Government. What that means is that only around 70K new jobs were filled in June outside government hires; 70K isn’t enough to cover the monthly deluge of retiring Baby Boomers and older GenX. So another leg down here — as well as a Continuing Jobless Claims tally closing in on 2 million per week — would change the narrative of the U.S. having a strong labor market, thereby reviving the idea that the Fed needs to cut rates.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include
Stock #1: A Disruptive Force with Notable Growth and Resilience
Stock #2: Bullish Signs Signaling to Buy the Dip
Stock #3: One of the Most Compelling Investments in the Market
Stock #4: Leader In a Red-Hot Industry Poised for Growth
Stock #5: Modern Omni-Channel Platform Coiled to Spring
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.
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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.

Heavy-Duty Earnings Week Commences

Monday, July 28, 2025
We tiptoe into one of the busiest weeks of the year — not only because Q2 earnings season shifts into a higher gear, but because this is the week that gives us a new Federal Open Market Committee (FOMC) meeting and Personal Consumption Expenditures (PCE) report (PCE is the Fed’s preferred gauge on inflation). It’s also Jobs Week, because June JOLTS, ADP ADP private-sector payrolls for July, Weekly Jobless Claims and the always-important Employment Situation report from the U.S. Bureau of Labor Statistics (BLS).
Q2 Earnings Outlook This Week
Again, we’re starting slow in this busy week, but Q2 earnings season sets up to bring us four of the “Magnificent 7” stock earnings reports between now and Thursday afternoon: Microsoft MSFT and Meta Platforms META on Wednesday after the bell and Apple AAPL and Amazon AMZN a day later. We’ll see Cadence Design Systems CDNS and Whirlpool WHR report after today’s closing bell.
This week also brings us important mainstays on the earnings front such as Procter & Gamble PG, Starbucks SBUX and Visa V tomorrow, Ford F and Qualcomm QCOM Wednesday and ExxonMobil XOM Friday morning. In all, 164 companies of the S&P 500 will have posted earnings results by Friday, August 1st.
Fed Unlikely to Lower Rates on Wednesday
Despite President Trump’s long and very visible campaign to change Fed Chair Jerome Powell’s mind about the ongoing Fed funds rate — it’s been at +4.25-4.50% since December of last year, meaning for the entirely of Trump’s second term so far — due to a relative equilibrium having been reached in the Fed’s dual mandate. An Unemployment Rate of +4.1% and an Inflation Rate at +2.7% (up from +2.3% reached a couple months ago) demonstrate current rates are having their desired effect.
That said, Fed Governors Chris Waller and Miki Bowman are likely to file the first dissents in some time from the ongoing narrative about interest rates at the conclusion of the upcoming FOMC meeting Wednesday afternoon. There’s only a 2% chance the Fed has enough votes to cut to outstrip Powell’s opinion to keep interest rates where they are. After an August break, September’s odds go up to +67% for a 25 basis-point (bps) cut.
This is expected to once again raise Trump’s hackles, although perhaps his early-week successes — a trade deal with the EU and ongoing negotiations with China in Stockholm, Sweden — will soothe the president somewhat. Any big, unexpected changes to PCE or the labor market this week — say a sub-100K read on monthly employment, a negative Q2 GDP or a near-+3% year over year PCE — will happen too late for the Fed to pivot on its final decision on rates this summer.
Labor Market Solid… but Weakening?
We don’t see it in continually shrinking Initial Jobless Claims per week (back down to 217K last Thursday), but this week’s jobs figures ought to help answer several questions raised in last week’s Jobs Week reports: ADP private sector payrolls posted a negative -33K jobs filled in June, the first negative print in more than two years.
And, while that Friday’s subsequent BLS report came in at +147K, more than half of those new jobs came from State & Local Government. What that means is that only around 70K new jobs were filled in June outside government hires; 70K isn’t enough to cover the monthly deluge of retiring Baby Boomers and older GenX. So another leg down here — as well as a Continuing Jobless Claims tally closing in on 2 million per week — would change the narrative of the U.S. having a strong labor market, thereby reviving the idea that the Fed needs to cut rates.
Questions or comments about this article and/or author? Click here>>
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They include
Stock #1: A Disruptive Force with Notable Growth and Resilience
Stock #2: Bullish Signs Signaling to Buy the Dip
Stock #3: One of the Most Compelling Investments in the Market
Stock #4: Leader In a Red-Hot Industry Poised for Growth
Stock #5: Modern Omni-Channel Platform Coiled to Spring
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.
Download Atomic Opportunity: Nuclear Energy's Comeback free today.
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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.

Big Week for Jobs, Earnings and the Fed

Key Points
For a second straight quarter, Tesla posted weak auto deliveries and revenue.
The company once again hyped its robotaxi and robot ambitions.
The stock is largely valued based on future bets paying off, making it risky to own.
Tesla (NASDAQ: TSLA) has long been a stock that's traded more on the vision of its founder Elon Musk than on its actual fundamentals. However, with the stock sinking following Tesla's lackluster second-quarter earnings report -- despite more big promises around robotaxis and robots -- reality might finally be catching up to it.
Musk has done a lot of brand damage to Tesla over the past six months or so. His funding of President Donald Trump's campaign and overseeing the Department of Government Efficiency (DOGE) angered many liberal-leaning consumers. He then later got in a very public feud with the President he helped get elected, alienating himself and Tesla from many conservatives, as well.
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The fallout could be seen in Tesla's Q2 numbers, while tariffs also stung the company. Meanwhile, it will soon see an even potentially bigger headwind due to the expiration of the U.S. electric vehicle (EV) credit by the end of third-quarter 2025.
Its core auto business is struggling
For the second straight quarter, Tesla saw big declines in its core auto business. After a 13% drop in deliveries in the first quarter, deliveries fell by the same amount in Q2. Model 3 and Model Y deliveries decreased by 12%, while other models plunged by 52%.
Tesla's auto revenue plunged 16% to $16.7 billion in the quarter. Within its auto revenue, its regulatory credits, which are pure gross margin, fell by more than half to $429 million. Not surprisingly, this affected Tesla's profitability in the quarter.
Even worse for the company is that many of these regulatory credits will soon be going away. Trump's "Big Beautiful Bill" will eliminate the current federal $7,500 EV tax credit at the end of September. As a result, Musk admitted that the company could be in for a "few rough quarters" ahead.
Overall, Tesla's revenue fell 12% to $22.5 billion. Its energy generation and storage revenue dropped 7% to $2.8 billion, while its service revenue climbed 17% to nearly $3.1 billion. Adjusted earnings per share sank 23% to $0.40, while its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) declined by 7% to $3.4 billion.
Tesla's cash flow is also starting to take a hit. Its operating cash flow sank 30% to $2.5 billion, while its free cash flow cratered by 89% to $146 million.
More big promises
Given Tesla's poor operating results, it was not surprising that Musk and the rest of management directed the conversation toward Tesla's big bets on autonomous driving and robotics. Musk claimed that Tesla will expand its autonomous ride-hailing service to cover half of the U.S. population by the end of this year, pending regulatory approval.
Now, of course, such a statement makes little sense. The company is currently only testing a small geofenced area in Austin, Texas, with safety drivers, and it has already had a number of safety issues in this small pilot. Its technology appears nowhere close to ready to be adopted in cities countrywide.
But let's say, for argument's sake, that the technology and regulatory approvals work out. The company would then need hundreds of thousands of Level 4 autonomous driving vehicles on the road (not its current Level 2 vehicles). Beyond that, it would also need service and cleaning centers, as well as charging infrastructure in place to handle a fleet of that size. It would also need to have a consumer-facing platform that can handle things like pre-trip pricing, dynamic fare calculations, disputes, and refunds. There is no evidence that Tesla has any of this in place.
Meanwhile, Musk continued to sing the praises of his Optimus robot, saying it will be Tesla's biggest product ever. He said Optimus 3 has an "exquisite" design with no significant flaws. He's looking to have a prototype of the new robot by the end of this year and then scale production next year. He then wants to be able to produce 1 million Optimus robots a year within five years.
Once again, this seems ambitious. Amazon (NASDAQ: AMZN) is currently an AI robotics leader, and companies like Boston Dynamics have showcased robots with advanced mobility, so robots can be hugely useful. However, all Tesla has ever demonstrated is a humanoid robot that could only do carefully choreographed tasks. Today, most factory automation is done by specialized, fixed-purpose robots. The use case for a humanoid robot is still very questionable.
Should investors buy the dip?
Even after the stock pullback, Tesla's stock trades at a forward price-to-earnings ratio (P/E) of over 170x based on 2025 analyst estimates, while its profitable auto peers -- like Ford, General Motors, and Stellantis -- generally have multiples of 10 or less.
With its core auto business struggling, this indicates that the bulk of Tesla's market cap is predicated on ambitions that may or may not pan out. Given the company's track record of overpromising and under-delivering, this is not a bet I'd make.
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Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon and Tesla. The Motley Fool recommends General Motors and 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.

Tesla Shares Tumble. Is It Time to Buy the Dip or Run for the Hills?

Analysts on Wall Street project that Ford Motor Company (F) will announce quarterly earnings of $0.34 per share in its forthcoming report, representing a decline of 27.7% year over year. Revenues are projected to reach $41.72 billion, declining 6.9% from the same quarter last year.
The current level reflects an upward revision of 9.7% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.
Bearing this in mind, let's now explore the average estimates of specific Ford Motor metrics that are commonly monitored and projected by Wall Street analysts.
Analysts expect 'Revenues- Company excluding Ford Credit' to come in at $41.15 billion. The estimate suggests a change of -8.2% year over year.
The combined assessment of analysts suggests that 'Revenues- Ford Credit' will likely reach $3.11 billion. The estimate points to a change of +3.8% from the year-ago quarter.
The average prediction of analysts places 'Revenues- External Revenues- Ford Blue' at $23.27 billion. The estimate points to a change of -12.7% from the year-ago quarter.
Analysts predict that the 'Revenues- Ford Pro' will reach $16.45 billion. The estimate points to a change of -3.2% from the year-ago quarter.
Based on the collective assessment of analysts, 'Revenues- External Revenues- Ford Model e' should arrive at $1.38 billion. The estimate suggests a change of +20.4% year over year.
It is projected by analysts that the 'Wholesale Units - Ford Blue' will reach 635.02 thousand. The estimate is in contrast to the year-ago figure of 741.00 thousand.
The consensus among analysts is that 'Wholesale Units - Ford Pro' will reach 377.94 thousand. The estimate compares to the year-ago value of 375.00 thousand.
The consensus estimate for 'Wholesale Units - Ford Model e' stands at 35.70 thousand. Compared to the present estimate, the company reported 26.00 thousand in the same quarter last year.
According to the collective judgment of analysts, 'Adjusted EBIT- Ford Credit' should come in at $431.54 million. Compared to the current estimate, the company reported $343.00 million in the same quarter of the previous year.
Analysts forecast 'Adjusted EBIT- Ford Blue' to reach $850.84 million. Compared to the current estimate, the company reported $1.17 billion in the same quarter of the previous year.
Analysts' assessment points toward 'Adjusted EBIT- Ford Pro' reaching $2.35 billion. The estimate is in contrast to the year-ago figure of $2.56 billion.
View all Key Company Metrics for Ford Motor here>>>
Ford Motor shares have witnessed a change of +5.9% in the past month, in contrast to the Zacks S&P 500 composite's +4.6% move. With a Zacks Rank #3 (Hold), F is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
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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.

Insights Into Ford Motor (F) Q2: Wall Street Projections for Key Metrics

Key Points
Ford Motor recently announced stellar sales numbers for the second quarter.
Tariffs will likely hurt its financials although the automaker should be able to work through it.
Higher sales and higher costs may offset each other, potentially limiting Ford's near-term upside.
The automotive industry has been reeling for months following the Trump administration's announced tariffs, which have threatened to increase costs, likely leading to higher prices for consumers.
Ford Motor Company (NYSE: F) approached the situation aggressively, marketing to its American roots and offering vehicle buyers employee-level pricing for a three-month period. It worked. Ford recently announced fantastic second-quarter vehicle sales, including an estimated 1.8-percentage-point gain in market share. Now, the company has followed it up with a new promotion aimed at lowering up-front costs for buyers.
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With Ford building sales momentum, it's fair to ask where the stock might be in three years. I dove into the numbers to find out. Here is what you need to know.
Combating tariff headwinds with volume
Despite Ford's standing as a leading American vehicle brand, it is a global business, both in supply chain and in sales. The tricky part is figuring out just how tariffs will affect the company, which is remarkably difficult due to the Trump Administration's inconsistent messaging on policy.
As of first-quarter earnings, management was anticipating a net headwind of $1.5 billion to Ford's 2025 earnings before interest and taxes (EBIT). It appears that part of Ford's strategy has been to lean into the tariff headwinds as an opportunity to leverage its American identity with U.S. consumers. Ford extended employee-level pricing to buyers as part of its "From America, For America" campaign.
The promotion, which ran from early April to early July, was a winner. Ford's vehicle sales skyrocketed by 14.2% in Q2 2025, including:
The highest Q2 sales for F-Series trucks since 2019.
Record sales for electric vehicles.
The highest volume for the Lincoln brand since 2007.
20% growth in paid subscriptions for Ford Pro software.
Automotive manufacturers have high fixed costs associated with operating factories. Investors will need to see management's updated financial outlook when Ford releases its full Q2 earnings on July 30. Still, it would prove a savvy move by Ford if the company could grow its sales volume enough to offset tariff-related costs, while boosting market share and giving the Ford brand some momentum in the process.
Ford's fundamentals remain resilient
Tariffs, in some shape or form, are looming. Analysts have already baked a sizable hit to earnings into Ford's 2025 estimates. The consensus on Wall Street is that earnings will drop from $1.84 per share last year to an estimated $1.12 this year.
Beyond the effect on earnings, the important takeaway is that Ford can remain profitable. While investors must read between the lines until Ford releases its Q2 earnings, management probably wouldn't follow its Q2 promotion with another campaign if the company were losing more money selling all those additional vehicles.
The dividend, yielding over 5.3%, is still just 54% of 2025 earnings estimates, and management reiterated Ford's balance sheet strength in Q1, which ended with $27 billion in cash and $45 billion in total liquidity. Ford should have ample financial resources to weather the tariff uncertainty, and its decision to pursue market share in this situation underscores that confidence.
Where might the stock be in three years?
It's worth noting that the auto industry is highly competitive, and companies must continually invest in updating, maintaining, and upgrading expensive factories. Ford is a significant industry player, yet its stock has still badly lagged the broader stock market over time.
Therefore, even if Ford successfully navigates the tariff headwinds, it's not guaranteed to yield great investment results. Currently, Ford's free cash flow yield is 20%, on par with its average over the past decade.
It's tough to envision the stock fetching a higher valuation while tariffs continue to weigh on the business. The hope is that Ford sells more vehicles at lower margins (due to tariffs) to the point that free cash flow grows. Upcoming Q2 earnings will give investors a fresh set of expectations regarding how tariffs will affect Ford's profits. Keep in mind that Ford's current valuation reflects pre-tariff cash flows.
I suspect that Ford will be working back to 2024 profits over the next few years. When it all shakes out, much of the tariff-related costs and higher sales volume could somewhat offset each other. In that scenario, the stock price may not change much. Ford's 5.3% dividend could represent a significant portion of the stock's investment returns.
So, for now, it appears that Ford stock has limited upside over the next three years. Of course, that could change as the tariff situation evolves.
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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.

Where Will Ford Motor Company Be in 3 Years?

July closes out last week with plenty of jobs data and the Federal Reserve's interest rate decision. Investors will have plenty of other economic indicators to unpack, including the personal consumption expenditures (PCE) index.
Earnings season carries on, with reports from Amazon.com (AMZN), Anheuser-Busch InBev (BUD), AstraZeneca (AZN), Biogen (BIIB), Caesars Entertainment (CZR), Chevron (CVX), Coinbase Global (COIN), Etsy (ETSY), Ford Motor (F), Merck (MRK), Meta Platforms (META), MicroStrategy (MSTR), Microsoft (MSFT), PayPal (PYPL), Procter & Gamble (PG), Qualcomm (QCOM), Roku (ROKU), SoFi Technologies (SOFI), Starbucks (SBUX), Spotify Technologies (SPOT), UnitedHealth (UNH), and Visa (V).
Below is a list of key market events scheduled for the upcoming week. All economic dates listed below are tentative and subject to change.
There is no relevant economic data slated for release on Monday, July 28.
Advanced U.S. trade in balance goods, retail inventories, and wholesale inventories are due out on Tuesday, July 29. Investors will also be eyeing the S&P Case-Shiller home price index, consumer confidence data, and job openings.
Wednesday, July 30 brings the ADP employment report, gross domestic product (GDP) data, and pending home sales. The Federal Open Market Committee's (FOMC) interest rate decision is on tap as well, with Fed Chair Jerome Powell to follow up with a press conference.
Weekly jobless claims data is set for Thursday, July 31, alongside personal income and spending data. Traders will be expecting the PCE and core PCE indexes, too, in addition to the Chicago Business Barometer.
The week ends with a slew of jobs data, including the July U.S. employment report, an unemployment rate update, and U.S. hourly wages on Friday, Aug. 1. The S&P final U.S. manufacturing PMI, Institute for Supply Management (ISM) manufacturing data, and a construction spending update will also be on Wall Street's radar. Capping off the day is a final consumer sentiment reading and auto sales data.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Interest Rate Decision to Come Amid Earnings Wave

The following are the top rated Consumer Discretionary stocks according to Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.
ROSS STORES INC (ROST) is a large-cap growth stock in the Retail (Apparel) industry. The rating according to our strategy based on Peter Lynch is 93% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Ross Stores, Inc. is engaged in operating two brands of off-price retail apparel and home fashion stores-Ross Dress for Less (Ross) and dds DISCOUNTS. Ross is the off-price apparel and home fashion chain in the United States, with approximately 1,831 locations in 43 states, the District of Columbia, and Guam. Ross offers in-season, name brand and designer apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 60% off department and specialty store regular prices every day. Ross target customers are primarily from middle-income households. It also operates approximately 355 dds DISCOUNTS stores in 22 states. dds DISCOUNTS features more moderately-priced in- season, name brand apparel, accessories, footwear, and home fashions for the entire family at savings of 20% to 70% off moderate department and discount store regular prices every day. It operates a total of approximately 2,186 stores.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of ROSS STORES INC
HAYWARD HOLDINGS INC (HAYW) is a mid-cap growth stock in the Misc. Capital Goods industry. The rating according to our strategy based on Peter Lynch is 91% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Hayward Holdings, Inc. is a global designer, manufacturer, and marketer of a broad portfolio of pool and outdoor living technology. The Company offers a full line of energy-efficient and sustainable residential and commercial pool equipment including pumps, filters, heaters, cleaners, sanitizers, light emitting diode (LED) lighting, and water features, all digitally connected through its Internet of Things (IoT)-enabled SmartPad. Its products are connected through OmniLogic, its mobile application. It operates through two segments: North America (NAM) and Europe & Rest of World (E&RW). The NAM segment manufactures and sells a complete line of residential and commercial swimming pool equipment and supplies in the United States and Canada and manufactures and sells flow control products. The E&RW segment manufactures and sells residential and commercial swimming pool equipment and supplies in Europe, Central and South America, the Middle East, Australia, and other Asia Pacific countries.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of HAYWARD HOLDINGS INC
AMAZON.COM INC (AMZN) is a large-cap growth stock in the Retail (Specialty) industry. The rating according to our strategy based on Peter Lynch is 87% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Companys segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of AMAZON.COM INC
FORD MOTOR CO (F) is a large-cap value stock in the Auto & Truck Manufacturers industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: 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 Companys 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.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of FORD MOTOR CO
DREAM FINDERS HOMES INC (DFH) is a mid-cap value stock in the Construction Services industry. The rating according to our strategy based on Peter Lynch is 74% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Dream Finders Homes, Inc. is a homebuilder based in Jacksonville, Florida. The Company's primary focus is on constructing and selling single-family homes across entry-level, first-time move-up, second-time move-up, and active adult markets. It builds single-family homes throughout the Southeast, Mid-Atlantic and Midwest, including Florida, Texas, Tennessee, North Carolina, South Carolina, Georgia, Colorado, Arizona, and the Washington, D.C. metropolitan area, which comprises Northern Virginia and Maryland. It also has homebuilding operations and assets in the Atlanta. The Company also owns captive pre-engineered panel and truss and building component import businesses. The Company also provides title insurance and mortgage banking solutions through its wholly owned subsidiaries, Golden Dog Title & Trust and Jet HomeLoans, LP. Its home offerings are marketed under various brands, including Dream Finders Homes, DF Luxury, Craft Homes, and Coventry Homes.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of DREAM FINDERS HOMES INC
About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.
About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Validea's Top Consumer Discretionary Stocks Based On Peter Lynch - 7/24/2025

Ford Motor (NYSE:F) is set to report its earnings on Wednesday, July 30, 2025. Consensus projects earnings of about $0.33 per share, down from $0.47 per share in the year-ago quarter, while revenues are likely to come in at about $43.93 billion, down 2% compared to the last year. Ford has already reported its vehicle delivery numbers for the U.S. for Q2, with sales rising 14.2% year-over-year to 612,095 units. Growth was driven primarily by strong demand for pickups such as the F-Series, Ranger, and Maverick, which collectively saw a 15% increase. F-Series sales rose 11.5% to 222,459 units – marking the best Q2 since 2019. A higher mix of pickup sales, which are much more profitable than sedans, could help support Ford’s margins.
The new tariffs on autos and components imposed by the Trump Administration may weigh on costs and profitability over the quarter. For perspective, Ford’s peer GM took a $1.1 billion hit to its Q2 earnings due to the tariffs. That said, Ford may be better positioned than most rivals, with an estimated 80% of its U.S. sales in 2024 coming from domestically assembled vehicles.
The company has $44 billion in current market capitalization. Revenue over the last twelve months was $183 billion, and it was operationally profitable, with $4.3 billion in operating profits and net income of $5.0 billion. While a lot will depend on how results stack up against consensus and expectations, understanding historical patterns might just turn the odds in your favor if you are an event-driven trader.
There are two ways to do that: understand the historical odds and position yourself prior to the earnings release, or look at the correlation between immediate and medium-term returns post earnings and position yourself accordingly after the earnings are released. That said, if you seek upside with lower volatility than individual stocks, the Trefis High Quality portfolio presents an alternative – having outperformed the S&P 500 and generated returns exceeding 91% since its inception.
Ford Motor’s Historical Odds Of Positive Post-Earnings Return
Some observations on one-day (1D) post-earnings returns:
There are 20 earnings data points recorded over the last five years, with 10 positive and 10 negative one-day (1D) returns observed. In summary, positive 1D returns were seen about 50% of the time.
However, this percentage decreases to 42% if we consider data for the last 3 years instead of 5.
Median of the 10 positive returns = 2.6%, and median of the 10 negative returns = -8.0%
Additional data for observed 5-Day (5D), and 21-Day (21D) returns post earnings are summarized along with the statistics in the table below.
Correlation Between 1D, 5D, and 21D Historical Returns
A relatively less risky strategy (though not useful if the correlation is low) is to understand the correlation between short-term and medium-term returns post earnings, find a pair that has the highest correlation, and execute the appropriate trade. For example, if 1D and 5D show the highest correlation, a trader can position themselves “long” for the next 5 days if 1D post-earnings return is positive. Here is some correlation data based on 5-year and 3-year (more recent) history. Note that the correlation 1D_5D refers to the correlation between 1D post-earnings returns and subsequent 5D returns.
Learn more about Trefis RV strategy that has outperformed its all-cap stocks benchmark (combination of all 3, the S&P 500, S&P mid-cap, and Russell 2000), to produce strong returns for investors. Separately, if you want upside with a smoother ride than an individual stock like Ford Motor, consider the High Quality portfolio, which has outperformed the S&P, and clocked >91% returns since inception
Invest with Trefis Market Beating Portfolios
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

How Will Ford Motor Stock React To Its Upcoming Earnings?

Paccar (PCAR) came out with quarterly earnings of $1.37 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $2.13 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +7.03%. A quarter ago, it was expected that this truck maker would post earnings of $1.57 per share when it actually produced earnings of $1.46, delivering a surprise of -7.01%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Paccar, which belongs to the Zacks Automotive - Domestic industry, posted revenues of $6.96 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.53%. This compares to year-ago revenues of $8.26 billion. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Paccar shares have lost about 10.7% since the beginning of the year versus the S&P 500's gain of 7.2%.
What's Next for Paccar?
While Paccar has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Paccar was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.34 on $6.77 billion in revenues for the coming quarter and $5.62 on $27.28 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Automotive - Domestic is currently in the bottom 26% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Ford Motor Company (F), another stock in the same industry, has yet to report results for the quarter ended June 2025. The results are expected to be released on July 30.
This company is expected to post quarterly earnings of $0.30 per share in its upcoming report, which represents a year-over-year change of -36.2%. The consensus EPS estimate for the quarter has been revised 3.2% higher over the last 30 days to the current level.
Ford Motor Company's revenues are expected to be $41.25 billion, down 8% from the year-ago quarter.
Should You Invest in PACCAR Inc. (PCAR)?
Before you invest in PACCAR Inc. (PCAR), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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.

Paccar (PCAR) Beats Q2 Earnings and Revenue Estimates

$914,920 of FORD MOTOR COMPANY lobbying was just disclosed, from Q2 of 2025, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Issues related to critical minerals mining and associated permitting
Issues related to autonomous vehicles Cybersecurity Issues related to data sharing and data privacy Issues related to vehicle connectivity and telematics Issues related to automotive safety Issues related to electric vehicles and greenhouse gas emissions Semiconductor shortage and automotive supply chain resiliency Implementation of the Inflation Reduction Act Trade Critical minerals policy
Issues related to financial services Issues related to industrial loan banks
Manufacturing tax incentives R&E tax credit and expensing Electric vehicle tax incentives 48C, 30C, and 30D tax credits Electric vehicle charging infrastructure tax incentives Trump Administration corporate tax proposals Tax credits for battery manufacturing investment and production Implementing regulations of the Inflation Reduction Act Foreign Entity of Concern restrictions
Automotive sectoral tariffs Semiconductor shortage and automotive supply chain resiliency Implementation of the U.S. - Mexico - Canada agreement Issues related to critical mineral free trade agreements Issues related to rare earth importation Implementation of the CHIPs and Science Act Implementation of the Uyghur Forced Labor Prevention Act Section 301 tariff issues
Issues related to autonomous vehicles Issues related to data privacy Issues related to vehicle connectivity and telematics Issues related to automotive safety American Privacy Rights Act Automotive 'right-to-repair' issues
Greenhouse gas emissions regulations Electric vehicle investment incentives Electric vehicle charging infrastructure incentives Issues related to the Corporate Average Fuel Economy program
Issues related to workforce training Issues related to the domestic supplier workforce
Issues related to renewable fuels Issues related to electric vehicles and charging infrastructure Energy permitting reform and related issues
Issues related to renewable fuels Issues related to low carbon fuel standards Issues related to the Petroleum Equivalency Factor
Manufacturing investment incentives Federal and USPS fleet procurement issues Semiconductor shortage and automotive supply chain resiliency
Federal highway funding reauthorization Implementation of the Infrastructure Investment and Jobs Act Issues related to FY 2025 appropriations
Issues related to connected vehicles 5.9 GHz spectrum band allocation"
You can find more data on corporate lobbying on Quiver Quantitative.
F Congressional Stock Trading
Members of Congress have traded $F stock 23 times in the past 6 months. Of those trades, 15 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $F stock by members of Congress over the last 6 months:
REPRESENTATIVE TIM MOORE has traded it 16 times. They made 11 purchases worth up to $750,000 on 04/10, 04/09, 04/08, 04/07, 03/31, 03/05, 02/13, 02/10, 02/07, 02/06, 02/04 and 5 sales worth up to $800,000 on 04/15, 03/10, 03/03, 02/05, 01/21.
REPRESENTATIVE ROBERT BRESNAHAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/08 and 1 sale worth up to $15,000 on 02/25.
REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 1 purchase worth up to $15,000 on 02/12 and 1 sale worth up to $15,000 on 04/01.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 03/31, 01/24 and 1 sale worth up to $15,000 on 02/26.
F Insider Trading Activity
F insiders have traded $F stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $F stock by insiders over the last 6 months:
ANDREW FRICK (President, Ford Blue & Model e) has made 0 purchases and 2 sales selling 60,000 shares for an estimated $675,000.
F Hedge Fund Activity
We have seen 746 institutional investors add shares of F stock to their portfolio, and 775 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
VANGUARD GROUP INC added 55,576,478 shares (+13.8%) to their portfolio in Q1 2025, for an estimated $557,432,074
PACER ADVISORS, INC. added 48,378,444 shares (+6915.1%) to their portfolio in Q1 2025, for an estimated $485,235,793
BLACKROCK, INC. added 25,848,105 shares (+8.8%) to their portfolio in Q1 2025, for an estimated $259,256,493
JACOBS LEVY EQUITY MANAGEMENT, INC removed 14,602,466 shares (-64.9%) from their portfolio in Q1 2025, for an estimated $146,462,733
SQUAREPOINT OPS LLC removed 12,943,697 shares (-92.7%) from their portfolio in Q1 2025, for an estimated $129,825,280
RENAISSANCE TECHNOLOGIES LLC added 12,915,400 shares (+201.0%) to their portfolio in Q1 2025, for an estimated $129,541,461
TWO SIGMA ADVISERS, LP added 11,549,400 shares (+1849.4%) to their portfolio in Q1 2025, for an estimated $115,840,482
F Analyst Ratings
Wall Street analysts have issued reports on $F in the last several months. We have seen 2 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
JP Morgan issued a "Overweight" rating on 07/21/2025
B of A Securities issued a "Buy" rating on 04/22/2025
Bernstein issued a "Underperform" rating on 04/09/2025
Wells Fargo issued a "Underweight" rating on 02/06/2025
To track analyst ratings and price targets for F, check out Quiver Quantitative's $F forecast page.
Multiple analysts have issued price targets for $F recently. We have seen 11 analysts offer price targets for $F in the last 6 months, with a median target of $10.0.
Here are some recent targets:
Ryan Brinkman from JP Morgan set a target price of $13.0 on 07/21/2025
Dan Levy from Barclays set a target price of $11.0 on 07/16/2025
Joseph Spak from UBS set a target price of $11.0 on 07/14/2025
Alexander Potter from Piper Sandler set a target price of $9.0 on 05/22/2025
Michael Ward from Citigroup set a target price of $11.0 on 05/07/2025
Mark Delaney from Goldman Sachs set a target price of $10.0 on 05/06/2025
John Murphy from B of A Securities set a target price of $14.0 on 04/22/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	7.04 18.21
Price/Sales	0.22 0.65
P/B	0.91 1.75
P/FCF	6.13 14.40

Indicator	TTM Median
ROE	13.39 15.91
ROA	2.09 5.60
ROI	4.03 9.40
Net Worth	41.34 0.88
Quick Ratio	1.03 0.91
Current Ratio	1.17 1.44

Indicator	TTM Median
Net Profit Margin	3.18 6.42
Operating Margin	2.82 8.93
Gross Margin	14.36 38.46
Return on tangible equity	13.39 23.67

Indicator	TTM Median
EPS	0.14 0.44
EPS Forecast	0.34 0.42
Revenue	48.21B 182.00M
Gross Profit	6.91B —
EBITDA	2.68B —

Ford Motor Company

Indicators F

Valuation

Debts

Efficiency

Other ratios

Revenue