Stock Pulse
Goldman Sachs downgraded Ford's stock from Buy to Neutral, citing increased competition, a weaker macroeconomic environment, and the negative impact of 25% tariffs on imported autos and auto parts [4], [6], [7], [8]. These tariffs are projected to add significant costs to Ford's production, potentially impacting profitability and competitiveness [3], [7], [10]. While Ford reported strong Q4 2024 earnings and offers a high dividend yield [2], analysts and commentators like Jim Cramer express concern about the company's prospects due to tariffs, potential manufacturing downturns, and warranty issues [5]. The stock price fell nearly 4% following the downgrade [8], and broader market trends also contributed to price fluctuations [1]. An SEC filing revealed increased beneficial ownership by a Ford executive through a stock grant [11].